Skip to main content
Share a Skill with the people who need it while keeping sensitive instructions, files, and company sources appropriately restricted.

​
Sharing and installation are different

Before changing access, remember:
  • Sharing controls who can find and open a Skill.
  • Installation makes the Skill available across a person’s compatible Cassidy chats.
  • Attachment makes the Skill available through a particular Agent or Workflow AI action.
Sharing a Skill does not automatically install it. Installing a Skill does not grant access to resources that person cannot already view.

​
Choose where a Skill lives

Each Skill has one location:
  • Private: Only the creator can access the Skill.
  • Team: Everyone in the organization can find and view the Skill.
  • Shared folder: The organization, selected groups, or selected people receive the access configured on that folder.
  • Restricted folder: Only the creator and people or groups added to the folder can access it.
Folders control access for the Skills inside them. You do not need to maintain a separate sharing list on every Skill.

​
Share Skills with a folder

Use folders to organize and share Skills by department, use case, or audience.
1

Create a folder

Open the … menu beside Team or Private, then select New Folder.
Skills sidebar with the New Folder action open
2

Choose who can access it

Give the whole organization access, or restrict the folder to selected people and groups.Choose whether each person or group can view or edit the folder’s Skills.
Create a new Skill Folder dialog with the Operations folder name and Restricted general access
3

Add people or groups

Open the folder’s Share settings, add the intended audience, and review each access level.
Share Skill folder dialog with people, groups, and access levels
4

Move Skills into the folder

Drag a Skill into the folder, or open its More options menu and choose Move to Folder.
Installed Skill menu with Move to Folder highlighted
Moving a Skill can change who can see its instructions and files. Review the destination folder before moving sensitive content.
To share a Skill with everyone, move it to Team. Only the Skill creator can move it back to Private. Deleting a folder does not delete its Skills. The Skills return to Team.

​
Make sure resources are also accessible

A person may be able to view a Skill but still lack access to something it uses. Sharing does not grant access to:
  • Knowledge Base sources
  • Workflows
  • External applications
  • Connector accounts
  • Other restricted company resources
Cassidy warns about missing Knowledge Base and Workflow access when possible. Test the Skill with someone from the intended audience before sharing it broadly.

​
Install an important Skill for a team

An administrator can automatically install a published Skill for selected groups or everyone in the organization. This is useful for required or organization-standard processes. It is not necessary for normal sharing: anyone with view access can install a published Skill personally. See Distribute Skills for the admin setup, access checks, and recipient behavior. From the Skill editor, open More options → Sharing → Copy Link to Skill. The link does not change access. Only people who already have permission can open it.

​
Create an independent copy

Choose Duplicate Skill when a person or team needs an editable variation that should no longer receive updates from the original. The duplicate is a separate Skill with its own draft, published versions, location, and installations.

​
Move a Skill between organizations

​
Export

Export downloads a portable .skill package containing the Skill’s instructions and supporting files. The editor exports the current Skill, which can include unpublished draft changes. Review the draft before exporting. Secret values from API Keys & Headers are never included. External resources and authentication may need to be configured again after import.
1

Open Export Skill

Open the Skill’s menu and choose Export Skill.Export availability follows the same organization control used for Agent and Workflow exports.
PowerPoint Deck Generator Skill preview menu with Export selected
2

Store the package securely

The package may contain proprietary instructions, templates, examples, scripts, and files. Handle it according to your organization’s policies.

​
Import

1

Open Upload Skill

Go to Skills, click New Skill, and choose Upload Skill.
2

Choose the file

Upload a .skill, .zip, SKILL.md, or compatible Markdown file.A .skill or .zip archive must contain SKILL.md.
Upload a Skill dialog accepting a zip package, skill package, or SKILL.md file and warning users to upload only from trusted sources
3

Review the draft

Cassidy creates a new draft. Review every instruction, file, tool, and reference before publishing.
4

Reconnect resources

Replace Knowledge Base sources, Workflows, Connectors, or other resources that do not exist or are not accessible in the new organization.
Only upload Skill packages from sources you trust.

​
Delete a Skill safely

Open More options → Delete Skill. Deletion cannot be undone. Before deleting a shared Skill, check:
  • Who has installed it
  • Whether it is distributed by an administrator
  • Which Agents include it
  • Which Workflow AI actions use it
  • Whether recent usage suggests people still depend on it
Deleting a Skill can leave those configurations with an unavailable Skill.

​
Next steps

Use Skills

Install a Skill or make it available through an Agent or Workflow.

Distribute Skills

Automatically install a required Skill for groups or your organization.