- 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
Watchlist Screening
Screen entities against consolidated watchlists including OFAC SDN, EU sanctions, UN consolidated list, and domestic law enforcement databases. Supports batch and real-time modes.
Create Webhook Endpoint
Set up incoming webhook endpoints with payload validation, transformation, and routing to internal workflows.
Create Automated Workflow
Design and deploy an automated multi-step workflow with triggers (schedule, event, API), conditional branching, approvals, and notifications.
Create Audit Workpaper
Auto-generate structured audit workpapers from testing procedures. Pre-populates with objectives, scope, methodology, sample details, and findings templates.
Explain Model Decision
Generate explainable AI analysis for a model prediction. Produces SHAP values, LIME explanations, counterfactuals, and plain-English narratives.
Zero Trust Maturity Assessment
Evaluate zero trust architecture maturity across 5 pillars -- identity, device, network, application, and data with maturity scoring and roadmap generation.
Inbox Review Agent
Working productivity agent. Summarizes supplied email text, assesses potential priority, and drafts a handling recommendation; it does not read or route a mailbox.
Email Drafting Agent
Working productivity agent. Searches approved knowledge and drafts email copy from supplied context; sending remains outside this template.
Meeting Prep Agent
Working productivity agent. Turns supplied meeting context into a concise pre-read; it does not read calendars, CRM records, or message threads automatically.
Meeting Notes Agent
Working productivity agent. Summarizes a supplied transcript and drafts structured notes; it does not create tasks or distribute notes.
Follow-up Drafting Agent
Working productivity agent. Summarizes supplied commitment context and drafts a follow-up; it does not track replies, send nudges, or schedule reminders.
Scheduling Draft Agent
Working productivity agent. Drafts scheduling language from availability supplied in the request; it does not read or write calendars.
On-demand Brief Agent
Builder template for an on-demand data brief. Connect and verify a governed tenant data source before use; the built-in query tool currently returns demonstration data only.
Research Assistant Agent
Working productivity agent. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief; it does not browse the public web.
Executive Briefing Agent
Working productivity agent. Searches approved knowledge and turns supplied context into an executive brief; it does not delegate agents or manage a calendar or inbox.
Service Agent
Working supplied-context agent. Searches approved support knowledge and drafts a response or escalation recommendation; it does not update tickets.
Sales Agent
Builder template for CRM enrichment, next-action analysis, and follow-up drafting. Connect and verify a supported CRM before use; the current CRM tools do not query a live system.
Ecommerce Agent
Builder template for order lookup and response drafting. Connect and verify a supported commerce system before use; the current record lookup returns demonstration data only.
Customer Success Agent
Working supplied-context agent. Summarizes supplied account context, assesses potential risk, and drafts outreach; it does not monitor accounts or send messages.
IT Service Desk Agent
Working supplied-context agent. Triages supplied incident context, searches approved guidance, and drafts a response; it does not run remediation or provision access.
HR Agent
Working supplied-context agent. Searches approved HR knowledge, summarizes supplied context, and drafts a policy-grounded response; it does not create or route cases.
Finance Operations Agent
Builder template for finance record queries and exception briefs. Connect and verify a governed finance data source before use; current lookup and query tools return demonstration data.
Legal Intake Agent
Working supplied-context agent. Summarizes supplied legal context, checks a proposed response against policy, and drafts an intake brief; it does not create or route matters.
Procurement Agent
Builder template for vendor lookup and procurement briefs. Connect and verify a supported procurement system before use; current record lookup returns demonstration data only.
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.