Skills are the reusable instructions behind your AI Agent workflows in Pod. Instead of rewriting the same prompt each time you want help with a deal, you can save that workflow as a Skill and launch it whenever you need it.

A Skill defines what the AI Agent should do, what context it should use, and how the response should be structured. Some Skills are personal to you, some are shared by your workspace, and others start as templates from Pod's Library.

Use the Skills page when you want to create a Skill, organize personal or workspace-wide Skills, import a pre-built Skill from the Library, or connect a Skill to an automation.

If you want to run a Skill on a deal, use the AI Agent experience. If you want a Skill to run automatically, use Automations.

Skills and AI Agent work together, but they are not the same thing. The easiest way to think about it is that the Skill is the saved playbook, and AI Agent is what runs that playbook on a real deal or workflow.

In practice, you build and manage Skills first. Then you launch them through AI Agent or automate them through Automations.

If you are working in the Chrome Extension and need to create, import, or edit a Skill, Pod opens the web app in a new browser tab.

The Skills page has three tabs:

Use Your Skills for workflows that are specific to how you sell, manage deals, or prepare for customer conversations. These Skills are private to you, so they are a good place to test new prompts, tailor an existing workflow, or keep a personal version of a shared Skill.

From this tab, you can:

If you do not have any personal Skills yet, Pod shows No personal skills yet with a prompt to build a personal Skill.

Use Org Skills for repeatable workflows your team should run in a consistent way. These are useful for shared sales processes, manager-approved deal reviews, qualification checks, follow-up standards, or any workflow where the whole team should use the same instructions.

Everyone in the workspace can use Org Skills, but only workspace admins can create, edit, or remove them. This keeps shared Skills reliable while still making them available to the full team.

From this tab:

If no Org Skills exist yet, admins see No org skills yet with a prompt to build one. Non-admins see that their workspace admin has not set up any org Skills yet.

Each Skill card is designed to help you understand what the Skill does and how it is being used before you open it. This is especially helpful when your workspace has several similar Skills or when you are deciding whether to edit, duplicate, or automate one.

Click the card or Edit to open the Skill in the Skill Builder.

Create a Skill from scratch when you already know the workflow you want Pod to follow. For example, you might build a Skill for preparing for renewal calls, reviewing stalled opportunities, summarizing champion engagement, or drafting follow-up emails in a specific format.

To create a Skill:

The Skill Builder includes:

Admins can use the Org Skill switch in the builder to decide whether the Skill is personal or shared across the workspace.

For deeper guidance on writing the Skill prompt and response format, see Build a new Skill and the AI Agent Best Practices Guide.

Edit a Skill when the workflow is still useful, but the instructions need to change. You might update the prompt, tighten the response format, turn web browsing on or off, or adjust the description so teammates understand when to use it.

To update an existing Skill:

Personal Skills can be edited by their owner. Org Skills can be edited by workspace admins.

If you can view a Skill but cannot edit it, duplicate it to create a personal copy you can customize.

Use Duplicate when a Skill is close to what you need, but you want to experiment without changing the original. Duplicating is a good way to personalize an Org Skill, test a variation, or adapt a template for a more specific sales motion.

For example, you might duplicate:

Duplicating creates a copy in your personal Skills.

Use Remove only when a Skill is no longer needed by you or your team. If you are unsure, consider duplicating or editing the Skill instead, especially if it is connected to automations or used by other people in your workspace.

Removing a Skill is permanent. You will be asked to confirm before Pod removes it.

The Library tab is where you browse Pod's pre-built Skills. These templates are designed around common revenue workflows, so they can help you get started faster than writing every Skill from a blank page.

Library Skills are templates. They are not active in your workspace until you import them, which means you can safely preview a template before deciding whether to add it to your Skills.

In the Library, you can:

After importing, the Skill Builder opens with the template content prefilled so you can adjust it before creating your own Skill.

For the full walkthrough, see Build your first Skill from the Library.

Skills can be launched manually when you are working on a specific deal, but they can also run automatically through Automations. This is useful when you want Pod to monitor a workflow for you, such as checking deal risk on a schedule or surfacing accounts that match a condition.

From a Skill card, click Add Trigger to start creating an automation for that Skill.

Automations live under Agents -> Automations. For setup details, see Set up Skill automations.

After a Skill is saved, you can launch it from the AI Agent picker on a deal. This turns the saved Skill into a live AI Agent run that uses the deal context and returns the response in the format you defined.

You can open the picker by:

The picker groups available Skills so you can quickly find recently used Skills, Pod-recommended Skills, personal Skills, and Org Skills.

When you select one, Pod starts an AI Agent run using that Skill and the current deal context.

Use Skills when you are managing the reusable workflows themselves: creating them, editing them, importing templates, duplicating useful versions, removing outdated ones, or connecting them to automations.

Go to these related pages when your goal is different:

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