Create a reusable skill

Admins can create custom skills in Settings to standardize workflows and share best practices across agents. Once created, skills can be reused when creating standard agents, adding an Invoke agent action in a workflow agent, and using the chat interface in Agentic studio.

Admins can update skills at any time.

Create a custom skill

Admins can create a new custom skill to define reusable instructions for agents.

Before you begin

Ensure you have a Builder license. This license is required to create skills in Agentic studio.
Plan your skill. Make sure to identify 2–3 clear use cases the skill should support, including triggers, steps, and expected outcomes.

To create a skill:

In the navigation menu, click Agentic. Then, in the left sidebar, select Settings .
In the left-hand pane, select Skills.
On the Skills page, click Create skill.
In the skill editor, complete the following fields:
- Name - enter a clear, descriptive name for the skill.
- Description - provide a short summary of what the skill does and when to use it.
- Tags (optional) - add keywords to help organize and find the skill.
In the Content section, define the instructions the agent will follow. The content here helps the agent understand what to do, how to do it, and what the final output should include.

You can add content by writing or pasting Markdown, or by using rich text.

Tip

Review Agent skills to understand how to write effective instructions.

For additional guidance and examples, use the open source Agent skills directory or Claude documentation.
Click Save.

Admins can update an existing custom skill to refine its instructions or metadata. System skills cannot be edited.

To edit a custom skill:

In the navigation menu, click Agentic. Then, in the left sidebar, select Settings .
In the left-hand pane, select Skills.
On the Skills page, click the skill you want to edit.
Update the fields or content as needed.
Click Save.

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