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The AI Skills screen manages AI assistant skill definitions at the route /settings/ai-skills.

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Overview

The screen displays all AI skills (system-provided and custom) in a categorized tab layout covering All, Compliance, Housing, HR, Finance, Operations, and General. A search input filters by name, description, or skill code. Users with pf.ai_skills.manage can configure, edit, create (via wizard), import (SKILL.md format), and export skills. System and custom skills are grouped into separate sections within each tab.
AI Skills admin list showing the System Skills standard catalog above organization custom skills

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Who it’s for

Required permission: pf.ai_skills.view (view); pf.ai_skills.manage (create/edit/import/export)

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Before you start

  • You must hold the pf.ai_skills.view permission to access this screen.
  • Management actions (Create, Import, Edit, Export) require pf.ai_skills.manage.
  • Organization admins are granted both pf.ai_skills.view and pf.ai_skills.manage by default. If your admin account does not see AI Skills, ask a platform admin to re-sync your organization’s permissions.

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Steps

1

Open AI Skills

Navigate to Settings → AI Skills.
2

Browse or search

Use the category tabs or search box to find a skill by name, description, or code.
3

Configure a skill

Click a skill card’s configure action to open the configuration dialog and adjust settings.
4

Create a custom skill

Click “Create Skill” to open the creation wizard and define a new custom skill.
5

Import a skill

Click “Import” and upload a SKILL.md file to add an externally authored skill.
6

Export a skill

Use the export action on a skill card to download it as a <skill_code>.SKILL.md file.

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Configure a standard skill

From a standard skill’s card, open Configure to apply an organization-specific override — enable/disable, custom instructions, model, and a knowledge-base RAG toggle — without mutating the shared platform catalog. The override is saved to pf_ai_skill_overrides and merged onto the base skill at runtime.
Configure Skill dialog showing the Enable skill toggle and org-override fields for a standard catalog skill

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Key concepts

  • skill_code — unique identifier for each skill
  • is_system — distinguishes platform-provided skills from organization-custom skills
  • SKILL.md — serialized skill format for import/export

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/ai/pages/AISkillsListPage.tsx