Skills

Documentation Index

Fetch the complete documentation index at: https://docs.coloop.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What are Skills?

Skills are saved prompt templates that customize how the Thought Partner chat analyzes your data. Instead of rewriting complex instructions each time, you can create a skill once and reuse it across chats and projects. The CoLoop team creates and maintains a library of high-quality qualitative research skills across a variety of domains, available to all users out of the box. You can access skills via the Explore Skills dialog in the project sidebar.

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Skill Scopes

Skills exist at four levels. What you can see and do depends on your role and where the skill was created.

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Creating a Skill

1. Open a project and click Explore Skills in the sidebar.
2. Select the Personal tab and click New Skill.
3. Give the skill a name, optional description, and write the instructions for the skill.
4. Click Save.

The skill is now available in your personal skill list across all your projects.

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Publishing Skills

You can publish a personal skill to a broader audience:

• Publish to Project — copies the skill to the current project so all project members can use it.
• Publish to Organization (admin only) — copies the skill so everyone in your workspace can use it.
• Request Publish to Organization (non-admin) — sends a request for an organization admin to review and approve.

After publishing, your original personal skill remains unchanged. The published copy is independent.

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Managing Organization Skill Requests

If you’re an organization admin, you will see a wand icon in the top bar of your workspace. Clicking it opens the Organization Skill Requests dialog where you can review pending publish requests from your team. For each request you can:

• Expand the row to preview the full skill instructions.
• Approve — the skill becomes available to everyone in your workspace.
• Reject — optionally provide a reason. The requester’s original skill is not affected.

To browse, edit, or delete all organization skills, open Explore Skills from any project and select the Organization tab.

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Enabling and Disabling Skills

You can toggle skills on or off from the Explore Skills dialog. Disabling a skill hides it from your skill picker without deleting it.

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Admin Skill Management

Organization admins with internal admin access can manage built-in skills from the admin panel under Skills. This allows creating, editing, and deleting system-wide built-in skills.