Installing Skills & Templates

You don’t have to start from scratch. Pick up powerful packages built by other users and the UpServe team, and use them right away.

Where can I find them?

Type	Description	Example	Where to find it
Skills	Reusable work procedures	“Write to Notion”, “Send Slack message”	The Skills tab at the top
Employee templates	One AI employee’s starting setup: behavior instructions + tools + skills	“SEO Blog Writer”, “Customer Support Bot”	The Templates tab at the top → Employee templates

Skills live under the top-level Skills tab, which splits into two screens: My Library (skills you’ve imported or created) and Official skills (browse the skills UpServe supports). Skills you create, or import from GitHub or a zip, are yours alone: they can’t be published or shared by link.

Employee templates live under the top-level Templates tab, right next to Skills. Inside it are two screens: Employee templates and My Templates.

Teams are no longer installed from templates. When you need a team, choose Custom setup on the team hiring screen. Answer a few questions and the AI picks the employees you need and builds the team. See Teams for details.

Where you find it depends on the device:

Web (desktop): Templates in the menu at the top of the screen (right next to Skills)
Web (mobile): Templates in the tab bar at the bottom
iOS & Android apps: More at the bottom → Templates (on tablets, Templates in the side menu on the left)

My Templates brings together, on one screen, every employee template you’ve created or installed, and lets you filter by status. Employee templates is for browsing and picking; My Templates is for managing what you already have.

If you land directly on an official skill’s or official template’s detail page (say, from a link), you can view it without signing in. Browsing the list views under Skills → Official skills or the Templates tab still requires signing in, and clicking Import or Use to actually install something prompts you to sign in or sign up.

Templates you save can’t be made public. On My Templates you (and, for a template from an organization’s employee, that organization’s members) can see and use them. See Saving Employee Templates for how to save one. Deleting, saving again (syncing), and installing are open to any member of the organization.

If a template you’ve saved bundles skills that have since fallen behind the version your employee is currently using, its card on My Templates shows a warning. Saving the template again (syncing) means the next employee created from it gets the up-to-date skills.

Installing a skill

Click the Skills tab at the top → go to the Official skills sub-tab
Click the skill card you want
Click Import

Each skill card shows its category, an Official badge, a skill score (%), install count, and version (vN) so you can judge what you’re importing at a glance.

The Official skills card grid: category, Official, skill score, install count, version, and an Import button

Clicking import adds the skill to your library as a reference to the original. At first it points to the source skill directly; the moment you edit it through chat, it automatically branches into your own personal copy. The version you imported stays pinned. Updates the original author publishes afterward will not affect you.

A confirmation appears right away and the skill lands in My Library, followed by a panel on the same screen for picking which employees to apply it to. You don’t have to decide now; you can always add the skill to an employee later from that employee’s settings. Skills that require an external service (e.g. Notion, Slack) need a connection configured before they can run.

To uninstall, click Remove on the same screen. It’s removed from My Library, and it’s also detached from every one of your employees that currently has it applied. If you’ve already edited the skill through chat and branched into your own copy, that copy is a separate item and keeps working. If the original author removes the skill entirely, the version you imported stays as-is and keeps working.

Besides picking a skill yourself, your employee can also decide mid-conversation that it needs a skill and propose installing one on its own. When that happens, an approval card appears first, and you have to confirm it before anything is actually installed. Updating an already-installed skill to a newer version can go through the same kind of confirmation. If the skill you’re installing contains scripts (or an update would newly add scripts like that), the confirmation screen shows a warning that the skill can access the browser session you’re already logged into. If you’re not sure about the author, treat that warning as your cue to think twice before approving.

Installing an employee template

Templates tab at the top → click Employee templates
Click the template you want
Click Use

Customizable templates run a short What to delegate chat before the employee is created. Answer a few questions and the employee will automatically shape its behavior and initial knowledge around your answers. Once the synthesis finishes, you may see a recommended skill bundle. Pick the skills you want included. Until that chat finishes and the employee is created, it won’t show up in your employee list.

Closing the window mid-chat doesn’t erase your answers. They’re kept for 24 hours after your last reply. Come back within that window and click Use on the same template to pick up right where you left off. After 24 hours, the old answers are cleared and the chat starts over.

Templates without customization create the employee immediately after confirmation.

Behavior instructions, tools, and skills are all set automatically. Tweak the name and avatar afterwards in employee settings.

If a template bundles a dedicated skill, you get the version from when the template was last saved or synced. If the skill has been refined since, save the template again before new employees receive the newer version. Skills you imported yourself (GitHub or zip) are never bundled into a template.

Templates can be installed on any plan regardless of AI performance tier (Standard/Ultra). There is no limit on how many employees you own or run at once, and new employees join ready to work. Work consumes SU based on actual usage.

Some templates also come with a web app the employee built. On the install confirmation screen for these, you’ll see a note like “This employee comes with a web app.” Clicking Use restores the web app too, but at a brand-new address (it doesn’t inherit the original URL), starting with no stored records. What travels is the files in the app directory (its code and static files like logos), while anything the app collected from visitors into a directory such as uploads stays behind. This feature is currently web-only; it isn’t available yet on the iOS or Android apps.

Picking one straight from the hire screen

There’s also a shortcut that skips the Templates tab entirely. When you hire a new employee with the + Hire button at the top of the screen, the confirmation window that pops up may show a few popular official employee templates as “Experienced hires, ready to start today” cards.

Pick a card and click Hire, and that template installs immediately. Since its job and tools are already set, it skips the work setup chat a blank new hire would otherwise go through and starts chatting right away. If you skip the cards and go through with hiring a blank new employee below, it goes through the usual work setup chat where the new hire figures out its own name and job through conversation with you.

These cards only show up when you’re hiring into your personal account. They don’t appear when hiring into an organization’s team (to put a template into an org team, install an employee template from the Templates tab and then add it to the team). It’s also fine if no cards show up, or none of them fit: the confirmation button below for hiring a blank new employee always works the same regardless of these cards.

Picking trustworthy packages

When choosing a package under Official skills or in the Templates tab, look for:

🏷️ Official badge: Built and curated by the UpServe team (every skill and template in these lists)
💚 Skill score (%): A score combining real usage, success rate, and recent activity. A higher score means the skill has been used more, and more successfully, lately, but it doesn’t guarantee a success rate or reliability (new skills don’t show one for a while)
📥 Install count: Heavily-installed packages are usually proven
👍 Likes & comments: Reactions and notes on official templates (skills have none)
🔢 Version: A higher version often means active maintenance (sort the list by ‘Most Recent’)

Next steps

FAQ: If something behaves oddly after install
To build your own skills or exchange them with other AgentSkills-compatible clients, see Skills & the Autonomous Skill System
Want to save your own employee’s setup as a template? See Saving Employee Templates

Advanced

Read this only if you’re curious exactly how the skill score is calculated, the precise scope of uninstalling and install limits, or the fine print on bundled web apps and anonymous viewing.

Skill score formula: it adds up recent 7-day usage volume (log scale, up to 25 points) + success quality (success rate × 60, up to 60 points) + recency (based on last-used date, up to 15 points), capped at 100. Success rate carries the most weight but is capped at 60 points, so a skill with a high success rate can still score low if it’s rarely used or hasn’t run recently. New skills don’t get a score for the first 7 days; only their install count shows.
Uninstall scope: Remove clears the reference from My Library, detaches the skill from every one of your employees that has it applied, and decrements the original listing’s install count by 1. A personal copy created by editing through chat (which branches into a separate item) is unaffected.
Employee template install conditions: a template’s AI performance tier (Standard/Ultra), how many employees you own, and how many run at once do not block installation. Repeated install requests in a short time can trigger the creation request rate limit. If that happens, wait a little before trying again. SU balance, budgets, and automatic run AI usage limits still apply when work runs.
Bundled web apps: when saving, an author can optionally include a web app their employee built (the app directory’s files travel; stored records and visitor uploads kept in a directory such as uploads do not; if bundling is turned on but there’s no active web app, saving is rejected). The save screen lists the files that are not code and asks the author to confirm. Once install finishes, restoring the web app and issuing a fresh link happen automatically while your employee prepares its first greeting. When the author later updates the template, they can also choose to recapture the web app. If there’s no active web app at that point, the bundle is removed from the template. Bundled web apps are web-only for now.
Scope of anonymous viewing: the detail pages signed-out visitors see are served through a separate public-only path that only returns information that’s safe to show anyone. Fields that only make sense when signed in (like your own reaction) and internal data such as full skill source or configuration values never travel over this path.
Templates can’t be public: templates saved by users are always stored privately. Only official templates built by the UpServe team appear in the public list. If an older app asks for public, the server rejects it or stores it privately. A template from an organization’s employee is visible to that organization’s members.
Installing your own template: if you install a template you saved yourself, it links to the live original skill rather than the bundled copy, so you always see the latest version. That’s different from what other members of the same organization get (a snapshot from save time).
Scope of the hire-screen template cards: up to 3 candidates, ranked by popularity, drawn only from official employee templates that don’t need a What to delegate chat (no customization). If this card list fails to load or comes back empty, only the cards disappear; the blank-hire button’s behavior is unaffected. These cards never appear when hiring into an organization’s team, since a template installed this way lands on your personal account and can’t be reassigned into that org’s team afterward.
Scope of the browser session warning: an employee’s own attempt to install a skill always needs your approval regardless of whether the skill has scripts. This warning doesn’t create that approval requirement, it just adds one more thing to weigh when you were already going to be asked. Installing directly with Import from the Official skills screen has no such approval step, so no warning appears there either.