- 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.
2052 resultados · Habilidades · “Sales”
Search approved knowledge — Records Manager, Government & Public Sector
Search approved knowledge for Records Manager teams in Government & Public Sector, delivered by the Research & Discovery pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Records Manager, Government & Public Sector
Summarize supplied findings for Records Manager teams in Government & Public Sector, delivered by the Research & Discovery pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Records Manager, Government & Public Sector
Draft a research brief for Records Manager teams in Government & Public Sector, delivered by the Research & Discovery pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Records Manager, Government & Public Sector
Search approved process knowledge for Records Manager teams in Government & Public Sector, delivered by the Process Guidance pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Records Manager, Government & Public Sector
Summarize supplied process context for Records Manager teams in Government & Public Sector, delivered by the Process Guidance pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Records Manager, Government & Public Sector
Draft next-step guidance for Records Manager teams in Government & Public Sector, delivered by the Process Guidance pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Compliance Auditor, Government & Public Sector
Summarize supplied request context for Compliance Auditor teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Compliance Auditor, Government & Public Sector
Assess urgency and risk for Compliance Auditor teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Compliance Auditor, Government & Public Sector
Recommend a review priority for Compliance Auditor teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Compliance Auditor, Government & Public Sector
Condense supplied content for Compliance Auditor teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Compliance Auditor, Government & Public Sector
Surface key points for Compliance Auditor teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Compliance Auditor, Government & Public Sector
Produce a concise brief for Compliance Auditor teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Compliance Auditor, Government & Public Sector
Search approved knowledge for Compliance Auditor teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Compliance Auditor, Government & Public Sector
Draft a grounded response for Compliance Auditor teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Compliance Auditor, Government & Public Sector
Prepare a review-ready answer for Compliance Auditor teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Compliance Auditor, Government & Public Sector
Draft from supplied context for Compliance Auditor teams in Government & Public Sector, delivered by the Drafting & Generation pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Compliance Auditor, Government & Public Sector
Follow configured behavior guidance for Compliance Auditor teams in Government & Public Sector, delivered by the Drafting & Generation pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Compliance Auditor, Government & Public Sector
Prepare copy for revision for Compliance Auditor teams in Government & Public Sector, delivered by the Drafting & Generation pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Compliance Auditor, Government & Public Sector
Summarize a supplied record for Compliance Auditor teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Compliance Auditor, Government & Public Sector
Assess possible risk for Compliance Auditor teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Compliance Auditor, Government & Public Sector
Flag items for human review for Compliance Auditor teams in Government & Public Sector, delivered by the Record Review pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Compliance Auditor, Government & Public Sector
Run a parameterized read query for Compliance Auditor teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Compliance Auditor, Government & Public Sector
Summarize returned records for Compliance Auditor teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Compliance Auditor, Government & Public Sector
Prepare a result-set overview for Compliance Auditor teams in Government & Public Sector, delivered by the Data Query & Summary pattern from supplied context. ServiceNow and Salesforce Public Sector 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.