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DocsPipeline Skills

Pipeline Skills

Inject specialized knowledge and instructions into your AI pipeline stages.

3 min read

What you'll learn

  • What pipeline skills are and how they work
  • How to create and manage skills
  • How skills combine with prompts
  • Skill limits by plan

What are pipeline skills?

Pipeline skills are modular instruction sets that you can inject into any stage of the AI pipeline. Unlike prompts — which replace the entire instruction set for a stage — skills augment the active prompt by adding specialized knowledge on top.

Think of skills as plug-in expertise. For example:

  • A GDPR Compliance skill adds data protection requirements to the Analysis stage
  • A Value-Based Pricing skill injects pricing methodology into the Scoping stage
  • A Technical Writing skill adjusts the tone and detail level in the Writing stage

Navigate to the Skills page from the sidebar to manage your skill library.

Pipeline skills require a Solo plan or higher. See Plans for skill limits by plan.

Skill categories

Skills are organized into categories:

  • Compliance — regulatory and legal requirements (GDPR, HIPAA, SOC 2, etc.)
  • Pricing — pricing methodologies and strategies
  • Methodology — project management and delivery frameworks (Agile, Waterfall, etc.)
  • Industry — industry-specific knowledge and terminology
  • Technical — technical requirements and standards
  • Writing — tone, style, and formatting preferences
  • General — miscellaneous skills that don't fit other categories

Creating a skill

Click New Skill and fill in:

  • Name — a descriptive name (e.g., "HIPAA Compliance Requirements")
  • Category — select from the available categories
  • Description — explain what this skill does
  • Stage instructions — the text injected into each pipeline stage where this skill is active. You can configure different instructions for Analysis, Scoping, Writing, and Scoring independently.

Using skills

When creating a proposal, you can activate skills alongside your selected prompts. Multiple skills can be active simultaneously — their instructions are combined and injected into the relevant pipeline stages.

Combination rules

Skills have built-in rules to prevent conflicts:

  • Max combine — some skills limit how many can be active at once
  • Conflicts with — certain skills are mutually exclusive (e.g., two conflicting pricing methodologies)
  • Requires — some skills depend on others being active

Ergate enforces these rules when you select skills, preventing invalid combinations.

Community skills

Skills can be shared with the community:

  • Personal — only you can use the skill
  • Community — available for others to fork and use
  • Marketplace — available for purchase on the Marketplace

Fork community skills to create your own customized versions.

Skill limits

| Plan | Skill limit | |------|------------| | Free | 0 | | Solo | 3 | | Pro | 10 | | Agency | Unlimited |

Start with one or two skills that address your most common proposal requirements. For example, if you frequently work with healthcare clients, a HIPAA compliance skill will consistently improve your Analysis and Scoping output.

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On this page

  • What you'll learn
  • What are pipeline skills?
  • Skill categories
  • Creating a skill
  • Using skills
  • Combination rules
  • Community skills
  • Skill limits
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