- 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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- 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 · Professional Services · “Service”
Summarize supplied request context — Engagement Manager, Professional Services
Summarize supplied request context for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Engagement Manager, Professional Services
Assess urgency and risk for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Engagement Manager, Professional Services
Recommend a review priority for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Engagement Manager, Professional Services
Condense supplied content for Engagement Manager teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Engagement Manager, Professional Services
Surface key points for Engagement Manager teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Engagement Manager, Professional Services
Produce a concise brief for Engagement Manager teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Engagement Manager, Professional Services
Search approved knowledge for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Engagement Manager, Professional Services
Draft a grounded response for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Engagement Manager, Professional Services
Prepare a review-ready answer for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Engagement Manager, Professional Services
Draft from supplied context for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Engagement Manager, Professional Services
Follow configured behavior guidance for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Engagement Manager, Professional Services
Prepare copy for revision for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Engagement Manager, Professional Services
Summarize a supplied record for Engagement Manager teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Engagement Manager, Professional Services
Assess possible risk for Engagement Manager teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Engagement Manager, Professional Services
Flag items for human review for Engagement Manager teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Engagement Manager, Professional Services
Run a parameterized read query for Engagement Manager teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Engagement Manager, Professional Services
Summarize returned records for Engagement Manager teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Engagement Manager, Professional Services
Prepare a result-set overview for Engagement Manager teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Engagement Manager, Professional Services
Check supplied context against policy for Engagement Manager teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Engagement Manager, Professional Services
Surface potential policy issues for Engagement Manager teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Engagement Manager, Professional Services
Recommend review items for Engagement Manager teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Engagement Manager, Professional Services
Assess supplied risk context for Engagement Manager teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Engagement Manager, Professional Services
Explain assessment drivers for Engagement Manager teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Engagement Manager, Professional Services
Recommend human review for Engagement Manager teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday 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.