Skills Overview

Skills are powerful integrations that allow your AI agent to execute actions precisely, such as looking up an order, fetching a customer's balance, or processing a refund.

By enabling Skills, your AI transitions from simply answering questions based on your documentation to being an active participant in supporting your customers—performing tasks and making decisions in real-time.

How Skills Work

Skills connect Goldilocks to external platforms (like Shopify, Stripe, or your custom API). A Skill consists of one or more Attributes (specific actions the AI can take).

When a contact asks a question that requires an action (e.g., "Where is my order?"):

1. The AI identifies that it needs the "Get Order Status" skill attribute.
2. It asks the contact for any missing required information (e.g., "What is your order number?").
3. The AI executes the action in the background.
4. The external system returns the data (e.g., "Order unfulfilled, shipping tomorrow").
5. The AI naturally relays this information back to the contact.

Key Concepts

Standard vs. Custom Skills

• Standard Skills (Marketplace): Pre-built integrations created by Goldilocks (like the Shopify skill). You simply connect your account via OAuth or API keys.
• Custom Skills: Coming soon, this will allow you to define your own API endpoints for the AI to interact with.

Action Approvals

Some actions are sensitive—like processing a refund or canceling a high-value subscription. The Action Approvals system allows you to configure specific skill attributes to require human intervention.

When the AI attempts a restricted action, it pauses the execution, notifies the customer that a human is reviewing the request, and pings your support inbox for an admin to Approve or Deny the action.

Learn more about Action Approvals →

Logical Conditions Builder

For granular control over when a skill executes or requires approval, you can use the Logical Conditions Builder.

This visual builder allows you to set deterministic rules based on the data being processed. For example:

• If RefundAmount > $50 Then RequiresApproval = True
• If SubscriptionType = "Enterprise" Then BlockExecution = True

Learn more about Logical Conditions →

Getting Started with Skills

1. Navigate to Skills in the left sidebar.
2. Browse the Platform Hub for available integrations.
3. Click on a Skill to view its details and available attributes.
4. Follow the connection instructions (e.g., providing API credentials or completing an OAuth flow).
5. Configure the approval and execution logic for individual attributes.

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