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
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
3,141 件の結果 · “Sales”
Sales: Sales Engineer Routing Advisor
Routing Advisor template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Trend Briefing
Trend Briefing template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Onboarding Guide
Onboarding Guide template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Feedback Summary
Working supplied-feedback summary for Sales Engineer teams in Sales. 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.
Sales: Sales Engineer Research & Discovery
Research & Discovery template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Process Guidance
Process Guidance template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Intake Review & Triage
Working supplied-intake review and triage agent for Sales Operations teams in Sales. 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.
Sales: Sales Operations Document Summarizer
Working supplied-content summarizer for Sales Operations teams in Sales. Paste the material to summarize when you run it; no external system connection is included or required.
Sales: Sales Operations Q&A Assistant
Q&A Assistant template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Drafting & Generation
Working supplied-context drafting agent for Sales Operations teams in Sales. 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.
Sales: Sales Operations Record Review
Record Review template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Data Query & Summary
Data Query & Summary template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Compliance Checker
Compliance Checker template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Risk Assessment
Risk Assessment template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Reconciliation Brief
Reconciliation Brief template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Exception Review
Exception Review template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations On-demand Reporting & Insights
On-demand Reporting & Insights template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Decision Support
Decision Support template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Routing Advisor
Routing Advisor template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Trend Briefing
Trend Briefing template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Onboarding Guide
Onboarding Guide template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Feedback Summary
Working supplied-feedback summary for Sales Operations teams in Sales. 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.
Sales: Sales Operations Research & Discovery
Research & Discovery template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Process Guidance
Process Guidance template for Sales Operations teams in Sales. 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, HubSpot, Gong.
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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。
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