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  1. AI Colleagues Studio
  2. Skills

Default Skills

Default skills are pre-built capabilities that come out-of-the-box with the AI Colleagues platform. These skills are ready to use immediately and cover common business automation needs.

Available Default Skills

Data Analysis

  • Purpose: Analyse data across various file formats
  • Supported Formats: .csv, .xlsx, .xls
  • Capabilities:
    • Statistical analysis and calculations
    • Data validation and cleansing
    • Pattern recognition and insights
    • Report generation from datasets
  • Use Cases:
    • Employee attendance analysis
    • Financial data processing
    • Performance metrics calculation
    • Compliance reporting
  • How to Use:
    • Upload a supported data file to the conversation or as attachments within AOP
    • Specify what analysis to perform (e.g., "Calculate average attendance for each department")
    • The skill processes the file, performs calculations and returns insights

Use the output to further define steps and logics in AOP

Document Parsing

  • Purpose: Extract information from various document types
  • Supported Formats: .doc, .docx, .pdf, .jpg, .jpeg, .png
  • Capabilities:
    • Text extraction and OCR
    • Structured data identification
    • Form field recognition
    • Content categorisation
  • Use Cases:
    • Resume parsing for recruitment
    • Invoice data extraction
    • Contract review and analysis
    • Compliance document processing
  • How to Use:
    • Upload a document to the conversation or as attachments within AOP
    • Specify what information to extract through the step's description where the skill is being used (e.g., "Extract candidate details from this resume")
    • The skill parses the document, analyses the data and returns output

Use the output to further define steps and logics in AOP

Web Search

  • Purpose: Search for information across the web and retrieve relevant details
  • Capabilities:
    • Real-time web search queries
    • Information retrieval and summarisation
    • Current data and trend analysis
    • Fact verification and research
  • Use Cases:
    • Market research and competitive analysis
    • Current policy and regulation lookup
    • Vendor information verification
  • How to Use:
    • Provide a search query or topic through the step's description where the skill is used (e.g., "Find latest compliance regulations for data privacy in EU")
    • The skill searches the web, retrieves relevant results and summarises findings

Use the output to further define steps and logics in AOP

Search for information in knowledge base

  • Purpose: Search and retrieve information from your organisation's knowledge base and policy documents
  • Capabilities:
    • Natural language query processing
    • Policy and procedure retrieval
    • Contextual answer generation
    • Multi-lingual knowledge search
  • Use Cases:
    • Retrieving guidelines and procedures
    • Configure decision logics basis company policies
  • How to Use:
    • Enable the skill under Skills section
    • Add search query as a part of step's description from where the skill is used (For example, "Search for most relevant leave policies and check for guidelines")
    • The skill searches the knowledge base and returns relevant policy information

Employee Directory Search

  • Purpose: Find employee information using natural language queries across your organisation's directory
  • Capabilities:
    • Semantic search for roles and departments
    • Regex matching for names and identifiers
    • Organisational hierarchy navigation
    • Manager and reportee lookups
  • Use Cases:
    • Looking up initiator's manager contact details
    • Finding team members of the initiator
  • How to Use:
    • Enable Employee directory skill
    • Configure searchable fields (name, email, department, designation) in the settings
    • Query using natural language as a part of step's description where the skill is used (e.g., "Find all software engineers in the Mumbai office")
    • The skill searches the directory, matches criteria and returns employee details

Use the output to further define steps and logics in AOP

Document Management

  • Purpose: Search and retrieve documents from your organisation's document management system (DMS)
  • Capabilities:
    • Document search by name or content
    • Folder structure navigation
    • Document URL retrieval
    • Integration with enterprise DMS platforms
  • Use Cases:
    • Finding employee documents (offer letters, contracts)
    • Retrieving supporting documents for queries
    • Locating compliance and audit documents
  • How to Use:
    • Connect your DMS integration (SharePoint, Google Drive, etc.)
    • Enable the skill in AI Colleague settings
    • Request documents using natural language (e.g., "Find my latest offer letter")
    • The skill searches the DMS, locates matching documents and returns download URLs

Use the output to further define steps and logics in AOP

Case Management

  • Purpose: Create, view, and manage support cases or tickets within the organisation
  • Capabilities:
    • Conversational ticket creation
    • Case status tracking
    • Form field collection
  • Use Cases:
    • Raising IT support tickets within Leena AI Case Management
    • Submitting HR service requests within Leena AI Case Management
    • Tracking existing case status
  • How to Use:
    • Configure departments and case forms in Case Management module settings
    • Provide guidelines/what to do, within the step's description where the skill is used. Such as, Initiate ticket creation (e.g., "I need to report a laptop issue")
    • The skill collects required information conversationally (if required), and calls relevant action such as create ticket.

For-Each Loop

  • Purpose: Process multiple data items in batch without user interaction
  • Capabilities:
    • Iterative processing of arrays
    • Autonomous batch operations
    • Real-time progress tracking
    • Support for intelligent and non-intelligent loops (to reduce latency by determining whether a batch processing requires LLM calls or not)
  • Use Cases:
    • Sending bulk notifications to a list of employees
    • Processing multiple expenses in parallel and performing checks as per company's policy
    • Applying the same operation across multiple records
  • How to Use:

    • Provide an array of items to process. This can be fetched as a part of step before this skill is called.

    • Specify the operation to perform on each item (e.g., "Send onboarding email to each new hire").

    • In case of multiple operations: create sub-steps. For example,

      "Step "Initiate onboarding process": Use @For-each Loop to iterate through candidates and perform actions:

      1. Send onboarding email to candidate using @Send Notification
      2. Add user to relevant email group @Add user to AD

    • The skill iterates through each item, executes the operation and reports progress & completion status

Request Approval

  • Purpose: Request human approval or input when AOP execution need human intervention
  • Capabilities:
    • Multi-assignee approval requests
    • Custom notification messages to assignee/s using context of the AOP execution
    • Integration with employee directory
  • Use Cases:
    • Pausing workflows pending manager approval
    • Collecting input from specific stakeholders such as Manager, HR or specific users.
    • Implementing multi-level approval chains. For example: approving an expense request which is beyond permissible threshold limit as per company policies.
  • How to Use:
    • Specify specific assignees by Email ID or Employee ID
    • Reference initiator's/target user's pre-defined relations: HR or Manager for task assignment
    • Provide the action as a part of step's description where the skill is called. For example: "Fetch approval status on each item of the reimbursement request.
    • The skill sends approval/input request and captures the response

Use the output to further define steps and logics in AOP

Send Notification

  • Purpose: Send notifications to users via bot, email, or both channels
  • Capabilities:
    • Multi-channel delivery (bot, email, or both)
    • Recipient targeting (initiator, manager, HR, specific employees)
    • Markdown and HTML support
  • Use Cases:
    • Alerting employees about pending tasks
    • Sending status updates on request progress
    • Delivering reminders for deadlines
  • How to Use:
    • Specify recipients and select channel (bot, email, or both)
    • Compose the notification message by providing guidelines within the step's description where the skill is used (e.g., "Notify the employee that their leave request has been approved")
    • The skill formats the message and delivers it via selected channels

JavaScript Code Executor

  • Purpose: Generate and execute JavaScript code for custom data processing and transformations at run time
  • Capabilities:
    • Dynamic code generation
    • Custom calculations and logic
    • Data format transformations
    • Runtime code execution
  • Use Cases:
    • Performing complex calculations not covered by standard skills
    • Transforming data formats between systems. For example, "create a search query to fetching incidents from Servicenow system, where query params such as User name are URI encoded in the format 'NameLinkEvan%20D' "
    • Executing custom business logic within AOP execution.
  • How to Use:
    • Describe the operation needed in natural language (e.g., "Calculate the number of working days between two dates") as a part of step's description where the skill is used.
    • The skill generates appropriate JavaScript code, executes it and returns the result.

Use the output to further define steps and logics in AOP

Updated 28 days ago