WhatsApp API Platform

Skillsets

Organize agent capabilities and manage agent assignments per skillset.

Skillsets are used to group agents by capability (for example Sales, Support, Accounts).

In the app: Dashboard → Settings → Skillsets

Skillsets listing with search, New Skillset action, and cards with Manage/Delete actions

The listing page helps you review all defined skillsets and quickly open manage/delete actions per card.

Create New Skillset modal with name and description

Use this modal to create a new skillset with a clear label and optional description.

Manage Agents modal showing assigned agents and searchable add-agent list

The manage modal shows assigned agents and allows adding/removing agents from the same skillset context.

Delete Skillset confirmation modal

Deletion requires confirmation, helping prevent accidental removal of routing groups.


Operations

  • Create Skillset to define a routing group.
  • Manage Agents to add/remove assigned agents.
  • Delete Skillset when no longer needed.

Why this matters

Skillsets improve assignment quality for team workflows and automation paths that target specific agent capabilities.

How is this guide?

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