Enrich opportunity data
Creatio helps maintain the completeness and relevance of opportunity records using the data enrichment feature provided via the "Enrich opportunity" Creatio.ai Sub-agent. Each use of the skill requires Creatio.ai tokens.
The Sub-agent analyzes conversation content and updates the following opportunity fields:
- Total contract value
- Decision maker
- Expected close date
- Customer need
- Competitors
- Contacts
- Products
Example
Extract and update opportunity information from meeting transcripts and email conversations automatically with a few commands.
To implement this example you need the meetings transcripts set up and saved. These can be obtained from recorded meetings, saved email conversations, or manual meeting notes.
- Open the Opportunities section.
- Open the page of the relevant opportunity.
- Click the
button in the top right to open the Creatio.ai panel. - Upload a meeting transcript or provide customer conversation details in the Creatio.ai chat.
- Ask Creatio.ai to enrich the opportunity. For example: "Enrich this opportunity based on the meeting transcript."
- Review the suggested updates in the preview to ensure accuracy.
- Approve the changes to update the opportunity record.
As a result, Creatio.ai populates opportunity fields with information extracted from customer conversations and meeting transcripts.