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
648 results · Sales · skills
Search approved onboarding knowledge — Account Executive, Sales
Search approved onboarding knowledge for Account Executive teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Account Executive, Sales
Draft step-by-step guidance for Account Executive teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Account Executive, Sales
Prepare a review checklist for Account Executive teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Account Executive, Sales
Summarize supplied feedback for Account Executive teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Account Executive, Sales
Surface recurring points for Account Executive teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Account Executive, Sales
Prepare follow-up questions for Account Executive teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Account Executive, Sales
Search approved knowledge for Account Executive teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Account Executive, Sales
Summarize supplied findings for Account Executive teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Account Executive, Sales
Draft a research brief for Account Executive teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Account Executive, Sales
Search approved process knowledge for Account Executive teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Account Executive, Sales
Summarize supplied process context for Account Executive teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Account Executive, Sales
Draft next-step guidance for Account Executive teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Sales Engineer, Sales
Summarize supplied request context for Sales Engineer teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Sales Engineer, Sales
Assess urgency and risk for Sales Engineer teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Sales Engineer, Sales
Recommend a review priority for Sales Engineer teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Sales Engineer, Sales
Condense supplied content for Sales Engineer teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Sales Engineer, Sales
Surface key points for Sales Engineer teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Sales Engineer, Sales
Produce a concise brief for Sales Engineer teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Sales Engineer, Sales
Search approved knowledge for Sales Engineer teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Sales Engineer, Sales
Draft a grounded response for Sales Engineer teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Sales Engineer, Sales
Prepare a review-ready answer for Sales Engineer teams in Sales, delivered by the Q&A Assistant pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Sales Engineer, Sales
Draft from supplied context for Sales Engineer teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Sales Engineer, Sales
Follow configured behavior guidance for Sales Engineer teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Sales Engineer, Sales
Prepare copy for revision for Sales Engineer teams in Sales, delivered by the Drafting & Generation pattern from supplied context. Salesforce and HubSpot 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.