- 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”
Government & Public Sector: Records Manager Exception Review
Exception Review template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Decision Support
Decision Support template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Routing Advisor
Routing Advisor template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Trend Briefing
Trend Briefing template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Onboarding Guide
Onboarding Guide template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Research & Discovery
Research & Discovery template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Records Manager Process Guidance
Process Guidance template for Records Manager teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Intake Review & Triage
Intake Review & Triage template for Compliance Auditor teams in Government & Public Sector. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Q&A Assistant
Q&A Assistant template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Drafting & Generation
Drafting & Generation template for Compliance Auditor teams in Government & Public Sector. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Record Review
Record Review template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Data Query & Summary
Data Query & Summary template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Compliance Checker
Compliance Checker template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Risk Assessment
Risk Assessment template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Reconciliation Brief
Reconciliation Brief template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Exception Review
Exception Review template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor On-demand Reporting & Insights
On-demand Reporting & Insights template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Decision Support
Decision Support template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Routing Advisor
Routing Advisor template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Trend Briefing
Trend Briefing template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Onboarding Guide
Onboarding Guide template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Research & Discovery
Research & Discovery template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
Government & Public Sector: Compliance Auditor Process Guidance
Process Guidance template for Compliance Auditor teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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.