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Skills extend what an agent can do. Each skill gives an agent access to a specific capability — like reading emails, searching contacts, or calling an external API.

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How skills work

A skill is a self-contained capability that an agent can use when processing tasks. Skills are sourced from a shared skill catalog that your organization can extend, and are organized by category — for example, search skills, communication skills, or data skills. An agent without any skills can still read your CRM data and generate insights. Adding skills unlocks the ability to take specific actions.

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Assigning skills to an agent

1

Open the agent

Navigate to Agents in the sidebar and click the agent you want to configure.
2

Go to the Skills tab

Click the Skills tab on the agent detail page.
3

Add a skill

Click Add Skill and search or browse the skill catalog. Click a skill to assign it to the agent.
To remove a skill, click the x button next to the skill in the agent’s Skills tab.

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Skill categories

Search

Search contacts, companies, notes, and interactions across your workspace

Communication

Read and draft emails, access inbox threads

Data

Enrich contacts, look up company information, access external data sources

Actions

Create notes, update contact fields, move board cards, and trigger workflows
Skills control what an agent can do, not what it will do. The agent’s soul template and assigned board determine when and how it uses its skills.