- 退職後の収入と取り崩し戦略
- 税務: Roth/RRSP、損出し、ルール変更
- 相続・保険・クロスボーダーのプランニング
- アドバイザー向けツール: 面談準備、コンプライアンス事前チェック
21,500+ のスキルとエージェント。すべてガバナンス付き。
24 の業種と業種あたり 12 のロールにわたる、5,814 の既製エージェントと 15,654 のライブラリスキル。カタログからインストールし、お客様のシステムに接続し、Cortex 上の他のすべてと同じフェイルクローズのゲートチェーンを通して実行されます。
カタログマトリクス全体で 21,511 のライブラリテンプレート
厳選されたコレクションから始める。
企業が最初に自動化する業務のために手作りしたスイート。すべてのコレクションはガバナンス付きで提供され、ポリシーと監査が最初から組み込まれています。
- サービス、セールス、カスタマーサクセス
- IT サービスデスク、人事、財務オペレーション
- 法務受付、調達、現場オペレーション
- リスクとコンプライアンス
- 受信トレイのトリアージとメール下書き
- 会議の準備、議事メモ、フォローアップ
- スマートな日程調整とデイリーブリーフ
- エグゼクティブアシスタントのオーケストレーション
- スマートクレーム、アクチュアリー、AML
- 監査、GRC、ESG レポーティング
- ITAM / ITSM とセキュリティオペレーション
- データ・アナリティクスのワークベンチ
チームに必要なスキルを見つける。
21,500+ のガバナンス済みスキルとエージェントを検索、または業種と種別で絞り込めます。どの結果もカタログからインストールでき、同じゲートを通過します。
864 件の結果 · Insurance
Summarize a supplied record — Customer Service, Insurance
Summarize a supplied record for Customer Service teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Customer Service, Insurance
Assess possible risk for Customer Service teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Customer Service, Insurance
Flag items for human review for Customer Service teams in Insurance, delivered by the Record Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Customer Service, Insurance
Run a parameterized read query for Customer Service teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Customer Service, Insurance
Summarize returned records for Customer Service teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Customer Service, Insurance
Prepare a result-set overview for Customer Service teams in Insurance, delivered by the Data Query & Summary pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Customer Service, Insurance
Check supplied context against policy for Customer Service teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Customer Service, Insurance
Surface potential policy issues for Customer Service teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Customer Service, Insurance
Recommend review items for Customer Service teams in Insurance, delivered by the Compliance Checker pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Customer Service, Insurance
Assess supplied risk context for Customer Service teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Customer Service, Insurance
Explain assessment drivers for Customer Service teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Customer Service, Insurance
Recommend human review for Customer Service teams in Insurance, delivered by the Risk Assessment pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Customer Service, Insurance
Query supplied record data for Customer Service teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Customer Service, Insurance
Summarize potential discrepancies for Customer Service teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Customer Service, Insurance
Prepare a reconciliation brief for Customer Service teams in Insurance, delivered by the Reconciliation Brief pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Customer Service, Insurance
Assess a supplied exception for Customer Service teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Customer Service, Insurance
Summarize the assessment for Customer Service teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Customer Service, Insurance
Recommend follow-up review for Customer Service teams in Insurance, delivered by the Exception Review pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Customer Service, Insurance
Run an on-demand read query for Customer Service teams in Insurance, delivered by the On-demand Reporting & Insights pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Customer Service, Insurance
Summarize query results for Customer Service teams in Insurance, delivered by the On-demand Reporting & Insights pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Customer Service, Insurance
Highlight supplied exceptions for Customer Service teams in Insurance, delivered by the On-demand Reporting & Insights pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Customer Service, Insurance
Assess supplied context for Customer Service teams in Insurance, delivered by the Decision Support pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Customer Service, Insurance
Draft a recommended response for Customer Service teams in Insurance, delivered by the Decision Support pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Customer Service, Insurance
Prepare rationale for review for Customer Service teams in Insurance, delivered by the Decision Support pattern from supplied context. Guidewire and Duck Creek are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
導入は簡単な部分。ガバナンスも一緒に付いてくる。
ライブラリのエージェントはスクリプトではなく、ガバナンス付きのアイデンティティです。インストールすると、オーナー、予算、許可されたモデルとアクション、そして監査台帳上の位置とともに登録されます。
カタログから選ぶ
業種と役割で絞り込み。各項目には、接続先のシステムと呼び出すスキルが明記されています。
自社スタックに接続する
コネクタ、MCP サーバー、OpenAPI インポート——ゲートウェイでの許可リストと DLP によってスコープを限定。
すべての実行はゲートを通る
アイデンティティ、予算、ガードレール、レジストリ、Control Tower、実行、出力ガード——そして Trust Ledger に署名付きレシート。すべてのプランで。
必要なスキルが見つかりませんか。
ビジュアルなスキルビルダーなら、コードなしで新しいスキルを出せます。足りないものをお知らせいただければ、最も近いガバナンス付きパターンをご案内します。