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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216 results · Sales · agents
Sales: Sales Engineer Routing Advisor
Routing Advisor template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Trend Briefing
Trend Briefing template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Onboarding Guide
Onboarding Guide template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Feedback Summary
Feedback Summary template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Research & Discovery
Research & Discovery template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Process Guidance
Process Guidance template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Intake Review & Triage
Intake Review & Triage template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Document Summarizer
Document Summarizer template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Q&A Assistant
Q&A Assistant template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Drafting & Generation
Drafting & Generation template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Record Review
Record Review template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Data Query & Summary
Data Query & Summary template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Compliance Checker
Compliance Checker template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Risk Assessment
Risk Assessment template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Reconciliation Brief
Reconciliation Brief template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Exception Review
Exception Review template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations On-demand Reporting & Insights
On-demand Reporting & Insights template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Decision Support
Decision Support template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Routing Advisor
Routing Advisor template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Trend Briefing
Trend Briefing template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Onboarding Guide
Onboarding Guide template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Feedback Summary
Feedback Summary template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Research & Discovery
Research & Discovery template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Process Guidance
Process Guidance template for Sales Operations teams in Sales. 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, HubSpot, Gong.
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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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