- 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.
4 072 résultats · “Service”
Insurance: Customer Service Intake Review & Triage
Working supplied-content intake review & triage for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Document Summarizer
Working supplied-content document summarizer for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Q&A Assistant
Working supplied-content q&a assistant for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Drafting & Generation
Working supplied-content drafting & generation for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Record Review
Working supplied-content record review for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Data Query & Summary
Working supplied-content data query & summary for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Compliance Checker
Working supplied-content compliance checker for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Risk Assessment
Working supplied-content risk assessment for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Reconciliation Brief
Working supplied-content reconciliation brief for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Exception Review
Working supplied-content exception review for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Decision Support
Working supplied-content decision support for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Routing Advisor
Working supplied-content routing advisor for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Trend Briefing
Working supplied-content trend briefing for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Onboarding Guide
Working supplied-content onboarding guide for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Feedback Summary
Working supplied-content feedback summary for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Research & Discovery
Working supplied-content research & discovery for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Process Guidance
Working supplied-content process guidance for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Legal Services: Contract Attorney Intake Review & Triage
Intake Review & Triage template for Contract Attorney teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Document Summarizer
Working supplied-content summarizer for Contract Attorney teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Contract Attorney Q&A Assistant
Q&A Assistant template for Contract Attorney teams in Legal Services. 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 iManage, Relativity, Clio.
Legal Services: Contract Attorney Drafting & Generation
Drafting & Generation template for Contract Attorney teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Contract Attorney Record Review
Record Review template for Contract Attorney teams in Legal Services. 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 iManage, Relativity, Clio.
Legal Services: Contract Attorney Data Query & Summary
Data Query & Summary template for Contract Attorney teams in Legal Services. 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 iManage, Relativity, Clio.
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.