This section is for the people who set up, extend, and integrate InSkill: account administrators, script authors, and developers. Technicians don't need it.
| Page | What it covers |
|---|
| Author Account | The staging copy of InSkill for building and testing content before pushing it to production. |
| Testing Mode | Testing a copilot without your sessions showing up in the logs or the Intelligence portal's reports. |
| Page | What it covers |
|---|
| Scripts | The four places InSkill runs scripts — Copilot Settings, GPT Agents, Dynamic Resources, and Dynamic Steps — and writing and testing copilot scripts. |
| Reference | The task data structure, and the Inskill.Session, Inskill.Utils, and Inskill.Server objects available to copilot scripts. |
| Libraries | The JavaScript packages available to scripts: moment, moment_timezone, mqtt, and crypto. |
| Dynamic Scripts | JavaScript in dynamic steps and dynamic resources, and the Inskill namespace it uses. |
| Adding Dynamic Resources | HTML and JavaScript resources shown in the app and the web portal. |
| Vault | Storing the keys and other secrets that scripts use. |
| GPT Agents | Setting up Data Query and Script agents on a copilot. |
| Page | What it covers |
|---|
| MCP Server | Connecting an AI client such as Claude, acting as the user who signs in. |
| REST API | Service-level access for backend integrations, with the account API key. |
| InSkill for MS Dynamics | Copilots alongside Dynamics 365, Azure, and Microsoft 365. |
| InSkill for Salesforce | Copilots inside Salesforce cases, work orders, and the help desk console. |
| Page | What it covers |
|---|
| Styling with CSS | Account, copilot, and step-level CSS for dynamic resources and dynamic steps. |
| Page | What it covers |
|---|
| Importing Assets | Importing assets from CSV or TSV rows: product ID, serial number, name, configuration, and groups. |
| Importing Solutions | Generating solutions from support data. |
| Creating a Task | Pasting a task template in InSkill's JSON format. |
These pages document tabs of the Admin portal and stay with it.
| Page | What it covers |
|---|
| Security | Single sign-on. |
| User Log | The audit trail of everything users have done in the account, with CSV export. |
| Roles | Core and custom roles and the permissions they grant. |
| Account | The account API key. |
| Adding and Modifying Users | A user's Tester setting, which keeps their Ask interactions out of the user log and the Intelligence reports, and Beta Access, for early access to features still in development. |
