Every skill follows a structured 3-phase process designed to give you exactly what you need.
Overview
Phase | What Happens | Your Action |
Discovery | AI asks clarifying questions | Answer questions |
Confirmation | Choose generation mode | Select Quick or Detailed |
Generation | AI creates deliverable | Review and export |
Phase 1: Discovery
When you start a skill, the AI asks 1-3 targeted questions to understand your context:
Example questions:
"Who is the recipient of this email?"
"What is the main value proposition you want to highlight?"
"What is the prospect's current situation?"
Tips for Discovery:
Be specific in your answers
Include relevant details (company names, deal sizes, pain points)
The more context you provide, the better the output
The Discovery phase uses a lightweight AI model for fast, responsive conversation.
Phase 2: Confirmation
After gathering context, you'll see two generation options:
Quick Generation
Generates immediately
Uses your answers and general best practices
Fastest option (8-15 seconds)
Detailed Generation (with Playbooks)
Reviews your company playbooks before generating
Ensures brand alignment and methodology compliance
Slightly longer but more aligned with your organization
When to choose Detailed:
External-facing communications
Important deals or accounts
When brand consistency matters
Phase 3: Generation
The AI creates your deliverable in 8-15 seconds:
A loading indicator shows generation progress
The formatted output appears in the chat
Download buttons appear for export options
Output quality:
Professionally formatted with headers, sections, and structure
Ready to use with minimal editing
Follows the skill's specific template
After Generation
Once your deliverable is ready:
Review the output in the chat
Export as PDF, Word, or Excel (see "Exporting Skill Outputs")
Refine with follow-up prompts if needed
Copy text to clipboard for quick use
Tips for Best Results
Answer discovery questions thoroughly - More context = better output
Choose "Detailed" for important deliverables - Ensures playbook alignment
Use follow-up prompts to refine - "Make the intro more casual" or "Add a pricing section"
Attach relevant files - Previous emails, meeting notes, or research
Save successful outputs - Use them as templates for future reference