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ToolsSkills

Publishing skills

Upload a skill, choose who it reaches, and manage versions

Publishing makes a skill retrievable by employees’ agents. You publish on the Skills page. For the file format, see Writing a skill.

Publish a skill

  1. Click Add skill
  2. Upload a SKILL.md or .zip file, start from an example, or describe the skill and auto-generate it. Workforce validates it and previews the name, slug, and description. Keep the description within 120 characters.
  3. Adjust Referenced connectors if needed
  4. Under Provisioning, choose who the skill reaches
  5. Click Publish, or Save as draft to keep it hidden from agents

The skill goes live at version 1 on agents’ next call. If validation fails, see Upload errors and fixes.

The slug is derived from the name and is read-only. The merge- prefix is reserved.

Without publishing rights, the button reads Submit for review. See Reviewing submissions.

Who a skill reaches

ReachWho can retrieve itRequires
Only meYouYour dashboard user is linked to an employee identity
Entire organizationEvery employeeNothing
Selected provisioning groupsEmployees in the Groups you pickSCIM-provisioned Groups
  • Personal (Only me) skills skip review, and nobody else can see them, including admins
  • Authors with manage_own_skills can only target Groups they belong to
  • Reach can’t be changed by uploading a new version. There is no reach control in the dashboard yet, so ask your Merge contact to re-scope a live skill.

Versions

Open the skill and use Upload new version. Each published version gets the next number, and agents always get the currently published one. Earlier versions stay in Version history.

Unpublish

Unpublishing removes the skill from agents and moves it to Draft. Nothing is deleted. Republishing restores the last published version.

Merge-provided skills

Skills in Discover and Auto-generated reach nobody until an admin opens one and clicks Enable for organization. Disabling removes it from employees immediately.

Permissions

Assigned on Team and roles.

PermissionWhat it allows
view_skillsSee the org’s skills, except other employees’ personal ones
manage_skillsPublish to the org or any Group, version, unpublish, re-scope, enable Merge-provided skills, review submissions
view_own_skillsSee skills published to you, plus your own drafts and submissions
manage_own_skillsCreate and submit your own skills, and publish personal ones

Publish, draft, unpublish, republish, re-scope, enable, and disable actions are recorded on the Audit trail.