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 | Description | App | Benefits and use cases | Version |
|---|---|---|---|---|
Extend text | Extends any rich text | Studio Creatio | 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. | 8.2 Energy and later |
Formal text rewrite | Rewrites any rich text to make it more formal | Studio Creatio | 8.2 Energy and later | |
Friendly text rewrite | Rewrites any rich text to make it more friendly | Studio Creatio | 8.2 Energy and later | |
New meeting | Find a slot for the meeting with needed people within the company | Studio Creatio | 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. | 8.2 Energy and later |
Prepare an email | Generate an email to Contact or Account based on your query and open the email page. | Studio Creatio | Significantly enhances the daily workflow of any employee required to send a large number of emails. | 8.2 Energy and later |
Rephrase text | Rephrases any rich text | Studio Creatio | 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. | 8.2 Energy and later |
Search data | Provide ability to search and work with data based on user query | Studio Creatio | Greatly enhances the workflow of any employee by providing advanced search capabilities that can be used in Creatio.ai immediately. | 8.2 Energy and later |
Shorten text | Shortens any rich text | Studio Creatio | 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 | 8.2 Energy and later |
Translate text | Translates any rich text | Studio Creatio | 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. | 8.2 Energy and later |
Enrich Account Data | Enrich account data by searching them online with Bing. Requires Bing Search API key. | Customer 360 | Enables marketers and sales teams to get a complete view of an account as quickly as possible. | 8.2.1 Energy and later |
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. | 8.2 Energy and later |
Identify contacts | Detect existing contacts based on email participants and show recent history. Suggest creating new contacts if none are found. | Productivity + Creatio.ai for Outlook, both are required | 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. | 8.3 Twin and later |
Summarize email | Generate a summary of the full email thread | Productivity + Creatio.ai for Outlook, both are required | 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. | 8.3 Twin and later |
Reply to email | Draft a context-aware email response using the email thread and Creatio data | Productivity + Creatio.ai for Outlook, both are required | 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. | 8.3 Twin and later |
Sales Creatio
Name | Description | Apps | Benefits and use cases | Version |
|---|---|---|---|---|
Generate lead call script | Generate a personalized call script for a Business Development Representative to prepare them for a meeting with a client at the Discovery stage | Lead and Opportunity Management | Enables business development representatives to prepare for calls quickly and work as efficiently as possible. | 8.2.1 Energy and later |
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. | 8.2 Energy and later |
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. | 8.2 Energy and later |
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. | 8.2 Energy and later |
Prepare for the meeting | Generate personalized recommendations for a Sales Executive to prepare them for a meeting with a client at the Opportunity stage | Lead and Opportunity Management + Productivity, both are required | Enables sales executives to prepare for meetings quickly and work as efficiently as possible. | 8.2.1 Energy and later |
Prepare meeting agenda | Generate a personalized agenda for a client meeting, based on the Opportunity data and user input. Include relevant topics, key agenda items, and suggested next steps. | Lead and Opportunity Management + Productivity, both are required | Enables sales executives to personalize their approach quickly and easily, all while staying relevant and effective. | 8.2.1 Energy and later |
Generate product description | Generate a short description for the Product and save it in the corresponding field | Order and Contract Management | Enables copywriters to generate effective copy as quickly as possible. | 8.2.1 Energy and later |
Generate product description API | Generate a short description for the Product | Order and Contract Management | 8.2.1 Energy and later | |
Recommend products | Generate product recommendations and send a tailored offer to the customer | Order and Contract Management + Customer 360, both are required | Enables sales associates to suggest products and upsell or cross-sell the customer quickly and easily. | 8.2.1 Energy and later |
Marketing Creatio
Name | Description | Apps | Benefits and use cases | Version |
|---|---|---|---|---|
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. | 8.2 Energy and later |
Enhance bulk email subject line | 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. | 8.2 Energy and later |
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. Helps with ABM, campaign segmentation, and identifying cross-sell/upsell opportunities. | 8.2 Energy and later |
Provide contact conversion insights | Provide a detailed explanation of the aspects that affect the contact's lead conversion score and their impact. | Lead Generation | Helps marketers understand which contacts are most likely to convert. Supports campaign targeting, budget optimization, and efficient sales handoffs. | 8.2 Energy and later |
Service Creatio
Name | Description | Apps | Benefits and use cases | Version |
|---|---|---|---|---|
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. | 8.2 Energy and later |
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. | 8.2 Energy and later |
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. | 8.2 Energy and later |
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. | 8.2 Energy and later |
Check open cases | Search for open cases in Creatio related to the current email and highlight if any are overdue. | Case Management + Creatio.ai for Outlook, both are required | 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. | 8.3 Twin and later |