Helper GPT for Creatio
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Helper GPT for Creatio is an advanced OpenAI GPT tailored for supporting end-users, administrators, and developers with Creatio CRM

Overview

Product overview

Product description

Helper GPT for Creatio is an advanced OpenAI GPT tailored for supporting end-users, administrators, and developers with Creatio CRM. It offers immediate, detailed guidance on CRM tasks, leveraging an internal knowledge base and external resources from Creatio Academy and official sites. Helper GPT for Creatio is designed to deliver accurate, up-to-date assistance in a professional and friendly manner, ensuring effective user interactions. Its comprehensive support includes answering queries, providing CRM insights, and assisting with integrations and updates, all aimed at enhancing the user experience and productivity with Creatio products.

Use Cases:

  1. Simple How-To Questions: Helper GPT for Creatio can assist with straightforward queries, such as navigating the Creatio interface, setting up user profiles, or customizing dashboards. It offers step-by-step instructions to ensure users can quickly and effectively complete their tasks.
  2. Analysis of Documents: The GPT can analyze documents to provide insights on how Creatio can meet both functional and technical requirements. This includes evaluating business needs and suggesting appropriate Creatio features and modules to address these requirements.
  3. Code Generation for Low-Code Integration: Helper GPT for Creatio supports users in generating code for low-code integrations with external systems. This capability allows for seamless connectivity and data exchange between Creatio and other platforms, enhancing overall system functionality.
  4. Workflow to Business Process Conversion: For users looking to translate workflow diagrams into executable business processes within Creatio, Helper GPT for Creatio provides guidance on mapping these diagrams to Creatio's business process tools, ensuring efficient and accurate implementation.
  5. Release Information: The GPT offers detailed information about new releases from Freedom releases onward. This includes summaries of new features, improvements, and any critical updates that users need to be aware of to maintain optimal system performance.
  6. Explanations of New Features: When new features are introduced, Helper GPT for Creatio explains their functionalities, benefits, and how to utilize them within the Creatio environment. This ensures that users can take full advantage of the latest enhancements to the platform.

Key features:

  • Guided CRM Task Support: From simple queries to complex problem-solving, Helper GPT for Creatio provides comprehensive support for a wide range of CRM-related tasks.
  • Document Analysis: By analyzing provided documents, it can suggest tailored solutions that align with specific business and technical requirements.
  • Low-Code and No-Code Development Assistance: Helping users with code generation and integration tasks, Helper GPT for Creatio bridges the gap between Creatio and external systems.
  • Business Process Implementation: Offering detailed guidance on converting workflows into business processes, it ensures smooth transitions and accurate setups.
  • Up-to-Date Release Information: Keeping users informed about the latest updates and features, enabling them to stay current with Creatio’s advancements.
  • Feature Explanations: Clarifying new functionalities and how to leverage them effectively within the user’s existing setup.

Target Users:

  • Administrators: Benefit from guidance on system setup, user management, and security configurations.
  • Developers: Receive support with low-code and no-code development, integration tasks, and advanced customization.
  • End-Users: Obtain help with everyday tasks, understanding new features, and improving overall efficiency within the Creatio platform.

Notes:

Helper GPT for Creatio opens a new tab in the same browser where users are logged into Creatio, providing a seamless and integrated experience.
Please note that Helper GPT for Creatio requires a paid subscription to ChatGPT.

Categories

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
8.1.3 and up

Pricing

Monthly
Annual
Creatio Helper GPT
Free
Helper GPT for Creatio requires user to have a paid subscription for use of ChatGPT.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Installation

Setup guide

  1. Install package to your Creatio instance
  2. On versions 8.1.3 and 8.1.4 the feature "SidebarExtensions" and "ShowPageAddonsPropertiesPanel" needs to be enabled Enable Additional Features

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.1.3 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.0
8.1.3 and up
11.11.2024
Release summary
Initial Release

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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