Skills are reusable procedures that agents can discover and follow. They capture team workflows, standard operating procedures, and best practices in a format that agents can execute consistently.
What is a Skill?
A skill is a markdown document that describes a procedure step by step. When an agent has skills enabled, it can search for relevant skills and follow their instructions to complete tasks.
Instead of explaining this process every time, you create it once as a skill and the agent follows it on request.
Managing Skills
Navigate to Admin → Skills to manage workspace skills.
Creating a Skill
Writing Effective Skills
Example skill content:
## Weekly Pipeline Report
When asked for the weekly pipeline report:
1. Run the `pipeline_summary` SQL block to get this week's data
2. Generate a bar chart showing deals by stage
3. Send the chart and a summary to #sales-updates on Slack
4. Email the full data table to the "Sales Leadership" recipient group
Include week-over-week comparison in the Slack message.
Enabling Skills for Agents
For an agent to use skills:
- Go to Admin → Agents and select the agent
- Enable the Use Skills permission
- Save the agent configuration
The agent will then be able to discover and use all workspace skills during conversations.
How Agents Use Skills
You can also explicitly ask the agent to use a skill: "Use the Weekly Pipeline Report skill".