- 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.
618 resultados · “HR”
Retail & E-commerce: Store Operations Risk Assessment
Risk Assessment template for Store Operations teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: E-commerce Manager Risk Assessment
Risk Assessment template for E-commerce Manager teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Pricing Analyst Risk Assessment
Risk Assessment template for Pricing Analyst teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Inventory Planner Risk Assessment
Risk Assessment template for Inventory Planner teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Customer Experience Risk Assessment
Risk Assessment template for Customer Experience teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Loss Prevention Risk Assessment
Risk Assessment template for Loss Prevention teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Buyer Risk Assessment
Risk Assessment template for Buyer teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Fulfilment Coordinator Risk Assessment
Risk Assessment template for Fulfilment Coordinator teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Loyalty Manager Risk Assessment
Risk Assessment template for Loyalty Manager teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Visual Merchandiser Risk Assessment
Risk Assessment template for Visual Merchandiser teams in Retail & E-commerce. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Shopify, SAP Retail, Salesforce Commerce.
Real Estate: Leasing Agent Risk Assessment
Risk Assessment template for Leasing Agent teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Property Manager Risk Assessment
Risk Assessment template for Property Manager teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Asset Manager Risk Assessment
Risk Assessment template for Asset Manager teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Acquisitions Analyst Risk Assessment
Risk Assessment template for Acquisitions Analyst teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Facilities Manager Risk Assessment
Risk Assessment template for Facilities Manager teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Risk Assessment
Risk Assessment template for Mortgage Processor teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Risk Assessment
Risk Assessment template for Appraiser teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Tenant Relations Risk Assessment
Risk Assessment template for Tenant Relations teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Construction Coordinator Risk Assessment
Risk Assessment template for Construction Coordinator teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Portfolio Analyst Risk Assessment
Risk Assessment template for Portfolio Analyst teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Compliance Specialist Risk Assessment
Risk Assessment template for Compliance Specialist teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Lease Administrator Risk Assessment
Risk Assessment template for Lease Administrator teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Education: Admissions Counselor Risk Assessment
Risk Assessment template for Admissions Counselor teams in Education. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Registrar Risk Assessment
Risk Assessment template for Registrar teams in Education. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
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.