- 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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- Entornos de datos y analítica
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
Check supplied context against policy — Technical Support, Customer Support
Check supplied context against policy for Technical Support teams in Customer Support, delivered by the Compliance Checker pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Technical Support, Customer Support
Surface potential policy issues for Technical Support teams in Customer Support, delivered by the Compliance Checker pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Technical Support, Customer Support
Recommend review items for Technical Support teams in Customer Support, delivered by the Compliance Checker pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Technical Support, Customer Support
Assess supplied risk context for Technical Support teams in Customer Support, delivered by the Risk Assessment pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Technical Support, Customer Support
Explain assessment drivers for Technical Support teams in Customer Support, delivered by the Risk Assessment pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Technical Support, Customer Support
Recommend human review for Technical Support teams in Customer Support, delivered by the Risk Assessment pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Technical Support, Customer Support
Query supplied record data for Technical Support teams in Customer Support, delivered by the Reconciliation Brief pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Technical Support, Customer Support
Summarize potential discrepancies for Technical Support teams in Customer Support, delivered by the Reconciliation Brief pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Technical Support, Customer Support
Prepare a reconciliation brief for Technical Support teams in Customer Support, delivered by the Reconciliation Brief pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Technical Support, Customer Support
Assess a supplied exception for Technical Support teams in Customer Support, delivered by the Exception Review pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Technical Support, Customer Support
Summarize the assessment for Technical Support teams in Customer Support, delivered by the Exception Review pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Technical Support, Customer Support
Recommend follow-up review for Technical Support teams in Customer Support, delivered by the Exception Review pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Technical Support, Customer Support
Run an on-demand read query for Technical Support teams in Customer Support, delivered by the On-demand Reporting & Insights pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Technical Support, Customer Support
Summarize query results for Technical Support teams in Customer Support, delivered by the On-demand Reporting & Insights pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Technical Support, Customer Support
Highlight supplied exceptions for Technical Support teams in Customer Support, delivered by the On-demand Reporting & Insights pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Technical Support, Customer Support
Assess supplied context for Technical Support teams in Customer Support, delivered by the Decision Support pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Technical Support, Customer Support
Draft a recommended response for Technical Support teams in Customer Support, delivered by the Decision Support pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Technical Support, Customer Support
Prepare rationale for review for Technical Support teams in Customer Support, delivered by the Decision Support pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied work — Technical Support, Customer Support
Summarize supplied work for Technical Support teams in Customer Support, delivered by the Routing Advisor pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Technical Support, Customer Support
Assess priority and risk for Technical Support teams in Customer Support, delivered by the Routing Advisor pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Technical Support, Customer Support
Recommend a routing decision for Technical Support teams in Customer Support, delivered by the Routing Advisor pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Technical Support, Customer Support
Query supplied historical data for Technical Support teams in Customer Support, delivered by the Trend Briefing pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Technical Support, Customer Support
Summarize observed trends for Technical Support teams in Customer Support, delivered by the Trend Briefing pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Technical Support, Customer Support
Prepare questions for forecast review for Technical Support teams in Customer Support, delivered by the Trend Briefing pattern from supplied context. Zendesk and Intercom are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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.
Conéctalo a tu stack
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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