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Implementation Guide · Module 6 of 9 · ~15 minutes

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Why this matters

When every rep asks Endgame questions differently, they get different answers. That’s fine for ad hoc research, but for repeatable workflows like deal inspections, meeting prep, or pipeline reviews, you want consistency. Skills solve this by encoding your best practices into reusable prompts that anyone on the team can run. Think of skills as the codified version of what your best rep does before every customer call, or what your manager checks during every deal review. Instead of hoping everyone remembers the right questions to ask, skills ensure they get comprehensive, consistent intelligence every time.

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What you’ll do

  • Pick a high-value workflow to turn into your first skill
  • Write the skill prompt
  • Test it against a few accounts

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Pick your first skill

Choose a workflow that your team does repeatedly and where consistency matters. Good candidates for a first skill: Pre-call research brief (single account) - What should a rep know before any customer conversation? This is the most common first skill because it has immediate, obvious value. Deal inspection (single account) - A structured health check on an opportunity. Great for managers who want consistent deal review quality. Pipeline review (cross-account) - A summary of all deals closing this month/quarter with key risks highlighted. Useful for weekly team meetings.
Start with the workflow that wastes the most time or produces the most inconsistent results today. One well-crafted skill that saves each rep 30 minutes per week adds up fast.

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Walkthrough

1

Navigate to Skills settings

Go to Settings > Skills and click + Add Skill in the top right. You’ll see two options:
  • Write a Skill — Useful for skills that are easy to describe. You’ll fill out a form with a title, description, example prompt, and content. This is what we’ll use for your first skill.
  • Upload a Skill — Import a .zip file containing a skill’s content. Better for complex or pre-built skills you want to bring in from elsewhere.
Select Write a Skill to open the skill editor.
2

Fill out the skill fields

The skill editor has four fields. Every skill should answer three questions: What is the goal? What information is needed? What should the output look like?
  • Title — A short, descriptive name for the skill (up to 100 characters). This is what appears on the skill card in your team’s library.
  • Description — A brief explanation of what this skill does (up to 500 characters). Endgame uses this to help users and agents understand when to use this skill. Lead with the outcome, not the process.
  • Example Prompt — An optional prompt that pre-populates the chat input when a user selects this skill (up to 500 characters). Write it as if the user is asking Endgame to do the task.
  • Content — The actual instructions that define what the skill does and how it should produce output. This is where the real customization lives.
The Content field is where you’ll spend most of your time. The best content is specific and actionable — it tells Endgame exactly what steps to follow, what data to pull, and how to format the output. Vague content produces vague results.
Common mistake: Writing content that reads like a wish list (“include everything important about this account”). Instead, be explicit about each step, which data sources to check, and what to flag.
For more on how skills work and how users interact with them, see Creating Skills.
3

Write the skill content

Structure your content with clear markdown headers: a Goal, the Inputs needed, numbered Instructions, and an Output format. Here are two examples you can adapt.Example: Pre-call research brief
FieldValue
TitlePre-Call Research Brief
DescriptionGenerates a structured briefing a rep can scan before a customer call. Use before any upcoming meeting or call with an account.
Example PromptUse the Pre-Call Research Brief skill to prepare me for my upcoming call with this account.
Content:
# Pre-Call Research Brief

## Goal
Prepare a structured briefing a rep can scan in
2 minutes before a customer call.

## Inputs needed
- Account name (provided by account context)
- Salesforce fields: industry, segment, ARR,
  renewal date, health score
- Recent call transcripts (last 90 days)
- Slack threads from mapped channels (last 2 weeks)

## Instructions
1. Pull the current account details from Salesforce.
   Flag any field that has changed in the last 30 days.
2. List every contact on this account. For each,
   include title, last interaction date, and sentiment
   from recent calls. Highlight the economic buyer and
   any new contacts added in the last 60 days.
3. For each open opportunity, show stage, close date,
   amount, and days in current stage. Flag any deal
   where the close date has been pushed more than once.
4. Summarize the last 3 calls and any Slack threads
   from the past 2 weeks. Pull direct quotes where a
   competitor was mentioned or a concern was raised.
5. Based on the above, suggest 3-5 specific talking
   points. Each should reference a data point from
   a previous step.

## Output format
Use clear section headers. Keep each section to
3-5 bullet points. Total length should fit on a
single page.
Example: Deal inspection
FieldValue
TitleDeal Inspection
DescriptionRuns a structured health check on an opportunity and surfaces risks a manager needs to act on. Use during deal reviews or pipeline scrubs.
Example PromptUse the Deal Inspection skill to run a health check on this opportunity.
Content:
# Deal Inspection

## Goal
Run a structured health check on an opportunity and
surface risks a manager needs to act on.

## Inputs needed
- Opportunity record from Salesforce: stage, close
  date, amount, forecast category, days in stage
- Contact roles on the opportunity
- Last 5 logged activities (calls, emails, meetings)
- Call transcripts mentioning competitors

## Instructions
1. Pull the current stage, close date, amount, and
   forecast category. Calculate how many days the deal
   has been in its current stage.
2. List all contacts on this opportunity with their
   role and last interaction date. Flag any key
   stakeholder (VP+ title) not engaged in the last
   30 days.
3. Summarize the last 5 logged activities. Note any
   gaps longer than 2 weeks between activities.
4. Check for these specific red flags:
   - Close date pushed more than once
   - No activity in the last 14 days
   - Missing economic buyer engagement
   - Competitor mentioned in recent calls
   - Stage regression at any point
   For each flag found, cite the specific data point.
5. Based on the risks identified, suggest 2-3 concrete
   next actions with urgency level (immediate, this
   week, this month).

## Output format
Lead with a one-line health rating: Strong, At Risk,
or Needs Attention. Follow with sections for each
step above. Use a table for the stakeholder map.
Notice the pattern: each skill defines a clear goal, lists the inputs it needs, gives numbered steps with specific data sources and thresholds, and specifies the output format. This structure is what separates a skill that produces consistent, actionable output from one that gives you something different every time.
4

Test against 3-5 accounts

Run your new skill against a few different accounts or opportunities. Check:
  • Does the output cover what you expected?
  • Is the information accurate based on what you know about these accounts?
  • Would a rep find this useful before a call or review?
Iterate on the prompt wording based on what you see. Small changes in phrasing can meaningfully improve output quality.

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Writing effective skill prompts

A few principles that consistently improve output quality: Be explicit about the output format. Don’t just say “write a summary” — specify length, structure, tone, and what to exclude. A field rep wants a short briefing; a VP wants a crisp table. Define your inputs clearly. If the skill doesn’t know what data to expect, it will make assumptions. List every field it should look for, and note what to do if something is missing (“if close date is blank, flag the deal as incomplete”). Keep one skill to one job. If you find yourself writing a skill that does five different things, split it up. Focused skills are easier to maintain, easier to reuse, and tend to produce sharper outputs. Add edge case handling. What should the skill do if a deal has no next step logged? If a contact’s title is missing? Anticipating gaps in data leads to much cleaner results. Include an example when the task is nuanced. For something like a cold outreach email or a competitive battlecard, showing one good example inside the skill dramatically anchors the output.

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Checkpoint

You’ve completed this module when you’ve created at least one custom skill visible to your team in Settings > Skills. Bonus points if you’ve tested it against a few accounts and iterated on the prompt.

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Go deeper

Previous Module

Create Your First Rule

Next Module

Configure Salesforce Fields