- 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”
Summarize a supplied record — Billing Coordinator, Legal Services
Summarize a supplied record for Billing Coordinator 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 — Billing Coordinator, Legal Services
Assess possible risk for Billing Coordinator 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 — Billing Coordinator, Legal Services
Flag items for human review for Billing Coordinator 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 — Billing Coordinator, Legal Services
Run a parameterized read query for Billing Coordinator 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 — Billing Coordinator, Legal Services
Summarize returned records for Billing Coordinator 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 — Billing Coordinator, Legal Services
Prepare a result-set overview for Billing Coordinator 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.
Check supplied context against policy — Billing Coordinator, Legal Services
Check supplied context against policy for Billing Coordinator teams in Legal Services, delivered by the Compliance Checker 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 potential policy issues — Billing Coordinator, Legal Services
Surface potential policy issues for Billing Coordinator teams in Legal Services, delivered by the Compliance Checker 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 review items — Billing Coordinator, Legal Services
Recommend review items for Billing Coordinator teams in Legal Services, delivered by the Compliance Checker 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 supplied risk context — Billing Coordinator, Legal Services
Assess supplied risk context for Billing Coordinator teams in Legal Services, delivered by the Risk Assessment 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.
Explain assessment drivers — Billing Coordinator, Legal Services
Explain assessment drivers for Billing Coordinator teams in Legal Services, delivered by the Risk Assessment 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 human review — Billing Coordinator, Legal Services
Recommend human review for Billing Coordinator teams in Legal Services, delivered by the Risk Assessment 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.
Query supplied record data — Billing Coordinator, Legal Services
Query supplied record data for Billing Coordinator teams in Legal Services, delivered by the Reconciliation Brief 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 potential discrepancies — Billing Coordinator, Legal Services
Summarize potential discrepancies for Billing Coordinator teams in Legal Services, delivered by the Reconciliation Brief 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 reconciliation brief — Billing Coordinator, Legal Services
Prepare a reconciliation brief for Billing Coordinator teams in Legal Services, delivered by the Reconciliation Brief 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 a supplied exception — Billing Coordinator, Legal Services
Assess a supplied exception for Billing Coordinator teams in Legal Services, delivered by the Exception 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.
Summarize the assessment — Billing Coordinator, Legal Services
Summarize the assessment for Billing Coordinator teams in Legal Services, delivered by the Exception 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.
Recommend follow-up review — Billing Coordinator, Legal Services
Recommend follow-up review for Billing Coordinator teams in Legal Services, delivered by the Exception 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 an on-demand read query — Billing Coordinator, Legal Services
Run an on-demand read query for Billing Coordinator teams in Legal Services, delivered by the On-demand Reporting & Insights 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 query results — Billing Coordinator, Legal Services
Summarize query results for Billing Coordinator teams in Legal Services, delivered by the On-demand Reporting & Insights 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.
Highlight supplied exceptions — Billing Coordinator, Legal Services
Highlight supplied exceptions for Billing Coordinator teams in Legal Services, delivered by the On-demand Reporting & Insights 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 supplied context — Billing Coordinator, Legal Services
Assess supplied context for Billing Coordinator teams in Legal Services, delivered by the Decision Support 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 recommended response — Billing Coordinator, Legal Services
Draft a recommended response for Billing Coordinator teams in Legal Services, delivered by the Decision Support 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 rationale for review — Billing Coordinator, Legal Services
Prepare rationale for review for Billing Coordinator teams in Legal Services, delivered by the Decision Support 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.