- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
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- Siniestros inteligentes, actuarial y AML
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Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Customer Support
Customer Support: Support Agent Intake Review & Triage
Working supplied-intake review and triage agent for Support Agent 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 Agent Document Summarizer
Working supplied-content summarizer for Support Agent teams in Customer Support. Paste the material to summarize when you run it; no external system connection is included or required.
Customer Support: Support Agent Q&A Assistant
Q&A Assistant template for Support Agent teams in Customer Support. Searches approved Cortex knowledge and drafts a grounded response for review. 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 Agent Drafting & Generation
Working supplied-context drafting agent for Support Agent 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 Agent Record Review
Record Review template for Support Agent teams in Customer Support. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. 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 Agent Data Query & Summary
Data Query & Summary template for Support Agent 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 Agent Compliance Checker
Compliance Checker template for Support Agent teams in Customer Support. Evaluates supplied context against applicable policy and prepares review findings. 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 Agent Risk Assessment
Risk Assessment template for Support Agent teams in Customer Support. Assesses a supplied entity or transaction against policy thresholds and explains the result. 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 Agent Reconciliation Brief
Reconciliation Brief template for Support Agent 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 Agent Exception Review
Exception Review template for Support Agent teams in Customer Support. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. 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 Agent On-demand Reporting & Insights
On-demand Reporting & Insights template for Support Agent 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 Agent Decision Support
Decision Support template for Support Agent teams in Customer Support. Assesses supplied context and drafts a recommendation for a person to review. 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 Agent Routing Advisor
Routing Advisor template for Support Agent teams in Customer Support. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. 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 Agent Trend Briefing
Trend Briefing template for Support Agent 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: Support Agent Onboarding Guide
Onboarding Guide template for Support Agent teams in Customer Support. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. 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 Agent Feedback Summary
Working supplied-feedback summary for Support Agent 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: Support Agent Research & Discovery
Research & Discovery template for Support Agent teams in Customer Support. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. 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 Agent Process Guidance
Process Guidance template for Support Agent teams in Customer Support. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. 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 Intake Review & Triage
Working supplied-intake review and triage agent for Technical Support 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: Technical Support Document Summarizer
Working supplied-content summarizer for Technical Support teams in Customer Support. Paste the material to summarize when you run it; no external system connection is included or required.
Customer Support: Technical Support Q&A Assistant
Q&A Assistant template for Technical Support teams in Customer Support. Searches approved Cortex knowledge and drafts a grounded response for review. 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 Drafting & Generation
Working supplied-context drafting agent for Technical Support 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: Technical Support Record Review
Record Review template for Technical Support teams in Customer Support. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. 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 Data Query & Summary
Data Query & Summary template for Technical Support 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.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
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Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
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