A library of reusable skills lives in Settings. Install one, write your own or let the Agent draft one from a plain description, then share it with your practice.
- Skills carry instructions and reference files, and the Agent picks them up with a slash.
- Administrators set who may share skills.
- The Agent can now review a contract on a matter and propose a client file. A person confirms every outcome.
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Quotes, credit notes and recurring invoices
