- 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.
402 resultados · Agentes · “HR”
Legal Services: Contract Attorney Risk Assessment
Risk Assessment template for Contract Attorney teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Paralegal Risk Assessment
Risk Assessment template for Paralegal teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Compliance Counsel Risk Assessment
Risk Assessment template for Compliance Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Litigation Support Risk Assessment
Risk Assessment template for Litigation Support teams in Legal 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 iManage, Relativity, Clio.
Legal Services: IP Specialist Risk Assessment
Risk Assessment template for IP Specialist teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Legal Operations Risk Assessment
Risk Assessment template for Legal Operations teams in Legal 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 iManage, Relativity, Clio.
Legal Services: eDiscovery Analyst Risk Assessment
Risk Assessment template for eDiscovery Analyst teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Corporate Counsel Risk Assessment
Risk Assessment template for Corporate Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Privacy Officer Risk Assessment
Risk Assessment template for Privacy Officer teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Billing Coordinator Risk Assessment
Risk Assessment template for Billing Coordinator teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Knowledge Manager Risk Assessment
Risk Assessment template for Knowledge Manager teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Risk Assessment
Risk Assessment template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
IT Service Management: Service Desk Agent Risk Assessment
Risk Assessment template for Service Desk Agent teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Incident Manager Risk Assessment
Risk Assessment template for Incident Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Problem Manager Risk Assessment
Risk Assessment template for Problem Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Change Manager Risk Assessment
Risk Assessment template for Change Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Asset Manager Risk Assessment
Risk Assessment template for Asset Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Knowledge Manager Risk Assessment
Risk Assessment template for Knowledge Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Major Incident Lead Risk Assessment
Risk Assessment template for Major Incident Lead teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Request Fulfilment Risk Assessment
Risk Assessment template for Request Fulfilment teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Service Level Manager Risk Assessment
Risk Assessment template for Service Level Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Configuration Analyst Risk Assessment
Risk Assessment template for Configuration Analyst teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Release Manager Risk Assessment
Risk Assessment template for Release Manager teams in IT Service Management. 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, Jira Service Management, Zendesk.
IT Service Management: Site Reliability Engineer Risk Assessment
Risk Assessment template for Site Reliability Engineer teams in IT Service Management. 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, Jira Service Management, Zendesk.
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.