Skill Square

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The Skill Square is the AI analysis skill management module in Quick BI AIPro, located on the Enterprise tab. A skill is a self-contained unit of analytical capability that you can invoke in a conversation, for example, by using the / command, to perform analysis tasks for specific scenarios. Learn how to view, create, and install skills.

Prerequisites

  • You have logged in to Quick BI AIPro.

  • You have at least the basic features permission for Quick BI AIPro.

  • Before you can use a custom skill, an enterprise administrator or its creator must make it visible to you.

Access

On the Enterprise tab of Quick BI AIPro, click Skill Square in the left navigation pane.

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Instructions

On the Skill Square page, you can view all skills available to you, including built-in and custom skills.

Built-in skills

Built-in skills are pre-configured, general-purpose analysis skills. Quick BI AIPro supports the following built-in skills:

Skill name

Description

intelligent data analysis

Ask questions in natural language about a dataset, dashboard, or uploaded data file to quickly gain data insights. Core capability: Intelligently analyzes data from datasets or dashboards based on your questions and provides analytical results. Example commands: "What is the month-over-month sales growth?", "Analyze performance by region."

visual report generation

Generate a visual report from a data asset with a single click. Core capability: Creates a complete report that includes a metric overview and dimensional breakdown. Example commands: "Generate a report based on this dataset.", "Create a dashboard with one click.", "Automatically build a visual dashboard."

scheduled task management

Schedule recurring deliveries and automated tasks. Core capability: Create, schedule, pause, and remove scheduled tasks. Example command: "Generate a report from the analysis above and send it to me every day at 9 AM."

custom skill creation

Create reusable custom skills for business workflows through conversation, without writing code. Core capability: Generates a standards-compliant skill configuration based on natural-language conversation. Example commands: "Package this workflow as a skill.", "I want to create a new custom skill."

PPT generation

Generate a well-structured, consistently styled, editable PPT presentation in one click. Core capability: Intelligently generates presentation content from a topic or outline, automatically matches templates and layouts, and outputs an editable PPT file. Example commands: "Create a PPT for me.", "Generate a presentation from this outline.", "Create a report PPT with one click."

Custom skills

Custom skills are analysis skills created by your enterprise for specific business scenarios. You can create custom skills in the following ways.

  • Uploading a custom skill at the enterprise level

    • In Admin Center > Skill Association, click the Add Skill icon to upload and create a skill. For more information, see Skill Management.image

    • After uploading, you can modify the visibility scope and allow users to install it.

  • Uploading a custom skill as an individual user

    • Method 1: Create a personal skill in a conversation

      • In the chat box on the Me > New Task page, enter a command to generate a skill.

        For example, enter "Help me turn the analysis logic above into a skill." The system automatically creates the skill.

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      • After the skill is generated, you can modify its name and click Save. The skill is then packaged and ready to use. You can manage it on the My Skills page.

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    • Method 2: Create a personal skill by uploading a skill package

      On the Me > My Skills page, click the Add Skill icon to upload and create a skill. For more information, see My Skills.

      Note

      Only .zip (≤5 MB) and .md/.markdown (≤10 MB) formats are supported.

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View and manage skills

  • Use Search to find a skill.

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  • Filter by Installation Status to view Installed and Not Installed skills separately.

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    • For installed skills, you can only View their details.

    • For skills that are not installed, you can View their details and Install them.

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      After installation, you can find the skill on the Me > My Skills > My Installations page. You can then invoke the skill in a conversation.

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