ウェルス＆リタイアメント · 121 スキル
- 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
Agent Library
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
Agent Studio
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公開済みv4 · 信頼性 96
注文 #4471 はどこですか？
発送済みです。木曜日に到着予定です。ツール: KB を検索 · $0.004
studio ▸ 構築 → 公開 → チャットでテスト
コレクション
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。
Enterprise Role Packs · 11 職種
- 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
Productivity Pack · 9 エージェント
- 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
Gene コレクション · 630 エージェント
- 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
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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。
すべての業種InsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
816 件の結果 · Professional Services · “Sales”
Query supplied record data — Quality Reviewer, Professional Services
Query supplied record data for Quality Reviewer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Quality Reviewer, Professional Services
Summarize potential discrepancies for Quality Reviewer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Quality Reviewer, Professional Services
Prepare a reconciliation brief for Quality Reviewer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Quality Reviewer, Professional Services
Assess a supplied exception for Quality Reviewer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Quality Reviewer, Professional Services
Summarize the assessment for Quality Reviewer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Quality Reviewer, Professional Services
Recommend follow-up review for Quality Reviewer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Quality Reviewer, Professional Services
Run an on-demand read query for Quality Reviewer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Quality Reviewer, Professional Services
Summarize query results for Quality Reviewer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Quality Reviewer, Professional Services
Highlight supplied exceptions for Quality Reviewer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Quality Reviewer, Professional Services
Assess supplied context for Quality Reviewer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Quality Reviewer, Professional Services
Draft a recommended response for Quality Reviewer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Quality Reviewer, Professional Services
Prepare rationale for review for Quality Reviewer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied work — Quality Reviewer, Professional Services
Summarize supplied work for Quality Reviewer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Quality Reviewer, Professional Services
Assess priority and risk for Quality Reviewer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Quality Reviewer, Professional Services
Recommend a routing decision for Quality Reviewer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Quality Reviewer, Professional Services
Query supplied historical data for Quality Reviewer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Quality Reviewer, Professional Services
Summarize observed trends for Quality Reviewer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Quality Reviewer, Professional Services
Prepare questions for forecast review for Quality Reviewer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved onboarding knowledge — Quality Reviewer, Professional Services
Search approved onboarding knowledge for Quality Reviewer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Quality Reviewer, Professional Services
Draft step-by-step guidance for Quality Reviewer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Quality Reviewer, Professional Services
Prepare a review checklist for Quality Reviewer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Quality Reviewer, Professional Services
Summarize supplied feedback for Quality Reviewer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Quality Reviewer, Professional Services
Surface recurring points for Quality Reviewer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Quality Reviewer, Professional Services
Prepare follow-up questions for Quality Reviewer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
既定でガバナンス付き
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。
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