Skills

Reusable instruction packages that the AI assistant loads automatically whenever a task matches their trigger description.

Skills are reusable instruction packages you set up once so the AI assistant handles certain tasks the way you prefer from then on. Every skill describes two things: when it should be used (the trigger) and how to solve the task step by step (instructions in Markdown). In chat, the language model decides on its own whether one of your requests matches an active skill — and then automatically pulls in its full instructions. You don't have to click or toggle anything.

Kasimir ships with a catalog of ready-made business skills (for sales, HR, legal and productivity, for example) and also lets you write your own skills or import them as a file.

What a skill is

A skill always consists of the same building blocks:

There are two kinds of skills:

• From Kasimir — the ready-made catalog. You can view these and – with the matching permission – install them for your company, but not change their content.

• Custom skill — created or imported. Custom skills can be edited and deleted (who may do so is described below).

The Skills overview

You reach Skills via the Skills entry in the sidebar. The overview is split into three tabs:

• Alle (All) — every skill visible to you (Kasimir catalog + your own) as cards.

• Installiert (Installed) — only the skills currently active in chat (installed Kasimir skills + active custom skills).

• Pakete (Packages) — the Kasimir skills grouped by category for convenient bulk installation.

Each card shows the name, a three-line summary, the category and the origin (Von Kasimir / Eigener Skill). Clicking a card opens the detail/edit view.

Installing and removing skills

Kasimir skill cards carry an Installieren (Install) button – shown only with the “Install skills” permission (off for members by default, see Roles and permissions). After you click it, it switches to Installiert (green) — the skill now works in chat; an installation always applies to the whole company. Clicking again (the button turns red on hover) removes it. Without the permission you only see whether a skill is installed.

In the Pakete tab you expand a category and can activate all of its skills at once with Alle installieren (Install all) – also only with that permission.

Custom skills show an Aktiv (Active) or Inaktiv (Inactive) status badge instead of a button — active custom skills work in chat for everyone who may use them (see “Sharing and visibility”).

Creating your own skills

The Skill hinzufügen (Add skill) button (top right) opens a menu with three options:

• Skill-Anweisungen schreiben (Write skill instructions) — the form for a new skill (ideal for simple cases).

• SKILL.md importieren (Import SKILL.md) — upload a prepared Markdown file.

• Mit Chat erstellen (Create with chat) — opens the chat with a pre-filled request where the AI helps you write it.

Writing a skill by hand

The form (Neuer Skill) has the following fields:

• Name — up to 120 characters.

• Description — the trigger, up to 1000 characters. Describe as concretely as possible when the skill should apply, because the model selects it based on this text alone.

• Category — free text with suggestions (allgemein, produktivitaet, vertrieb, hr, recht, marketing, technik). You can also type your own.

• Instructions — the Markdown content, at least 10 and at most 50,000 characters.

• Active — switch; only active skills work in chat.

Speichern (Save) only becomes available once name, description and instructions (≥ 10 characters) are filled in. After saving you land directly in the edit view of the new skill.

Importing a SKILL.md

For import you upload a Markdown file with YAML frontmatter. Structure:

---
name: Skill name
description: When should the skill be used?
category: produktivitaet
---
# Skill title

… full instructions in Markdown …

• name and description are required; if missing, the import fails.

• category is optional (default: allgemein).

• Everything below the second --- becomes the instructions.

• Allowed are .md and .txt files up to 512 KB. The same length limits apply as in the form (name 120, description 1000, instructions 50,000 characters).

An imported skill is created as a custom skill and activated immediately.

Editing and deleting skills

Clicking a card opens the detail view. Here Kasimir behaves differently depending on origin:

• Custom skills can – with edit rights – be fully edited (name, description, category, instructions, active switch); otherwise the view shows View only. Save is only enabled when there are unsaved changes. Löschen (Delete) removes the skill permanently (with a confirmation prompt).

• Kasimir skills are shown read-only: you see the trigger, category and full instructions, but can only install or remove them.

Sharing and visibility

New custom skills are private: only you see and use them. Via Share (on the card or in the detail view) you share a skill with a person, a team, a project or the whole company – each with the role Use or Edit. Anyone may share with an individual person; shares with teams, projects and the whole company require the “Share skills with teams, projects and the whole company” permission (off for members by default, see Roles and permissions).

In the Alle (All) tab, the filters All, Mine, Shared with me and Company narrow down the custom skills.

The Kasimir catalog

Kasimir ships eight ready-made skills tailored to German mid-market companies:

Using skills in chat

You don't need to do anything special: ask your question in chat as usual. If it matches the description of an active skill, Kasimir automatically pulls in its instructions and works accordingly. In the chat's tools menu, under Skills, you'll find a note showing how many skills are currently loaded plus a link to management — there is deliberately no per-chat on/off toggle.

Binding skills to an agent

The agent editor has a Skills section. There you attach individual skills deliberately. The difference from general use:

• In a normal chat, the installed Kasimir skills and all active custom skills you may use (your own, shared with you and company-wide) are available. In project and team chats, only custom skills that are company-wide or shared with that space apply.

• In a chat with an agent, only the skills attached to that agent are active — giving it a clearly defined repertoire.

Skill anhängen (Attach skill) opens a searchable list of active skills; the remove icon detaches one again. Anyone who may edit the agent and use the skill may attach it. If a skill does not reach everyone who uses the agent, only someone who manages the skill (its creator, an owner or an admin) may attach it.

Central control for administrators

Owners and administrators find a governance view under Administration → Skills. There a switch per skill controls whether it is active company-wide:

• For Kasimir skills the switch corresponds to installing/removing for the company.

• For custom skills it corresponds to the Active status.

This view complements the /skills page: there, everyone with the “Install skills” permission installs Kasimir skills – always for the whole company –, while here administrators control centrally what is available company-wide.

Limits and good to know

• A maximum of 25 skills are offered to the model by name at once. If more are active, the model is told there are additional ones — keep the number of simultaneously active skills manageable so selection stays accurate.

• Skills give the model instructions, not guaranteed actions — quality depends on clear triggers and precise instructions.

• The legal catalog skills (DSGVO-Schnellcheck, Vertragsklausel-Review) do not replace legal advice; they help with structuring and preparation.

• Length limits: name 120, description 1000, instructions 50,000 characters; import file max 512 KB.

• Custom skills apply only within your company; the Kasimir catalog is the same for everyone.