> ## Documentation Index
> Fetch the complete documentation index at: https://support.calderapbc.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills

> Save reusable, task-specific instructions that Mesa applies to recurring work.

Skills are reusable, task-specific instruction sets that tell Mesa how to handle a particular type of work. Think of a skill as a saved playbook for a recurring task, like always formatting output as a memo or running a specific compliance checklist during contract review. Once created, Mesa can apply a skill automatically, or you can invoke it yourself.

<Tip>
  Skills are for specific tasks. For standing instructions that should apply to *every* conversation, such as tone, format, or default jurisdiction, use [Preferences](/preferences).
</Tip>

## Skills vs. preferences

|              | Skills                                          | Preferences                                |
| ------------ | ----------------------------------------------- | ------------------------------------------ |
| Scope        | Task-specific                                   | All conversations                          |
| When applied | Automatically based on description, or manually | Always                                     |
| Best for     | Recurring workflows and specialized tasks       | Tone, formatting, and general instructions |

## Create a skill

<Steps>
  <Step title="Open the Skills tab">
    Go to your Customization page in the sidebar and open the **Skills** tab, then click **New**.

    <Frame>
      <img src="https://mintcdn.com/calderapbc/GOan4DV56ZCYJ-uh/images/Screenshot-2026-06-27-at-10.16.48-PM.png?fit=max&auto=format&n=GOan4DV56ZCYJ-uh&q=85&s=0e18d5b784c04f0b60531f15239ee021" alt="" width="2494" height="1770" data-path="images/Screenshot-2026-06-27-at-10.16.48-PM.png" />
    </Frame>
  </Step>

  <Step title="Name and describe the skill">
    Give the skill a name and a short description. Mesa reads the description when deciding whether to apply the skill automatically, so be specific about when it should be used.

    <Frame>
      <img src="https://mintcdn.com/calderapbc/GOan4DV56ZCYJ-uh/images/Screenshot-2026-06-27-at-10.18.50-PM.png?fit=max&auto=format&n=GOan4DV56ZCYJ-uh&q=85&s=dae45d815a69cf4f94945a613ebdd565" alt="" width="2494" height="1770" data-path="images/Screenshot-2026-06-27-at-10.18.50-PM.png" />
    </Frame>

    <Note>
      Don't agonize over the description; you can always invoke a skill manually, as described below.
    </Note>
  </Step>

  <Step title="Add instructions and files">
    Instructions are everything Mesa should know when using the skill:

    * For a reusable set of guidelines, write the guidelines directly in the instructions.
    * For supporting documents, explain what each file is and how Mesa should use it.
    * For custom scripts, explain how to run the code you wrote.

    <Note>
      Scripts work best when Mesa can use them without reading every line. Include a CLI and describe its commands in the instructions, or write functions and document their parameters and behavior.
    </Note>
  </Step>

  <Step title="Save the skill">
    Save it, and it's immediately available in your conversations.
  </Step>
</Steps>

## Use a skill in a conversation

Mesa can see the skills you've created and applies them automatically when a request matches a skill's description. To invoke one explicitly, click the **Skills** button on the Home or New Conversation page and select the skill you want Mesa to use.

<Frame>
  <img src="https://mintcdn.com/calderapbc/GOan4DV56ZCYJ-uh/images/Screenshot-2026-06-27-at-10.25.29-PM.png?fit=max&auto=format&n=GOan4DV56ZCYJ-uh&q=85&s=b53631638ea0e0a4072a61f156982f81" alt="" width="2494" height="1770" data-path="images/Screenshot-2026-06-27-at-10.25.29-PM.png" />
</Frame>

## Write instructions that work

* State what the skill is for, what it should output, and any rules it must follow.
* If you attach code or scripts, describe what each function or command does and how Mesa should use it.
* For document templates, put the template structure directly in the instructions and tell Mesa to follow it.
* Keep skills task-specific; move anything that should apply everywhere into [Preferences](/preferences).

## Related articles

<Card title="Preferences" href="/preferences" horizontal>
  Set general instructions and memories that apply to every conversation.
</Card>

<Card title="Organization customization" href="/organization-customization" horizontal>
  Share skills with everyone in your organization.
</Card>

<Card title="Writing effective prompts" href="/prompting" horizontal>
  Turn your best prompt patterns into skills worth saving.
</Card>
