- 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.
766 resultados · Agentes · “Service”
CI Relationship Integrity Validator
Validates CI relationships in the CMDB: upstream/downstream dependencies, service mappings, and ownership. Detects orphaned, circular, and stale relationships.
Customer Satisfaction Analysis
Parses CSAT and NPS survey responses using sentiment analysis, identifies improvement areas by service, agent, and category, and generates actionable improvement plans.
IT Demand Management & Prioritization
Analyzes and prioritizes incoming IT demand — projects, enhancements, service requests — against available capacity, business value, and strategic alignment.
Broker Performance Scorecard
Generate comprehensive broker/agent scorecards: production, profitability, retention, service metrics.
Manage SOC Reports
Manage SOC 1 and SOC 2 report processes including scope definition, control description preparation, complementary user entity control mapping, and subservice organization monitoring.
Auto-Classify & Route Incidents
Analyzes incident details using Cortex AI patterns, classifies priority (P1-P4), identifies affected service, and routes to the optimal assignment group with SLA tracking.
Major Incident Declaration
Declares a major incident, activates the war room, assembles the response team based on affected services, and initiates the major incident management process.
Operations Dashboard Creator
Creates real-time operations dashboards with service health, performance KPIs, incident status, change calendar, and capacity metrics in a unified command center view.
Design BPMN Workflow
Full BPMN 2.0 workflow: swim lanes, human tasks, service tasks, gateways, timers, error handling, deployment to engine.
Value Policy Liabilities
Value policy liabilities under IFRS 17 / ASPE with CSM calculation. Computes fulfilment cash flows, risk adjustment, and contractual service margin for insurance contract groups.
File Quality Audit Engine
Comprehensive claims file quality audit using AI analysis. Scores decision quality, documentation completeness, timeliness compliance, customer service quality, regulatory adherence, and generates coaching feedback with specific file references.
Infrastructure Hardening Audit
Automated infrastructure hardening audit -- CIS benchmark compliance, OS hardening, service configuration, unnecessary services, default credentials, and hardening score.
Self-Service Portal Optimization
Analyzes self-service portal usage patterns, identifies drop-off points, recommends new KB articles, and proposes portal UX improvements to increase adoption.
Service Catalog Optimization
Analyzes service catalog usage patterns, identifies underutilized offerings, and recommends catalog improvements including new services, retirements, and pricing adjustments.
IT Service Continuity Assessment
Assesses IT service continuity readiness by reviewing disaster recovery plans, failover capabilities, RTO/RPO compliance, and conducting tabletop exercises.
Service Request Auto-Fulfillment
Automates fulfillment of standard service requests — access provisioning, software installs, hardware orders — by orchestrating approval flows and backend provisioning tasks.
Monthly Service Review Report
Generates monthly service review reports with SLA achievement trends, breach analysis, customer satisfaction, incident volumes, and improvement action tracking.
SLA/OLA/UC Contract Design
Designs SLA, OLA, and underpinning contract structures with measurable targets, penalty clauses, exclusions, and reporting requirements aligned to service catalog.
SLA Improvement Recommendations
Identifies underperforming services based on SLA data, diagnoses root causes of SLA degradation, and produces targeted improvement recommendations with projected impact.
Service Agent
Working supplied-context agent. Searches approved support knowledge and drafts a response or escalation recommendation; it does not update tickets.
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.
Field Operations Agent
Working supplied-context agent. Summarizes the work-order details you supply, searches approved equipment guidance and drafts technician notes; it does not look up or update a field-service system.
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.