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Version: 8.3Sales Enterprise

Enhance productivity using Creatio.ai

Leverage the power of Creatio.ai to drastically improve your performance and automate mundane tasks in daily activities. You can use plain language in the form of chat conversations to do the following:

  • schedule a meeting
  • reply to email
  • summarize email
  • identify contact from email recipient

You can run these actions from any page, but we recommend running them from the page that provides context.

Creatio.ai responds to your requests using AI Agents, separate entities tailored for the best performance in a particular area of Creatio. Creatio.ai chooses an agent automatically based on your request, but you can invoke a specific agent using the "@" character in your prompt if needed.

Fig. 1 Use Creatio.ai
Fig. 1 Use Creatio.ai

To use Creatio.ai:

  1. Open the relevant section and record. For example, calendar.
  2. Click the btn_ai.png in the top right. This opens the Creatio.ai chat.
  3. Enter your request in the chat in plain language. For example, "Schedule a meeting."

As a result, Creatio.ai will start processing your request. It might ask you for confirmation or further information where appropriate.


See also

Creatio.ai overview

Creatio.ai architecture