Version: 8.3

Creatio.ai add-in for Microsoft Outlook and Microsoft Teams

Level: beginner

Each Creatio user can use Creatio.ai chat panel directly from the Microsoft Outlook or Microsoft Teams by installing Creatio.ai add-in. Creatio.ai add-in for Outlook and Teams brings AI-driven CRM intelligence and no-code automation. The add-in lets sales teams, account managers, and customer success specialists configure AI skills based on your business needs without writing a single line of code.

Important

Creatio.ai add-in is available for Microsoft Teams for a limited number of beta testers.

In general, the setup of Creatio.ai add-in consists of the following steps.

Set up Microsoft 365 integration in Creatio. Learn more: Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams. This step is performed once by the system administrator.
Grant consent for users to access the add-in in your organization Learn more: Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams. This step is performed once by the system administrator.
Install Creatio.ai add-in on the user's end. Learn more: Set up Creatio.ai add-in for Microsoft Outlook, Set up Creatio.ai add-in for Microsoft Teams
Grant Microsoft Outlook and Microsoft Teams access to Creatio. Learn more: Set up Creatio.ai add-in for Microsoft Outlook, Set up Creatio.ai add-in for Microsoft Teams. This step is performed by each Creatio user individually.

Learn more about using the add-in: Enhance communication workflow using Creatio.ai.

Out of the box, the add-in is targeted at sales representatives and customer service agents. They can prepare and summarize meetings, review contact and account data as well as access opportunities. All AI Skills are available in the add-in as well. You can develop more AI Skills for the add-in if needed. Learn more: Development specifics for AI Skills in the Creatio.ai Outlook add-in.

See also​

See also