> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kaizenautomation.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Skill from a Template

> Learn how to create a new skill from one of the built-in templates, using a payer enrollment template as an example.

## Overview

Skills teach your agents how to perform a task. Instead of starting from a blank
document, you can build a skill from a template — a ready-to-edit outline for a
common workflow, such as a payer enrollment or credentialing process. This guide
walks through creating a skill from the **BCBS North Carolina Individual
Practitioner Enrollment** template.

## Step 1: Open the Skills page

From the sidebar, click **Skills**, then click the **+ New skill** button in the
skills panel.

<Frame>
  <img src="https://mintcdn.com/kaizenautomation/62noR3hEkQYg78S4/cookbook/images/create-skill-step1-skills-page.png?fit=max&auto=format&n=62noR3hEkQYg78S4&q=85&s=5e3123c1c2f3f5dbb94dbe2cdf3e093a" alt="Skills page with the New skill button in the left sidebar" width="1440" height="900" data-path="cookbook/images/create-skill-step1-skills-page.png" />
</Frame>

## Step 2: Browse the template catalog

The **Create a skill** dialog opens with the template catalog. You can start
blank or pick a template — everything stays editable after the skill is created.

Use the search-friendly list to scroll through templates, or narrow it down with
the theme tags at the top. Click **+N more** to expand the full list of themes.

<Frame>
  <img src="https://mintcdn.com/kaizenautomation/62noR3hEkQYg78S4/cookbook/images/create-skill-step2-template-catalog.png?fit=max&auto=format&n=62noR3hEkQYg78S4&q=85&s=e9d63af2eeec25bd6b7ac327763acd35" alt="Create a skill dialog showing the template catalog and theme tags" width="1440" height="900" data-path="cookbook/images/create-skill-step2-template-catalog.png" />
</Frame>

## Step 3: Filter by theme

Click a theme tag to show only matching templates. For example, selecting
**payer-enrollment** narrows the catalog to payer enrollment templates like the
BCBS provider enrollment workflows.

<Frame>
  <img src="https://mintcdn.com/kaizenautomation/62noR3hEkQYg78S4/cookbook/images/create-skill-step3-theme-filter.png?fit=max&auto=format&n=62noR3hEkQYg78S4&q=85&s=80aaea2ae8581cf46cf7d76a40c67a70" alt="Template catalog filtered by the payer-enrollment theme" width="1440" height="900" data-path="cookbook/images/create-skill-step3-theme-filter.png" />
</Frame>

## Step 4: Preview the template

Click a template to select it. A preview opens showing the template's purpose,
variables, and step-by-step outline, and the skill name is pre-filled with the
template name — edit it if you want a different name.

<Frame>
  <img src="https://mintcdn.com/kaizenautomation/62noR3hEkQYg78S4/cookbook/images/create-skill-step4-template-preview.png?fit=max&auto=format&n=62noR3hEkQYg78S4&q=85&s=42d0c3d128330cb56ef616620be3f32d" alt="Template preview for the BCBS North Carolina enrollment template with the Build from template button" width="1440" height="900" data-path="cookbook/images/create-skill-step4-template-preview.png" />
</Frame>

## Step 5: Build the skill

Click **Build from template**. A new agent session opens in plan mode: the
agent picks up the template and starts drafting the skill from its outline.

<Frame>
  <img src="https://mintcdn.com/kaizenautomation/62noR3hEkQYg78S4/cookbook/images/create-skill-step5-agent-session.png?fit=max&auto=format&n=62noR3hEkQYg78S4&q=85&s=bc6d61ea5380f1d37a2e40a25d934ee9" alt="Agent session in plan mode drafting the skill from the selected template" width="1440" height="900" data-path="cookbook/images/create-skill-step5-agent-session.png" />
</Frame>

Once the agent finishes, the new skill appears in your skills list. From there
you can review the draft, tweak the steps, and fill in any
organization-specific details before putting the skill to work.

## Tips

* Templates are starting points — every section of the generated skill remains
  editable.
* Theme tags can be combined with scrolling the catalog to quickly find the
  right workflow (for example `credentialing`, `provider-enrollment`, or a
  specific payer).
* If none of the templates fit, choose **Blank skill** to start from an empty
  document instead.
