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
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
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studio ▸ build → publish → chat-test
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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 questions for forecast review — Sales Enablement, Sales
Prepare questions for forecast review for Sales Enablement teams in Sales, delivered by the Trend Briefing 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 onboarding knowledge — Sales Enablement, Sales
Search approved onboarding knowledge for Sales Enablement teams in Sales, delivered by the Onboarding Guide 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 step-by-step guidance — Sales Enablement, Sales
Draft step-by-step guidance for Sales Enablement teams in Sales, delivered by the Onboarding Guide 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 checklist — Sales Enablement, Sales
Prepare a review checklist for Sales Enablement teams in Sales, delivered by the Onboarding Guide 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 feedback — Sales Enablement, Sales
Summarize supplied feedback for Sales Enablement 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.
Surface recurring points — Sales Enablement, Sales
Surface recurring points for Sales Enablement 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.
Prepare follow-up questions — Sales Enablement, Sales
Prepare follow-up questions for Sales Enablement 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 — Sales Enablement, Sales
Search approved knowledge for Sales Enablement 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 — Sales Enablement, Sales
Summarize supplied findings for Sales Enablement 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 — Sales Enablement, Sales
Draft a research brief for Sales Enablement 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 — Sales Enablement, Sales
Search approved process knowledge for Sales Enablement 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 — Sales Enablement, Sales
Summarize supplied process context for Sales Enablement 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 — Sales Enablement, Sales
Draft next-step guidance for Sales Enablement 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 — Case Worker, Government & Public Sector
Summarize supplied request context for Case Worker teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Case Worker, Government & Public Sector
Assess urgency and risk for Case Worker teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Case Worker, Government & Public Sector
Recommend a review priority for Case Worker teams in Government & Public Sector, delivered by the Intake Review & Triage pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Case Worker, Government & Public Sector
Condense supplied content for Case Worker teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Case Worker, Government & Public Sector
Surface key points for Case Worker teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Case Worker, Government & Public Sector
Produce a concise brief for Case Worker teams in Government & Public Sector, delivered by the Document Summarizer pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Case Worker, Government & Public Sector
Search approved knowledge for Case Worker teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Case Worker, Government & Public Sector
Draft a grounded response for Case Worker teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Case Worker, Government & Public Sector
Prepare a review-ready answer for Case Worker teams in Government & Public Sector, delivered by the Q&A Assistant pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Case Worker, Government & Public Sector
Draft from supplied context for Case Worker teams in Government & Public Sector, delivered by the Drafting & Generation pattern from supplied context. ServiceNow and Salesforce Public Sector are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Case Worker, Government & Public Sector
Follow configured behavior guidance for Case Worker teams in Government & Public Sector, delivered by the Drafting & Generation pattern from supplied context. ServiceNow and Salesforce Public Sector 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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