How to use Skills & Knowledge

Skills and Knowledge in Lightfield put your CRM to work for you.

What is a Skill?

A Skill is a repeatable workflow you define once and invoke on demand. Skills live in three scopes: Workspace skills (Admin-managed, shared), User skills (personal), and System skills (platform-wide, maintained by Lightfield).

What is Knowledge?

Knowledge is the structured context layer that Skills draw on when they run — your ICP definition, competitive positioning, objection handling, buyer language, and qualification criteria.

Getting started

1. Start with one pre-built Skill (discovery prep or post-meeting follow-up are great starting points).
2. Run it on a real account and look critically at the output.
3. Add your Knowledge: ICP definition, competitive positioning, objection handling.
4. Customize the Skill steps to match your real process.
5. Build from there as the first Skill runs well.