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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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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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.
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864 results · Professional Services · “Sales”
Professional Services: Quality Reviewer Intake Review & Triage
Intake Review & Triage template for Quality Reviewer 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: Quality Reviewer Document Summarizer
Document Summarizer template for Quality Reviewer 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: Quality Reviewer Q&A Assistant
Q&A Assistant template for Quality Reviewer 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: Quality Reviewer Drafting & Generation
Drafting & Generation template for Quality Reviewer 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: Quality Reviewer Record Review
Record Review template for Quality Reviewer 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: Quality Reviewer Data Query & Summary
Data Query & Summary template for Quality Reviewer 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: Quality Reviewer Compliance Checker
Compliance Checker template for Quality Reviewer 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: Quality Reviewer Risk Assessment
Risk Assessment template for Quality Reviewer 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: Quality Reviewer Reconciliation Brief
Reconciliation Brief template for Quality Reviewer 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: Quality Reviewer Exception Review
Exception Review template for Quality Reviewer 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: Quality Reviewer On-demand Reporting & Insights
On-demand Reporting & Insights template for Quality Reviewer 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: Quality Reviewer Decision Support
Decision Support template for Quality Reviewer 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: Quality Reviewer Routing Advisor
Routing Advisor template for Quality Reviewer 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: Quality Reviewer Trend Briefing
Trend Briefing template for Quality Reviewer 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: Quality Reviewer Onboarding Guide
Onboarding Guide template for Quality Reviewer 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: Quality Reviewer Feedback Summary
Feedback Summary template for Quality Reviewer 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: Quality Reviewer Research & Discovery
Research & Discovery template for Quality Reviewer 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: Quality Reviewer Process Guidance
Process Guidance template for Quality Reviewer 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: Account Director Intake Review & Triage
Intake Review & Triage template for Account Director 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: Account Director Document Summarizer
Document Summarizer template for Account Director 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: Account Director Q&A Assistant
Q&A Assistant template for Account Director 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: Account Director Drafting & Generation
Drafting & Generation template for Account Director 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: Account Director Record Review
Record Review template for Account Director 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: Account Director Data Query & Summary
Data Query & Summary template for Account Director 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.
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.
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