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- 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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- Triaje de bandeja de entrada y redacción de correos
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- Orquestación de asistente ejecutivo
- 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.
216 resultados · Government & Public Sector · Agentes
Government & Public Sector: Eligibility Specialist Routing Advisor
Routing Advisor template for Eligibility Specialist 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: Eligibility Specialist Trend Briefing
Trend Briefing template for Eligibility Specialist 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: Eligibility Specialist Onboarding Guide
Onboarding Guide template for Eligibility Specialist 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: Eligibility Specialist Feedback Summary
Working supplied-feedback summary for Eligibility Specialist teams in Government & Public Sector. 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.
Government & Public Sector: Eligibility Specialist Research & Discovery
Research & Discovery template for Eligibility Specialist 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: Eligibility Specialist Process Guidance
Process Guidance template for Eligibility Specialist 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: Public Records Officer Intake Review & Triage
Intake Review & Triage template for Public Records 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: Public Records Officer Document Summarizer
Working supplied-content summarizer for Public Records Officer teams in Government & Public Sector. Paste the material to summarize when you run it; no external system connection is included or required.
Government & Public Sector: Public Records Officer Q&A Assistant
Q&A Assistant template for Public Records 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: Public Records Officer Drafting & Generation
Drafting & Generation template for Public Records 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: Public Records Officer Record Review
Record Review template for Public Records 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: Public Records Officer Data Query & Summary
Data Query & Summary template for Public Records 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: Public Records Officer Compliance Checker
Compliance Checker template for Public Records 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: Public Records Officer Risk Assessment
Risk Assessment template for Public Records 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: Public Records Officer Reconciliation Brief
Reconciliation Brief template for Public Records 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: Public Records Officer Exception Review
Exception Review template for Public Records 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: Public Records Officer On-demand Reporting & Insights
On-demand Reporting & Insights template for Public Records 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: Public Records Officer Decision Support
Decision Support template for Public Records 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: Public Records Officer Routing Advisor
Routing Advisor template for Public Records 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: Public Records Officer Trend Briefing
Trend Briefing template for Public Records 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: Public Records Officer Onboarding Guide
Onboarding Guide template for Public Records 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: Public Records Officer Feedback Summary
Working supplied-feedback summary for Public Records Officer teams in Government & Public Sector. 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.
Government & Public Sector: Public Records Officer Research & Discovery
Research & Discovery template for Public Records 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: Public Records Officer Process Guidance
Process Guidance template for Public Records 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.
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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