- 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.
2808 resultados · Habilidades · “Service”
Run an on-demand read query — Benefits Examiner, Government & Public Sector
Run an on-demand read query for Benefits Examiner teams in Government & Public Sector, delivered by the On-demand Reporting & Insights 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 query results — Benefits Examiner, Government & Public Sector
Summarize query results for Benefits Examiner teams in Government & Public Sector, delivered by the On-demand Reporting & Insights 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.
Highlight supplied exceptions — Benefits Examiner, Government & Public Sector
Highlight supplied exceptions for Benefits Examiner teams in Government & Public Sector, delivered by the On-demand Reporting & Insights 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 supplied context — Benefits Examiner, Government & Public Sector
Assess supplied context for Benefits Examiner teams in Government & Public Sector, delivered by the Decision Support 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 recommended response — Benefits Examiner, Government & Public Sector
Draft a recommended response for Benefits Examiner teams in Government & Public Sector, delivered by the Decision Support 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 rationale for review — Benefits Examiner, Government & Public Sector
Prepare rationale for review for Benefits Examiner teams in Government & Public Sector, delivered by the Decision Support 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 work — Benefits Examiner, Government & Public Sector
Summarize supplied work for Benefits Examiner teams in Government & Public Sector, delivered by the Routing Advisor 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 priority and risk — Benefits Examiner, Government & Public Sector
Assess priority and risk for Benefits Examiner teams in Government & Public Sector, delivered by the Routing Advisor 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 routing decision — Benefits Examiner, Government & Public Sector
Recommend a routing decision for Benefits Examiner teams in Government & Public Sector, delivered by the Routing Advisor 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.
Query supplied historical data — Benefits Examiner, Government & Public Sector
Query supplied historical data for Benefits Examiner teams in Government & Public Sector, delivered by the Trend Briefing 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 observed trends — Benefits Examiner, Government & Public Sector
Summarize observed trends for Benefits Examiner teams in Government & Public Sector, delivered by the Trend Briefing 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 questions for forecast review — Benefits Examiner, Government & Public Sector
Prepare questions for forecast review for Benefits Examiner teams in Government & Public Sector, delivered by the Trend Briefing 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 onboarding knowledge — Benefits Examiner, Government & Public Sector
Search approved onboarding knowledge for Benefits Examiner teams in Government & Public Sector, delivered by the Onboarding Guide 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 step-by-step guidance — Benefits Examiner, Government & Public Sector
Draft step-by-step guidance for Benefits Examiner teams in Government & Public Sector, delivered by the Onboarding Guide 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 checklist — Benefits Examiner, Government & Public Sector
Prepare a review checklist for Benefits Examiner teams in Government & Public Sector, delivered by the Onboarding Guide 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 feedback — Benefits Examiner, Government & Public Sector
Summarize supplied feedback for Benefits Examiner teams in Government & Public Sector, delivered by the Feedback 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.
Surface recurring points — Benefits Examiner, Government & Public Sector
Surface recurring points for Benefits Examiner teams in Government & Public Sector, delivered by the Feedback 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 follow-up questions — Benefits Examiner, Government & Public Sector
Prepare follow-up questions for Benefits Examiner teams in Government & Public Sector, delivered by the Feedback 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.
Search approved knowledge — Benefits Examiner, Government & Public Sector
Search approved knowledge for Benefits Examiner 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 — Benefits Examiner, Government & Public Sector
Summarize supplied findings for Benefits Examiner 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 — Benefits Examiner, Government & Public Sector
Draft a research brief for Benefits Examiner 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 — Benefits Examiner, Government & Public Sector
Search approved process knowledge for Benefits Examiner 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 — Benefits Examiner, Government & Public Sector
Summarize supplied process context for Benefits Examiner 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 — Benefits Examiner, Government & Public Sector
Draft next-step guidance for Benefits Examiner 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.
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.