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Version: 8.2

Develop Creatio AI Skill

Level: beginner

In Creatio AI, an AI Skill represents a comprehensive, end-to-end AI-enabled task that can be executed for a user. It serves as the way for Creatio AI to acquire new AI capabilities. AI Skills empower users to achieve complex tasks without the need to execute each step manually. They provide a structured and efficient approach to task completion, enhancing the overall user experience. AI Skills can be based on three patterns of AI: prescriptive AI, generative AI, and agentic AI.

AI Skills contain the following components:

  1. Prompt. The prompt serves as the initial instruction for the LLM (Large Language Model), clearly defining the task the user wants to accomplish. Prompts must be concise, informative, and tailored to the specific AI Skill.
  2. Actions. These actions outline the individual steps or actions required to fulfill the AI Skill. They provide a structured approach to achieving the user's objective.

In Creatio AI, actions represent the fundamental building blocks for agentic AI behavior by automating tasks and executing user AI Skills. They are the individual functions or operations that Creatio AI can invoke within the Creatio platform to achieve a specific goal. They can be individual tasks or more complex end-to-end, multi-step workflows. You can configure actions without coding using the Business Process Designer. Learn more: BPM tools.

Actions are executed by Creatio AI following the instructions provided by the prompt and goal actions associated with an AI Skill. Creatio AI utilizes its understanding of the AI Skill context and the user objective to select the appropriate actions and sequence them correctly. For example, generate articles for a knowledge base to assist users with common queries or create catchy and contextually relevant captions for social media posts.

Create an AI Skill

Example

Develop an AI Skill that writes a marketing copy up to 150 words long for the Products section. Target audience are men from 35 to 54 years old whose hobby is car collecting and who enjoy manual labor.

Fig. 1 Marketing copy
Fig. 1 Marketing copy
  1. Click btn_system_designer.png to open the System Designer.

  2. Go to the System setup block → Creatio AI setup.

  3. Click New. This opens a page.

  4. Fill out the fields on the left.

    Field

    Field value

    Title

    AI Skill title. For this example, enter "Marketing copy for products."

    Code

    Code of the AI Skill required for custom development. For this example, enter "UsrProductMarketingCopy."

    Description

    Description of the AI Skill. Creatio AI uses it to determine which AI Skill to run. For this example, enter "Write a marketing copy for a product."

    Status

    Whether the AI Skill is active. For this example, select "Active."

  5. Enter the detailed AI Skill prompt in the Prompt field. Learn more about creating the most efficient prompts: AI Skill development recommendations. For this example, enter the following:

    Your task is to help the user to generate a marketing copy of a product we are going to use on our website. To generate the copy, follow these steps:
    1. Read the context of the current product page. Most importantly the following fields: Name, Benefits, Notes, Category.
    2. Retrieve the least of technical product features using the [Read Product data] function.
    3. Generate a marketing copy of a product as if you were an experienced salesperson who knows our main target audience well. The target audience is men from 35 to 54 years old whose hobby is car collecting and who enjoy manual labor. The copy must be no longer than 150 words and must elaborate why the product is interesting for the audience, what its special features are, and what its advantage over other products is.
    4. Approve the copy with the user and make changes to it if needed.
    5. If the user confirms this is what they need, save the copy to the product page using the [Save product copy] function.
  6. Click btn_add.png next to the name of the Action list expanded list. This opens the Business Process Designer. Learn more about working in the Designer: BPM tools.

  7. Go to the Settings tab of the process setup area and fill out the following process parameters.

    Parameter

    Parameter value

    Name

    Process name. For this example, enter "Read product data."

    Code

    Process code. For this example, enter "UsrReadProductData."

    Process description

    Description of the process. Creatio AI uses it to determine which action to run. For this example, enter "Read data of a product with which the user works."

  8. Open the Parameters tab → Add parameterLookup. This opens the list of parameter properties.

  9. Fill out the parameter properties.

    Property

    Property value

    Title

    Parameter title. For this example, enter "ProductId."

    Description

    Parameter description. For this example, enter "ID of the product with which user works."

    Code

    Parameter code. For this example, enter "ProductId."

    Lookup

    Parameter lookup. For this example, select "Product."

    Direction

    Parameter direction. For this example, enter "Input."

  10. Click Save in the list of parameter properties.

  11. Drag the Read data process element to the canvas between the Start and Finish process elements.

  12. Fill out the element parameters.

    Parameter

    Parameter value

    Name

    Element name. For this example, enter "Read product data."

    Which data read mode to use?

    For this example, select "Read collection of records."

    Which object to read data from?

    For this example, select "Product feature."

    How to filter records?

    Click Add conditionObject instanceSelect → <?> → Compare with parameter → "ProductId."

    Read first records

    For this example, leave the field as is.

    How to sort records?

    For this example, leave the field as is.

    What record data should the process read?

    Select "Read data from selected columns only" → Add column → select "Feature," "Value," "Value (Boolean)," "Value (decimal)," "Value (drop-down list)," "Value (integer)" → Save.

  13. Go to the Parameters tab of the process setup area → Add parameterOtherCollection of records. This opens the list of parameter properties.

  14. Fill out the parameter properties.

    Property

    Property value

    Title

    Parameter title. For this example, enter "Features."

    Code

    Parameter code. For this example, enter "Features."

    Direction

    Parameter direction. For this example, enter "Output."

    Value

    Click the property → Process parameterProcess elementsCollection of recordsSelect.

  15. Click Save in the list of parameter properties.

  16. Save the business process.

  17. Click btn_add.png next to the name of the Action list expanded list. This opens the Business Process Designer. Learn more about working in the Designer: BPM tools.

  18. Go to the Settings tab of the process setup area and fill out the following process parameters.

Parameter

Parameter value

Name

Process name. For this example, enter "Save product copy."

Code

Process code. For this example, enter "UsrSaveProductCopy."

Process description

Description of the process. Creatio AI uses it to determine which action to run. For this example, enter "Save the product copy to a field."

  1. Open the Parameters tab → Add parameterText. This opens the list of parameter properties.
  2. Fill out the parameter properties.

Property

Property value

Title

Parameter title. For this example, enter "Description."

Description

Parameter description. For this example, enter "Product description."

Code

Parameter code. For this example, enter "Description."

Data type

Exact type of data. For this example, select "Unlimited length text."

Direction

Parameter direction. For this example, enter "Input."

  1. Click Save in the list of parameter properties.
  2. Open the Parameters tab → Add parameterLookup. This opens the list of parameter properties.
  3. Fill out the parameter properties.

Property

Property value

Title

Parameter title. For this example, enter "ProductId."

Description

Parameter description. For this example, enter "ID of the product with which user works."

Code

Parameter code. For this example, enter "ProductId."

Lookup

Parameter lookup. For this example, select "Product."

Direction

Parameter direction. For this example, enter "Input."

  1. Click Save in the list of parameter properties.

  2. Drag the Modify data process element to the canvas between the Start and Finish process elements.

  3. Fill out the element parameters.

    Parameter

    Parameter value

    Name

    Element name. For this example, enter "Save product copy."

    Which object to modify data of?

    For this example, select "Product."

    Which object to read data from?

    For this example, select "Product feature."

    Modify all records that match condition

    Click Add condition → select Id in the Column field → SelectCompare with parameter → "ProductId."

    Which column values to set for modified records?

    Click Add field → select NoteSave → select the parameter that appears → Process parameterDescriptionSelect.

  4. Save the business process

  5. Save the AI Skill.

As a result, users will be able to generate a marketing copy for a product if they ask Creatio AI to do that while on the product page. After they approve the copy, Creatio AI will add the description to the product and save the changes.

Connect an AI Skill to Creatio AI chat

You can enable users to launch your AI Skill quickly via a Creatio AI chat button. This does not restrict the user from launching AI Skills on other pages. This functionality simply adds the ability to launch the AI Skill quickly from a specific page. To do this:

  1. Click btn_system_designer.png to open the System Designer.

  2. Go to the System setup block → Lookups.

  3. Open the "Copilot intent in page" lookup.

  4. Click New.

  5. Fill out the parameters as follows:

    Parameter

    Parameter value

    AI Skill code

    Code of the AI Skill specified on the AI Skill page.

    Page name

    Code of the Freedom UI page specified in the page settings.

  6. Click btn_confirm.png.

As a result, when a user opens the page, they will see a quick launch button for the AI Skill in the Creatio AI chat. If you need to add the AI Skill to other pages, perform the setup in a similar way.

Debug the AI Skill

If any issues occur as part of the event, you can use the following options to debug it:

  • To debug actions, follow the same procedure as for business processes as each action is a business process. Turn on process tracing in the business process properties, run the AI Skill, and check the input and output parameters of the process as well as the specific error that occurred during the AI Skill execution. Learn more: Trace process parameters.
  • To display all Creatio AI messages, including system messages from the LLM model, run the require(["CopilotConsoleChat"]); command at the browser console. As a result, you will see user messages in the chat, Creatio AI action requests and their input parameters, execution results, and responses from the LLM model.
  • To view the list of all system and user messages, context data, and all messages from the model in their raw format, run the JSON.stringify(Copilot._messages) command at the browser console.

See also

Creatio AI overview

Creatio AI architecture

AI Skill development recommendations

AI Skill list

System actions

Data privacy in Creatio AI