- Revenus de retraite et stratégie de décaissement
- Fiscalité : Roth/RRSP, récolte de pertes, évolutions réglementaires
- Succession, assurance et planification transfrontalière
- Outils du conseiller : préparation des rendez-vous, pré-contrôle de conformité
21 500+ compétences et agents. Tous gouvernés.
5,814 agents prêts à l'emploi et 15,654 compétences de bibliothèque couvrant 24 secteurs et 12 métiers par secteur — installables depuis le catalogue, connectés à vos systèmes et exécutés à travers la même chaîne de contrôles en échec fermé que tout le reste sur Cortex.
21,511 modèles de bibliothèque dans la matrice du catalogue
Partez d'une collection sélectionnée.
Des suites conçues à la main pour les tâches que les entreprises automatisent en premier — chaque collection est livrée gouvernée, politiques et audit inclus.
- Service, ventes et customer success
- Service desk IT, RH et finance ops
- Réception juridique, achats et opérations terrain
- Risque et conformité
- Tri de la boîte de réception et rédaction d'e-mails
- Préparation de réunions, notes et suivi
- Planification intelligente et briefing quotidien
- Orchestration d'assistant de direction
- Sinistres intelligents, actuariat et AML
- Audit, GRC et reporting ESG
- ITAM / ITSM et opérations de sécurité
- Ateliers data et analytics
Trouvez la compétence dont votre équipe a besoin.
Recherchez parmi 21,500+ compétences et agents gouvernés, ou filtrez par secteur et par type : chaque résultat s'installe depuis le catalogue et franchit les mêmes points de contrôle.
284 résultats · Automotive · “Sales”
Automotive: Service Advisor Q&A Assistant
Q&A Assistant template for Service Advisor teams in Automotive. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Record Review
Record Review template for Service Advisor teams in Automotive. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Data Query & Summary
Data Query & Summary template for Service Advisor teams in Automotive. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Compliance Checker
Compliance Checker template for Service Advisor teams in Automotive. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Risk Assessment
Risk Assessment template for Service Advisor teams in Automotive. 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 SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Reconciliation Brief
Reconciliation Brief template for Service Advisor teams in Automotive. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Exception Review
Exception Review template for Service Advisor teams in Automotive. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor On-demand Reporting & Insights
On-demand Reporting & Insights template for Service Advisor teams in Automotive. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Decision Support
Decision Support template for Service Advisor teams in Automotive. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Routing Advisor
Routing Advisor template for Service Advisor teams in Automotive. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Trend Briefing
Trend Briefing template for Service Advisor teams in Automotive. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Onboarding Guide
Onboarding Guide template for Service Advisor teams in Automotive. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Research & Discovery
Research & Discovery template for Service Advisor teams in Automotive. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Service Advisor Process Guidance
Process Guidance template for Service Advisor teams in Automotive. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Q&A Assistant
Q&A Assistant template for Parts Manager teams in Automotive. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Record Review
Record Review template for Parts Manager teams in Automotive. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Data Query & Summary
Data Query & Summary template for Parts Manager teams in Automotive. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Compliance Checker
Compliance Checker template for Parts Manager teams in Automotive. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Risk Assessment
Risk Assessment template for Parts Manager teams in Automotive. 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 SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Reconciliation Brief
Reconciliation Brief template for Parts Manager teams in Automotive. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Exception Review
Exception Review template for Parts Manager teams in Automotive. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Parts Manager teams in Automotive. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Decision Support
Decision Support template for Parts Manager teams in Automotive. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
Automotive: Parts Manager Routing Advisor
Routing Advisor template for Parts Manager teams in Automotive. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, CDK Global, Salesforce Automotive.
L'installation est la partie facile. La gouvernance vient avec.
Les agents de la bibliothèque ne sont pas des scripts — ce sont des identités gouvernées. En installer un l'enregistre avec un propriétaire, un budget, des modèles et des actions autorisés, et une place dans le registre d'audit.
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Chaque exécution passe les verrous
Identité, budget, garde-fous, registre, Control Tower, exécution, garde-fou de sortie — puis un reçu signé dans le Trust Ledger. Sur toutes les formules.
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