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
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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
618 件の結果 · “HR”
Retail & E-commerce: Store Operations Risk Assessment
Risk Assessment template for Store Operations teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: E-commerce Manager Risk Assessment
Risk Assessment template for E-commerce Manager teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Pricing Analyst Risk Assessment
Risk Assessment template for Pricing Analyst teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Inventory Planner Risk Assessment
Risk Assessment template for Inventory Planner teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Customer Experience Risk Assessment
Risk Assessment template for Customer Experience teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Loss Prevention Risk Assessment
Risk Assessment template for Loss Prevention teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Buyer Risk Assessment
Risk Assessment template for Buyer teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Fulfilment Coordinator Risk Assessment
Risk Assessment template for Fulfilment Coordinator teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Loyalty Manager Risk Assessment
Risk Assessment template for Loyalty Manager teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Retail & E-commerce: Visual Merchandiser Risk Assessment
Risk Assessment template for Visual Merchandiser teams in Retail & E-commerce. 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 Shopify, SAP Retail, Salesforce Commerce.
Real Estate: Leasing Agent Risk Assessment
Risk Assessment template for Leasing Agent teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Property Manager Risk Assessment
Risk Assessment template for Property Manager teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Asset Manager Risk Assessment
Risk Assessment template for Asset Manager teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Acquisitions Analyst Risk Assessment
Risk Assessment template for Acquisitions Analyst teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Facilities Manager Risk Assessment
Risk Assessment template for Facilities Manager teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Risk Assessment
Risk Assessment template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Risk Assessment
Risk Assessment template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Tenant Relations Risk Assessment
Risk Assessment template for Tenant Relations teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Construction Coordinator Risk Assessment
Risk Assessment template for Construction Coordinator teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Portfolio Analyst Risk Assessment
Risk Assessment template for Portfolio Analyst teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Compliance Specialist Risk Assessment
Risk Assessment template for Compliance Specialist teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Lease Administrator Risk Assessment
Risk Assessment template for Lease Administrator teams in Real Estate. 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 Yardi, MRI, AppFolio.
Education: Admissions Counselor Risk Assessment
Risk Assessment template for Admissions Counselor teams in Education. 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 Banner, Canvas, Workday Student.
Education: Registrar Risk Assessment
Risk Assessment template for Registrar teams in Education. 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 Banner, Canvas, Workday Student.
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。
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。