What are Teamleader Skills and how do I use them?

 

Teamleader Skills are ready-to-use workflows built on top of Focus AI. Instead of typing a prompt from scratch, a skill guides Focus AI through a specific task step by step. They're especially useful for actions you do regularly: once you know a skill works for you, you can reuse it every time. For example: following up on open quotations, creating an invoice from tracked time, or getting a full customer briefing. Read all about Teamleader Skills in this article.

Note: Teamleader skills can only be used in the web version of Teamleader Focus and not in the mobile app.
 

What are Teamleader Skills

Teamleader Skills are pre-built shortcuts for the tasks you do most in Focus AI. Each skill is designed for one specific job or workflow. Because the structure is already set up, you don't have to think about how to phrase your prompt.

You can find your skills under Focus AI > Skills:

At the top of the page you'll see a Featured skills section with 3 relevant skills based on your profile. Below that, All skills gives you a full overview of all your skills.
 

Add and manage skills

Skills are managed per user, not on account level. Each user with user access to Focus AI decides which skills they add, enable, or disable, and changes only affect their own overview.

Every account starts with five skills already added: /quote-builder, /customer-360, /bulk-editor, /follow-up-radar, and /new-lead-intake.

Click + Add skill from library to browse all available skills.


Each card shows a short description of what the skill does. Click Add skill to add it, or View details to read more of the description and instructions first and then add it.



Once you've added skills from your library, you can enable or disable them with a toggle. Switch it off if you don't need a skill: it stays in your overview but won't appear as a suggestion in chat. 

Use the Filters option to show only your enabled or disabled skills.


 

How to use a skill

There are two ways to use a skill.

  1. Go to Focus AI > Skills, find the skill you want, and click Use skill;
  2. Or type the slash command directly in any Focus AI chat, e.g. /quote-builder or /follow-up-radar.


    You can also click the + button next to the chat input to pick a skill from a menu of your active skills. To add, enable, or disable skills, select Manage skills at the bottom of the menu to go straight to the Skills page without leaving the chat.


Once you start a skill, Focus AI guides you through the workflow with targeted questions. Rather than returning raw data, it structures the output so you can act on it straight away. It always ends by asking what you'd like to do next.

 

All Teamleader Skills

Below you'll find an overview of all available Teamleader Skills, organised by what you're trying to get done. Click on the article links to learn more about them.

 

Sell

Skills for managing your pipeline, following up with customers, and turning leads into deals:

Bill

Skills for getting invoices out, following up on overdue payments, and keeping track of your revenue:

Organise

Skills for managing your time, projects, CRM, and day-to-day admin:

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