Introducing AI Skills in Coworker: Turn Your Best Practices Into Reusable Workflows

Every team has best practices that live in someone’s head. There’s the way your top-performing sales reps prep for a first call. There’s the checklist a manager runs before a forecast review. And someone always remembers the exact steps for getting meeting notes into the right record. For the few people in the know, these workflows are game changers. But they’re hard to scale because nobody has written them down in a form AI can run. Today, that changes. AI Skills in Agentforce Coworker are now generally available. What AI Skills in Coworker do AI Skills in Coworker are a new way for users to define a reusable set of instructions that tell an agent how to complete a repeatable task. You describe the job once, in plain language, and Coworker can run it consistently every time. Coworker is an AI teammate that coordinates Agentforce agents to get complex tasks done in Salesforce, Microsoft Teams, and on mobile. It’s the first Agentforce agent to include AI Skills. If you’ve used Prompt Builder, you know prompt templates , which are reusable prompts grounded in your Salesforce data. Unlike a prompt template, which gives you a repeatable way to prompt an LLM for text outputs such as an introductory sales email or a record summary, a skill describes the entire repeatable task, so an agent can work through each step and take action. Help the whole team work like your seasoned pros Every team has seasoned pros who know the shortcuts, the checks, and the steps that are easy to miss. With AI Skills, they can turn that process into a skill by conversing with Coworker. Then anyone they share it with can run the same process consistently through Coworker anytime, including a new hire or a teammate. “AI Skills mark a true paradigm shift in how work gets done,” says Avanthika Ramesh, Senior Director of Employee AI Workflow Products at Salesforce. “By empowering every employee to codify their routine workflows into agentic skills and share them, we’re turning isolated expertise into collective, scalable intelligence across the entire company, with the built-in trust and governance teams need to move fast.” How a skill goes from a chat to your team A skill starts as a conversation in Coworker. To open Coworker, log in to Salesforce and click Ask at the end of the search bar. Coworker opens with a box where you can type a request, plus a suggested question to get you started. Your skills live under Skills in the left sidebar. Build a skill Say you want every rep to prep for account meetings the same way. Open Skills in the Coworker sidebar and click New , and Coworker opens a chat to walk you through it. From there, building a skill takes three steps: Describe the workflow. Coworker asks you to name the skill, explain when to use it, and list the steps it should follow, such as which records to check and how to format the meeting brief. Review and refine the steps in Coworker, or open them in Skill Builder to edit them directly. Save and share the skill. Skills are private by default, so yours stays private until you share it with the people who need it. Run a skill Running a skill is simple, too. Type a forward slash (/), click the skills icon in the chat box, or just ask Coworker for what you need. Coworker can also pick the right skill automatically based on your intent, so a rep can ask for meeting prep without remembering what the skill is called. Skills also work within the guardrails your org already has. A skill runs as the person using it, with their row-level and object-level permissions, so it can’t reach data they couldn’t already see. And Coworker pauses for approval before it creates or updates a record. Five tasks to hand off to a skill Skills fit most tasks your team repeats. To spark some ideas for your own team, here are five ways teams can put skills to work. Account research: Researching an account usually means opening several tabs, like the account record, recent news, open opportunities, and past activity. With a skill, your team writes down its own research routine once, such as which records to check first and what every summary should flag. Then any rep can ask Coworker to research an account and get a summary built the same way. This way, every rep starts from the same baseline. Call prep and record sync: Before a customer conversation, Coworker can follow a skill to pull together the context a rep needs and produce a brief in a standard format. After the call, it can sync follow-ups back to the record once the rep confirms. Your best rep’s prep routine becomes the team’s routine. Competitive battle cards: Reps shouldn’t have to hunt for how to position against a competitor. A battle card skill can assemble the talking points, differentiators, and objection handling into one consistent answer right when a rep needs it. Summarize a case and draft a response: A case lands with a tangled history across emails, chats, and notes. A skill summarizes it all and drafts a customer-ready response in one step. The rep reviews, tweaks, and sends. Minutes of manual work becomes a quick review. Turn campaign performance into a report: A campaign-performance skill gathers the latest data, summarizes what’s working and what isn’t, and hands you a clean, ready-to-share report, collapsing an afternoon of exporting and formatting into one run. Start with one workflow your team repeats Ready to try AI Skills in Coworker? Pick one workflow your team runs every week, and write down the steps the way you’d explain them to a new hire. Then open Coworker, walk it through those steps, and share the skill with your team once it works the way you want. To learn more, watch the demo video above and bookmark the AI Skills help article . AI value starts with people Every team has experts whose habits are worth spreading. The AI Fluency Playbook shows leaders how to build AI engagement, activation, and expertise. Get the playbook