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