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Creatio.ai Agent

by Creatio

Enhance collaboration and keep customer data organized with Creatio.ai Agent

Creatio.ai Agent seamlessly integrates Agentic AI capabilities into Microsoft Outlook and Microsoft Teams, empowering you to manage customer data, automate repetitive tasks, and streamline communication—all without leaving these platforms.

Key Features:
  • Instant Contact Recognition: Automatically identify meeting and email participants, cross-reference them with Creatio customer 360 data, and access detailed profiles in one click.
  • Effortless Contact Management: Add new contacts to Creatio directly from the add-in with simple chat commands.
  • Limitless AI via No-Code – Create your own Agentic and Generative AI automations that address your unique business needs—with zero coding.

Benefits:
  • Seamless Workflows: Access customer data and AI insights directly within Outlook or Teams for a seamless one-window user experience.
  • Improved Communication: Create timely and relevant responses with AI assistance, ensuring personalized, customer-centric communication.
  • Efficient Time Management: Simplify meeting planning and coordination with intelligent scheduling features.

Notes:
  • This add-in requires a Creatio account. During first use, you will be prompted to sign in with your organization's Creatio account.
  • The add-in uses generative AI in the form of large language models (LLMs) to produce natural language outputs. If you encounter inappropriate content in LLM responses then you can report it to our support.

Learn more or request access at our site.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The app may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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