- 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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- 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.
842 resultados · Government & Public Sector · “Service”
Government & Public Sector: Policy Analyst Research & Discovery
Research & Discovery template for Policy Analyst 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: Policy Analyst Process Guidance
Process Guidance template for Policy Analyst 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: Inspections Officer Intake Review & Triage
Intake Review & Triage template for Inspections Officer 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: Inspections Officer Q&A Assistant
Q&A Assistant template for Inspections Officer 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: Inspections Officer Drafting & Generation
Drafting & Generation template for Inspections Officer 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: Inspections Officer Record Review
Record Review template for Inspections Officer 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: Inspections Officer Data Query & Summary
Data Query & Summary template for Inspections Officer 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: Inspections Officer Compliance Checker
Compliance Checker template for Inspections Officer 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: Inspections Officer Risk Assessment
Risk Assessment template for Inspections Officer 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: Inspections Officer Reconciliation Brief
Reconciliation Brief template for Inspections Officer 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: Inspections Officer Exception Review
Exception Review template for Inspections Officer 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: Inspections Officer On-demand Reporting & Insights
On-demand Reporting & Insights template for Inspections Officer 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: Inspections Officer Decision Support
Decision Support template for Inspections Officer 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: Inspections Officer Routing Advisor
Routing Advisor template for Inspections Officer 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: Inspections Officer Trend Briefing
Trend Briefing template for Inspections Officer 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: Inspections Officer Onboarding Guide
Onboarding Guide template for Inspections Officer 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: Inspections Officer Research & Discovery
Research & Discovery template for Inspections Officer 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: Inspections Officer Process Guidance
Process Guidance template for Inspections Officer 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: Eligibility Specialist Intake Review & Triage
Intake Review & Triage template for Eligibility Specialist 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: Eligibility Specialist Q&A Assistant
Q&A Assistant template for Eligibility Specialist 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: Eligibility Specialist Drafting & Generation
Drafting & Generation template for Eligibility Specialist 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: Eligibility Specialist Record Review
Record Review template for Eligibility Specialist 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: Eligibility Specialist Data Query & Summary
Data Query & Summary template for Eligibility Specialist 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: Eligibility Specialist Compliance Checker
Compliance Checker template for Eligibility Specialist 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.
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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