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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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
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- 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 · Retail & E-commerce · Agents
Retail & E-commerce: Merchandiser Intake Review & Triage
Working supplied-intake review and triage agent for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Document Summarizer
Working supplied-content summarizer for Merchandiser teams in Retail & E-commerce. Paste the material to summarize when you run it; no external system connection is included or required.
Retail & E-commerce: Merchandiser Q&A Assistant
Working supplied-reference Q&A agent for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Drafting & Generation
Working supplied-context drafting agent for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Record Review
Working supplied-record review agent for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Data Query & Summary
Data Query & Summary template for Merchandiser teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Merchandiser Compliance Checker
Compliance Checker for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Risk Assessment
Risk Assessment for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Reconciliation Brief
Reconciliation Brief template for Merchandiser teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Merchandiser Exception Review
Working supplied-exception review agent for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser On-demand Reporting & Insights
On-demand Reporting & Insights template for Merchandiser teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Merchandiser Decision Support
Decision Support for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Routing Advisor
Working supplied-work routing advisor for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Trend Briefing
Trend Briefing template for Merchandiser teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Merchandiser Onboarding Guide
Onboarding Guide for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Feedback Summary
Working supplied-feedback summary for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Research & Discovery
Research & Discovery for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Merchandiser Process Guidance
Process Guidance for Merchandiser teams in Retail & E-commerce. 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.
Retail & E-commerce: Category Manager Intake Review & Triage
Working supplied-intake review and triage agent for Category Manager teams in Retail & E-commerce. 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.
Retail & E-commerce: Category Manager Document Summarizer
Working supplied-content summarizer for Category Manager teams in Retail & E-commerce. Paste the material to summarize when you run it; no external system connection is included or required.
Retail & E-commerce: Category Manager Q&A Assistant
Working supplied-reference Q&A agent for Category Manager teams in Retail & E-commerce. 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.
Retail & E-commerce: Category Manager Drafting & Generation
Working supplied-context drafting agent for Category Manager teams in Retail & E-commerce. 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.
Retail & E-commerce: Category Manager Record Review
Working supplied-record review agent for Category Manager teams in Retail & E-commerce. 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.
Retail & E-commerce: Category Manager Data Query & Summary
Data Query & Summary template for Category Manager teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
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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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