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Version: 8.2

Creatio AI system actions

Level: beginner

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."

Example

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."

Example

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."

Example

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."

Example

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.


See also

Creatio AI overview

Creatio AI architecture

Develop Creatio AI Skills

AI Skill development recommendations

AI Skill list

Data privacy in Creatio AI