- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
21.500+ skills & agents. Every one governed.
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.
21,511 library templates across the catalog matrix
Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
Find the skill your team needs.
Search 21,500+ governed skills and agents, or filter by industry and type — every result installs from the catalog and runs through the same gates.
766 results · Agents · “Service”
CI Relationship Integrity Validator
Validates CI relationships in the CMDB: upstream/downstream dependencies, service mappings, and ownership. Detects orphaned, circular, and stale relationships.
Customer Satisfaction Analysis
Parses CSAT and NPS survey responses using sentiment analysis, identifies improvement areas by service, agent, and category, and generates actionable improvement plans.
IT Demand Management & Prioritization
Analyzes and prioritizes incoming IT demand — projects, enhancements, service requests — against available capacity, business value, and strategic alignment.
Broker Performance Scorecard
Generate comprehensive broker/agent scorecards: production, profitability, retention, service metrics.
Manage SOC Reports
Manage SOC 1 and SOC 2 report processes including scope definition, control description preparation, complementary user entity control mapping, and subservice organization monitoring.
Auto-Classify & Route Incidents
Analyzes incident details using Cortex AI patterns, classifies priority (P1-P4), identifies affected service, and routes to the optimal assignment group with SLA tracking.
Major Incident Declaration
Declares a major incident, activates the war room, assembles the response team based on affected services, and initiates the major incident management process.
Operations Dashboard Creator
Creates real-time operations dashboards with service health, performance KPIs, incident status, change calendar, and capacity metrics in a unified command center view.
Design BPMN Workflow
Full BPMN 2.0 workflow: swim lanes, human tasks, service tasks, gateways, timers, error handling, deployment to engine.
Value Policy Liabilities
Value policy liabilities under IFRS 17 / ASPE with CSM calculation. Computes fulfilment cash flows, risk adjustment, and contractual service margin for insurance contract groups.
File Quality Audit Engine
Comprehensive claims file quality audit using AI analysis. Scores decision quality, documentation completeness, timeliness compliance, customer service quality, regulatory adherence, and generates coaching feedback with specific file references.
Infrastructure Hardening Audit
Automated infrastructure hardening audit -- CIS benchmark compliance, OS hardening, service configuration, unnecessary services, default credentials, and hardening score.
Self-Service Portal Optimization
Analyzes self-service portal usage patterns, identifies drop-off points, recommends new KB articles, and proposes portal UX improvements to increase adoption.
Service Catalog Optimization
Analyzes service catalog usage patterns, identifies underutilized offerings, and recommends catalog improvements including new services, retirements, and pricing adjustments.
IT Service Continuity Assessment
Assesses IT service continuity readiness by reviewing disaster recovery plans, failover capabilities, RTO/RPO compliance, and conducting tabletop exercises.
Service Request Auto-Fulfillment
Automates fulfillment of standard service requests — access provisioning, software installs, hardware orders — by orchestrating approval flows and backend provisioning tasks.
Monthly Service Review Report
Generates monthly service review reports with SLA achievement trends, breach analysis, customer satisfaction, incident volumes, and improvement action tracking.
SLA/OLA/UC Contract Design
Designs SLA, OLA, and underpinning contract structures with measurable targets, penalty clauses, exclusions, and reporting requirements aligned to service catalog.
SLA Improvement Recommendations
Identifies underperforming services based on SLA data, diagnoses root causes of SLA degradation, and produces targeted improvement recommendations with projected impact.
Service Agent
Working supplied-context agent. Searches approved support knowledge and drafts a response or escalation recommendation; it does not update tickets.
IT Service Desk Agent
Working supplied-context agent. Triages supplied incident context, searches approved guidance, and drafts a response; it does not run remediation or provision access.
Field Operations Agent
Working supplied-context agent. Summarizes the work-order details you supply, searches approved equipment guidance and drafts technician notes; it does not look up or update a field-service system.
Install is the easy part. Governance comes with it.
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.
Choose from the catalog
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, registry, control tower, execute, output guard — then a signed receipt in the Trust Ledger. On every plan.
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