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
Agent Library
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 library templates across the catalog matrix
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Publishedv4 · reliability 96
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Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
Collections
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Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- 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 · Customer Support
Customer Support: Technical Support Compliance Checker
Compliance Checker for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Risk Assessment
Risk Assessment for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Reconciliation Brief
Reconciliation Brief template for Technical Support teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Technical Support Exception Review
Working supplied-exception review agent for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support On-demand Reporting & Insights
On-demand Reporting & Insights template for Technical Support teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Technical Support Decision Support
Decision Support for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Routing Advisor
Working supplied-work routing advisor for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Trend Briefing
Trend Briefing template for Technical Support teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Technical Support Onboarding Guide
Onboarding Guide for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Feedback Summary
Working supplied-feedback summary for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Research & Discovery
Research & Discovery for Technical Support teams in Customer Support. 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.
Customer Support: Technical Support Process Guidance
Process Guidance for Technical Support teams in Customer Support. 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.
Customer Support: Support Team Lead Intake Review & Triage
Working supplied-intake review and triage agent for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Document Summarizer
Working supplied-content summarizer for Support Team Lead teams in Customer Support. Paste the material to summarize when you run it; no external system connection is included or required.
Customer Support: Support Team Lead Q&A Assistant
Working supplied-reference Q&A agent for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Drafting & Generation
Working supplied-context drafting agent for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Record Review
Working supplied-record review agent for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Data Query & Summary
Data Query & Summary template for Support Team Lead teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Support Team Lead Compliance Checker
Compliance Checker for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Risk Assessment
Risk Assessment for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead Reconciliation Brief
Reconciliation Brief template for Support Team Lead teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Support Team Lead Exception Review
Working supplied-exception review agent for Support Team Lead teams in Customer Support. 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.
Customer Support: Support Team Lead On-demand Reporting & Insights
On-demand Reporting & Insights template for Support Team Lead teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Support Team Lead Decision Support
Decision Support for Support Team Lead teams in Customer Support. 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.
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Install is the easy part. Governance comes with it.
Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
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