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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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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1,377 results · agents · “Service”
Legal Services: Risk Counsel Intake Review & Triage
Intake Review & Triage template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Document Summarizer
Document Summarizer template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Q&A Assistant
Q&A Assistant template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Drafting & Generation
Drafting & Generation template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Record Review
Record Review template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Data Query & Summary
Data Query & Summary template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Compliance Checker
Compliance Checker template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Risk Assessment
Risk Assessment template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Reconciliation Brief
Reconciliation Brief template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Exception Review
Exception Review template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel On-demand Reporting & Insights
On-demand Reporting & Insights template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Decision Support
Decision Support template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Routing Advisor
Routing Advisor template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Trend Briefing
Trend Briefing template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Onboarding Guide
Onboarding Guide template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Feedback Summary
Feedback Summary template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Research & Discovery
Research & Discovery template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Risk Counsel Process Guidance
Process Guidance template for Risk Counsel teams in Legal 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 iManage, Relativity, Clio.
IT Service Management: Service Desk Agent Intake Review & Triage
Intake Review & Triage template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
IT Service Management: Service Desk Agent Document Summarizer
Document Summarizer template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
IT Service Management: Service Desk Agent Q&A Assistant
Q&A Assistant template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
IT Service Management: Service Desk Agent Drafting & Generation
Drafting & Generation template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
IT Service Management: Service Desk Agent Record Review
Record Review template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
IT Service Management: Service Desk Agent Data Query & Summary
Data Query & Summary template for Service Desk Agent teams in IT Service Management. 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 ServiceNow, Jira Service Management, Zendesk.
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