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Help · Flow · Skills & selling

Your skills: everything SkedX can do in a chat, on one page

2 min readFor all rolesIn review

A skill is something SkedX can do in a chat — show your products, take a booking, collect a form.

Your AI models, your automations and your team all use the same skills, so you set each one up once, here.

In review: written from the product, not yet walked through live.

1Open Skills

In the menu, open Automation (1) and click Skills (2). The top of the page counts how many skills are ready and how many need setup (3).
The menu with Automation (1) open and Skills (2) chosen, and the page header counting skills ready and needing setup (3)

Open Skills in SkedX Flow

2Follow the path to sell on WhatsApp

The Sell on WhatsApp path shows the order to set things up in. Start with Catalog (1). A step that is still being built offers Notify me (2), and a step that needs an earlier one says which (3).
The Sell on WhatsApp path: Catalog first (1), Notify me on Payments (2), and Test waiting for the catalog (3)

3Find a skill

Type what you want in the search box (1) — for example “pay”, “slot” or “address”. Or pick a group (2): Sell, Book, Collect, Support or Connect.
The search box (1) and the group filters All, Sell, Book, Collect, Support and Connect (2)

4Read a skill’s card

Each card shows the channels the skill works on (1) and what it needs (2) — a green dot is in place, an amber dot is missing; click one to fix it. Its state is at the bottom (3): Ready, Not set up, Waiting for Meta or Coming.
The Catalog card: channels (1), what it needs (2), its state Not set up (3) and the Set up button (4)

5Set it up, or ask to be told

Click Set up (4 in the picture above) to open the skill’s setup — for Catalog that is Set up your catalog. On a skill marked Coming, click Notify me; SkedX tells you on this page when it opens.

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Common questions

Is a skill the same as an automation?

No. A skill is what can be done in a chat, such as sending a product. An automation decides when to do it, such as “when someone taps Buy now, send the product list”. Your AI models, your automations and your team all use the same skills.

Why does Payments say Coming?

Payments inside WhatsApp is being built. Click Notify me and you will be told on the Skills page when it opens.

What does “0 bots” on a card mean?

None of your AI models uses that skill yet. The catalog setup’s last step lets you switch it on for each AI model.

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