- 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
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- 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.
840 resultados · Government & Public Sector · “Sales”
Summarize a supplied record — Constituent Services, Government & Public Sector
Summarize a supplied record for Constituent Services teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Constituent Services, Government & Public Sector
Assess possible risk for Constituent Services teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Constituent Services, Government & Public Sector
Flag items for human review for Constituent Services teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Constituent Services, Government & Public Sector
Run a parameterized read query for Constituent Services teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Constituent Services, Government & Public Sector
Summarize returned records for Constituent Services teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Constituent Services, Government & Public Sector
Prepare a result-set overview for Constituent Services teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Constituent Services, Government & Public Sector
Check supplied context against policy for Constituent Services teams in Government & Public Sector, delivered by the Compliance Checker pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Constituent Services, Government & Public Sector
Surface potential policy issues for Constituent Services teams in Government & Public Sector, delivered by the Compliance Checker pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Constituent Services, Government & Public Sector
Recommend review items for Constituent Services teams in Government & Public Sector, delivered by the Compliance Checker pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Constituent Services, Government & Public Sector
Assess supplied risk context for Constituent Services teams in Government & Public Sector, delivered by the Risk Assessment pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Constituent Services, Government & Public Sector
Explain assessment drivers for Constituent Services teams in Government & Public Sector, delivered by the Risk Assessment pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Constituent Services, Government & Public Sector
Recommend human review for Constituent Services teams in Government & Public Sector, delivered by the Risk Assessment pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Constituent Services, Government & Public Sector
Query supplied record data for Constituent Services teams in Government & Public Sector, delivered by the Reconciliation Brief pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Constituent Services, Government & Public Sector
Summarize potential discrepancies for Constituent Services teams in Government & Public Sector, delivered by the Reconciliation Brief pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Constituent Services, Government & Public Sector
Prepare a reconciliation brief for Constituent Services teams in Government & Public Sector, delivered by the Reconciliation Brief pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Constituent Services, Government & Public Sector
Assess a supplied exception for Constituent Services teams in Government & Public Sector, delivered by the Exception Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Constituent Services, Government & Public Sector
Summarize the assessment for Constituent Services teams in Government & Public Sector, delivered by the Exception Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Constituent Services, Government & Public Sector
Recommend follow-up review for Constituent Services teams in Government & Public Sector, delivered by the Exception Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Constituent Services, Government & Public Sector
Run an on-demand read query for Constituent Services teams in Government & Public Sector, delivered by the On-demand Reporting & Insights pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Constituent Services, Government & Public Sector
Summarize query results for Constituent Services teams in Government & Public Sector, delivered by the On-demand Reporting & Insights pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Constituent Services, Government & Public Sector
Highlight supplied exceptions for Constituent Services teams in Government & Public Sector, delivered by the On-demand Reporting & Insights pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Constituent Services, Government & Public Sector
Assess supplied context for Constituent Services teams in Government & Public Sector, delivered by the Decision Support pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Constituent Services, Government & Public Sector
Draft a recommended response for Constituent Services teams in Government & Public Sector, delivered by the Decision Support pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Constituent Services, Government & Public Sector
Prepare rationale for review for Constituent Services teams in Government & Public Sector, delivered by the Decision Support pattern from supplied context. ServiceNow and Salesforce Public Sector 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.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.