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
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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
ライブラリを見る
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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”
Professional Services: Engagement Manager Q&A Assistant
Q&A Assistant template for Engagement Manager teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Engagement Manager Record Review
Record Review template for Engagement Manager teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Engagement Manager Data Query & Summary
Data Query & Summary template for Engagement Manager teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Engagement Manager Compliance Checker
Compliance Checker template for Engagement Manager teams in Professional Services. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Risk Assessment
Risk Assessment template for Engagement Manager teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Reconciliation Brief
Reconciliation Brief template for Engagement Manager teams in Professional Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Exception Review
Exception Review template for Engagement Manager teams in Professional Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Engagement Manager teams in Professional Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Decision Support
Decision Support template for Engagement Manager teams in Professional Services. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Routing Advisor
Routing Advisor template for Engagement Manager teams in Professional Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Trend Briefing
Trend Briefing template for Engagement Manager teams in Professional Services. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Onboarding Guide
Onboarding Guide template for Engagement Manager teams in Professional Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Research & Discovery
Research & Discovery template for Engagement Manager teams in Professional Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Process Guidance
Process Guidance template for Engagement Manager teams in Professional Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Q&A Assistant
Q&A Assistant template for Consultant teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Consultant Record Review
Record Review template for Consultant teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Consultant Data Query & Summary
Data Query & Summary template for Consultant teams in Professional 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 Salesforce, Workday, Jira.
Professional Services: Consultant Compliance Checker
Compliance Checker template for Consultant teams in Professional Services. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Risk Assessment
Risk Assessment template for Consultant teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Reconciliation Brief
Reconciliation Brief template for Consultant teams in Professional Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Exception Review
Exception Review template for Consultant teams in Professional Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant On-demand Reporting & Insights
On-demand Reporting & Insights template for Consultant teams in Professional Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Decision Support
Decision Support template for Consultant teams in Professional Services. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Consultant Routing Advisor
Routing Advisor template for Consultant teams in Professional Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
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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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