5 (14 ratings)

SalesUp internal chats for Creatio

Using the chat functionality within Creatio system

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    Internal chat for Creatio allows you to use internal Creatio chats functionality. The add-on provides the ability to send requests to users of the main system (employees) and users of the portal. The module simplifies communication between company employees by combining in Creatio, in addition to work, also communication without the use of additional messengers.

    Use cases:

    • Communication with portal users without using additional channels;
    • Communication with employees without using additional channels;
    • Work of support and inquiries processing within the company;
    • Fast communication between different departments of the company;
    • An additional channel for sending information to users of the system.

    Key features:

    • A separate communication module for portal users and company employees;
    • Ability to communicate without using external channels and process requests in real-time;
    • Ability to communicate with users of the main system and portal users in personal and group chats;
    • Possibility of linking the chat to section records;
    • Setting up an unlimited number of internal communication channels;
    • Transfer of different types of information by a client or employee: text, file, image;
    • Processing of incoming internal requests by operators in the communication panel;
    • Possibility for the chat operator to write to the client or view the history from the action panel of any section;
    • Displaying internal chats in the chronology of related sections;

    The following standard chat functionality is supported when working with internal channels:

    • Separate processing of messages from different channels by different operators;
    • Setting up messaging processes;
    • Different algorithms for taking the chat into operation by the operator;
    • Saving the history of interaction with clients in a separate section and on the chat page;
    • When communicating with the client again, there is access to past chatting, which makes it possible to understand the client's request better;
    • When working with requests, display correspondence in the processing of the request;
    • Ability to customize response templates for faster responses to requests.
    Support conditions

    Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Internal chat for Creatio cloud / on-site subscription
    $ 2.900
    / year

    The cost of the product is indicated for the company without limitation on the number of users.

    As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.

    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    All products on Creatio platform
    7.18.2 and up
    MS SQL
    .Net Framework

    Terms & Conditions

    Guides and manuals

    To activate the trial period for 14 days, send the following information to care@salesup-it.com:

    • The name of the company
    • Customer ID
    • Website address

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 2.0.0
    09 November 2022

    1. Personal chats
     • Possibility to communicate with the users of the main system
     • Communication with the users of the portal

    2. Group chats
     • Possibility to add several participants
     • Configuration of roles and rules for participants (Supervisor, Participant, Reader)
     • Possibility to create a general chat for all users (e.g. news channel)

    3. Possibility to link a chat to records of the section
     • A chat is linked to specific system sections (e.g. for sales or inquiries discussion)
     • Displaying the chat on the section record page
     • The action of opening a chat in the DCM panel

    4. Chats status management
     • Possibility to close (to archive) a chat
     • The action of reopening a closed chat

    5. Displaying chats in the Timeline