Skills & rules
Open Configure → Skills. The page has three tabs: Skills, Rules, and Workflows.
Creating and managing Skills and Rules requires a paid plan; Free accounts see the upgrade state in those tabs. Workflow availability and task caps are shown live in the product and plan comparison.
Skills: reusable know-how
A skill teaches Zinley how you want a repeatable task done: your report format, deployment sequence, research method, or client handoff.
Create one in either way:
- ask Zinley to save a successful method as a skill;
- choose New skill and write its name, when it should be used, and the instructions.
Keep the instructions about the method. Put approval boundaries and things Zinley must never do in Rules instead.
Rules: firm boundaries
A rule says what Zinley should always or never do. Good rules are specific enough to apply consistently:
- “Never send an invoice without showing me the final attachment.”
- “Always use the approved company description in proposals.”
- “Do not push directly to main.”
Set a severity that reflects the cost of getting it wrong. A rule overrides a conflicting workflow or skill.
Review what Zinley learned
Entries can show where they came from, including ones learned by Zinley while working. Open an entry to read the full instructions, correct it, or delete it.
Treat learned entries as drafts until they match how you actually work. A concise, testable instruction is more useful than a long narrative.
Choose the right tool
| Use | When you mean… |
|---|---|
| Skill | “This is how to do the task well.” |
| Rule | “Always do this, or never cross this line.” |
| Workflow | “When this situation happens, follow these steps with this level of autonomy.” |
| Scheduled task | “Run this job at this time.” |
Continue with Workflows or Scheduled tasks.