
Instructions
Instructions are plain-language direction for the agent. Write them the way you’d brief a capable preparer. For example:“You are an R&D tax specialist. For each client, review payroll and project documentation, identify qualifying activities, and draft the credit calculation with citations.”Good instructions are specific about the output you want (a cited draft, a summary memo, a particular format) and any standards to follow.
Skills
Skills are the capabilities the agent may use. Turn on only what the work needs.
Tags indicate origin —
DEFAULT skills are broadly available; ORG skills are specific to your organization. Open a skill to see its instruction and the files packaged with it.
