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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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
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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”
Insurance: Customer Service Intake Review & Triage
Intake Review & Triage template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Document Summarizer
Document Summarizer template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Q&A Assistant
Q&A Assistant template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Drafting & Generation
Drafting & Generation template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Record Review
Record Review template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Data Query & Summary
Data Query & Summary template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Compliance Checker
Compliance Checker template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Risk Assessment
Risk Assessment template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Reconciliation Brief
Reconciliation Brief template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Exception Review
Exception Review template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service On-demand Reporting & Insights
On-demand Reporting & Insights template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Decision Support
Decision Support template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Routing Advisor
Routing Advisor template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Trend Briefing
Trend Briefing template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Onboarding Guide
Onboarding Guide template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Feedback Summary
Feedback Summary template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Research & Discovery
Research & Discovery template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Insurance: Customer Service Process Guidance
Process Guidance template for Customer Service teams in Insurance. 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 Guidewire, Duck Creek, Salesforce.
Legal Services: Contract Attorney Intake Review & Triage
Intake Review & Triage template for Contract Attorney 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: Contract Attorney Document Summarizer
Document Summarizer template for Contract Attorney 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: Contract Attorney Q&A Assistant
Q&A Assistant template for Contract Attorney 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: Contract Attorney Drafting & Generation
Drafting & Generation template for Contract Attorney 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: Contract Attorney Record Review
Record Review template for Contract Attorney 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: Contract Attorney Data Query & Summary
Data Query & Summary template for Contract Attorney 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.
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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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Every run through the gates
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