Custom Skills
ChatBI supports registering and managing custom Skills. In a session, ChatBI runs the built-in system Skill by default if no Skill is specified, or runs a specified custom Skill based on the analysis process defined in it. This helps you consolidate business analysis methods into reusable analysis capabilities.
Overview
A custom Skill is an analysis capability unit that you register on your own. Its core content is defined in SKILL.md, which is written in Markdown format. In SKILL.md, you can describe applicable scenarios, basic constraints, customized processes, and more. ChatBI performs data analysis based on the instructions in SKILL.md.
When you ask questions in a ChatBI session, Skills run based on the following rules:
No Skill specified: The built-in system Skill is used by default, and ChatBI automatically completes the data analysis based on your question.
Custom Skill specified: The specified custom Skill is used. ChatBI runs the analysis process and constraints defined in the Skill. This method is suitable for business scenarios that involve a fixed analysis paradigm, such as root cause analysis of business metric fluctuations.
Prerequisites
Create a Use serverless resource groups in the region where you use ChatBI.
Create a Datasets dataset.
Create custom Skills
ChatBI supports the following two methods to create custom Skills. Select a method based on your needs when you create a Skill:
Method | Description |
Manual authoring | Directly enter the name, description, and SKILL.md content. This method is suitable for analysis Skills that have a relatively simple structure. |
Upload a zip package | Upload a zip package. The name, description, and body are parsed from SKILL.md in the package. This method is suitable for complex Skills that need to carry resource files. |
Manual authoring
Go to the ChatBI page. In the Skill management list, click Create Skill.
In the Create Skill dialog box, select Manual authoring.
Configure the following parameters:
Parameter
Description
Name
The unique identifier of the Skill. Use English letters and hyphens for the name (for example,
metric-impact-diagnosis) for easy reference in conversations.Description
The functional description of the Skill, which helps you and other users quickly understand the purpose and applicable scenarios of the Skill.
Skill body
The core content of SKILL.md, written in Markdown format. You can define applicable scenarios, basic constraints, customized processes, and more in the body. ChatBI runs analysis tasks based on the instructions in the body.
After you complete the configuration, click OK to finish creating the custom Skill.
Upload a zip package
Go to the ChatBI page. In the Skill management list, click Create Skill.
In the Create Skill dialog box, select Upload a zip package.
Upload the prepared zip package. The zip package must meet the following structural requirements:
The root directory must contain
SKILL.md, which defines the Skill name, description, and body. The backend parses this file automatically.You can create the following optional resource directories in the package and reference them by using relative paths in
SKILL.md:Directory
Purpose
scripts/Executable scripts.
references/Reference materials loaded on demand.
assets/Templates, images, and other resources.
Limits:
SKILL.md≤ 200 KB; the entire zip package ≤ 50 MB.
Example zip package structure:
my-skill.zip ├── SKILL.md # Required. Defines the name, description, and body ├── scripts/ │ └── clean.py # Executable script ├── references/ │ └── api.md # Reference material loaded on demand └── assets/ └── template.csv # Template, image, or other resourceClick OK to finish creating the custom Skill.
Organize the SKILL.md body into sections such as applicable scenarios, basic constraints, and customized processes. For example, to create a Skill for root cause analysis of business metric fluctuations, describe the scope of applicable business metrics in the applicable scenarios section, specify the data calibers and statistical periods in the basic constraints section, and define the analysis steps and output format in the customized process section.
Manage custom Skills
After a custom Skill is created, you can view the registered custom Skills in the Manage skills list of ChatBI. The following management operations are supported:
Operation | Description |
Edit | Modify the name, description, or Skill body of a custom Skill. |
Delete | Delete custom Skills that are no longer used. After a Skill is deleted, it can no longer be specified in conversations. |
Use custom Skills in a session
When you ask a question in a ChatBI session, if a custom Skill is specified, ChatBI runs that Skill and processes the question based on the analysis process and constraints defined in the Skill. If no Skill is specified, the built-in system Skill is used by default.
If a business question involves a fixed analysis paradigm, such as weekly root cause analysis of business metric fluctuations, specify the corresponding custom Skill when you ask the question. This ensures a stable and reusable analysis process and consistent conclusions.
In the ChatBI conversation input box, click
and select Custom skill.In the custom Skill list that appears, click the target Skill.
Enter your business question and send it. ChatBI runs the current question based on the analysis process and constraints defined in the Skill.
After a custom Skill is specified, the question is processed in strict accordance with the basic constraints and customized process defined in the Skill. To restore the default system analysis capabilities, do not specify a custom Skill in subsequent questions.
References
To learn about the features and usage of ChatBI, see Overview.
To learn how to use ChatBI sessions, see ChatBI sessions.
To learn how to configure the ChatBI knowledge base, see Knowledge base.
To learn how to configure and use Skills in the new Data Agent, see New data agent.