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
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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.
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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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216 results · Customer Support · Agents
Customer Support: Quality Analyst Compliance Checker
Compliance Checker for Quality Analyst 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: Quality Analyst Risk Assessment
Risk Assessment for Quality Analyst 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: Quality Analyst Reconciliation Brief
Reconciliation Brief template for Quality Analyst 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: Quality Analyst Exception Review
Working supplied-exception review agent for Quality Analyst 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: Quality Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Quality Analyst 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: Quality Analyst Decision Support
Decision Support for Quality Analyst 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: Quality Analyst Routing Advisor
Working supplied-work routing advisor for Quality Analyst 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: Quality Analyst Trend Briefing
Trend Briefing template for Quality Analyst 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: Quality Analyst Onboarding Guide
Onboarding Guide for Quality Analyst 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: Quality Analyst Feedback Summary
Working supplied-feedback summary for Quality Analyst 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: Quality Analyst Research & Discovery
Research & Discovery for Quality Analyst 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: Quality Analyst Process Guidance
Process Guidance for Quality Analyst 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: Workforce Planner Intake Review & Triage
Working supplied-intake review and triage agent for Workforce Planner 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: Workforce Planner Document Summarizer
Working supplied-content summarizer for Workforce Planner teams in Customer Support. Paste the material to summarize when you run it; no external system connection is included or required.
Customer Support: Workforce Planner Q&A Assistant
Working supplied-reference Q&A agent for Workforce Planner 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: Workforce Planner Drafting & Generation
Working supplied-context drafting agent for Workforce Planner 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: Workforce Planner Record Review
Working supplied-record review agent for Workforce Planner 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: Workforce Planner Data Query & Summary
Data Query & Summary template for Workforce Planner 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: Workforce Planner Compliance Checker
Compliance Checker for Workforce Planner 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: Workforce Planner Risk Assessment
Risk Assessment for Workforce Planner 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: Workforce Planner Reconciliation Brief
Reconciliation Brief template for Workforce Planner 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: Workforce Planner Exception Review
Working supplied-exception review agent for Workforce Planner 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: Workforce Planner On-demand Reporting & Insights
On-demand Reporting & Insights template for Workforce Planner 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: Workforce Planner Decision Support
Decision Support for Workforce Planner 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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