Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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Enterprise Role Packs · 11 roles
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- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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864 results · Automotive
Automotive: Service Advisor Intake Review & Triage
Working supplied-intake review and triage agent for Service Advisor teams in Automotive. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Automotive: Service Advisor Document Summarizer
Working supplied-content summarizer for Service Advisor teams in Automotive. Paste the material to summarize when you run it; no external system connection is included or required.
Automotive: Service Advisor Q&A Assistant
Working supplied-reference Q&A agent for Service Advisor teams in Automotive. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Automotive: Service Advisor Drafting & Generation
Working supplied-context drafting agent for Service Advisor teams in Automotive. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Automotive: Service Advisor Record Review
Working supplied-record review agent for Service Advisor teams in Automotive. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Automotive: Service Advisor Data Query & Summary
Data Query & Summary template for Service Advisor teams in Automotive. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Compliance Checker
Compliance Checker for Service Advisor teams in Automotive. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Service Advisor Risk Assessment
Risk Assessment for Service Advisor teams in Automotive. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Service Advisor Reconciliation Brief
Reconciliation Brief template for Service Advisor teams in Automotive. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Exception Review
Working supplied-exception review agent for Service Advisor teams in Automotive. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Automotive: Service Advisor On-demand Reporting & Insights
On-demand Reporting & Insights template for Service Advisor teams in Automotive. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Decision Support
Decision Support for Service Advisor teams in Automotive. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Service Advisor Routing Advisor
Working supplied-work routing advisor for Service Advisor teams in Automotive. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Automotive: Service Advisor Trend Briefing
Trend Briefing template for Service Advisor teams in Automotive. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Onboarding Guide
Onboarding Guide for Service Advisor teams in Automotive. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Service Advisor Feedback Summary
Working supplied-feedback summary for Service Advisor teams in Automotive. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Automotive: Service Advisor Research & Discovery
Research & Discovery for Service Advisor teams in Automotive. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Service Advisor Process Guidance
Process Guidance for Service Advisor teams in Automotive. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Automotive: Parts Manager Intake Review & Triage
Working supplied-intake review and triage agent for Parts Manager teams in Automotive. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Automotive: Parts Manager Document Summarizer
Working supplied-content summarizer for Parts Manager teams in Automotive. Paste the material to summarize when you run it; no external system connection is included or required.
Automotive: Parts Manager Q&A Assistant
Working supplied-reference Q&A agent for Parts Manager teams in Automotive. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Automotive: Parts Manager Drafting & Generation
Working supplied-context drafting agent for Parts Manager teams in Automotive. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Automotive: Parts Manager Record Review
Working supplied-record review agent for Parts Manager teams in Automotive. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Automotive: Parts Manager Data Query & Summary
Data Query & Summary template for Parts Manager teams in Automotive. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
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