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Creating, editing, or deleting Skills requires the Admin role — including when a Skill is created through chat. Members can view and use the workspace’s Skills. See Roles and permissions.

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Two ways Skills get written

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Concord proposes

The New skill window: build a Skill from your ad accounts, or write one by hand When Concord notices a rule worth keeping — most often right after a successful platform action — it asks in the conversation whether to save it as a Skill, naming the Skill and the exact rule. Say yes and the next conversation already knows it.

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You ask

Tell Concord to remember something and it writes the Skill for you.
  • “Remember to always use the format country / format / objective for line item names on this advertiser.”
  • “Remember to ask for confirmation before reallocating budget across IOs.”
  • “Always include CTR, viewability, and VCR in my weekly report.”
You can also create a Skill yourself from the Skills page.

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Creating a Skill yourself

Open Skills

Manage every Skill in your workspace.
The Skill editor with folder, DSPs, and instructions
1

Open Skills

From the sidebar, or Settings → Skills.
2

Click New skill

Concord offers analyses that build a Skill from your own ad accounts: pick one and click Start analysis →, and Concord opens a conversation that writes it for you. To write one yourself, click Or write a skill by hand →.
3

Name it and write the instructions

Give the Skill a clear, topic-based name. Write the instructions in plain English, the way you would explain them to a teammate.
4

Choose a folder and platforms

Pick a Folder, or leave it at Top level (no folder). Under DSPs, click Limit to DSP to restrict it to some platforms; leave it empty to apply everywhere.
5

Attach files (optional)

Add any reference the Skill should carry under Files.
6

Save

Click Save (or press Cmd/Ctrl + Enter). The Skill applies from the next message.

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Finding a Skill

Each row in the Skills list carries a one-line summary of what the Skill does, the platforms it is limited to, and when it was last updated. Use Search skills… to find one, and New folder or Move to folder to keep the list organized.

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Skill examples

Naming convention:
QA checklist before launch:
Reporting defaults:
Advertiser-specific positioning:

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Best practices

One topic per Skill. Smaller, focused Skills are easier for Concord to load only when they matter. Avoid a single mega-Skill with every rule. Be specific. Spell out exact thresholds, names, and formats. “Always use the brief budget” is clearer than “match the brief”. Cover what to do when info is missing. Tell Concord to ask, use a placeholder, or apply a default, so it doesn’t guess. Organize tightly. Keep an advertiser’s rules in that advertiser’s folder, and limit platform-specific rules to their platform. Disable rather than delete. Deleting a Skill cannot be undone. Turning it off keeps it, and its version history, for when you want it back.
The fastest way to bootstrap good Skills is to start an analysis on one of your ad accounts, then accept the rules Concord offers to save as you work.