- 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.
2808 resultados · Habilidades · “Service”
Search approved knowledge — Corporate Counsel, Legal Services
Search approved knowledge for Corporate Counsel teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Corporate Counsel, Legal Services
Summarize supplied findings for Corporate Counsel teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Corporate Counsel, Legal Services
Draft a research brief for Corporate Counsel teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Corporate Counsel, Legal Services
Search approved process knowledge for Corporate Counsel teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Corporate Counsel, Legal Services
Summarize supplied process context for Corporate Counsel teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Corporate Counsel, Legal Services
Draft next-step guidance for Corporate Counsel teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Privacy Officer, Legal Services
Summarize supplied request context for Privacy Officer teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Privacy Officer, Legal Services
Assess urgency and risk for Privacy Officer teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Privacy Officer, Legal Services
Recommend a review priority for Privacy Officer teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Privacy Officer, Legal Services
Condense supplied content for Privacy Officer teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Privacy Officer, Legal Services
Surface key points for Privacy Officer teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Privacy Officer, Legal Services
Produce a concise brief for Privacy Officer teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Privacy Officer, Legal Services
Search approved knowledge for Privacy Officer teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Privacy Officer, Legal Services
Draft a grounded response for Privacy Officer teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Privacy Officer, Legal Services
Prepare a review-ready answer for Privacy Officer teams in Legal Services, delivered by the Q&A Assistant pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Privacy Officer, Legal Services
Draft from supplied context for Privacy Officer teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Privacy Officer, Legal Services
Follow configured behavior guidance for Privacy Officer teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Privacy Officer, Legal Services
Prepare copy for revision for Privacy Officer teams in Legal Services, delivered by the Drafting & Generation pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Privacy Officer, Legal Services
Summarize a supplied record for Privacy Officer teams in Legal Services, delivered by the Record Review pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Privacy Officer, Legal Services
Assess possible risk for Privacy Officer teams in Legal Services, delivered by the Record Review pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Privacy Officer, Legal Services
Flag items for human review for Privacy Officer teams in Legal Services, delivered by the Record Review pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Privacy Officer, Legal Services
Run a parameterized read query for Privacy Officer teams in Legal Services, delivered by the Data Query & Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Privacy Officer, Legal Services
Summarize returned records for Privacy Officer teams in Legal Services, delivered by the Data Query & Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Privacy Officer, Legal Services
Prepare a result-set overview for Privacy Officer teams in Legal Services, delivered by the Data Query & Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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.