Salesforce Coworker can now save your team's routines as reusable AI skills
Salesforce made AI Skills generally available in Agentforce Coworker on November 10. A skill is a set of instructions, written in plain words, that tells Coworker how to finish a task you repeat. Anyone you share it with can run it the same way.
Coworker is the Salesforce AI assistant that works in Salesforce, Microsoft Teams and on mobile. To build a skill, open Skills in the Coworker sidebar and click New. Coworker asks you to name the skill, say when to use it and list its steps. You can then refine the steps in the chat or in Skill Builder. Skills stay private until you share them.
To run one, type a forward slash, click the skills icon or just ask. Coworker can also choose the right skill from what you ask for. A skill runs with the permissions of the person using it, and Coworker asks for approval before it creates or changes a record.
Salesforce suggests uses such as account research, call prep, competitor battle cards, case summaries with a draft reply, and campaign reports.
What it means for your work
- For sales leads: Ask your best rep to turn their call prep routine into a skill and share it with new hires.
- For service teams: Build a case summary skill and review each drafted reply before it goes out.
- For admins: Agree on who may share skills widely before teams start to publish them.
Coworker also works in Microsoft Teams. See our report on Agentforce Coworker in Teams.