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Get to Know Skills and Skill Builder

Learn what a skill is, how Skill Builder is organized, and when to use a skill.

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

The Skills page in Agentforce Coworker is where you find a skill and run it. Skill Builder is where you create the skill, add instructions and tools, and publish a version.

Navigate the Skills Catalog

In the Coworker sidebar, click Skills. My Skills and Browse appear.

My Skills lists skills your agents can run. This tab contains skills you’ve added and skills an admin assigned to you. If My Skills is empty, click Browse to add new skills.

Skills page with + New. The My Skills tab is selected. (1) Search, Any owner, Published, and Most relevant. (2) A skill card with the play icon, Add to My Skills toggle, and additional options menu. Each card shows the skill name, description, and owner, such as Owned by you.

Searching and Filtering (1)

Use the search bar and filters at the top of the catalog to find skills quickly.

  • Search: Type a keyword to search by skill name or description.
  • Owner: Filter by Any owner, Shared with me, or Owned by me.
  • Status: Filter by Any status, Published, or Unpublished.
  • Sort: Sort results by Most relevant, A to Z, or Last modified.

Skill Cards (2)

Each skill in the catalog is displayed as a card showing:

  • Skill Name: The title of the skill.
  • Description: A summary of what the skill does, so your agent can find and use it.
  • Owner: Who created or owns the skill, such as Owned by you.

Each skill card has the following actions:

  • Use in chat: Launches the skill in a Coworker chat session. Only available for published skills.
  • Remove from My Skills: Removes the skill from your My Skills tab.
  • Share: Makes the skill available to others. Only available to the skill owner.
  • Make a copy: Creates a copy of the skill. The copy is named Copy of [skill name] and is owned by you.
Note
Note Some actions may only be visible to the skill owner or users with the appropriate permissions.

Browse lists published skills available in your org that aren’t in My Skills. Adding or removing a skill from My Skills doesn’t delete the skill from the org.

Skills page with + New. Browse is selected. Search, Any owner, Any status, and Most relevant appear above skill cards in two columns. Each card shows the skill name, description, and owner.

Each skill card in Browse includes the following actions:

  • Use in chat: Launches the skill in a Coworker chat session. Only available for published skills.
  • Add to My Skills: Adds or removes the skill from your personal My Skills tab.
  • Share: Makes the skill available to others, or reverts it to draft status. Only available to the skill owner.

Navigate the Skill Builder UI

To edit an existing skill, click a skill card in My Skills.

Skills page with + New. My Skills is selected. Last Updated Account Activity Summary is highlighted. Skill Builder for Account Health Check Summary, version V1. (1) Skill Settings open on Resources, with Inputs, Actions, Global, and Tools. (2) Instructions canvas with description, Target Agent set to Coworker, Purpose, and Steps. (3) Insert Resource. (4) Save, Save as a New Version, Unpublish, Run, and Added.

Skill Builder includes:

  • Configure Skill Settings (1): Resources (inputs, actions, and tools) and References (where the skill is being used).
  • Instructions Canvas (2): Target Agent, Objective, Steps, Guidelines, Data & Tools, Examples.
  • Insert Resource (3): Type @ or /, or click Insert Resource.
  • Versioning, availability and use (4): Version and availability actions.

Configure Skill Settings (1)

Click the settings to open Skill Settings.

  • Resources: Inputs, Actions, and Tools. Click the + icon to create new or select existing inputs or actions.
  • References: Lists where the skill is being used.

Skill Settings on the Resources tab, with search, Inputs, Actions, Global (Current Organization, Current User), and Tools (Salesforce). References is the other tab.

Instructions Canvas (2)

In the canvas, write an Objective or Purpose, Steps, Guidelines, Data & Tools, and Examples.

Canvas for Account Health Check Summary showing the description, Target Agent set to Coworker, Details, Purpose, and numbered Steps. The header shows Save, Save as a New Version, Unpublish, Run, and Added.

Insert Resource (3)

Click Insert Resource or type @ to add context and agent actions to the instructions. Type / for conditionals, draft with AI, or formatting options.

Menu grouped as AI (Draft with AI), Conditional (If Statement), and Basic Blocks (Paragraph, Big Heading, Medium Heading). At-sign menu showing Tools and Salesforce.

Versioning, Availability and Use (4)

When the skill is ready:

  • Click Save to save the current version.
  • Click Save as a New Version to save as the next version of the skill.
  • Click Publish to make that version of the skill available to share and ready to run.
  • Click Run to test or manually trigger the skill in the builder.

Skill Builder header with Save, Save as a New Version, Unpublish, Run, Added, settings, and the additional options menu.

On a published skill card in My Skills or Browse, click Use in chat to run the skill in a Coworker chat.

My Skills list. On Last Updated Account Activity Summary, the play icon is highlighted.

From the additional options menu in the builder:

  • Make a Copy
  • Delete Version
  • Delete Skill

In Skill Builder the menu options are shown: Make a Copy, Delete Version, and Delete Skill.

Put Skills to Work

After you publish a skill, users run it from My Skills with / or by describing the task in plain language to an agent. Recipients add a shared skill from Browse.

See Also