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Skills

Capabilities your agents reach for.

Package instructions, triggers, and tool chains into reusable Skills. The right one activates itself the moment a conversation calls for it — versioned, measured, and shared across every bot in your org. Start from 50 prebuilt templates.

Write it once, reuse everywhere

A skill is a package, not a copy-paste. Build a refund flow once and every support bot in your org inherits it — update it in one place and the change propagates.

Loads only when it's needed

Skills activate themselves. The match engine scores each turn and injects just the relevant skills — no bloated mega-prompt, no skills firing where they don't belong.

Proves it earns its keep

Every activation is measured — success rate, confidence, how often it fires. Keep the skills that work, retire the ones that don't, and roll back any regression.

How it works

The right skill, the moment the conversation needs it.

Every turn, the match engine scores your skills against the live message, activates the top performers, and injects their instructions into the prompt — for that turn only.

Skill activation

message → match → activate → inject

Trigger match

Score & rank

Activate top-N

Inject inline

01 · stage

Define

Bundle instructions into a reusable package

A skill is more than a prompt. It packages system instructions, natural-language trigger conditions, an optional tool chain, and effectiveness metrics into one reusable unit. Scope it org-wide so every bot inherits it, or pin it to a single bot.

How it works

  • System instructions injected on match — not a static system prompt
  • Org-level (every bot) or bot-specific scoping
  • Four types: prompt template, tool chain, code snippet, workflow
02 · stage

Trigger

Describe when it should fire, in plain language

Each skill carries natural-language trigger conditions — "refund", "talk to a human", "too expensive". Keywords are extracted automatically for fast lookup, and the reviewer engine can suggest new triggers as it learns from real conversations.

How it works

  • Plain-English trigger phrases, no regex required
  • Auto-extracted keywords for fast pre-filtering
  • Reviewer engine proposes new triggers from live traffic
03 · stage

Match

Lexical + semantic scoring, every turn

On every turn the match engine scores the user's message against each skill — 40% from keyword overlap, 60% from trigger-condition hits. Turn on semantic matching and cosine similarity blends in, so paraphrases the keywords never saw still fire the right skill.

How it works

  • score = 0.4 · keywords + 0.6 · trigger hits
  • Optional semantic embedding blend for paraphrase coverage
  • Identical scoring in the Python engine and the dashboard preview
04 · stage

Activate

Top skills injected into the live prompt

Skills above the threshold are sorted by score, capped at your limit, and injected into the agent's system prompt under an ACTIVATED SKILLS block — for that turn only. No bloated mega-prompt, no skills firing when they shouldn't.

How it works

  • Score-ranked, capped per turn — only what's relevant loads
  • Injected inline alongside KB chunks and guardrails
  • Every activation traced with its match reason and score
05 · stage

Measure

Effectiveness metrics + versioning

Every match writes a usage event — outcome, confidence, and score — aggregated into per-skill counters. See which skills earn their keep, which mis-fire, and roll back any skill to a prior version in one click when a change regresses.

How it works

  • Per-skill success/failure, confidence, and activation counts
  • Full version history with one-click rollback
  • Draft → Active → Disabled → Archived lifecycle

Anatomy of a skill

one package · six parts

Refund Policy

prompt template · active

runtime-ready

Triggers

"refund", "money back", "cancel order"

Instructions

Ask for the order #, check the window…

Tool chain

lookup_order → check_eligibility

Metrics

412 fires · 94% success

Scope

Org-level · all support bots

Version

v3 · active · rollback ready

Four kinds of skill

From a single instruction to a multi-step procedure.

Prompt Template

Runtime-ready

A reusable instruction pattern injected into the system prompt the moment its trigger matches. The workhorse skill type — fully live in the engine.

Tool Chain

Schema-ready

An ordered sequence of tool calls with parameter mapping — outputs of one step feed the inputs of the next, with optional conditions between them.

Code Snippet

Schema-ready

A programmatic capability executed in a single turn — for deterministic logic the LLM shouldn't be guessing at.

Workflow

Schema-ready

A multi-step procedure with conditional branches — the heaviest skill type, for end-to-end procedures that span several turns.

Prompt templates run live in the engine today. Tool chains, code snippets, and workflows are modelled end-to-end in the schema and surface in the UI — ready as the runtime lights each one up.

Under the hood

Matching you can read, a lifecycle you control.

How matching is scored

Deterministic, traceable, and identical across runtimes.

score = 0.4 · keywords + 0.6 · trigger hits

activate when score ≥ 0.25 · rank desc · cap at max_skills

Keyword overlap

Case-insensitive substring match against auto-extracted trigger keywords — the fast first pass.

Trigger hits

Quoted fragments and phrase splits from the skill's natural-language conditions, weighted highest.

Semantic blend

Optional: cosine similarity between the message and each skill's embedding catches paraphrases.

Skill lifecycle

Stage every change before it reaches production.

Draft

Build and preview

Active

Live on matching turns

Disabled

Paused, kept intact

Archived

Retired, still versioned

Six sources

Skills you build, and skills that build themselves.

Author them by hand, install from the catalog, or let the platform promote them automatically from patterns it finds in real conversations.

Prebuilt

Installed from the prebuilt catalog and forked into your own editable copy.

Manual

Authored by hand in the dashboard for capabilities unique to your business.

From rules

Promoted automatically when a cluster of learned rules earns its own skill.

Architect

Generated by the Workspace Architect while it bootstraps a new bot.

Reviewer-suggested

Proposed by the reviewer engine after it spots a recurring pattern in traffic.

Imported

Brought in from another bot, another org, or the hub.

Prebuilt catalog

50 ready-to-install templates, 15 industries.

Install any template to fork your own editable copy — triggers, instructions, and tags included. Customize it, version it, and measure it like any skill you wrote yourself.

Customer Experience

10 templates

Customer Support · Conversation Design · Knowledge & Escalation

Customer Support

Email Collection Before Escalation

Collect the customer's email before handing off to a human agent.

supportescalationemail
Customer Support

Refund Policy Enforcement

Handle refund requests consistently — check eligibility, explain policy, offer alternatives.

supportrefundpolicy
Customer Support

Angry Customer De-escalation

Calm upset customers with empathy, apology, and a concrete next step.

supportescalationempathy
Customer Support

Knowledge Base Grounding

Ground factual answers in the knowledge base and never invent policies or prices.

supportknowledgeaccuracy
Customer Support

Returning Customer Greeting

Greet returning customers warmly and reference prior context when available.

supportgreetingloyalty
Conversation Design

Clarifying Questions for Ambiguous Requests

Ask one focused clarifying question before attempting to solve vague requests.

conversationclarificationintent
Conversation Design

Off-Topic Redirect

Politely redirect users who ask about topics outside the bot's scope.

conversationscoperedirect
Conversation Design

Destructive Action Confirmation

Confirm explicitly before processing account deletion, cancellation, or other irreversible actions.

conversationsafetyconfirmation
Knowledge & Escalation

Escalation Criteria Checker

Verify escalation is warranted and provide the human agent with full context.

escalationsupporthandoff
Knowledge & Escalation

Knowledge Base Fallback

Be honest when you don't have an answer and offer escalation or alternatives.

knowledgefallbackescalation

Sales & Commerce

8 templates

Sales · E-commerce

Sales

Lead Qualification Checklist

Qualify leads by collecting use case, company size, and timeline one question at a time.

salesleadqualification
Sales

Objection Handling

Address price objections by acknowledging, reframing value, and offering alternatives.

salesobjectionpricing
Sales

Discovery Call Scheduler

Schedule discovery calls by suggesting time slots and capturing the call goal.

salesschedulingdemo
Sales

Competitor Comparison

Handle competitor questions by highlighting unique strengths without disparaging others.

salescompetitorpositioning
E-commerce

Order Status Tracking

Look up order status and provide estimated delivery timelines.

ecommerceorderstracking
E-commerce

Product Recommendation

Recommend products based on customer needs, preferences, and use case.

ecommercerecommendationsales
E-commerce

Cart Abandonment Recovery

Re-engage customers who are hesitating or considering leaving without purchasing.

ecommerceconversionrecovery
E-commerce

Return Initiation

Guide customers through the return process with clear steps and policy enforcement.

ecommercereturnspolicy

Compliance & Risk

6 templates

Compliance · Finance & Insurance

Compliance

PII Redaction Warning

Warn users not to share sensitive information and never store or repeat it.

compliancesecuritypii
Compliance

GDPR Data Request Handler

Handle GDPR/privacy data requests with identity verification and ticket creation.

compliancegdprprivacy
Compliance

Billing Dispute Escalation

Handle billing disputes by collecting details and creating a high-priority ticket.

compliancebillingdispute
Finance & Insurance

KYC Document Collection

Collect identity verification documents for KYC/compliance processes.

financekyccompliance
Finance & Insurance

Invoice Status Inquiry

Look up invoice status and provide payment timeline information.

financeinvoiceap
Finance & Insurance

Claim Status Tracking

Provide insurance claim status updates and explain next steps.

financeinsuranceclaims

Industry Solutions

9 templates

Healthcare · HR & Internal · Real Estate & Education

Healthcare

Appointment Scheduling

Schedule, reschedule, or cancel appointments with available time slots.

healthcareschedulingappointments
Healthcare

Prescription Refill Request

Collect prescription refill details and route to the pharmacy or provider.

healthcareprescriptionpharmacy
Healthcare

Symptom Triage (Non-Diagnostic)

Assess symptom urgency and route to appropriate care without providing diagnoses.

healthcaretriagesafety
Healthcare

Patient Identity Verification

Verify patient identity before sharing any health information.

healthcaresecurityhipaa
HR & Internal

Employee Policy Lookup

Answer employee questions about company policies, benefits, and procedures.

hrpolicyinternal
HR & Internal

Leave Request Intake

Collect leave request details and route to the appropriate manager.

hrleaveinternal
HR & Internal

Candidate Screening Questions

Screen job applicants with role-relevant questions and capture responses.

hrrecruitmentscreening
Real Estate & Education

Property Search Qualification

Qualify property search criteria and match to available listings.

real-estatesearchqualification
Real Estate & Education

Learning Level Assessment

Assess the learner's level and adapt explanations accordingly.

educationtutoringadaptation

Technical & Orchestration

8 templates

IT & Technical · Multi-Agent

IT & Technical

Password Reset Guidance

Guide users through the password reset process step by step.

itsecurityauthentication
IT & Technical

Ticket Creation with Diagnostics

Collect technical issue details with diagnostic info and create a support ticket.

itsupportticketing
IT & Technical

System Status Check

Check and report system/service status and known outages.

itstatusmonitoring
Multi-Agent

Orchestrator Routing Decision

Help the orchestrator agent decide which specialist to route a request to.

multi-agentorchestrationrouting
Multi-Agent

Specialist Handoff Context

Provide full context when handing off from orchestrator to a specialist agent.

multi-agenthandoffcontext
Multi-Agent

Quality Review Gate

Review a specialist's response before sending it to the user.

multi-agentqualityreview
Multi-Agent

Cross-Agent Fact Passing

Extract and forward key facts between agents in a multi-agent pipeline.

multi-agentfactsdata-passing
Multi-Agent

Escalation to Orchestrator

Escalate from a specialist back to the orchestrator when the request is out of scope.

multi-agentescalationorchestrator

Content, Data & Utilities

9 templates

Content & Marketing · Data Collection · Utilities

Data Collection

End-of-Conversation Feedback

Ask for a quick 1-5 rating at the end of successful conversations.

feedbackcsatdata-collection
Data Collection

Product Feature Request Capture

Capture feature suggestions with context about workflow impact and frequency.

feedbackfeature-requestdata-collection
Data Collection

Conversation Summary Capture

Provide a concise summary of the conversation with next steps and ticket IDs.

summarydata-collectionrecap
Content & Marketing

Brand Voice Enforcement

Ensure all responses match the company's brand voice and tone guidelines.

contentbrandvoice
Content & Marketing

Content Repurposing Suggestion

Suggest how to transform content across formats (blog to social, video to article, etc.).

contentmarketingrepurposing
Content & Marketing

Content Moderation Review

Review user-generated content for policy violations before publishing.

contentmoderationsafety
Utilities

VIP Customer Detection

Detect VIP/high-value customers and adjust service level accordingly.

utilitiesvippriority
Utilities

Multi-language Switch

Detect when a user switches languages and respond in their preferred language.

utilitieslanguagei18n
Utilities

Accessibility Accommodation

Adjust responses for users who need accessibility accommodations.

utilitiesaccessibilitya11y

Answers

What teams usually ask

How is a skill different from a prompt?

A prompt is text. A skill is a package — instructions plus the trigger conditions that decide when those instructions load, an optional tool chain, scope, and effectiveness metrics. Skills activate themselves; prompts are always-on.

What decides which skill fires?

Every turn the match engine scores the user message against each skill: 40% from keyword overlap and 60% from trigger-condition hits. Anything above the threshold activates, ranked by score and capped per turn. Semantic matching can blend in embedding similarity so paraphrases fire too.

Won't loading skills bloat the prompt?

No. Only skills that match the current turn are injected, ranked by score and capped at your limit. An ACTIVATED SKILLS block carries just the relevant ones — the rest stay dormant.

Can I undo a bad change?

Yes. Every save creates a version. Roll back to any prior version in one click, and use the Draft / Active / Disabled / Archived lifecycle to stage changes before they reach production.

Deep dive

Why agents deserve a skill library, not a longer prompt

Context that arrives just in time

Stuffing every rule into one system prompt dilutes the model and burns tokens on instructions that don't apply. Skills invert that: each capability declares when it's relevant, and only the matching ones load. The agent reads the refund procedure precisely when someone asks for a refund — and nothing extra the rest of the time.

Matching that's the same everywhere

The Python engine that serves live channels and the dashboard preview run the identical scoring formula. What you see fire in the playground is exactly what fires in production — no “works on my machine,” no drift between test and live, every activation traced with its score and the reason it matched.

Capabilities you can measure

A prompt edit is a guess. A skill is a unit you can score. Every match records an outcome and a confidence, aggregated into per-skill counters, so you can answer “is the de-escalation skill actually helping?” with data — and roll back the version that made it worse.

A library that grows on its own

Skills don't only come from you. When a cluster of learned rules proves itself, it gets promoted into a skill. When the reviewer engine spots a recurring pattern, it suggests one. Your library compounds as your bots run — and the 50-template catalog gives you a running start.

Give your agents a toolkit

Build skills your bots reach for on their own.

Install a template in a click, or author your first skill in minutes. Set the triggers, watch it activate on the right turns, and measure it improving release over release.