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How do I use skills in Sienna Insights?

Skills are instructions your Administrator has written for Sienna, such as how to summarise a case or plan an interview. When you add a skill to your question, you get the same method every time without typing it out.

To add a skill to a question:
  1. Open Sienna by clicking on "Ask Sienna" at the bottom of the main sidebar, or click into the Sienna widget at the top of the dashboard new sienna
  2. Click on the "Skills" button at the bottom left of the message field, or type "/"use skill new

  3. Click on the skill you want. You can search the list by name. If you typed "/", keep typing to filter the list and press Enter to add the highlighted skill. 
  4. The skill appears as a 'chip' in your message. Add your own words before or after it, for example a time period or what Sienna should focus on. case summary
  5. Press Enter or click on the send button to send your question

Using a skill on an open Issue:

Sienna knows which Issue you have open. Open the Issue, then add a skill such as "Case summary" or ask "What are the next steps on this case?". Sienna answers about that Issue without needing its number. When you ask from a different Issue than before, the Issue's number appears below your message, followed by "added as context". 

Sienna can only see an Issue's own page. On a Task, the Issues overview, the dashboard or any other page, Sienna does not know what is on your screen and asks you for the Issue number.

  • You can add more than one skill to the same message.
  • Your conversation shows the skill as a 'chip', not its full instructions. Hover over a 'chip' to see its full name.
  • If your Administrator edits or deletes a skill after you used it, the 'chip' in your past conversation shows that it has been edited or deleted. The answer you already got does not change.
  • A skill's instructions count towards the message length limit, so a long skill leaves less room for your own text.
  • If the list says "No skills yet", your organisation has not created any skills yet. Ask your Administrator.
  • A skill only ever uses data you already have access to.

Refer to What is Sienna Insights? and How do I create a skill for Sienna? to learn more.