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 governed library items · counted live from the catalog, not a marketing number
Agent Studio
skills
Search KBCreate ticketSend email add
Publishedv4 · reliability 96
Where is order #4471?
Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
Collections
Start from a curated collection.
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
Browse the library
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.
All industriesInsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
864 results · Professional Services · “Sales”
Summarize supplied request context — Engagement Manager, Professional Services
Summarize supplied request context for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage 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 urgency and risk — Engagement Manager, Professional Services
Assess urgency and risk for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage 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 review priority — Engagement Manager, Professional Services
Recommend a review priority for Engagement Manager teams in Professional Services, delivered by the Intake Review & Triage 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.
Condense supplied content — Engagement Manager, Professional Services
Condense supplied content for Engagement Manager teams in Professional Services, delivered by the Document Summarizer 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 key points — Engagement Manager, Professional Services
Surface key points for Engagement Manager teams in Professional Services, delivered by the Document Summarizer 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.
Produce a concise brief — Engagement Manager, Professional Services
Produce a concise brief for Engagement Manager teams in Professional Services, delivered by the Document Summarizer 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 — Engagement Manager, Professional Services
Search approved knowledge for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant 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 grounded response — Engagement Manager, Professional Services
Draft a grounded response for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant 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-ready answer — Engagement Manager, Professional Services
Prepare a review-ready answer for Engagement Manager teams in Professional Services, delivered by the Q&A Assistant 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 from supplied context — Engagement Manager, Professional Services
Draft from supplied context for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation 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.
Follow configured behavior guidance — Engagement Manager, Professional Services
Follow configured behavior guidance for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation 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 copy for revision — Engagement Manager, Professional Services
Prepare copy for revision for Engagement Manager teams in Professional Services, delivered by the Drafting & Generation 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 a supplied record — Engagement Manager, Professional Services
Summarize a supplied record for Engagement Manager teams in Professional Services, delivered by the Record Review 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 possible risk — Engagement Manager, Professional Services
Assess possible risk for Engagement Manager teams in Professional Services, delivered by the Record Review 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.
Flag items for human review — Engagement Manager, Professional Services
Flag items for human review for Engagement Manager teams in Professional Services, delivered by the Record Review 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.
Run a parameterized read query — Engagement Manager, Professional Services
Run a parameterized read query for Engagement Manager teams in Professional Services, delivered by the Data Query & 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.
Summarize returned records — Engagement Manager, Professional Services
Summarize returned records for Engagement Manager teams in Professional Services, delivered by the Data Query & 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 a result-set overview — Engagement Manager, Professional Services
Prepare a result-set overview for Engagement Manager teams in Professional Services, delivered by the Data Query & 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.
Check supplied context against policy — Engagement Manager, Professional Services
Check supplied context against policy for Engagement Manager teams in Professional Services, delivered by the Compliance Checker 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 potential policy issues — Engagement Manager, Professional Services
Surface potential policy issues for Engagement Manager teams in Professional Services, delivered by the Compliance Checker 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 review items — Engagement Manager, Professional Services
Recommend review items for Engagement Manager teams in Professional Services, delivered by the Compliance Checker 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 risk context — Engagement Manager, Professional Services
Assess supplied risk context for Engagement Manager teams in Professional Services, delivered by the Risk Assessment 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.
Explain assessment drivers — Engagement Manager, Professional Services
Explain assessment drivers for Engagement Manager teams in Professional Services, delivered by the Risk Assessment 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 human review — Engagement Manager, Professional Services
Recommend human review for Engagement Manager teams in Professional Services, delivered by the Risk Assessment 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.
Governed by default
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, policy, oversight — then a signed receipt in the Trust Ledger. On every plan.
Don't see the skill you need?
The visual skill builder ships new skills without code — or tell us what's missing and we'll point you at the closest governed pattern.