- 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.
216 résultats · Sales · Agents
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
Working supplied-reference Q&A agent for Account Manager teams in Sales. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
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
Working supplied-record review agent for Account Manager teams in Sales. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Sales: Account Manager Data Query & Summary
Data Query & Summary for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Compliance Checker
Compliance Checker for Account Manager teams in Sales. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Risk Assessment
Risk Assessment for Account Manager teams in Sales. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Reconciliation Brief
Reconciliation Brief for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Exception Review
Working supplied-exception review agent for Account Manager teams in Sales. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Sales: Account Manager On-demand Reporting & Insights
On-demand Reporting & Insights for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Decision Support
Decision Support for Account Manager teams in Sales. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Routing Advisor
Working supplied-work routing advisor for Account Manager teams in Sales. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Sales: Account Manager Trend Briefing
Trend Briefing for Account Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Sales: Account Manager Onboarding Guide
Onboarding Guide for Account Manager teams in Sales. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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 for Account Manager teams in Sales. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Sales: Account Manager Process Guidance
Process Guidance for Account Manager teams in Sales. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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
Working supplied-reference Q&A agent for Channel Manager teams in Sales. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
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
Working supplied-record review agent for Channel Manager teams in Sales. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Sales: Channel Manager Data Query & Summary
Data Query & Summary for Channel Manager teams in Sales. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
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.
Choisissez dans le catalogue
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.