Version: 8.2

AI Skill list

Level: beginner

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.

Name	Description	Apps	Benefits and use cases
Provide account conversion insights	Provide a detailed explanation of the aspects that affect the account's lead conversion score and their impact.	Lead Generation	The account’s lead conversion score provides valuable insights into how engaged and ready an account’s contacts are for sales efforts. Calculated by an ML model and influenced by factors like the company’s country, industry, and the average lead conversion score of associated contacts, it helps marketers prioritize accounts for personalized, account-based marketing strategies. Creatio AI provides insights into the factors affecting the score. This can be helpful in the following cases: Account-based marketing (ABM). Marketers can use conversion scores to identify and focus on high-value accounts, crafting bespoke marketing strategies tailored to the needs and pain points of those accounts. This drives higher engagement and conversion. Campaign segmentation. Conversion score details enable marketers to segment accounts and their contacts properly based on their readiness to convert. This leads to more relevant outreach and content delivery across different stages of the customer journey. Cross-selling and upselling. For existing accounts, marketers can use conversion insights to identify opportunities for cross-sell and upsell campaigns, targeting accounts that show interest in additional products or services, thus maximizing revenue potential.
Provide contact conversion insights	Provide a detailed explanation of the aspects that affect the contact's lead conversion score and their impact.	Lead Generation	The contact’s lead conversion score explains the probability of a contact becoming a marketing qualified lead (MQL). This information is calculated based on an ML model that can be tailored to the specific business needs of a customer. It is important for marketers to understand the details of the score in order to grasp what influences the probability of a contact becoming an MQL clearly. For example, their country of residence, the account with which they are, the channel or source, or even the number of submissions from the contact. These details can be provided by Creatio AI and assist in the following cases: Proper campaign targeting. Focus on contacts that have specific parameters identified by Creatio AI to design tailored campaigns. This increases the relevance and effectiveness of your messaging and leads to improved conversion rates. Budget Optimization. Instead of spreading resources thin across all contacts, you can allocate your budgets more efficiently by targeting those most likely to convert. This maximizes ROI. Lead Handoff to Sales. You can collaborate more effectively with sales teams by providing insights into contact behavior. This makes it easier to hand off well-qualified leads that have higher conversion potential.
Provide lead probability insights	Provide a detailed explanation of the aspects that affect the lead's probability score and their impact	Lead and Opportunity Management	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.
Prepare an email	Generate an email to Contact or Account based on your query and open the email page.	Creatio Platform	Significantly enhances the daily workflow of any employee required to send a large number of emails.
Create article	Generate a knowledge base article based on the support case conversation and resolution.	Case Management + Knowledge Management, both are required	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.
Case performance	Generate performance analysis report of a support case	Case Management	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.
Suggest case resolution	Suggest next steps to resolve a support case	Case Management	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.
Summarize case	Generate a summary of a support case	Case Management	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.
Summarize activity	Generate a summary based on meeting minutes	Productivity	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.
Summarize lead	Generate a summary of a lead	Lead And Opportunity Management	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.
Summarize opportunity	Generate a summary of an opportunity	Lead And Opportunity Management	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.
Extend text	Extends any rich text	Creatio Platform	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.
Formal text rewrite	Rewrites any rich text to make it more formal	Creatio Platform
Rephrase text	Rephrases any rich text	Creatio Platform
Shorten text	Shortens any rich text	Creatio Platform
Friendly text rewrite	Rewrites any rich text to make it more friendly	Creatio Platform
Translate text	Translates any rich text	Creatio Platform
Search data	Provide ability to search and work with data based on user query	Creatio Platform	Greatly enhances the workflow of any employee by providing advanced search capabilities that can be used in Creatio AI immediately.
New meeting	Find a slot for the meeting with needed people within the company	Creatio Platform	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.
Enhance bulk email subject lines	Analyze bulk email subject lines for potential spam words and flag them, then generate alternative suggestions that are more attractive and less likely to be marked as spam	Email Marketing	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.
Analyze bounce responses	Analyze bulk email bounces by examining specific bounce responses with reasons and recommendations	Email Marketing	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.

See also​

See also