AI Skill list
Creatio.ai comes with various AI Skills out of the box depending on the apps you have installed. This article contains the comprehensive list of all AI Skills available in Creatio and explains how you can benefit from them.
Creatio Platform
Name | App | Description and use cases | Mode | Version |
|---|---|---|---|---|
Extend text | Studio Creatio | Extends any rich text. Improves communication by making it easy to modify text for different needs, ensuring professionalism. Saves time by automating text revisions. Ensures consistent messaging across teams, leading to a unified brand voice. Can improve customer satisfaction score (CSAT), response time, content quality, and email open and response rates KPIs. | Chat | 8.2 Energy and later |
Formal text rewrite | ||||
Friendly text rewrite | ||||
New meeting | Studio Creatio | Find a slot for the meeting with needed people within the company. Simplifies scheduling by automatically checking availability and proposing suitable time slots. Ensures smooth coordination across different time zones, avoiding scheduling conflicts. Saves time by automating meeting logistics, allowing users to focus on high-value tasks. Can improve scheduling efficiency, meeting attendance rate, and time spent on meeting coordination KPIs. | Chat | 8.2 Energy and later |
Prepare an email | Studio Creatio | Generates an email to Contact or Account based on your query and opens the email page. Significantly enhances the daily workflow of any employee required to send a large number of emails. | Chat | 8.2 Energy and later |
Rephrase text | Studio Creatio | Rephrases any rich text. Improves communication by making it easy to modify text for different needs, ensuring professionalism. Saves time by automating text revisions. Ensures consistent messaging across teams, leading to a unified brand voice. Can improve customer satisfaction score (CSAT), response time, content quality, and email open and response rates KPIs. | Chat | 8.2 Energy and later |
Search data | Studio Creatio | Provides ability to search and work with data based on user query. Greatly enhances the workflow of any employee by providing advanced search capabilities that can be used in Creatio.ai immediately. | Chat | 8.2 Energy and later |
Shorten text | Studio Creatio | Shortens any rich text. Improves communication by making it easy to modify text for different needs, ensuring professionalism. Saves time by automating text revisions. Ensures consistent messaging across teams, leading to a unified brand voice. Can improve customer satisfaction score (CSAT), response time, content quality, and email open and response rates KPIs | Chat | 8.2 Energy and later |
Translate text | Studio Creatio | Translates any rich text. Improves communication by making it easy to modify text for different needs, ensuring professionalism. Saves time by automating text revisions. Ensures consistent messaging across teams, leading to a unified brand voice. Can improve customer satisfaction score (CSAT), response time, content quality, and email open and response rates KPIs. | Chat | 8.2 Energy and later |
Enrich account data | Customer 360 | Enriches account data by searching for them online with Bing. Requires Bing Search API key. Enables marketers and sales teams to get a complete view of an account as quickly as possible. | API | 8.2.1 Energy and later |
Summarize activity | Productivity | Generates a summary based on meeting minutes. Provides clear and concise summaries of meetings by highlighting key points and action items. Saves time by eliminating the need to manually sift through lengthy transcripts. Improves team alignment and follow-through on decisions and tasks. Can improve the meeting productivity, action item completion rate, and team alignment and communication KPIs. | Chat | 8.2 Energy and later |
Identify contacts | Productivity + Creatio.ai for Outlook, both are required | Detects existing contacts based on email participants and shows recent history. Suggests creating new contacts if none are found. Streamlines contact acquisition and profile enrichment, directly enhancing CRM data integrity. The system's automation capabilities reduce manual input overhead significantly, maintaining up-to-date records while minimizing manual data entry. | Chat | 8.3 Twin and later |
Summarize email | Productivity + Creatio.ai for Outlook, both are required | Generates a summary of the full email thread. Enables instant comprehension of thread context and essential decisions, bypassing the need for time-consuming reads. This capability translates to substantial time savings and accelerated decision-making directly. Potential KPI improvements include decision-making cycle time, information retrieval efficiency, and cross-functional understanding. | Chat | 8.3 Twin and later |
Reply to email | Productivity + Creatio.ai for Outlook, both are required | Drafts a context-aware email response using the email thread and Creatio data. Delivers instant, consistent responses to common inquiries, powered by personalization from CRM data. This capability slashes response times and standardizes communication, ensuring every customer interaction is on-brand. It can boost customer loyalty, support efficiency, agent morale, and NPS (Net Promoter Score) KPIs. | Chat | 8.3 Twin and later |
Sales Creatio
Name | Apps | Description and use cases | Mode | Version |
|---|---|---|---|---|
Generate lead call script | Lead and Opportunity Management | Generates a personalized call script for a Business Development Representative to prepare them for a meeting with a client at the Discovery stage. Enables business development representatives to prepare for calls quickly and work as efficiently as possible. | Chat | 8.2.1 Energy and later |
Provide lead probability insights | Lead and Opportunity Management | Provides a detailed explanation of the aspects that affect the lead's probability score and their impact. Sales Lead Prioritization Generates descriptions for lead scoring criteria to help sales teams identify and prioritize the most valuable leads based on factors such as engagement level, industry fit, and potential revenue. Enhances the efficiency of sales teams by focusing on high-potential leads. This leads to better allocation of resources and improved conversion rates. With details on the calculation criteria used and their indicators for a particular lead, the manager can easily understand the areas to focus on, what information can be used on the lead to take the successful next steps in preparing and making a sale. It lets you understand and assess how close a potential customer is to the ideal target customer profile and more accurately assess its potential. This lets you reduce the time it takes to find the necessary important details for a lead and to prepare for calls, meetings, and proposals more efficiently. CRM Lead Management Helps CRM managers establish clear lead scoring guidelines within the system. This provides a structured approach to qualify leads based on historical data and behavioral indicators. Improves CRM systems by providing a standardized approach to lead scoring. This makes lead management more efficient and data-driven. | Chat | 8.2 Energy and later |
Summarize lead | Lead and Opportunity Management | Generates a summary of a lead. Sales handover efficiency Simplifies the transition between sales team members by generating summaries of key lead details and interactions. This ensures smooth handovers. The AI Skill helps minimize the risk of missed information and keeps the team aligned with lead progress. This enhances collaboration and accuracy during handovers. Quick decision-making for sales associates Enhances the ability of sales associates to prioritize leads quickly and focus on the most promising opportunities as well as track progress and identify the next steps. This improves overall sales performance, lead management, conversion rates, and response times. | Chat | 8.2 Energy and later |
Summarize opportunity | Lead and Opportunity Management | Generates a summary of an opportunity. Quick decision-making for sales associates By offering concise summaries of leads and opportunities, this AI Skill empowers sales managers to make quick, informed decisions about prioritizing leads and identifying high-potential opportunities. It streamlines the decision-making process, reducing time spent manually gathering and analyzing data. Opportunity Monitoring Sales associates and their managers can monitor the status and development of opportunities by getting real-time insights and updates. This ensures that teams are always aware of changes in lead status and can respond proactively to emerging opportunities. Keeps teams updated on changes in lead and opportunity status, ensuring timely responses and proactive engagement with potential customers. | Chat | 8.2 Energy and later |
Prepare for the meeting | Lead and Opportunity Management + Productivity, both are required | Generates personalized recommendations for a Sales Executive to prepare them for a meeting with a client at the Opportunity stage. Enables sales executives to prepare for meetings quickly and work as efficiently as possible. | Chat | 8.2.1 Energy and later |
Prepare meeting agenda | Lead and Opportunity Management + Productivity, both are required | Generates a personalized agenda for a client meeting, based on the Opportunity data and user input. Includes relevant topics, key agenda items, and suggested next steps. Enables sales executives to personalize their approach quickly and easily, all while staying relevant and effective. | Chat | 8.2.1 Energy and later |
Generate product description | Order and Contract Management | Generates a short description for the Product and saves it in the corresponding field. Enables copywriters to generate effective copy as quickly as possible. | Chat | 8.2.1 Energy and later |
Generate product description API | API | |||
Recommend products | Order and Contract Management + Customer 360, both are required | Generates product recommendations and sends a tailored offer to the customer. Enables sales associates to suggest products and upsell or cross-sell the customer quickly and easily. | Chat | 8.2.1 Energy and later |
Enrich opportunity | Lead and Opportunity Management | Extracts and updates opportunity data from meeting transcripts, including contract value, close date, decision maker, customer needs, and customer perspective details. Automated Data Capture Extracts opportunity data directly from email conversations, meeting transcripts, and other communication records without manual intervention. Faster Sales Cycles Key opportunity data is auto-filled from conversations, reducing manual updates and accelerating deal progression. Better Forecasting Updated deal values and close dates improve pipeline predictability and forecast accuracy. Complete Deal Visibility Adds missing contacts, products, or decision makers to the opportunity for a comprehensive view. Email Integration Works seamlessly with email generation and communication workflows to capture opportunity insights from all customer touchpoints. Preview and Control Provides a preview of suggested updates before applying changes, allowing sales teams to review and approve enrichment data. Time Savings Sales representatives spend less time on CRM data entry and more time on selling activities. Can improve the sales cycle speed, forecast accuracy, pipeline visibility, CRM data quality, and email-to-opportunity conversion rate KPIs. | Chat | 8.3.0 Twin and later |
Marketing Creatio
Name | Apps | Description and use cases | Mode | Version |
|---|---|---|---|---|
Analyze bounce responses | Email Marketing | Analyzes bulk email bounces by examining specific bounce responses with reasons and recommendations. Enables marketers to gain detailed insights into why an email failed to deliver and receive actionable recommendations to prevent similar issues in the future. This reduces email bounces in future sending, i.e., improves bounce rate. Such an approach to bounce analysis minimizes manual effort and reduces the time required to diagnose and resolve bounce-related issues. | Chat | 8.2 Energy and later |
Enhance bulk email subject line | Email Marketing | Analyzes bulk email subject lines for potential spam words and flags them, then generates alternative suggestions that are more attractive and less likely to be marked as spam. Enables marketers to check for any words or phrases that can be caught by spam filters quickly before sending. Certain words or phrases can trigger spam filters, so tools help avoid them to ensure better email deliverability. Subject lines can make or break whether an email gets opened, and tools can suggest more engaging options to boost open rates. Helps maintain a consistent tone and brand voice across all subject lines, even in different campaigns. Minimizes mistakes like typos or inconsistencies in subject lines, ensuring quality and accuracy. Saves time, avoiding the need to come up with new ideas manually. | Chat | 8.2 Energy and later |
Provide account conversion insights | Lead Generation | Provides a detailed explanation of the aspects that affect the account's lead conversion score and their impact. The account's lead conversion score provides valuable insights into how engaged and ready an account's contacts are for sales efforts. Helps with ABM, campaign segmentation, and identifying cross-sell/upsell opportunities. | Chat | 8.2 Energy and later |
Provide contact conversion insights | Lead Generation | Provides a detailed explanation of the aspects that affect the contact's lead conversion score and their impact. Helps marketers understand which contacts are most likely to convert. Supports campaign targeting, budget optimization, and efficient sales handoffs. | Chat | 8.2 Energy and later |
Understand email context | Email Marketing | Detects whether the user intends to create a new marketing email or edit an existing one, and adapts behavior accordingly. Serves as the foundational step in conversational email workflows by intelligently detecting user intent and collecting relevant parameters for new email creation or selective updates for email editing. | Chat | 8.3.0 Twin and later |
Create bulk email record | Email Marketing | Assembles all components into a complete, publishable marketing email with no-code layout, subject line, and internal name. Finalizes email creation by building no-code layout elements ready for user customization, generating compelling subject lines, creating searchable internal names, and opening the email designer for immediate use. Email creation typically requires core user input including goal, target audience, and key content details. | Chat | 8.3.0 Twin and later |
Edit email template | Email Marketing | Enables precision editing of existing marketing email templates through conversational instructions. Allows targeted template modifications including text, styles, and links while maintaining structural consistency. | Chat | 8.3.0 Twin and later |
Generate simple JSON email layout | Email Marketing | Transforms high-level email descriptions into fully compliant no-code layouts with rows, columns, and modules. Converts simplified email descriptions into structured layouts with strict schema validation and customizable styling. | API | 8.3.0 Twin and later |
Create email subject | Email Marketing | Generates high-performing subject lines based on approved email content for optimal engagement. Analyzes email body content to create concise, relevant subject lines that align with purpose, audience, and brand voice while optimizing for open rates. | API | 8.3.0 Twin and later |
Create bulk email name | Email Marketing | Generates clear, descriptive, and searchable internal names for bulk emails. Creates clear, searchable internal names based on email content and subject line to help marketers organize, locate, and report on email campaigns efficiently. | API | 8.3.0 Twin and later |
Service Creatio
Name | Apps | Description and use cases | Mode | Version |
|---|---|---|---|---|
Summarize case | Case Management | Generates a summary of a support case. Saves time by reducing the need to manually read through long case histories. Enhances productivity and ensures consistent communication. Improves service quality and response times. Can improve the average case handling time, first response time, and customer satisfaction score (CSAT) KPIs. | Chat | 8.2 Energy and later |
Suggest case resolution | Case Management | Suggests next steps to resolve a support case. Reduces the time needed to craft personalized responses and speeds up resolution times. Ensures responses are informed by the most relevant and effective solutions. This enhances customer satisfaction. Improves consistency in communication. This leads to a more reliable customer experience. Can improve the response time, customer satisfaction score (CSAT), and resolution rate KPIs. | Chat | 8.2 Energy and later |
Case performance | Case Management | Generates performance analysis report of a support case. Provides a concise view of key metrics like resolution time, number of interactions, and customer satisfaction. Highlights reasons for escalations and suggests areas for improvement. Saves time by offering a clear, high-level performance summary without diving into technical details. Can improve the average time to resolution, escalation rate, customer satisfaction score (CSAT), and agent performance metrics KPIs. | Chat | 8.2 Energy and later |
Create article | Case Management + Knowledge Management, both are required | Generates a knowledge base article based on the support case conversation and resolution. Significantly enhances the daily workflow of any employee required to send a large number of emails. Streamlines the knowledge creation process and reduces the manual effort required. Ensures valuable information is captured and reused. This improves customer service efficiency. Enhances self-service capabilities by providing accurate and up-to-date information to customers. Can improve the knowledge base utilization rate, first contact resolution (FCR), and customer effort score (CES) KPIs. | Chat | 8.2 Energy and later |
Check open cases | Case Management + Creatio.ai for Outlook, both are required | Searches for open cases in Creatio related to the current email and highlights if any are overdue. Enables users to view linked open cases and address overdue issues directly from their inbox, helping reduce missed follow-ups. Can improve the average time to resolution, escalation rate, customer satisfaction score (CSAT), and agent performance KPIs. | Chat | 8.3 Twin and later |