Saving and Reusing Skills
Reuse your best instructions for proposals, BD, and compliance.
Skills keep your best instructions in one place, so you do not type them again. This guide shows you how to save a skill and reuse it across CLEATUS. Skills was previously called the Prompt Library.
Before you start:
Find a request that gives good results every time. Keep it ready, so you can save it as your first skill.
Build your skills
Open Skills
Open Skills from Automation in the sidebar to see your saved skills.
Create a skill
Click Add Skill. Give it a clear title, then paste the skill instructions you want to reuse.
Organize by category
Group skills by category: Pricing, Compliance, Solutioning/Technical, Bid/No-Bid, Capture, BD & Pipeline, and Market Intel. Click Add Category to make your own. Star the skills that you use most.
Reuse it anywhere
Search your skills, then add a saved skill to the agent or the proposal writer. In the chat, click + and select Skills.
Tip:
Save your best skills, so the whole team can reuse them.