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Manage Skills

Share skills and choose which published skills appear in My Skills.

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

Add to My Skills

My Skills is a list of published skills a user can run. A skill is added to My Skills when the user creates and publishes the skill or the skill is added from Browse.

My Skills list. Last Updated Account Activity Summary shows the play icon and the Add to My Skills toggle.

Browse Available Skills

Browse shows skills you can access that aren’t in My Skills.

Skills page with Browse selected and skill cards in two columns. Each card shows the skill name, description, and owner.

  1. In Agentforce Coworker, click Skills.
  2. Select Browse.
  3. Hover over the skill.
  4. Turn on Add to My Skills.

Clicking a skill card opens Skill Builder.

Remove a Skill from My Skills

  1. In Agentforce Coworker, click Skills.
  2. Find the skill.
  3. Hover over the skill.
  4. Turn off Remove from My Skills.

Removing a skill from My Skills doesn’t delete the skill or revoke access. To add it again, go to Browse.

Share a Skill

  1. In Agentforce Studio, click Skills.
  2. Select the skill.
  3. Click the additional options menu.
  4. Click Share.
  5. Select users, groups, or roles.
  6. Select the access level shown in the Share dialog.
  7. Click Save.

Skills are private by default until they are shared. Recipients see the skill in Browse and have the option to add it to My Skills.

Note
Note Users with the AI Skill User permission set share skills they own. Users with the AI Skill Manager permission set share any skill.