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Use a published Skill across your Cassidy chats or make it available through a specific Agent or Workflow AI action.
Skills require Code Execution & File Creation. Newer Agents include this setting by default. An older custom Agent may need an editor to enable it under Advanced Settings and publish the Agent again.

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Understand where a Skill is available

  • Installed for you: The Skill follows you across chats you start directly in Cassidy with compatible default and custom Agents.
  • Attached to an Agent: The Skill is available while someone uses that Agent.
  • Added to a Workflow AI action: The Skill is available to that specific Generate Text action.
A compatible Agent has Code Execution & File Creation enabled. Personal installations apply to chats you start directly in Cassidy. They do not automatically carry into external Agent deployments or unrelated Workflow runs.

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Install a Skill for yourself

Install a Skill when you want it available regardless of which compatible Agent you choose.
1

Find a published Skill

Open Skills and browse All Skills, Team, or a shared folder.
2

Review the Skill

Open the Skill and review its description, resources, and tools.Cassidy warns you when the Skill references Knowledge Base sources or Workflows you cannot access.
3

Install it

Click Install this Skill.The Skill appears under Installed in the Skills directory and My Skills in the chat slash menu.
Skill preview with the Install this Skill button
You can uninstall a Skill you installed personally. A Skill installed by an administrator remains installed while that distribution rule applies.

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Let Cassidy choose a Skill

Once a Skill is available, Cassidy can select it when its description matches your request. For example:
  1. You install a Customer Follow-up Email Skill.
  2. You open your regular sales Agent.
  3. You ask for a follow-up email using customer call notes.
  4. Cassidy loads the Skill’s playbook and applies it to the draft.
The response progress shows Used [Skill name] when Cassidy uses a Skill.
Sales Agent automatically using the Brand PowerPoint Deck Generator Skill for a meeting preparation request
A specific name and description help Cassidy choose appropriately. If a Skill is used too often or not often enough, improve its description and test again.

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Choose a Skill yourself

Use the slash menu when you already know which Skill you want.
1

Open the slash menu

Type / in the chat box.
2

Choose the Skill

Select a Skill under:
  • Current Agent’s Skills: Skills attached to the Agent you are using
  • My Skills: Skills installed personally or by an administrator
Chat slash menu with Current Agent's Skills and My Skills sections
3

Describe the task

Continue writing your request after the Skill reference, then send the message.
Selecting a Skill makes your intention explicit, but you should still include the information needed to complete the task.

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Attach a Skill to an Agent

Attach a Skill when it should be available whenever someone uses a particular Agent.
1

Open the Agent editor

Go to Agents, open the Agent, and click Edit.
2

Add the Skill

Find Skills, click Add, and choose a published Skill.
Add Skill modal showing published Skills available to attach to an Agent
Agent editor with a Skill attached in the Skills section
3

Check compatibility

Confirm Code Execution & File Creation is enabled under Advanced Settings.
4

Publish the Agent

Publish the Agent so the change becomes available to users.
People must still be able to view the Skill and access its referenced Knowledge Base sources, Workflows, and external applications. Attaching a Skill does not grant those permissions.

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Add a Skill to a Workflow AI action

Skills can provide instructions and resources to Generate Text and Generate Text with Agent actions. For Generate Text with Agent, action-level Skills are added to any Skills already attached to the selected Agent.
1

Open the AI action

In the Workflow builder, select a Generate Text or Generate Text with Agent action.
2

Add the Skill

Expand Skills, click Add Skill, and choose a published Skill.Adding the first Skill automatically enables Code Execution & File Creation for that action.
Workflow Generate Text action with a Skills section and Add Skill button
3

Test and publish

Run the Workflow with realistic inputs, check the result, and publish the Workflow.
Only add Skills relevant to that AI step. Too many unrelated Skills make selection less predictable.

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If a Skill is unavailable

Check:
  • The Skill has a published version.
  • You can view the Skill.
  • The Agent has Code Execution & File Creation enabled.
  • You can access the Skill’s referenced resources.
  • You are using a chat started directly in Cassidy, or the Skill is explicitly attached to the Agent or Workflow action.

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Next steps

Build and improve Skills

Improve selection, instructions, resources, and testing.

Share Skills with your team

Control who can discover and install a Skill.