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Skill Panel

Skill Panel

The Skill Panel lets you view and manage the custom analysis workflows — called Skills — that the Agent can load to guide complex, multi-step research tasks.

What Is a Skill?

A Skill is a set of step-by-step instructions written in Markdown that tells the Agent how to handle a specific type of research request. When the Agent detects that your question matches a known Skill domain, it loads the Skill automatically (silently, without interrupting the conversation) and follows the workflow defined in it.

Example skills:

• Deep dive research on a stock
• Weekly portfolio performance review
• Macro briefing template
• Pre-earnings analysis checklist

Two Types of Skills

System Skills

System Skills are built-in workflows provided by Tritonix. They are read-only and cannot be edited or deleted. These cover common research patterns and are available to all users.

User Skills

User Skills are custom workflows you create yourself (by asking the Agent to save one, or by creating one manually). They can be fully edited and toggled on or off.

Opening the Skill Panel

The panel opens when:

1. The Agent loads a Skill during a conversation — a Skill loaded indicator appears in the tool call list; click it to inspect the Skill
2. You open it from the Skill list in the Agent sidebar

Panel Layout

Skill Name

The name used to identify and trigger the Skill. For system skills, a System badge is displayed.

Description

A short description of when the Agent should use this Skill. The Agent reads the description to decide whether to invoke it for a given query.

Enable / Disable Toggle (User Skills only)

A toggle switch controls whether the Skill is active. When disabled, the Agent will not invoke this Skill even if the query matches. Use this to temporarily pause a Skill without deleting it.

Instructions

The full Markdown content of the Skill — the step-by-step workflow the Agent follows.

• System Skills — Read-only, rendered as formatted Markdown
• User Skills — Editable text area; write instructions in plain Markdown

Editing a User Skill

1. Open the Skill Panel for the user skill you want to edit
2. Update the Description and/or Instructions fields
3. Click Save to apply changes

The Agent will use the updated instructions immediately in the next conversation.

Creating a New Skill

Ask the Agent to create a skill for you:

"Create a skill for doing pre-earnings analysis — check revenue trends, analyst estimates, and recent news three days before any earnings date."

The Agent will write the instructions and save the skill to your library.

Deleting a User Skill

Click Delete at the bottom left of the panel and confirm. System Skills cannot be deleted.