Add Context to a Skill

Add reference data so the skill is grounded in your org at run time.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on.

User Permissions Needed
To create, edit, run, and share your own skills in Skill Builder:	AI Skill User permission set Skill User
To create, edit, run, and share all skills in Skill Builder:	AI Skill Manager permission set Skill User Skill Manager

User Permissions Needed

To create, edit, run, and share your own skills in Skill Builder:

AI Skill User permission set

Skill User

To create, edit, run, and share all skills in Skill Builder:

AI Skill Manager permission set

Skill User
Skill Manager

Context is reference data beyond the record, such as a competitor list, a policy document, or a mapping table.

In the instructions, click Insert Resource or type @.
Select the resource.
In Steps or Data & Tools, describe how to use that context.

Note If the skill is available in Agentforce Coworker, then Coworker connections such as Slack or Google Drive can also supply context when those connections are configured.