- 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.
4072 resultados · “Service”
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
Builder template for work-order lookup and technician notes. Connect and verify a supported field-service system before use; current record lookup returns demonstration data only.
Summarize supplied request context — Customer Service, Insurance
Summarize supplied request context for Customer Service teams in Insurance, delivered by the Intake Review & Triage 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 urgency and risk — Customer Service, Insurance
Assess urgency and risk for Customer Service teams in Insurance, delivered by the Intake Review & Triage 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 a review priority — Customer Service, Insurance
Recommend a review priority for Customer Service teams in Insurance, delivered by the Intake Review & Triage 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.
Condense supplied content — Customer Service, Insurance
Condense supplied content for Customer Service teams in Insurance, delivered by the Document Summarizer 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 key points — Customer Service, Insurance
Surface key points for Customer Service teams in Insurance, delivered by the Document Summarizer 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.
Produce a concise brief — Customer Service, Insurance
Produce a concise brief for Customer Service teams in Insurance, delivered by the Document Summarizer 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.
Search approved knowledge — Customer Service, Insurance
Search approved knowledge for Customer Service 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 — Customer Service, Insurance
Draft a grounded response for Customer Service 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.
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.
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