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Overview

Rules and Skills let you shape how the Custral assistant (⌘I) works in your workspace. A rule is standing guidance the assistant must follow on every run, your workspace’s style guide for the AI. A skill is a reusable procedure the assistant loads on demand; give a skill a command trigger (like /qualify-lead) and you can run it directly from the assistant’s composer.

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How it works

  • Rules are injected into every assistant run. A rule can be global (always applies) or scoped to an object or page, in which case it applies only when that object or page is in the assistant’s context. Higher-priority rules are listed first.
  • Skills appear in the assistant’s catalog by name and description; the assistant loads the full instructions only when a skill is relevant (or when you invoke its /command explicitly. Then it’s loaded every time).
  • Connected providers can also contribute read-only rules and skills automatically; they appear alongside your own with a provider badge.

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Using it

1

Open Settings → AI → Rules & Skills

Both tabs live on one page: Rules and Skills.
2

Create a rule

Give it a name and write the rule as an instruction (e.g. “When drafting customer-facing text, match the customer’s language”). Pick a scope (global, or tied to a specific object/page) and save.
3

Create a skill

Describe when the assistant should reach for it (the description) and what to do (the instructions). Add a command trigger like /qualify-lead to make it invocable directly.
4

Run a command

In the assistant (⌘I), type / to open the command palette, pick your command, add any details, and send.

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Troubleshooting

  • My /command doesn’t show in the palette: check the skill is Enabled and actually has a command trigger set. The palette only lists skills with triggers.
  • The assistant ignores a rule: confirm the rule is enabled, and check its scope: an object- or page-scoped rule only applies when that object or page is part of the assistant’s context. Make it Global if it should always apply.
  • A provider’s skills are missing: provider rules and skills appear only while that provider is connected. Reconnect the integration and reopen the assistant.
  • The skill runs but does the wrong thing: the assistant follows the skill’s instructions literally. Tighten the instructions (numbered steps work well) and tell it which tools to use, e.g. “use draft_email, never send directly”.
  • Chat Agents: reusable personas with their own instructions and tool scopes. Rules apply across agents; skills are procedures any agent can load.
  • AI Overview