New to Ask Reevo? Read Ask Reevo Copilot first to understand the basics before using Skills.

What are Skills?

Skills are saved instruction sets that shape how Ask Reevo responds. Instead of repeating the same guidance in every conversation, you write the instructions once - then invoke the skill whenever you need Ask Reevo to follow them.

When to Use Skills

Skills work best when you have a task you repeat often and want Ask Reevo to always approach the same way. The table below shows common sales use cases and an example of what you’d write in the Instructions field to make it work.

When	Skill	Example instruction
Before a call	Meeting prep brief	”Pull the account’s last 3 meeting notes, any open opportunities, and recent activity. Draft 3 personalized discovery questions based on their industry and role.”
Before a call	Competitive intel	”When I mention a competitor, return our standard differentiators against them and the 2 most common objection reframes our team uses.”
After a call	Follow-up email	”Draft a follow-up email with: a one-line recap, 3 bullet takeaways, agreed next steps with owners, and one clear CTA. Keep it under 200 words.”
After a call	CRM activity note	”Take my raw notes and reformat them as a clean activity log: what was discussed, decisions made, next steps, and any risks or blockers flagged.”
Writing outreach	Sequence step	”Write this message using our formula: one hook (1 sentence), one value prop tied to their role (1 sentence), one CTA (1 sentence). Max 75 words, no filler.”
Writing outreach	LinkedIn message	”Draft a LinkedIn connection request: warm, specific to their job title and company, no pitch. Keep it under 3 sentences.”
In a deal	Qualification check	”Review what I’ve shared about this deal and identify which qualification criteria are missing. For each gap, suggest the exact question I should ask to fill it.”
In a deal	Mutual success plan	”Draft a mutual success plan with: the customer’s stated goals, key milestones, how we map to their success metrics, and recommended next steps with a timeline.”

Skill Scopes

Skills are personal - ones you create are visible only to you. Ask Reevo also includes built-in system skills available to all users, but those cannot be edited or deleted.

Creating a Skill

Navigate to Settings > Skills and click Create skill. A dropdown gives you two options.

Option A: Create with Ask Reevo (recommended)

Select Create with Ask Reevo to open a guided chat session. Ask Reevo walks you through defining the skill step by step - you describe what you want it to do in plain language, and it drafts the name, description, and instructions for you. This is the recommended path if you know what you want the skill to do but aren’t sure how to write the instructions.

Option B: Write skill instructions

Select Write skill instructions to fill in the form yourself:

Skill name - A descriptive name. Automatically converted to a unique identifier in the background.
Description - A short summary of what the skill does and when to use it. Ask Reevo also uses this to decide when to auto-trigger the skill, so be specific.
Instructions - The full guidance Ask Reevo will follow when this skill is active.

Click Create to save. The skill is active immediately.

Using Skills in Chat

Skills can be triggered manually or automatically.

Slash Command

Type / in the Ask Reevo chat input to open the skill picker. A dropdown lists all your active skills - start typing to filter by name or description. Select a skill to attach it to your message. Attached skills appear as purple chips (notebook icon) in the input. You can attach multiple skills to a single message. When you send the message, Ask Reevo reads the full skill instructions and follows them in its response.

Automatic Triggering

Ask Reevo checks each message you send against your skills’ names, descriptions, and keywords. If it finds a match, the skill loads automatically - no slash command needed. For example, if you have a “Pre-Meeting Prep” skill, asking:

“Prep me for my next meeting”

…will automatically trigger the Pre-Meeting Prep skill.

A specific, detailed description is what makes auto-triggering reliable. Include the specific situations, phrases, and contexts where you’d want the skill to activate.

How Skills Appear in Responses

When a skill is active - whether triggered manually or automatically - a skill badge appears in the response indicating how many skills were loaded. Hovering over the badge shows the names of the active skills.

Managing Skills

All your skills live in Settings > Skills.

Enable and Disable

Use the toggle on each skill row to switch between Active and Inactive. Changes take effect immediately. A disabled skill won’t appear in the slash command picker or auto-trigger in chat - but it stays saved and can be re-enabled at any time.

View Skill Details

Click any skill row to open the full instructions and metadata for that skill.

Delete a Skill

Click the three-dot menu on a skill row and select Delete. Confirm the dialog to proceed. Deletion is permanent and cannot be undone.

Troubleshooting / FAQs

Who can see the skills I create?

Skills you create are personal - only you can see and use them. Ask Reevo also includes built-in system skills available to all users, but those cannot be edited or deleted.

Can I attach more than one skill to a message?

Yes. Use the slash command to attach multiple skills to a single message. All attached skills will be active for that response.

What is the difference between disabling and deleting a skill?

Disabling a skill hides it from the slash command picker and stops it from auto-triggering, but it stays in your Skills list and can be re-enabled any time. Deleting a skill is permanent and cannot be undone.

How does Ask Reevo decide when to auto-trigger a skill?

It compares your message against each skill’s name, description, and keywords. Writing a detailed, specific description is the most reliable way to make auto-triggering work consistently.

How can I make a skill easier to trigger automatically?

Include the situation, the relevant record types, and the result you want in the skill description. For example: “Before customer renewal calls, summarize open opportunities and recent meeting risks.” Specific context gives Ask Reevo a stronger matching signal than a generic label such as “Deal help.”

My skill is not auto-triggering. What should I check?

Try asking Ask Reevo directly why the skill didn’t trigger - it will attempt to diagnose and fix the issue. If the problem persists, confirm the skill is Active (the toggle is on) and try editing the description to be more specific about the situations and phrases that should trigger it.

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AskReevo Skills

What are Skills?

When to Use Skills

Skill Scopes

Creating a Skill