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Create a Skill in Agentforce Studio

Create a skill in Skill Builder, and then add instructions and context.

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

Create a skill from Agentforce Studio.

  1. From the App Launcher, open Agentforce Studio.
  2. In the left navigation, select Skills.
  3. Click New.
  4. Enter a name and description.
  5. Choose where the skill is available: Agentforce Coworker or an Agentforce employee agent.
  6. Write the skill instructions. See Write Skill Instructions.
  7. Add context. See Add Context to a Skill.
  8. If the skill changes or queries records, add an agent action to the skill.
  9. Click Save.
  10. Click Publish.
Note
Note Skills are private by default until shared. If Skills don’t appear, then confirm that you have the AI Skill User or AI Skill Manager permission set.