- 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.
864 resultados · Professional Services · “Service”
Professional Services: Account Director Compliance Checker
Compliance Checker template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Risk Assessment
Risk Assessment template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Reconciliation Brief
Reconciliation Brief template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Exception Review
Exception Review template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director On-demand Reporting & Insights
On-demand Reporting & Insights template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Decision Support
Decision Support template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Routing Advisor
Routing Advisor template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Trend Briefing
Trend Briefing template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Onboarding Guide
Onboarding Guide template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Feedback Summary
Working supplied-feedback summary for Account Director teams in Professional Services. 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.
Professional Services: Account Director Research & Discovery
Research & Discovery template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Process Guidance
Process Guidance template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Intake Review & Triage
Working supplied-intake review and triage agent for Delivery Analyst teams in Professional Services. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Professional Services: Delivery Analyst Document Summarizer
Working supplied-content summarizer for Delivery Analyst teams in Professional Services. Paste the material to summarize when you run it; no external system connection is included or required.
Professional Services: Delivery Analyst Q&A Assistant
Q&A Assistant template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Drafting & Generation
Working supplied-context drafting agent for Delivery Analyst teams in Professional Services. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Professional Services: Delivery Analyst Record Review
Record Review template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Data Query & Summary
Data Query & Summary template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Compliance Checker
Compliance Checker template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Risk Assessment
Risk Assessment template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Reconciliation Brief
Reconciliation Brief template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Exception Review
Exception Review template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Decision Support
Decision Support template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
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.