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Creatio.ai

di Creatio

Enhance collaboration and keep customer data organized with Creatio.ai

Creatio.ai 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.

Funzionalità dell'app

Quando questa app viene usata,
  • Può inviare dati tramite Internet
  • Questa app può accedere alle informazioni personali nel messaggio attivo, ad esempio numeri di telefono, indirizzi postali o URL. Non è possibile leggere o modificare altri elementi presenti nella cassetta postale dell'utente. Consulta l'informativa sulla privacy dello sviluppatore per maggiori dettagli su come vengono gestite ed elaborate le informazioni personali.

In uno sguardo

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