- 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
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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.
15.552 resultados · Habilidades
Search approved knowledge — Billing Specialist, Insurance
Search approved knowledge for Billing Specialist teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Billing Specialist, Insurance
Draft a grounded response for Billing Specialist teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Billing Specialist, Insurance
Prepare a review-ready answer for Billing Specialist teams in Insurance, delivered by the Q&A Assistant pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Billing Specialist, Insurance
Draft from supplied context for Billing Specialist teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Billing Specialist, Insurance
Follow configured behavior guidance for Billing Specialist teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Billing Specialist, Insurance
Prepare copy for revision for Billing Specialist teams in Insurance, delivered by the Drafting & Generation pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Billing Specialist, Insurance
Summarize a supplied record for Billing Specialist teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Billing Specialist, Insurance
Assess possible risk for Billing Specialist teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Billing Specialist, Insurance
Flag items for human review for Billing Specialist teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Billing Specialist, Insurance
Run a parameterized read query for Billing Specialist teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Billing Specialist, Insurance
Summarize returned records for Billing Specialist teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Billing Specialist, Insurance
Prepare a result-set overview for Billing Specialist teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Billing Specialist, Insurance
Check supplied context against policy for Billing Specialist teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Billing Specialist, Insurance
Surface potential policy issues for Billing Specialist teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Billing Specialist, Insurance
Recommend review items for Billing Specialist teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Billing Specialist, Insurance
Assess supplied risk context for Billing Specialist teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Billing Specialist, Insurance
Explain assessment drivers for Billing Specialist teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Billing Specialist, Insurance
Recommend human review for Billing Specialist teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Billing Specialist, Insurance
Query supplied record data for Billing Specialist teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Billing Specialist, Insurance
Summarize potential discrepancies for Billing Specialist teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Billing Specialist, Insurance
Prepare a reconciliation brief for Billing Specialist teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Billing Specialist, Insurance
Assess a supplied exception for Billing Specialist teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Billing Specialist, Insurance
Summarize the assessment for Billing Specialist teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Billing Specialist, Insurance
Recommend follow-up review for Billing Specialist teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek 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.