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