Customise a skill so it fits your business

A BizzyAI skill is a starting point. It does the job well for most businesses. To make it do the job your way, you don’t edit files or learn anything technical. You use the skill, tell the AI what you didn’t like, and ask it to fix the skill. Each time you do this, the skill gets closer to how your business works.

Time needed: 15 minutes the first time, then a minute or two whenever you use the skill.

Your processes are your IP. The way you quote, reply to customers or chase invoices is yours. We give you the foundations. You shape them into your own way of working.

The loop

1. Use the skill on a real job.
2. Say what you didn’t like. Plain words are fine.
3. Ask the AI to fix the skill, not just this one answer.
4. Save the new version.
5. Test it again on the next real job.

Repeat the loop every time something isn’t quite right. After three or four rounds, most skills sound like your business.

Step 1: Use it on a real job (5 minutes)

Install the skill first if you haven’t (Install a BizzyAI skill). Then give it a real task, for example a customer email from this week. Read the result as if a customer will see it.

Step 2: Tell the AI what you didn’t like (2 minutes)

In the same chat, write what bothered you, the way you’d tell a colleague. For example:

Too long. We never say "Dear valued customer". We use "Sie" and sign off with "Freundliche Grüsse, Anna". Never promise a delivery date.

Step 3: Add your business details (5 minutes)

The skill doesn’t know your business yet. The easiest way to teach it is to point the AI at what you already have:

• Your website. Paste the link to your home page, prices or “about us” page.
• Your Google Business Profile. Search for your business on Google Maps, click Share, copy the link and paste it in. It holds your address, opening hours and what customers say about you.
• A good example. Paste an email, quote or offer you were happy with (remove customer names first).

Then write:

Use the details from these links and this example to add a short section about our business to the skill: who we are, what we sell, our opening hours, our tone and our sign-off. Only include facts you can see. Ask me about anything missing.

Never add passwords, bank logins or personal data about staff or customers. Anyone you share the skill with can read it.

Step 4: Ask it to fix the skill and save it (3 minutes)

Now ask for the updated skill, not just a better answer:

Update the skill with these changes so it does this every time. Keep the skill's name the same. Give me the complete updated skill as a zip file I can download, and list what you changed in one line each.

Then save it where your skill lives:

You use	How to save the new version
Claude	Download the zip. In Customize > Skills, delete the old skill and upload the new zip (Claude Help).
ChatGPT	Download the zip and upload it under Plugins > Skills. ChatGPT also has a built-in helper for changing skills (OpenAI Help).
Gemini skills	On the Skills page, choose Edit with Gemini and describe the change. It updates the skill for you (Gemini Help).
A Gem, Copilot agent or Project	Ask for the updated instructions as text instead of a zip. Paste them over the old instructions and save (Gemini Help, Microsoft Learn).

Keep the old zip in a “Skills” folder in OneDrive, SharePoint or Google Drive. If the new version is worse, upload the old one again.

Step 5: Test it again (2 minutes)

Start a new chat and give it another real job. Check that it used your details and fixed what you didn’t like. If not, go back to step 2.

Keep building on it

Every time you use the skill, notice one thing you’d change. Tell the AI and ask it to update the skill. A month from now you’ll have a skill that does the job the way your best person would.

Worked example: customer reply drafter

Muster Küchen AG is a made-up kitchen fitter in Aarau with 8 staff.

1. Anna uses the customer reply skill on an enquiry about installation dates.
2. She writes: “Too formal. Use ‘Sie’ but keep it short. Never promise an exact time: we work in morning or afternoon slots.”
3. She pastes the company website and its Google Business Profile link and asks the AI to add a short section about the business.
4. She asks for the updated skill as a zip, uploads it and deletes the old one.
5. Next morning she uses it on a French enquiry. It replies in French with the right slots and her sign-off. She adds one more note: “Mention we send QR-bills.”

If something goes wrong

• The upload fails: ask the AI to rebuild the zip with the same skill name and folder name as before.
• The AI doesn’t use the skill: tell the AI “people ask for this job using words like …” and ask it to update the skill’s description.
• The AI uses it for the wrong job: tell it which jobs the skill is not for and ask it to update the skill.

For Swiss businesses

• Say whether prices include VAT. The standard rate is 8.1%, the reduced rate 2.6% (ESTV).
• Set the form of address: “Sie”, “vous” or “Lei”, or “du” if your brand uses it.
• Say which languages your customers write in, and ask the skill to reply in the customer’s language.
• Payment terms as plain text, for example “We send QR-bills; payment within 30 days”. Never bank logins.