> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Skill versions

> Understand Skill drafts, save checkpoints, publish updates, compare changes, and safely return to an earlier published version.

Improve a Skill without changing what people use until you are ready to publish.

## Understand the three states

### Current draft

The current draft contains your latest edits. Changes save automatically, but they do not affect the Skill people and Agents use.

### Saved version

A saved version is a checkpoint you can name and return to later. Saving a version does not make it live unless you publish it.

### Published version

The published version is the live version used in chats, Agents, and Workflow AI actions.

<Info>
  Editing affects the current draft. Publishing changes the live Skill.
</Info>

## Save a checkpoint without publishing

Save a version when you want a stable checkpoint before testing, collecting feedback, or making a larger change.

<Steps>
  <Step title="Open the publish menu">
    Click the arrow beside **Publish**.
  </Step>

  <Step title="Choose Save Without Publishing">
    Select **Save Without Publishing**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/save-without-publishing-menu.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=02f4ee29684afca6e997fbefd76cee70" alt="Publish menu with Save Without Publishing selected" width="514" height="334" data-path="images/skills/save-without-publishing-menu.png" />
    </Frame>
  </Step>

  <Step title="Describe the checkpoint">
    Add an optional version name and description, then click **Create Version**.

    Use the description to explain what changed or what still needs review.

    <Frame>
      <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/save-new-skill-version.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=bbd037d16735bebb5d399134c50bedea" alt="Save New Version dialog with an optional version name and Create Version button" width="1024" height="451" data-path="images/skills/save-new-skill-version.png" />
    </Frame>
  </Step>
</Steps>

The published Skill remains unchanged.

## Publish a version

Publishing makes your changes available to everyone currently using the Skill.

<Steps>
  <Step title="Open the publish dialog">
    Click **Publish**, or open the publish menu and select **Publish Current Draft**.
  </Step>

  <Step title="Explain the update">
    Add an optional version name and description.

    Useful notes explain the outcome, such as “Adds escalation guidance for refund requests.”
  </Step>

  <Step title="Review the changes">
    Review **Changes Being Published**. Use **View All Changes** when you need to inspect instructions, files, resources, or tools in detail.

    <Frame>
      <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/publish-skill-changes.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=379c178a7480a5fd84692e60102ec9bb" alt="Publish Skill dialog with a version description and changes being published" width="1024" height="792" data-path="images/skills/publish-skill-changes.png" />
    </Frame>
  </Step>

  <Step title="Publish">
    Click **Publish**.

    The new version becomes live immediately for personal installations, admin distribution, Agent attachments, and Workflow AI actions.
  </Step>
</Steps>

A published Skill requires a name and description.

## Review version history

Open the version selector beside the Skill name to see:

* The current draft
* Saved and published versions
* Who created each version
* When each version was created
* Which version is currently published

<Frame>
  <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/skill-version-history-dropdown.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=d34440e8da5d7f5e3b55c213785671ec" alt="Skill Version History with the current draft and previous saved versions" width="1024" height="457" data-path="images/skills/skill-version-history-dropdown.png" />
</Frame>

From a version's **...** menu, you can compare changes, publish that saved version, or restore it.

<Frame>
  <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/skill-version-actions-menu.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=081fb48b1748bf5400ddc156c100daf0" alt="Skill version menu showing Restore Version, Publish Version, and View All Changes" width="616" height="358" data-path="images/skills/skill-version-actions-menu.png" />
</Frame>

## Publish a saved version

Publishing a saved version makes that checkpoint live. It is different from publishing the current draft.

Publishing a saved version also replaces the current draft with that version. Save newer draft work as a separate version first if you need to preserve it.

Before publishing, review the selected version carefully so you know which instructions and files will become active.

<Frame caption="View detailed changes to instructions and supporting files">
  <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/skill-version-full-changes.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=270cfa71a3b0cf2148c62b404f814bb9" alt="Skill version changes view comparing modified instructions and files" width="1024" height="570" data-path="images/skills/skill-version-full-changes.png" />
</Frame>

## Restore an earlier version

<Warning>
  Restoring immediately makes the selected version the live published version.
  It also replaces the current unpublished draft. Save a checkpoint first if you
  want to keep current draft changes.
</Warning>

<Steps>
  <Step title="Choose the earlier version">
    Open **Version History**, open the version's **...** menu, and select **Restore Version**.
  </Step>

  <Step title="Review the changes">
    Review **Changes Being Restored**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/cxzNpEw5gi1nbDPw/images/skills/restore-skill-version.png?fit=max&auto=format&n=cxzNpEw5gi1nbDPw&q=85&s=b0f638a0a0800e5930f7a989acb6444d" alt="Restore Previous Version dialog with changes being restored and a warning about unpublished changes" width="1024" height="738" data-path="images/skills/restore-skill-version.png" />
    </Frame>
  </Step>

  <Step title="Confirm the restore">
    Click **Restore Version**.

    The selected version becomes both the current draft and the live published version.
  </Step>
</Steps>

Restoring does not delete newer versions. You can return to them later.

## Publish changes proposed in chat

When Cassidy proposes an update in chat, it creates **Draft Skill Changes**.

Open the proposal, review the differences, and publish only when the change is ready. Agents can propose and save draft changes, but they cannot publish a Skill.

## Next steps

<CardGroup cols={2}>
  <Card title="Build and improve Skills" icon="wrench" href="/skills/build-and-configure">
    Edit and test the draft before publishing.
  </Card>

  <Card title="Review Skill usage" icon="chart-line" href="/skills/analytics-and-history">
    Understand reach and usage before changing a widely used Skill.
  </Card>
</CardGroup>
