Managing Skills and Frameworks in the Configuration Hub

The Skills module defines the structured sales competencies that Jenius uses to classify content, map roles, assess performance, and drive AI-powered coaching and reporting.

Skills act as structured signals within the platform. They provide the necessary framework for Jenius to understand which specific competency your coaching, activities, or performance reports relate to.

Please note: The Skills module is not a learning activity or assessment, nor does it deliver training content directly to users. It is an administrative tool that acts as the backend backbone for AI reasoning and reports.

How-To Guides

How to Access the Skills Module

Administrators can manage the organization's competency frameworks, skills, and tags directly from the centralized Configuration Hub:

  • Navigation Path: Left-side collapsible ribbon → Configuration Hub → Frameworks or Skills tab.

How to Create a New Skill

Before you can add a custom skill, you must ensure it has a designated container, known as a Skill Framework.

Step 1: Create or Select an Active Skill Framework

  1. Go to Configuration Hub → Frameworks tab.
  2. Click + Add and select Framework.
  3. Fill in the name and details (this creates a Draft framework).
  4. To link skills to it, change the framework status to Active.

Step 2: Create the Skill and Link it to your Framework

  1. Switch to the Skills tab inside the Configuration Hub.
  2. Click + Add and select Skill.
  3. Enter the skill name, and select your Active Skill Framework from the dropdown menu.
  4. Save your skill.
    • Note: Creating a skill is completely independent and does not automatically create a Tag

How to Edit or Remove a Skill

System-defined skills and frameworks created by the Super Admin (marked as Jenius Team) are read-only. However, you can manage your organization's custom entries:

  • Editing and Deleting Skills/Frameworks: From the Skills or Frameworks tab, locate your custom-created entry, click the menu, and select Edit or Delete.
    • Note: Deleting a skill does not affect or delete any Tags
  • Editing Draft vs. Active Frameworks: Frameworks in Draft status are fully editable. Once a framework is changed to Active, only supported fields (like changing linked skills via the individual skill's settings page) can be modified.
  • Duplicating a Framework: To quickly replicate any framework, including read-only "Jenius Team" frameworks, select Duplicate. This creates a separate, fully editable copy in Draft status.
    • Note: Linked skills are not copied over to the duplicated framework

How to Assign Skills to Users and Content

Skills are not assigned directly to individual users. Instead, they are assigned indirectly through other platform modules:

  • In Roles: Map skills to specific functional sales roles to tell the AI which competencies those roles should prioritize.
  • In Teach Jenius: Tag your proprietary topics with relevant skills so the AI knows which files to reference when coaching a user on a specific competency.
  • In Activity Builder: Tag individual quiz or track questions with skills to ensure performance scores are routed to the correct reporting metrics.

Key Concepts: Skills vs. Tags

With our latest release, Skills and Tags are managed as entirely independent entities inside the Configuration Hub. Creating, editing, or deleting a Skill has zero effect on your Tags list, and vice versa. Use the corresponding tab in the Configuration Hub to manage each entity separately.

  • Skill: A structured, defined sales competency used to assess performance, direct AI coaching, and generate reports.
  • Tag: A broader classification label used for general organization. Skills are a specialized, high-priority type of tag.

Frequently Asked Questions (FAQs)

Can I create new skills while building training topics?

No. To protect reporting metrics and system integrity, all custom frameworks, skills, and tags must be pre-configured inside the Configuration Hub first. They can no longer be created on the fly from the topic or activity dropdown menus.

Why is a skill not appearing in my Jenius IQ reports?

If a skill is active but does not show any reporting data, verify that the skill is actively mapped to active questions in the Activity Builder. If a skill has not been applied to any completed questions or activities, there will be no performance data for Jenius IQ to analyze.

What happens if I delete a skill?

Deleting a skill permanently removes it from the platform. Because skills are the semantic backbone of the platform's reporting, deleting a skill will break your historical reporting continuity and will require you to manually retag all related topics and questions.

Admin Recommendations for Best Results

  • Align with your framework: Align your custom Jenius skills with your organization's existing sales competency framework to keep training and reports consistent.
  • Audit periodically: Review your Skills and Tags list regularly to identify and remove duplicates. Having duplicate skills (such as "Closing" and "Closing the Deal") reduces your overall reporting accuracy.