Saved methods, skills, and rules

Teach your agent a repeatable method after you have a result you like. Keep instructions concrete enough to inspect and correct.

Open it

On current desktop and mobile apps, open Settings → What your agent knows about you → How I do things on desktop, or Settings → About you → How I do things on mobile. This list shows saved skills and workflows. Use Chat to create or change a method; open an entry to inspect it and use the available removal or workflow controls.

Save a useful method

Start from work you have reviewed:

“Save this as my weekly customer-update method: group by customer, cite the latest email, separate confirmed commitments from suggestions, and end with decisions I need to make. Do not send the report automatically.”

Give the situation, steps, output format, sources, and completion condition. Ask the agent to show what it saved, then open the list and check it. A successful one-time result does not prove a reusable instruction was saved.

Keep rules explicit

A rule expresses an important always-or-never boundary, such as “Never send a budget attachment without my approval.” Ask for the rule in Chat and inspect the confirmation and saved context available to you.

A written rule does not replace the product's permission controls, purchase approval, or account authority. Keep high-impact boundaries in the actual job instruction too.

Inspect and correct learned entries

Open a method to read the full text. A Learned marker identifies something the agent inferred. If it is wrong, say exactly what should change in Chat. Delete an obsolete method using the offered control and verify that it is removed.

A workflow can also be turned off. Turning it off preserves its definition; deleting it removes that reusable entry. Neither action reverses work already performed.

Choose the right form

Availability and limits come from your account. Do not look for the old three-tab Skills editor if your current app exposes the compact How I do things list.