Create Your Own
Build custom skill playbooks by describing the procedure you want Chalie to follow.
Creating a skill through conversation
The simplest way to create a skill is to ask Chalie in natural language:
- “Create a skill for tracking my weekly expenses”
- “Save a playbook for how I like to research new topics”
- “Add a skill called Morning Briefing that checks weather, calendar, and news”
Chalie will ask you for the details it needs:
- Title — a short noun phrase describing the skill (e.g. “Weekly Expense Review”)
- Use for — one sentence describing when this skill should be triggered (e.g. “reviewing and categorising weekly spending against a budget”)
- Steps — the numbered procedure Chalie should follow, referencing specific tools where relevant
- Tags — optional keywords to improve discoverability (e.g. “finance, budget, expenses”)
- Related tools — optional list of Chalie tools the skill uses (e.g. “search, memory, document”)
Writing good steps
Each step should be a clear, actionable instruction. Reference specific tools so Chalie knows what to use:
1. Use memory to recall the user's budget categories and spending limits.
2. Ask the user for the time period to review (default: last 7 days).
3. Use search to find recent transaction data or bank statements.
4. Categorise each transaction against the stored budget categories.
5. Use document to save a summary table: category, budgeted, actual, variance.
6. Highlight any category where actual spending exceeds the budget by more than 10%.
7. Store updated spending totals in memory for next week's comparison.
Good steps are specific about which tool to use and what output to produce. Avoid vague instructions like “analyse the data” — say what analysis means in concrete terms.
Editing a skill
To update an existing skill:
- “Edit my Weekly Expense Review skill to also flag recurring subscriptions”
- “Update the Morning Briefing skill — add a step to check for package deliveries”
Only the fields you mention will change. The version number increments automatically on each edit.
Deleting a skill
- “Delete the skill I created for meal planning”
- “Remove my Track Flights skill”
Only user-created skills can be deleted. Curated skills can be disabled but not removed.
Listing your skills
- “Show me all my custom skills”
- “List the skills I’ve created”
- “What custom playbooks do I have?”
This shows both curated and user-created skills with their current status.
Tips for effective skills
- Be specific about outputs. “Save a summary” is vague; “save a table with columns for X, Y, Z” tells Chalie exactly what to produce.
- Reference tools by name. Steps that say “use search to…” or “check memory for…” route Chalie to the right tool without ambiguity.
- Include defaults. If a step involves a time period, quantity, or preference, state the default so Chalie can proceed without asking.
- Keep it focused. A skill that tries to do everything ends up being matched to everything. One skill per workflow keeps discovery accurate.
- Add tags. Tags improve search matching. Include domain keywords, synonyms, and related concepts.