The fastest way to build your first Skill is to start from the Library. The Library gives you pre-built Skill templates for common revenue workflows, so you do not have to start from a blank prompt.

Use this article when you want to browse Pod's templates, preview one, import it into the Skill Builder, customize it, and save it as a personal or Org Skill.

What the Library is for

The Library is Pod's catalog of pre-built Skills. Each template includes a name, description, prompt, response format, category, and web browsing setting.

Templates are starting points. They are not live in your workspace until you import them. After import, the template opens in the Skill Builder so you can adjust it before saving.

Once saved, the imported Skill behaves like any other Skill:

It appears in Your Skills or Org Skills.
It appears in the AI Agent picker on deal records.
You can launch it manually from the Pod web app or the Chrome Extension.
You can connect it to Automations.

How to access the Library

Open Pod in the web app.
In the left navigation, open Agents.
Select Skills.
Open the Library tab.

If you are working in the Chrome Extension and need to import a Library Skill, Pod opens the web app in a new browser tab.

Browse by category

At the top of the Library, use the category chips to narrow the template list. This is helpful when you know the workflow area, but not the exact Skill name.

Available categories include:

Deal Health
Meeting Prep
Follow-up
Qualification
Stakeholder
Communication
Competitive
Deal Stage
Coaching
Account Intelligence
Pipeline
Manager
RevOps
Post-Sale

Use All when you want to browse the full catalog.

Search for a Skill

Use Search skills... when you already know what kind of Skill you want.

Search matches template names and descriptions. For example, you might search for:

deal health
follow-up
qualification
stalled deal
forecast
meeting prep

If no templates match your search, Pod shows No skills found.

Preview a Skill

Click a Skill card to preview it before importing. Previewing helps you understand what the template will do and whether it is close enough to your workflow.

Each Library card shows:

The Skill name
A short description
Its category
Whether Browser is on or off

The preview opens in a read-only drawer. Review the Skill before importing it so you understand the instructions you are starting from.

In the preview, check:

The Skill name and description
The prompt
The response format
Whether Allow web browsing is enabled

Nothing is added to your workspace while you are previewing. You can close the drawer and keep browsing.

Import the Skill

When you find a Skill you want to use:

Click the Skill card.
Review the read-only preview.
Click Import.

Pod closes the preview and reopens the Skill Builder with the template content prefilled.

Importing does not save the Skill yet. It only copies the template into the builder so you can customize it.

Customize before saving

Before saving, review the builder fields and adjust anything that should match your workflow. A Library Skill gives you a strong starting point, but it should still sound like your team's process and produce output your team can use.

Common edits:

Rename the Skill so your team recognizes when to use it.
Tighten the description so users know what outcome to expect.
Edit the prompt to reflect your team's sales process, qualification framework, stage criteria, or terminology.
Adjust the response format so the output is easier to scan.
Turn Allow web browsing on or off depending on whether the Skill needs external context.

If you are a workspace admin, decide whether to keep the Skill personal or turn on Org Skill.

Personal Skills are only visible to you.
Org Skills are visible to everyone in the workspace.

If you are not an admin, imported Library Skills save as personal Skills.

Save the imported Skill

When the Skill is ready:

Review the final name, description, prompt, response format, and web browsing setting.
Click Create Skill.
Pod saves the imported Skill to Your Skills or Org Skills.

The Skill is now available to launch from the AI Agent picker.

Launch the Skill on a deal

After saving, open a deal and launch the Skill from the AI Agent picker. This turns the saved Skill into a live AI Agent run using the current deal context.

You can open the picker with /, the + button, or Explore Agents, then select the imported Skill.

Pre-built Library Skills are not launched directly from the Library. Importing is the one-time step that turns a template into a saved Skill you can run.

Automate the imported Skill

If you want the imported Skill to run automatically, open Agents -> Skills and click Add Trigger on the Skill card.

Automations let Pod run a Skill on a recurring schedule, evaluate a plain-language condition, and send matching results to Agent Feed.

For the full automation walkthrough, see Set up Skill automations.

When to start from the Library vs. a blank Skill

Start from the Library when:

You are building your first Skill.
The workflow is common, like deal health, meeting prep, follow-up, qualification, or forecast review.
You want a proven prompt structure that you can adapt.
You want to move quickly and refine after testing on real deals.

Start from a blank Skill when:

Your workflow is very specific to your team.
You already know the exact prompt and response format you want.
You are building a Skill around an internal playbook, custom stage criteria, or a unique sales process.

Use Build a new Skill when you want to build from a blank prompt.
Use Build and manage Skills for the full overview of the Skills page.
Use Launch and use AI agents when you want to run a Skill on a deal.
Use Set up Skill automations when you want the imported Skill to run automatically.
Use AI Agent Best Practices Guide for help improving prompts and response formats.