Overview

Skill Configuration groups allow you to group configurations together so that they can be used in a skill repeatedly. This article will cover creating and managing config groups.

 

In this Article

 

Creating a Skill Config Group

shows build page

To create a config group for a particular skill, navigate to the Build Dashboard.

On the Dashboard, locate the skill you would like to add a config group to from the Deployed Skills list, and then clone or create a draft of it. If you are creating a new skill from scratch, select the New Skill button.  Note: You must have access to the Andi Builder in order to utilize config groups.

shows config groups on template

In the left navigation menu, select Skill Config Groups and then Add Group. Fill out the following fields:

  • Display Name (required) - The name that is visible when adding or managing skill config groups.
  • Name (required) - The name visible in the skill code. Note: This name must conform to JavaScript variable requirements and must be unique within the skill.
  • Description (optional) - A description of the skill config group.

After you've filled out these fields, select Save to add the config group to the skill. When ready, deploy the skill to test and utilize the skill config group.

 

Testing and Using Skill Config Groups

You can test and use your config groups once you have added them to your skill template and have deployed the skill .

From the Andi Skills Dashboard, navigate to the skill you've added a config group to. Select the skill name to be taken to the skill details page.

shows audience section

In the Audiences section, locate the Testing audience and then select the pencil icon under Actions.

shows configuration section

Choose the Version of the skill you'd like to test from the drop down.

Enter the appropriate information in the config group fields to apply your skill parameters and then select Enable Changes. After saving the changes to your skill, test the skill in PrecisionLender to ensure it is working properly.

 

Enabling the Skill for Everyone

After you've viewed and tested the skill, you are ready to enable the skill for Everyone.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, locate the Everyone audience and select the pencil icon.
  • Choose the version of the skill you're enabling from the drop down. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
  • Re-enter the skill configurations.
  • Select Enable Changes to enable the skill for everyone.

Note: After enabling the skill for everyone, we recommend disabling it for the Testing audience. 

 

Deleting a Skill Config Group

shows delete group button

To delete a config group, navigate to the appropriate skill.

In the Audiences section, select the audience you would like to delete the config group for.

Click on the Delete Group button. Once the config group is deleted, there is not a way to retrieve it again, you will need to re-add it manually.

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