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
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Publishedv4 · reliability 96
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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
1,513 results · agents · “Sales”
Customer Support: Quality Analyst Compliance Checker
Compliance Checker template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Risk Assessment
Risk Assessment template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Reconciliation Brief
Reconciliation Brief template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Exception Review
Exception Review template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Decision Support
Decision Support template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Routing Advisor
Routing Advisor template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Trend Briefing
Trend Briefing template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Onboarding Guide
Onboarding Guide template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Feedback Summary
Feedback Summary template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Research & Discovery
Research & Discovery template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Quality Analyst Process Guidance
Process Guidance template for Quality Analyst teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Intake Review & Triage
Intake Review & Triage template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Document Summarizer
Document Summarizer template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Q&A Assistant
Q&A Assistant template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Drafting & Generation
Drafting & Generation template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Record Review
Record Review template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Data Query & Summary
Data Query & Summary template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Compliance Checker
Compliance Checker template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Risk Assessment
Risk Assessment template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Reconciliation Brief
Reconciliation Brief template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Exception Review
Exception Review template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner On-demand Reporting & Insights
On-demand Reporting & Insights template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
Customer Support: Workforce Planner Decision Support
Decision Support template for Workforce Planner teams in Customer Support. 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 Zendesk, Intercom, Salesforce Service Cloud.
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.