- 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.
21.386 resultados
Analyze A/B Test Results
Perform rigorous A/B test analysis with sequential testing, multiple comparison correction, heterogeneous treatment effects, and practical significance assessment.
Configure Access Policy
Set up row-level security, column masking, and fine-grained access controls to protect sensitive data based on user roles and attributes.
Validate Actuarial Assumptions
Systematically validate key actuarial assumptions: trend, development, frequency/severity, correlation.
Pricing Adequacy Review
Comprehensive pricing review across segments with indication, competitive position, and regulatory impact.
Actuarial Reserve Deep Dive
Multi-method reserve analysis with diagnostics, sensitivity testing, and management discussion points.
Create Design System
Build reusable design system: color palette, typography, component library, spacing system, icon set, documentation.
Design Interactive Dashboard
Design data-rich interactive dashboard with drag-resize widgets, drill-down charts, filter bars, and responsive layout.
Design Responsive Page
Full page design: component palette, responsive breakpoints, theme integration, accessibility checks, animation, and deployment.
Automated Adjudication Decision
Execute automated adjudication decision engine. Evaluates eligibility, exclusions, fraud score, authority matrix, and generates approve/deny/escalate recommendation with full audit trail.
Adjuster Morning Briefing
Generate personalized AI morning briefing for claims adjusters. Prioritizes caseload, highlights SLA-critical claims, surfaces new assignments, flags pending actions, recommends daily focus, and provides peer benchmarking context.
Investigation Orchestration
Orchestrate full claims investigation workflow. Coordinates evidence collection, witness outreach, scene documentation, expert engagement, timeline reconstruction, and investigation report compilation with chain-of-custody tracking.
AI Negotiation Coach
Real-time AI negotiation coaching for claims adjusters. Analyzes claimant position, models concession scenarios, predicts settlement ranges, coaches on tactics, tracks negotiation history, drafts counter-offers, and scores settlement quality.
Total Loss Evaluation
Complete total loss evaluation workflow. Determines total loss threshold, calculates actual cash value, arranges salvage disposition, computes settlement, ensures regulatory compliance, and generates total loss settlement package.
Configure Deployment Pipeline
CI/CD pipeline for no-code apps: build, test, staging promotion, approval gates, production deploy, rollback.
Platform Health Audit
Comprehensive platform audit: performance metrics, error rates, resource utilization, security posture, and optimization recommendations.
Provision New Tenant
Full tenant provisioning: schema creation, RBAC setup, data seeding, integration configuration, branding, and go-live checklist.
Monitor Agent Health
Monitor health and performance of all deployed AI agents across the platform. Tracks response latency, error rates, token usage, and hallucination detection metrics.
Architect Agent Memory System
Design and configure agent memory systems including short-term context windows, long-term vector memory, episodic recall, and memory consolidation strategies.
Benchmark Agent Performance
Run comprehensive performance benchmarks on AI agents. Tests accuracy, speed, cost efficiency, and quality across standardized test suites.
Optimize Agent Planning
Optimize agent planning and reasoning strategies including plan decomposition, tool selection heuristics, backtracking policies, and plan caching for efficiency.
Generate AI Audit Trail
Produce an end-to-end audit trail for AI operations covering data lineage, model provenance, deployment history, and decision traceability for regulatory compliance.
Generate AI Cost Dashboard
Produce a cost analysis dashboard for all AI operations including token usage, compute hours, API calls, and cost-per-prediction across models and agents.
Analyze ALM Duration Match
Analyze asset-liability duration matching and immunization strategies. Computes duration and convexity mismatches and evaluates strategies to reduce interest rate risk.
Manage Audit Budget
Manage audit department budget including engagement cost tracking, variance analysis, co-sourcing spend, and technology investments. Produces budget vs. actual reports.
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.