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
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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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864 results · Professional Services · “Sales”
Professional Services: Practice Lead Routing Advisor
Routing Advisor template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Trend Briefing
Trend Briefing template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Onboarding Guide
Onboarding Guide template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Feedback Summary
Feedback Summary template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Research & Discovery
Research & Discovery template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Process Guidance
Process Guidance template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Intake Review & Triage
Intake Review & Triage template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Document Summarizer
Document Summarizer template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Q&A Assistant
Q&A Assistant template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Drafting & Generation
Drafting & Generation template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Record Review
Record Review template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Data Query & Summary
Data Query & Summary template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Compliance Checker
Compliance Checker template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Risk Assessment
Risk Assessment template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Reconciliation Brief
Reconciliation Brief template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Exception Review
Exception Review template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Decision Support
Decision Support template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Routing Advisor
Routing Advisor template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Trend Briefing
Trend Briefing template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Onboarding Guide
Onboarding Guide template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Feedback Summary
Feedback Summary template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Research & Discovery
Research & Discovery template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Process Guidance
Process Guidance template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
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
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Every run through the gates
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