Skills

Skills are short, reusable pieces of instruction that your agents pull in at runtime. Write a skill once — a style guide, a set of business rules, a checklist, a preferred way of structuring output — and the Coworker and the Workflow Builder Agent will discover it and apply it when a task matches. Unlike a system prompt, skills are discovered on demand. An LLM matches the user’s request against every available skill’s description, and the ones that look relevant are loaded into context for that turn. You don’t have to attach them to specific agents or remember to mention them — they just show up when they’re needed.

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Key Features

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Where to find Skills

Skills are managed in Settings. There are two entry points:

• Settings → Skills (under PERSONAL) — your private skills, which only your agents see.
• Settings → Skills (under ORGANIZATION) — organization-wide skills, editable by admins, discovered by every member’s agents.

Each row shows the skill name, its description (how agents find it), and which contexts the skill is available to — Workflow Builder or Coworker.

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Creating a skill

Click Create Skill in the top right. A dialog opens with four things to fill in:

• Name — a short label for humans. Agents don’t match on this, so pick whatever makes sense for your list.
• Description — up to 200 characters. This is how agents find your skill. Be specific about the situation it applies to. “Email Guidelines” is weak; “How to format corporate email replies to external customers” is strong.
• Content — the actual instruction, written in Markdown. This is what the agent reads once the skill is matched. Use headings, bullets, and examples — whatever helps the agent follow the rule.
• Available to — pick one or both of:
  • Skills for Workflow Builder Agent — Discovered when the workflow builder creates or edits workflows.
  • Skills for Coworker Agent — Discovered when Coworker executes tasks.

At least one availability context must be selected. Coworker is pre-checked for new skills. Click Create Skill to save. A toast confirms the skill was created and the list updates immediately.

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Testing discovery

Before you rely on a skill in a live chat, test it. Click the flask icon on a skill’s row to open Test Discovery. Enter a sample query a user might send — something you’d expect to trigger the skill — and pick which contexts to test against (Coworker, Workflow Builder, or both). Click Test. The dialog runs the same LLM matching that happens at runtime and shows every skill it found, ranked by confidence.

• Green (80%+) — strong match. The agent will almost certainly pick this up.
• Yellow (50–79%) — plausible match. Likely to be loaded alongside others.
• Red (<50%) — weak match. Unlikely to influence the response.

Each result shows the skill name, its scope badge (Personal, Organization, or System), which contexts it’s available in, and a one-line reason the LLM gave for the match. The skill you’re testing is marked with a Your skill badge. If your skill doesn’t appear in the results for a query you expected to match, rewrite the description and test again. Tighten the vocabulary, name the artifact, and drop generic words.

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Editing and deleting

Each row has two icons next to the test flask:

• Pencil — opens the same dialog, pre-filled with the current values. Change anything and click Save Changes.
• Trash — deletes the skill after a confirmation.

Deleting a skill removes it immediately from every future discovery round. Chats and workflows that already ran with the skill keep their results — only new requests are affected.

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Using skills with Coworker

When you send a message to Coworker, the platform runs skill discovery against your message and loads every skill that crosses the confidence threshold into the agent’s context for that turn. You don’t need to mention skills by name, but doing so gives the matcher a huge hint. Here a prompt asks Coworker to draft a report and explicitly names the skill: The Coworker picks up the Weekly Report Style skill and structures its response around the format defined in the skill’s content: Notice how Coworker states which skill it’s applying (“To draft an accurate ops report for your Platform team, I need information about this week’s work…”) and asks for exactly the sections the skill lists — Highlights, Metrics, Blockers, Next week. Without the skill, the Coworker would invent its own format; with the skill, it applies yours every time.

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Using skills with the Workflow Builder Agent

The Workflow Builder Agent is the AI assistant you use inside the agent editor to build and edit workflows. Skills flagged Available to: Skills for Workflow Builder Agent are discovered when you talk to it. Ask the builder to put together a workflow and your workflow-creation skills come along for the ride: The builder pulls the skill into its plan — here it references the Weekly Report Style skill by name when describing what the workflow will produce — so the resulting workflow is pre-shaped by your standards rather than generated from scratch.

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Organization Skills

Organization admins have a second Skills page under Settings → Skills (in the ORGANIZATION section). It looks and behaves like the personal page, but every skill created here is discovered by every member’s agents. Use org skills for:

• House style — the voice, tone, and formatting conventions everyone should follow.
• Business rules — approval thresholds, reporting windows, escalation paths.
• Product and domain knowledge — short explainers about internal systems, customers, or terminology that agents need to stay accurate.
• Preferred tools — “when summarizing a customer call, always pull the call record from the Gong integration first.”

Personal and organization skills are both evaluated during discovery. A tight personal description still wins over a looser org one, so members can customize their own experience without losing org-wide defaults.

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Scope and visibility

A skill’s scope is shown as a badge in discovery results (Personal, Organization, or System), so when you’re testing you can see exactly which scope produced the match.

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Notes

• Description length is capped at 200 characters. The form enforces it and backend validation rejects anything longer. Tight is good — the matcher prefers specificity.
• At least one availability context is required. If you uncheck both Skills for Workflow Builder Agent and Skills for Coworker Agent, the form will block submission.
• Content is Markdown. Headings, bullets, tables, and code blocks all pass through. Keep skills focused — one skill per rule is usually better than one giant mega-skill.
• Skills are discovered, not assigned. You don’t pick skills per agent — the matcher picks them based on what the user asked. To keep a skill out of an agent’s reach, narrow its description or use a different availability context.
• Discovery is probabilistic. If a skill sometimes matches and sometimes doesn’t, that’s a signal the description needs sharpening. Use Test Discovery to iterate.
• Deleting a skill is immediate and cannot be undone. The confirmation dialog warns you — once a skill is deleted, future chats and workflow builder sessions will no longer see it.