Creatio AI system actions
Creatio AI comes with a set of system actions that it can use independently of the AI Skill it is currently handling. You can also use these actions in your own AI Skills as needed. This article contains the list of actions, describes the situations in which they are used, and provides examples of how you can use these actions in custom AI Skills.
List of actions
Name | Code | Description |
|---|---|---|
Get current date/time | GetCurrentDateTime | Gets values of the current date and time in the UTC zone and the time zone offset of the user. |
Get Dates Difference | DateDiff | Gets difference between 2 days, in seconds. |
Get current user info | GetCurrentUserInfo | Gets information about current user: Full name, job title, Phone, ID. |
Retrieve entity contextual data | RetrieveEntityData | Queries contextual data for the specified entity. |
Get Entity Structure | GetEntityStructure | Gets entity structure and returns the list of entity columns. |
Search Entities | SearchEntities | Global search for Creatio records using keywords. Supports filters by entity schema name. |
Get Indexed Entities | GetIndexedEntities | Gets a list of entity names that are indexed by global search. |
Usage examples
Creatio AI uses system actions when executing various operations. View the operations below.
Work with dates
Actions: "Get current date/time," "Get Dates Difference."
You request to create something for next Tuesday. Creatio AI uses the "Get current date/time" action.
You ask "How many days ago was this?" Creatio AI uses the "Get current date/time" action followed by "Get Dates Difference".
Retrieve contextual information from the current page of the user
Actions: "Retrieve entity contextual data," "Get Entity Structure."
AI Skill mentions to read data from the Status page field. Creatio AI uses the "Get Entity Structure" action to obtain the page structure and find the Status field. Then Creatio AI uses "Retrieve entity contextual data" action to obtain data from the object based on a set of fields.
AI Skill that generates a summary includes "Get information from the page." Creatio AI uses the "Get Entity Structure" action to retrieve the structure of the page. Then Creatio AI uses the "Retrieve entity contextual data" action to gather data from the object based on specified fields.
Search through Creatio
Service: Global search.
Actions: "Search Entities," "Get Indexed Entities."
You ask Creatio AI "Find me something about Project Management." Creatio AI uses the "Search Entities" action to retrieve the search results.
AI Skill mentions "search Creatio for knowledge base articles based on keywords." Creatio AI uses the "Get Indexed Entities" action to identify the entity to search. Then Creatio AI uses the "Search Entities" action to retrieve the search results.
Gather information about the current user
Action: "Get current user info."
AI Skill requires user-specific data. Creatio AI uses the "Get current user info" action to obtain the user ID and position.
Use actions in custom AI Skills
In general, your prompt has to provide all required data for the action to work, mention the action code explicitly, and specify what data to query to use an action in an AI Skill. View the example prompts below.
Search entities
The search action requires keywords to work properly. As such, you can use the following prompt:
1. Generate Keywords: Use case details to generate up to 3 keywords for searching the knowledge base.
2. Search Knowledge Base: Use [SearchEntities] to search only the KnowledgeBase entity with the keywords.
Retrieve entity contextual data
The data retrieval action requires specific fields to be mentioned to work properly. As such, you can use the following prompt:
1. RetrieveEntityData the current page. You need to get the values of fields that may contain a contact or account ID.