After you publish a skill, users run it from Use in chat, from a slash command, or by describing a task.
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 Agentforce Coworker, open Skills. Run skills from My Skills. To add a skill you can access, open Browse and turn on Add to My Skills.
Use in Chat
On a published skill card in My Skills or Browse, click the Use in chat icon. The skill opens in a Coworker chat. Describe what you need in plain language.
Slash Command
The list includes skills that are published in My Skills, and whose Target Agent matches this agent.
- In Agentforce Coworker or Agentforce agent chat, type / or the skill icon and the skill name.
- Select the skill.
- Provide any inputs the agent requests.
- Review the response in the chat.
Describe a Task
In the agent, describe the task in plain language, without naming the skill. The agent matches the request to a skill from the name and description.
For example: Can you close this case and send a summary to the team?
If you’re asked to confirm a record change, then review it and click Approve.