Create a skill from Agentforce Coworker by describing it in Ask mode.
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
|
| To create, edit, run, and share all skills in Skill Builder: |
AI Skill Manager permission set
|
In Ask mode, describe the skill and Agentforce Coworker drafts it for you.
- Click Ask to go to Ask mode in Agentforce Coworker.
- Open the Skills tab.
- Click New.
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In Conversational Create, describe the skill.
Include the objective, the instructions, and the context the skill uses.
- Review the generated skill in the skill card.
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Click Confirm.
To change the draft, click Ask a follow-up question. To discard the draft, click Cancel.
- Refresh the page so that the new skill appears in My Skills.
The skill stays private until you share it.
If the Skills tab doesn’t appear, then confirm that you have the AI Skill User or AI Skill Manager permission set.