- Ingresos de jubilación y estrategia de retiradas
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- 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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- Siniestros inteligentes, actuarial y AML
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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 · Sales
Sales: Channel Manager Compliance Checker
Compliance Checker for Channel 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: Channel Manager Risk Assessment
Risk Assessment for Channel 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: Channel Manager Reconciliation Brief
Reconciliation Brief 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.
Sales: Channel Manager Exception Review
Working supplied-exception review agent for Channel 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: Channel Manager On-demand Reporting & Insights
On-demand Reporting & Insights 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.
Sales: Channel Manager Decision Support
Decision Support for Channel 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: Channel Manager Routing Advisor
Working supplied-work routing advisor for Channel 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: Channel Manager Trend Briefing
Trend Briefing 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.
Sales: Channel Manager Onboarding Guide
Onboarding Guide for Channel 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: Channel Manager Feedback Summary
Working supplied-feedback summary for Channel 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: Channel Manager Research & Discovery
Research & Discovery for Channel 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: Channel Manager Process Guidance
Process Guidance for Channel 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: Deal Desk Analyst Intake Review & Triage
Working supplied-intake review and triage agent for Deal Desk Analyst 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: Deal Desk Analyst Document Summarizer
Working supplied-content summarizer for Deal Desk Analyst teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Deal Desk Analyst Q&A Assistant
Working supplied-reference Q&A agent for Deal Desk Analyst 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: Deal Desk Analyst Drafting & Generation
Working supplied-context drafting agent for Deal Desk Analyst 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: Deal Desk Analyst Record Review
Working supplied-record review agent for Deal Desk Analyst 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: Deal Desk Analyst Data Query & Summary
Data Query & Summary for Deal Desk Analyst 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: Deal Desk Analyst Compliance Checker
Compliance Checker for Deal Desk Analyst 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: Deal Desk Analyst Risk Assessment
Risk Assessment for Deal Desk Analyst 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: Deal Desk Analyst Reconciliation Brief
Reconciliation Brief for Deal Desk Analyst 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: Deal Desk Analyst Exception Review
Working supplied-exception review agent for Deal Desk Analyst 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: Deal Desk Analyst On-demand Reporting & Insights
On-demand Reporting & Insights for Deal Desk Analyst 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: Deal Desk Analyst Decision Support
Decision Support for Deal Desk Analyst 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.
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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