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
スキル
KB を検索チケット作成メール送信 追加
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
ライブラリを見る
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。
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
864 件の結果 · Professional Services · “Service”
Professional Services: Account Director Compliance Checker
Compliance Checker for Account Director teams in Professional Services. 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.
Professional Services: Account Director Risk Assessment
Risk Assessment for Account Director teams in Professional Services. 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.
Professional Services: Account Director Reconciliation Brief
Reconciliation Brief for Account Director teams in Professional Services. 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.
Professional Services: Account Director Exception Review
Working supplied-exception review agent for Account Director teams in Professional Services. 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.
Professional Services: Account Director On-demand Reporting & Insights
On-demand Reporting & Insights for Account Director teams in Professional Services. 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.
Professional Services: Account Director Decision Support
Decision Support for Account Director teams in Professional Services. 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.
Professional Services: Account Director Routing Advisor
Working supplied-work routing advisor for Account Director teams in Professional Services. 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.
Professional Services: Account Director Trend Briefing
Trend Briefing for Account Director teams in Professional Services. 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.
Professional Services: Account Director Onboarding Guide
Onboarding Guide for Account Director teams in Professional Services. 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.
Professional Services: Account Director Feedback Summary
Working supplied-feedback summary for Account Director teams in Professional Services. 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.
Professional Services: Account Director Research & Discovery
Research & Discovery for Account Director teams in Professional Services. 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.
Professional Services: Account Director Process Guidance
Process Guidance for Account Director teams in Professional Services. 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.
Professional Services: Delivery Analyst Intake Review & Triage
Working supplied-intake review and triage agent for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Document Summarizer
Working supplied-content summarizer for Delivery Analyst teams in Professional Services. Paste the material to summarize when you run it; no external system connection is included or required.
Professional Services: Delivery Analyst Q&A Assistant
Working supplied-reference Q&A agent for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Drafting & Generation
Working supplied-context drafting agent for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Record Review
Working supplied-record review agent for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Data Query & Summary
Data Query & Summary for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Compliance Checker
Compliance Checker for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Risk Assessment
Risk Assessment for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Reconciliation Brief
Reconciliation Brief for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Exception Review
Working supplied-exception review agent for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst On-demand Reporting & Insights
On-demand Reporting & Insights for Delivery Analyst teams in Professional Services. 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.
Professional Services: Delivery Analyst Decision Support
Decision Support for Delivery Analyst teams in Professional Services. 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.
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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