- 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.
216 resultados · Sales · Agentes
Sales: Account Manager Intake Review & Triage
Working supplied-intake review and triage agent for Account Manager teams in Sales. 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.
Sales: Account Manager Document Summarizer
Working supplied-content summarizer for Account Manager teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Account Manager Q&A Assistant
Working supplied-reference Q&A agent for Account Manager teams in Sales. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Sales: Account Manager Drafting & Generation
Working supplied-context drafting agent for Account Manager teams in Sales. 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.
Sales: Account Manager Record Review
Working supplied-record review agent for Account Manager teams in Sales. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Sales: Account Manager Data Query & Summary
Data Query & Summary for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Compliance Checker
Compliance Checker for Account Manager teams in Sales. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Risk Assessment
Risk Assessment for Account Manager teams in Sales. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Reconciliation Brief
Reconciliation Brief for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Exception Review
Working supplied-exception review agent for Account Manager teams in Sales. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Sales: Account Manager On-demand Reporting & Insights
On-demand Reporting & Insights for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Decision Support
Decision Support for Account Manager teams in Sales. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Routing Advisor
Working supplied-work routing advisor for Account Manager teams in Sales. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Sales: Account Manager Trend Briefing
Trend Briefing for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Onboarding Guide
Onboarding Guide for Account Manager teams in Sales. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Feedback Summary
Working supplied-feedback summary for Account Manager teams in Sales. 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.
Sales: Account Manager Research & Discovery
Research & Discovery for Account Manager teams in Sales. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Process Guidance
Process Guidance for Account Manager teams in Sales. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Channel Manager Intake Review & Triage
Working supplied-intake review and triage agent for Channel Manager teams in Sales. 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.
Sales: Channel Manager Document Summarizer
Working supplied-content summarizer for Channel Manager teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Channel Manager Q&A Assistant
Working supplied-reference Q&A agent for Channel Manager teams in Sales. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Sales: Channel Manager Drafting & Generation
Working supplied-context drafting agent for Channel Manager teams in Sales. 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.
Sales: Channel Manager Record Review
Working supplied-record review agent for Channel Manager teams in Sales. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Sales: Channel Manager Data Query & Summary
Data Query & Summary for Channel Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
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.