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.

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 Sub-agents are available in the add-in as well. You can develop more Sub-agents for the add-in if needed. Learn more: Development specifics for Sub-agents in the Creatio.ai Outlook add-in.

See also​

See also