{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["availability","img","callout","faq","faq-item","partial"]},"redocly_category":"AI","type":"markdown","userRole":"Users, Editors, and Admins","accountType":"All organizations and accounts","plan":"One or more features exclusive to select subscription plans"},"seo":{"title":"Extend Genie with skills","description":"Save a repeatable set of instructions as a skill, then trigger it in any Genie chat or routine with a slash command.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building dashboards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"]},{"title":"AI","includeFiles":["docs/ai/*.md"]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"]},{"title":"Dashboards","includeFiles":["docs/dashboards/**/*.md"]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"]},{"title":"Goals","includeFiles":["docs/goals/*.md"]},{"title":"Reports","includeFiles":["docs/reports/*.md"]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"]},{"title":"Support","includeFiles":["docs/support/*.md"]},{"title":"Company","includeFiles":["docs/company/*.md"]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"]}]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"extend-genie-with-skills","__idx":0},"children":["Extend Genie with skills"]},{"$$mdtype":"Tag","name":"Availability","attributes":{"users":"users","accounts":"all","plans":"partial"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The analysis you run every Monday has a shape to it: the same sources, the same comparisons, the same way you want the output laid out. Spelling all of that out again in each new chat is slow, and small wording differences produce answers that don't line up week to week."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A skill saves those instructions once. You give it a name, describe what Genie should do, and from then on you trigger it with a slash command — ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["/weekly-performance-report"]}," — in any chat or ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/automate-tasks-with-routines"},"children":["routine"]},". Skills work the same way as the skills used by AI clients like Claude: a plain-text set of instructions the assistant follows, which means a skill written for Databox data runs both inside Genie and in external tools connected through ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/query-and-analyze-your-data-using-ai-tools-and-databox-mcp"},"children":["Databox MCP"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"find-your-skills","__idx":1},"children":["Find your skills"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.databox.com/genie?customize=skills"},"children":["Agentic analytics > Skills"]},". The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Installed"]}," tab lists every skill available to you, split into two groups:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Personal skills"]}," — skills you created or installed for yourself. Only you can use them."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Company skills"]}," — skills shared across your organization, available to everyone who can chat with Genie."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Each card shows the skill's slash command, who created it, and when it was last updated. Use the toggle to turn a skill on or off. A skill that's toggled off stays in the list but won't appear when you type ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["/"]}," in a chat."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Search"]}," field to find a skill by name, or the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Created by"]}," dropdown to narrow the list to a specific person."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/extend-genie-with-skills_1.a7653b98d9fba670069128d090447aeafb547fbb310180f24f46331c16b7c253.fe3c6a74.png","alt":"installed-skills-page-with-personal-and-company-skills","framed":false,"withLightbox":true,"className":"ss-img","style":"margin-top: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"install-a-skill-from-the-marketplace","__idx":2},"children":["Install a skill from the marketplace"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Marketplace"]}," tab is a free library of ready-made skills built by Databox and its partners, covering reporting, analysis, anomaly detection, and monitoring across sources like Google Ads, GA4, HubSpot, Shopify, and LinkedIn."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.databox.com/genie?customize=skills"},"children":["Agentic analytics > Skills"]}," and open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Marketplace"]}," tab."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Narrow the list using ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Search"]},", or the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Data sources"]},", ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Category"]},", and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Show"]}," dropdowns."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review a card's description and the data source icons in its corner to see what the skill reads from."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Install"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The skill moves to your ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Installed"]}," tab and is ready to trigger with its slash command."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"tip"},"children":["A marketplace skill works best when the data sources it reads from are already connected. If a skill lists a source you don't have yet, connect it first — Genie can ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/get-started-with-genie-the-databox-ai-assistant"},"children":["offer the connection in chat"]},", or you can add it from the Data Manager."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/extend-genie-with-skills_2.9c3a18fed2f4fcd9bea1884f9b2426a290eb27f731a2d3615a04e39f1809cfee.fe3c6a74.png","alt":"skills-marketplace-tab-with-filters-and-install-buttons","framed":false,"withLightbox":true,"className":"ss-img"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"create-a-skill","__idx":3},"children":["Create a skill"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Marketplace skills cover the jobs most teams share. Anything specific to your business — your naming conventions, your comparison periods, the way your team wants a summary laid out — is worth saving as your own skill."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New skill"]}," drop-down on the Skills page and choose one of three ways to build it:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"#create-with-genie"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create with Genie"]}]}," — Describe the outcome and answer Genie's questions. Best when you know what you need but not how to word it."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"#write-a-skill"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Write skill"]}]}," — Fill in the name, description, and instructions yourself. Best when you already have the wording in mind."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"#upload-a-skill"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Upload skill"]}]}," — Bring in an existing ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[".md"]}," file, such as one written in another AI client."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Whichever route you take, the result is the same: a named set of instructions with its own slash command, saved to your ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Installed"]}," tab."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"create-with-genie","__idx":4},"children":["Create with Genie"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Choose this when you know the outcome you want but not how to phrase the instructions."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New skill"]}," and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create with Genie"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Genie opens a chat and asks what the skill should do."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Describe the task in plain language, and answer Genie's follow-up questions about which metrics to pull, what date range to use, and how to format the result."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Confirm the skill Genie drafts to save it."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/extend-genie-with-skills_3.724fea25896970b956b263f9e5a520aa21b8f373aa199d5035520e69255bd210.fe3c6a74.png","alt":"create-a-skill-with-genie-chat","framed":false,"withLightbox":true,"className":"ss-img"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"write-a-skill","__idx":5},"children":["Write a skill"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Choose this when you already know exactly what you want Genie to do."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New skill"]}," and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Write skill"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Skill name"]}," of up to 50 characters. The name becomes the slash command, so ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["weekly-performance-report"]}," is triggered with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["/weekly-performance-report"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Description"]}," summarizing what the skill does, such as \"Summarizes last 7 days of KPIs across all connected sources.\""]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Instructions"]},": what the skill should do, what data to pull, and how to format the output."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create skill"]},"."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/extend-genie-with-skills_4.42c74dccd2a647f5795d23423f1a5d33f743b63d3f8468a569d1bfd7b9c78283.fe3c6a74.png","alt":"write-skill-window-with-name-description-and-instructions","framed":false,"withLightbox":true,"className":"ss-img","style":"margin-bottom: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The more specific the instructions, the more consistent the output. Name the data sources and metrics explicitly, state the date range or comparison period, and describe the structure you want back — a table, a short summary, a ranked list."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"upload-a-skill","__idx":6},"children":["Upload a skill"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Choose this when you already have a skill file, such as one downloaded from the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://databox.com/skills-marketplace"},"children":["skills marketplace"]}," or written for another AI client."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New skill"]}," and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Upload skill"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Drag a ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[".md"]}," file into the upload area, or click the area to browse for the file."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The file must contain the skill's name and description as YAML frontmatter, with the instructions in the body below it — the same format AI clients like Claude use, so a skill written for one works in the other."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/extend-genie-with-skills_5.5ee9302af3ff022656c5b9044c1137a5dc2d9428598c76fa56c31e33e56df456.fe3c6a74.png","alt":"upload-skill-window-with-file-requirements","framed":false,"withLightbox":true,"className":"ss-img","style":"margin-top: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"manage-a-skill","__idx":7},"children":["Manage a skill"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["three dots"]}," (",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/ellipsis.14d1f073796737618cda317e9f526ea5d9aab1a0c66a7e5c5bcaa9c067c85fd0.419bb737.svg","alt":"ellipsis"},"children":[]},") on a skill card for the rest of the actions:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Try in chat"]}," — Opens a chat with the skill already triggered, so you can see what it returns."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]}," — Opens the skill's name, description, and instructions for editing."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit with Genie"]}," — Describes the change you want in a chat and lets Genie rewrite the instructions for you."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Replace"]}," — Swaps the skill's contents for a new ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[".md"]}," file, keeping the skill and its slash command in place."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Download"]}," — Saves the skill as a ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[".md"]}," file you can back up, share with a teammate, or load into another AI client."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Remove from company skills"]}," — Takes a shared skill out of ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Company skills"]},", so it's no longer available to everyone in your organization."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Delete"]}," — Removes the skill permanently."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"run-a-skill","__idx":8},"children":["Run a skill"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Open any chat with Genie, or create a ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/automate-tasks-with-routines"},"children":["routine"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Type ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["/"]}," in the input to list the skills available to you."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a skill, or keep typing its name to filter the list."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add any extra detail for this run — a date range, a specific data source, an account — and send the prompt."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Genie follows the skill's saved instructions and answers in the format the skill defines. Because the skill is only the starting point, you can keep asking follow-up questions in the same conversation without changing the skill itself."]},{"$$mdtype":"Tag","name":"Faq","attributes":{},"children":[{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Can I run a Databox skill outside Databox?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Yes. Skills from the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://databox.com/skills-marketplace"},"children":["skills marketplace"]}," are plain files you can also load into an AI client like Claude and point at your account through ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/query-and-analyze-your-data-using-ai-tools-and-databox-mcp"},"children":["Databox MCP"]},". The skill reads the same live metrics either way."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Do skills use AI credits?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Yes. Running a skill consumes AI credits from your account's shared pool, the same as any other Genie request. See ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/understanding-ai-credits"},"children":["Understanding AI credits"]}," for your plan's allowance."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"What's the difference between a skill and a routine?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A skill is a saved set of instructions you trigger yourself with a slash command. A ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/automate-tasks-with-routines"},"children":["routine"]}," is a schedule or webhook that runs a task automatically and delivers the result. A routine's instructions can reference a skill, so the two work together."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[" "]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":160},"children":[{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Ask Genie","icon":"genie","to":"https://app.databox.com/genie","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Get instant answers or help with your data using the in-app AI assistant."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Talk to an expert","icon":"assistance","to":"https://meetings.hubspot.com/databox-meeting/account-management","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For customers: Get help with your setup, strategy, or making the most of Databox."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Book a demo","icon":"eye-open","to":"https://meetings.hubspot.com/databox-meeting/ref-knowledge-base","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["New to Databox? See how it works and get guidance on getting started."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Send an email","icon":"help","to":"mailto:help@databox.com","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reach out to support for help with your account, data, or technical issues."]}]}]}]},"headings":[{"value":"Extend Genie with skills","id":"extend-genie-with-skills","depth":1},{"value":"Find your skills","id":"find-your-skills","depth":2},{"value":"Install a skill from the marketplace","id":"install-a-skill-from-the-marketplace","depth":2},{"value":"Create a skill","id":"create-a-skill","depth":2},{"value":"Create with Genie","id":"create-with-genie","depth":3},{"value":"Write a skill","id":"write-a-skill","depth":3},{"value":"Upload a skill","id":"upload-a-skill","depth":3},{"value":"Manage a skill","id":"manage-a-skill","depth":2},{"value":"Run a skill","id":"run-a-skill","depth":2}],"frontmatter":{"slug":"extend-genie-with-skills","seo":{"title":"Extend Genie with skills","description":"Save a repeatable set of instructions as a skill, then trigger it in any Genie chat or routine with a slash command."},"keywords":{"includes":["skills","Genie skills","skills marketplace","install a skill","create a skill","custom skill","personal skills","company skills","upload a skill","slash command","trigger a skill","Write skill","Create with Genie","Databox skills"]},"metadata":{"userRole":"Users, Editors, and Admins","accountType":"All organizations and accounts","plan":"One or more features exclusive to select subscription plans"}},"lastModified":"2026-10-30T12:20:47.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/extend-genie-with-skills","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}