Docs
Skills, Sharing & Documents

Skills, Sharing & Documents

Teach Bestie your own procedures, share a chat with teammates, and turn answers into editable documents.

Skills

A skill is a named procedure Bestie loads only when a request matches its description. Open AI settings (the gear beside Bestie) and go to Assistant › Skills. Everyone can see skills; adding or editing needs edit permission.

AI settings · Skills
Bestie

Search

Knowledge

Knowledge

Rules

Assistant

Skills

Skills

The procedures Bestie can load for your role.

Search by name or description…

Add skill

weekly-safety-walk

Use when the user asks for the weekly safety walk report.

Company · Every role

progress-report

Use when the user asks for a project progress report.

Bestrack · Every role

delay-eot-lad

Use when the user asks about delays, extension of time or LAD.

Bestrack · Every role

rfi-submittal-chase

Use when the user wants to chase overdue RFIs or submittals.

Bestrack · Every role

Click a card to see when Bestie uses it.

  1. 1AI settings · gear beside Bestie
  2. 2Assistant › Skills
  3. 3Search
  4. 4Add skill · editors only
  5. 5Company skill · written by your team
  6. 6Bestrack skill · built in

Add a Skill

Add skill

Add skill

Bestie loads the content when a request matches the description, then follows it step by step. Markdown works.

Name

weekly-safety-walk

Lowercase words joined by hyphens.

Roles

Every role

Leave empty to offer it to every role.

Description

Use when the user asks for the weekly safety walk report.

One sentence starting with "Use when…": this is how Bestie decides to load it.

Content (Markdown)

## Steps

CancelSave
  1. 1Name · lowercase, hyphens
  2. 2Roles · empty = every role
  3. 3Description · starts with “Use when…”
  4. 4Content (Markdown)
  5. 5Save

Share a Chat

Chat · Tower A RFIs
Tower A RFIsShare chat

Share chat

Send this chat, as it is now, to teammates' inboxes. Later messages stay private.

Share with

Dana Lim

Dana Lim isn't on Tower A. They'll still see the figures in this share.

Note (optional)

Add context for your teammates

Already shared

Sam OngRevoke

CancelSend
  1. 1Share chat · chat header
  2. 2Share with · up to 25 teammates
  3. 3Project access · warning, not a block
  4. 4Note (optional)
  5. 5Already shared · Revoke
  6. 6Send

Documents

Long reports, letters and minutes open in a panel beside the chat. When Bestie edits one, you get a new version.

Chat · Delay notice

Delay notice

Document · v2 of 3 · 1,240 words

Back to chatShow MarkdownCopyDownload

Notice of Delay

We write to notify you of a delay to the structural works…

Markdown (.md)

Download as Word

Export to Google Docs

  1. 1Document card · in the chat
  2. 2Back to chat
  3. 3Version arrows
  4. 4Show Markdown / Show preview
  5. 5Copy
  6. 6Download · menu

Chat History

WhereWhat
New chat, search iconSearch chats by All, Chats or Artifacts
Today, Last 7 days, Last 30 daysRows grouped by date; ⋯ offers Share and Delete
Clear all chatsFooter button that removes every chat