- 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.
3574 resultados · “Service”
Education: Student Services Compliance Checker
Compliance Checker for Student Services teams in Education. 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.
Education: Student Services Risk Assessment
Risk Assessment for Student Services teams in Education. 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.
Education: Student Services Reconciliation Brief
Reconciliation Brief for Student Services teams in Education. 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.
Education: Student Services Exception Review
Working supplied-exception review agent for Student Services teams in Education. 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.
Education: Student Services On-demand Reporting & Insights
On-demand Reporting & Insights for Student Services teams in Education. 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.
Education: Student Services Decision Support
Decision Support for Student Services teams in Education. 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.
Education: Student Services Routing Advisor
Working supplied-work routing advisor for Student Services teams in Education. 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.
Education: Student Services Trend Briefing
Trend Briefing for Student Services teams in Education. 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.
Education: Student Services Onboarding Guide
Onboarding Guide for Student Services teams in Education. 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.
Education: Student Services Feedback Summary
Working supplied-feedback summary for Student Services teams in Education. 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.
Education: Student Services Research & Discovery
Research & Discovery for Student Services teams in Education. 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.
Education: Student Services Process Guidance
Process Guidance for Student Services teams in Education. 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.
Government & Public Sector: Constituent Services Intake Review & Triage
Intake Review & Triage for Constituent Services teams in Government & Public Sector. Summarizes supplied request context and assesses urgency; it does not capture or route work 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.
Government & Public Sector: Constituent Services Document Summarizer
Working supplied-content summarizer for Constituent Services teams in Government & Public Sector. Paste the material to summarize when you run it; no external system connection is included or required.
Government & Public Sector: Constituent Services Q&A Assistant
Q&A Assistant for Constituent Services teams in Government & Public Sector. Searches approved Cortex knowledge and drafts a grounded response for 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.
Government & Public Sector: Constituent Services Drafting & Generation
Drafting & Generation for Constituent Services teams in Government & Public Sector. Drafts correspondence and responses from supplied context for human 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.
Government & Public Sector: Constituent Services Record Review
Record Review for Constituent Services teams in Government & Public Sector. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels 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.
Government & Public Sector: Constituent Services Data Query & Summary
Data Query & Summary for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Compliance Checker
Compliance Checker for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Risk Assessment
Risk Assessment for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Reconciliation Brief
Reconciliation Brief for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Exception Review
Exception Review for Constituent Services teams in Government & Public Sector. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously 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.
Government & Public Sector: Constituent Services On-demand Reporting & Insights
On-demand Reporting & Insights for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Decision Support
Decision Support for Constituent Services teams in Government & Public Sector. 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.
¿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.