Write a clear Skills and job description
Write a clear Skills and job description in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
The job field should explain the outcome this assistant specialises in, the information it should use and any boundaries that materially affect the work. Listing many products without a method makes the role harder to evaluate.
Before you start
The Sidekick identity, role description, runtime and tool policy describe different things. Name and artwork identify the assistant. Skills and job tell it how to approach work. Sessions determines whether its runtime is available, and saved tool settings determine the operations it can use. An assistant can therefore have a clear job but still be offline or lack a required app permission. Diagnose the specific layer before restarting or replacing it. In particular, removal is not a harmless refresh: the confirmation explains that the transcript is permanently deleted. Preserve the work you need through an appropriate authorised artifact before a destructive action.
Step-by-step
- Describe the role in concrete terms, such as reviewing enquiries and preparing next actions.
- State the authoritative sources, expected output and any action requiring separate authority.
- Keep the description within 2,000 characters and check it on the saved Sidekick card.
What the settings mean
| Control or state | Meaning |
|---|---|
| Role | Instructions and specialisation, not automatic credentials. |
| Runtime | Starting, working, restarting and other current availability signals. |
| Default | An account preference used for an implicit assistant selection. |
| Tool policy | Saved allowed operations for the relevant context. |
Check the result
The role is understandable without private customer examples or credentials.
If it does not work
If the Sidekick cannot perform a named action, check the actual tools and app permissions. Rewording the job does not create a missing integration.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Create a specialist Sidekick
- Read a Sidekick runtime status
- Understand working status and typing indicators
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