Skills & Documents

Claude Skills & Templates

Now that you are connected, set up your skills to enable the full workflow.

Where to Add Your Skills in Claude Desktop?

Go to Settings > Capabilities > Skills, then click "+ Add" to create a new skill

Claude Desktop Settings showing Skills section under Capabilities, with arrows pointing to Skills and the Add button

Core Skills (these are HappyClient skills, copy and personalise)

Supporting Documents (dont forget to edit prompts 🚨)

Now you're really ready 🚀