AI Agent list
Creatio.ai comes with various AI Agents out of the box depending on the apps you have installed. This article contains the comprehensive list of all AI Agents available in Creatio and explains how you can benefit from them.
Name | Description | Apps | Benefits and use cases | Version |
Creatio.ai Agent | Solve Creatiowide problems not related to a specific app | Studio | Available for a wide range of tasks that do not belong to other specialized agents. It lets you work with text, create new meetings, perform data searches in the system, and gather insights based on account and contact scoring results. | 8.3 Twin and later |
Productivity agent | Improve communication and meetings. | Productivity. Avalible out of the box in Sales and Service Creatio products. For other products, the app must be purchased separately from the Marketplace. | Boosts efficiency by automating routine communication tasks and meeting planning. It assists in managing emails, scheduling meetings, identifying contacts, and summarizing email threads. | 8.3 Twin and later |
Sales agent | Automate sales-related actions | Lead and Opportunity Management, Order and Contract Management | Assists with all routine sales tasks like account data enrichment, data population in opportunity after zoom meetings, lead and opportunity summarization, and new meeting preparation. | 8.3 Twin and later |
Email generation agent | Manage emails | Email Marketing | Helps you create, edit, and structure brand-consistent, data-driven marketing emails tailored to email goals and audience segments. | 8.3 Twin and later |
Case resolution agent | Solve cases and track case analytics | Case Management | Supports in understanding and resolving customer issues quickly by providing relevant insights, resolution suggestions, and performance analysis. In addition to streamlining service agent workflows, it is also valuable for customer success managers and account managers who need quick overviews of open or overdue cases, historical context, and case summaries to stay informed and proactive. | 8.3 Twin and later |
Knowledge agent | Create knowledge base articles based on cases | Knowledge Management | Accelerates knowledge base growth by analyzing resolved cases and drafting relevant knowledge articles. It supports continuous improvement in service quality and ensures valuable information is captured and shared across the organization. | 8.3 Twin and later |