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
24 results · Sales · “HR”
Sales: Sales Development Rep Document Summarizer
Document Summarizer template for Sales Development Rep 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 Development Rep Risk Assessment
Risk Assessment template for Sales Development Rep 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: Account Executive Document Summarizer
Document Summarizer template for Account Executive 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: Account Executive Risk Assessment
Risk Assessment template for Account Executive 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 Engineer Document Summarizer
Document Summarizer template for Sales Engineer 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 Engineer Risk Assessment
Risk Assessment template for Sales Engineer 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 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 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: Account Manager Document Summarizer
Document Summarizer template for Account Manager 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: Account Manager Risk Assessment
Risk Assessment template for Account Manager 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: Channel Manager Document Summarizer
Document Summarizer template for Channel Manager 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: Channel Manager Risk Assessment
Risk Assessment template for Channel Manager 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: Deal Desk Analyst Document Summarizer
Document Summarizer template for Deal Desk Analyst 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: Deal Desk Analyst Risk Assessment
Risk Assessment template for Deal Desk Analyst 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: Revenue Operations Document Summarizer
Document Summarizer template for Revenue 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: Revenue Operations Risk Assessment
Risk Assessment template for Revenue 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: Customer Success Manager Document Summarizer
Document Summarizer template for Customer Success Manager 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: Customer Success Manager Risk Assessment
Risk Assessment template for Customer Success Manager 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: Renewals Manager Document Summarizer
Document Summarizer template for Renewals Manager 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: Renewals Manager Risk Assessment
Risk Assessment template for Renewals Manager 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: Pricing Analyst Document Summarizer
Document Summarizer template for Pricing Analyst 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: Pricing Analyst Risk Assessment
Risk Assessment template for Pricing Analyst 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 Enablement Document Summarizer
Document Summarizer template for Sales Enablement 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 Enablement Risk Assessment
Risk Assessment template for Sales Enablement 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.
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.