Skills

Skills are reusable instruction sets that tell the Copilot how to perform a specific task. Instead of typing the same detailed prompt every time, you can create a skill once and invoke it directly from the chat with a simple command.

For example, the /openbb-html-report skill, included by default, generates a full HTML report using data from your dashboard. Inside the skill, you can define report types, suggested structures, writing style, formatting rules, and any other guidelines for the Copilot to follow.

Creating a skill

To create a new skill, open the Skills tab under AI Library and select the "Add Skill" button in the top right corner. Give your skill a name, a description, and the instructions the Copilot should follow when invoked.

Using a skill

The Copilot automatically tries to identify a relevant skill before proceeding with a task. Simply mentioning the skill name in your prompt will very likely trigger it.

If you want to force a specific skill, you can type /skill:skill-name to tag it directly. This ensures the Copilot invokes that exact skill.

Viewing all available Skills

You can type / in the chat to see the full list of available Skills and MCP tools. You can also hover over it to see the skill description.