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
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
2,052 件の結果 · スキル · “Sales”
Run an on-demand read query — Account Director, Professional Services
Run an on-demand read query for Account Director 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 — Account Director, Professional Services
Summarize query results for Account Director 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 — Account Director, Professional Services
Highlight supplied exceptions for Account Director 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 — Account Director, Professional Services
Assess supplied context for Account Director 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 — Account Director, Professional Services
Draft a recommended response for Account Director 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 — Account Director, Professional Services
Prepare rationale for review for Account Director 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 — Account Director, Professional Services
Summarize supplied work for Account Director 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 — Account Director, Professional Services
Assess priority and risk for Account Director 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 — Account Director, Professional Services
Recommend a routing decision for Account Director 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 — Account Director, Professional Services
Query supplied historical data for Account Director 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 — Account Director, Professional Services
Summarize observed trends for Account Director 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 — Account Director, Professional Services
Prepare questions for forecast review for Account Director 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 — Account Director, Professional Services
Search approved onboarding knowledge for Account Director 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 — Account Director, Professional Services
Draft step-by-step guidance for Account Director 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 — Account Director, Professional Services
Prepare a review checklist for Account Director 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 — Account Director, Professional Services
Summarize supplied feedback for Account Director 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 — Account Director, Professional Services
Surface recurring points for Account Director 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 — Account Director, Professional Services
Prepare follow-up questions for Account Director 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.
Search approved knowledge — Account Director, Professional Services
Search approved knowledge for Account Director teams in Professional Services, delivered by the Research & Discovery 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 findings — Account Director, Professional Services
Summarize supplied findings for Account Director teams in Professional Services, delivered by the Research & Discovery 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 research brief — Account Director, Professional Services
Draft a research brief for Account Director teams in Professional Services, delivered by the Research & Discovery 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 process knowledge — Account Director, Professional Services
Search approved process knowledge for Account Director teams in Professional Services, delivered by the Process Guidance 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 process context — Account Director, Professional Services
Summarize supplied process context for Account Director teams in Professional Services, delivered by the Process Guidance 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 next-step guidance — Account Director, Professional Services
Draft next-step guidance for Account Director teams in Professional Services, delivered by the Process Guidance 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.
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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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