Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
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5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
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Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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2.305 results · “Sales”
Prepare follow-up questions — Deal Desk Analyst, Sales
Prepare follow-up questions for Deal Desk Analyst teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Deal Desk Analyst, Sales
Search approved knowledge for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Deal Desk Analyst, Sales
Summarize supplied findings for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Deal Desk Analyst, Sales
Draft a research brief for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Deal Desk Analyst, Sales
Search approved process knowledge for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Deal Desk Analyst, Sales
Summarize supplied process context for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Deal Desk Analyst, Sales
Draft next-step guidance for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Revenue Operations, Sales
Summarize supplied request context for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Revenue Operations, Sales
Assess urgency and risk for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Revenue Operations, Sales
Recommend a review priority for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Revenue Operations, Sales
Condense supplied content for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Revenue Operations, Sales
Surface key points for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Revenue Operations, Sales
Produce a concise brief for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Revenue Operations, Sales
Search approved knowledge for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Revenue Operations, Sales
Draft a grounded response for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Revenue Operations, Sales
Prepare a review-ready answer for Revenue Operations teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Revenue Operations, Sales
Draft from supplied context for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Revenue Operations, Sales
Follow configured behavior guidance for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Revenue Operations, Sales
Prepare copy for revision for Revenue Operations teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Revenue Operations, Sales
Summarize a supplied record for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Revenue Operations, Sales
Assess possible risk for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Revenue Operations, Sales
Flag items for human review for Revenue Operations teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Revenue Operations, Sales
Run a parameterized read query for Revenue Operations teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Revenue Operations, Sales
Summarize returned records for Revenue Operations teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
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