- 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.
2052 resultados · Habilidades · “Sales”
Search approved knowledge — Account Director, Professional Services
Search approved knowledge for Account Director teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Account Director, Professional Services
Draft a grounded response for Account Director teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Account Director, Professional Services
Prepare a review-ready answer for Account Director teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Account Director, Professional Services
Draft from supplied context for Account Director teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Account Director, Professional Services
Follow configured behavior guidance for Account Director teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Account Director, Professional Services
Prepare copy for revision for Account Director teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Account Director, Professional Services
Summarize a supplied record for Account Director teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Account Director, Professional Services
Assess possible risk for Account Director teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Account Director, Professional Services
Flag items for human review for Account Director teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Account Director, Professional Services
Run a parameterized read query for Account Director teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Account Director, Professional Services
Summarize returned records for Account Director teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Account Director, Professional Services
Prepare a result-set overview for Account Director teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Account Director, Professional Services
Check supplied context against policy for Account Director teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Account Director, Professional Services
Surface potential policy issues for Account Director teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Account Director, Professional Services
Recommend review items for Account Director teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Account Director, Professional Services
Assess supplied risk context for Account Director teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Account Director, Professional Services
Explain assessment drivers for Account Director teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Account Director, Professional Services
Recommend human review for Account Director teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Account Director, Professional Services
Query supplied record data for Account Director teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Account Director, Professional Services
Summarize potential discrepancies for Account Director teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Account Director, Professional Services
Prepare a reconciliation brief for Account Director teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Account Director, Professional Services
Assess a supplied exception for Account Director teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Account Director, Professional Services
Summarize the assessment for Account Director teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Account Director, Professional Services
Recommend follow-up review for Account Director teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday 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.