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.
21,511 governed library items · counted live from the catalog, not a marketing number
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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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216 results · Customer Support · “Sales”
Customer Support: Voice of Customer Analyst Compliance Checker
Compliance Checker template for Voice of Customer Analyst teams in Customer Support. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Risk Assessment
Risk Assessment template for Voice of Customer Analyst teams in Customer Support. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Reconciliation Brief
Reconciliation Brief template for Voice of Customer Analyst teams in Customer Support. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Exception Review
Exception Review template for Voice of Customer Analyst teams in Customer Support. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Voice of Customer Analyst teams in Customer Support. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Decision Support
Decision Support template for Voice of Customer Analyst teams in Customer Support. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Routing Advisor
Routing Advisor template for Voice of Customer Analyst teams in Customer Support. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Trend Briefing
Trend Briefing template for Voice of Customer Analyst teams in Customer Support. Summarizes supplied historical data and query results; it does not run a forecasting model. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Onboarding Guide
Onboarding Guide template for Voice of Customer Analyst teams in Customer Support. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Feedback Summary
Feedback Summary template for Voice of Customer Analyst teams in Customer Support. Summarizes supplied feedback for review; it does not autonomously score sentiment or monitor conversations. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Research & Discovery
Research & Discovery template for Voice of Customer Analyst teams in Customer Support. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Voice of Customer Analyst Process Guidance
Process Guidance template for Voice of Customer Analyst teams in Customer Support. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Intake Review & Triage
Intake Review & Triage template for Billing Support teams in Customer Support. Summarizes supplied request context and assesses urgency; it does not capture or route work. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Document Summarizer
Document Summarizer template for Billing Support teams in Customer Support. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Q&A Assistant
Q&A Assistant template for Billing Support teams in Customer Support. Searches approved Cortex knowledge and drafts a grounded response for review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Drafting & Generation
Drafting & Generation template for Billing Support teams in Customer Support. Drafts correspondence and responses from supplied context for human review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Record Review
Record Review template for Billing Support teams in Customer Support. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Data Query & Summary
Data Query & Summary template for Billing Support teams in Customer Support. Runs a governed read query and summarizes the returned records; it does not write source data. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Compliance Checker
Compliance Checker template for Billing Support teams in Customer Support. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Risk Assessment
Risk Assessment template for Billing Support teams in Customer Support. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Reconciliation Brief
Reconciliation Brief template for Billing Support teams in Customer Support. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Exception Review
Exception Review template for Billing Support teams in Customer Support. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support On-demand Reporting & Insights
On-demand Reporting & Insights template for Billing Support teams in Customer Support. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Billing Support Decision Support
Decision Support template for Billing Support teams in Customer Support. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Zendesk, Intercom, Salesforce Service Cloud.
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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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