- 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
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- Service, ventes et customer success
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- 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.
864 résultats · Sales
Sales: Account Manager Intake Review & Triage
Working supplied-intake review and triage agent for Account Manager teams in Sales. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Sales: Account Manager Document Summarizer
Working supplied-content summarizer for Account Manager teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Account Manager Q&A Assistant
Q&A Assistant template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Drafting & Generation
Working supplied-context drafting agent for Account Manager teams in Sales. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Sales: Account Manager Record Review
Record Review template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Data Query & Summary
Data Query & Summary template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Compliance Checker
Compliance Checker template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Risk Assessment
Risk Assessment template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Reconciliation Brief
Reconciliation Brief template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Exception Review
Exception Review template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Decision Support
Decision Support template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Routing Advisor
Routing Advisor template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Trend Briefing
Trend Briefing template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Onboarding Guide
Onboarding Guide template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Feedback Summary
Working supplied-feedback summary for Account Manager teams in Sales. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Sales: Account Manager Research & Discovery
Research & Discovery template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Account Manager Process Guidance
Process Guidance template for Account Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Channel Manager Intake Review & Triage
Working supplied-intake review and triage agent for Channel Manager teams in Sales. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Sales: Channel Manager Document Summarizer
Working supplied-content summarizer for Channel Manager teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Channel Manager Q&A Assistant
Q&A Assistant template for Channel Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Channel Manager Drafting & Generation
Working supplied-context drafting agent for Channel Manager teams in Sales. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Sales: Channel Manager Record Review
Record Review template for Channel Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
Sales: Channel Manager Data Query & Summary
Data Query & Summary template for Channel Manager teams in Sales. 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 Salesforce, HubSpot, Gong.
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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Filtrez par secteur et par rôle ; chaque élément indique les systèmes auxquels il se connecte et les compétences qu'il invoque.
Reliez-le à votre stack
Connecteurs, serveurs MCP et imports OpenAPI — cadrés par des listes d'autorisation et le DLP au niveau de la passerelle.
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.
Vous ne trouvez pas la compétence qu'il vous faut ?
Le générateur visuel de compétences livre de nouvelles compétences sans code — ou dites-nous ce qui manque et nous vous orienterons vers le modèle gouverné le plus proche.