- 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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- Siniestros inteligentes, actuarial y AML
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- 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”
Summarize supplied feedback — Sales Enablement, Sales
Summarize supplied feedback for Sales Enablement teams in Sales, delivered by the Feedback 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.
Surface recurring points — Sales Enablement, Sales
Surface recurring points for Sales Enablement teams in Sales, delivered by the Feedback 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 follow-up questions — Sales Enablement, Sales
Prepare follow-up questions for Sales Enablement teams in Sales, delivered by the Feedback 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.
Search approved knowledge — Sales Enablement, Sales
Search approved knowledge for Sales Enablement teams in Sales, delivered by the Research & Discovery 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 findings — Sales Enablement, Sales
Summarize supplied findings for Sales Enablement teams in Sales, delivered by the Research & Discovery 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 research brief — Sales Enablement, Sales
Draft a research brief for Sales Enablement teams in Sales, delivered by the Research & Discovery 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 process knowledge — Sales Enablement, Sales
Search approved process knowledge for Sales Enablement 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 — Sales Enablement, Sales
Summarize supplied process context for Sales Enablement 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 — Sales Enablement, Sales
Draft next-step guidance for Sales Enablement 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 — Case Worker, Government & Public Sector
Summarize supplied request context for Case Worker 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 — Case Worker, Government & Public Sector
Assess urgency and risk for Case Worker 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 — Case Worker, Government & Public Sector
Recommend a review priority for Case Worker 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 — Case Worker, Government & Public Sector
Condense supplied content for Case Worker 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 — Case Worker, Government & Public Sector
Surface key points for Case Worker 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 — Case Worker, Government & Public Sector
Produce a concise brief for Case Worker 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 — Case Worker, Government & Public Sector
Search approved knowledge for Case Worker 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 — Case Worker, Government & Public Sector
Draft a grounded response for Case Worker 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 — Case Worker, Government & Public Sector
Prepare a review-ready answer for Case Worker 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 — Case Worker, Government & Public Sector
Draft from supplied context for Case Worker 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 — Case Worker, Government & Public Sector
Follow configured behavior guidance for Case Worker 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 — Case Worker, Government & Public Sector
Prepare copy for revision for Case Worker 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 — Case Worker, Government & Public Sector
Summarize a supplied record for Case Worker 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 — Case Worker, Government & Public Sector
Assess possible risk for Case Worker 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 — Case Worker, Government & Public Sector
Flag items for human review for Case Worker 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.
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.