Create a Personal Skill

A Personal Skill stores instructions, examples, and guardrails that Tilt Agent can reuse. Skills you create are visible only to you.

1. Describe the workflow

Start a chat and ask Tilt Agent to create and save the skill. Name the situations that should activate it, the result you expect, and any actions that require confirmation. For an advisor review format, send:

Create and save a Personal Skill named Advisor Review Brief.

Use it whenever I ask for a client, account, or household
review. Return these sections in order: What changed,
Evidence, Recommended follow-up, and Decision needed.

Name the client and account for every finding. Mark missing
values instead of estimating them. Do not change configuration
or create a proposal without my confirmation.

A chat where the user asks Tilt Agent to create Advisor Review Brief and Tilt Agent confirms that it saved the Personal Skill with the command name advisor-review-brief — Tilt Agent creates and saves the skill in the conversation.

2. Review the saved skill

Tilt Agent confirms the display name and its slash command after the save succeeds. Select View skill to inspect the instructions and enable or disable the skill. You can invoke this example directly with /advisor-review-brief. Tilt Agent can also choose an enabled skill when your request matches its description.

3. Test and revise it

Try the skill with a client or test household. For example:

/advisor-review-brief Prepare a review for the Smith
household's retirement and taxable accounts.

Check the structure, evidence, and confirmation boundaries. Continue in chat to revise the skill when the result needs a different section, source, or safeguard.

Import an external skill

Bring a skill folder from another source into Personal Skills.

Getting Started

Guides

For Advisors

Create a Personal Skill

1. Describe the workflow

2. Review the saved skill

3. Test and revise it

Import an external skill

​1. Describe the workflow

​2. Review the saved skill

​3. Test and revise it

Import an external skill

1. Describe the workflow

2. Review the saved skill

3. Test and revise it