- 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.
3141 resultados · “Sales”
Search approved process knowledge — Deal Desk Analyst, Sales
Search approved process knowledge for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Deal Desk Analyst, Sales
Summarize supplied process context for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Deal Desk Analyst, Sales
Draft next-step guidance for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Revenue Operations, Sales
Summarize supplied request context for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Revenue Operations, Sales
Assess urgency and risk for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Revenue Operations, Sales
Recommend a review priority for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Revenue Operations, Sales
Condense supplied content for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Revenue Operations, Sales
Surface key points for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Revenue Operations, Sales
Produce a concise brief for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Revenue Operations, Sales
Search approved knowledge for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Revenue Operations, Sales
Draft a grounded response for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Revenue Operations, Sales
Prepare a review-ready answer for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Revenue Operations, Sales
Draft from supplied context for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Revenue Operations, Sales
Follow configured behavior guidance for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Revenue Operations, Sales
Prepare copy for revision for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Revenue Operations, Sales
Summarize a supplied record for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Revenue Operations, Sales
Assess possible risk for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Revenue Operations, Sales
Flag items for human review for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Revenue Operations, Sales
Run a parameterized read query for Revenue Operations teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Revenue Operations, Sales
Summarize returned records for Revenue Operations teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Revenue Operations, Sales
Prepare a result-set overview for Revenue Operations teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Revenue Operations, Sales
Check supplied context against policy for Revenue Operations teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Revenue Operations, Sales
Surface potential policy issues for Revenue Operations teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Revenue Operations, Sales
Recommend review items for Revenue Operations teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot 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.