SalesUp Multichannel Chats for Creatio
One tool. All messaging apps. No customers missed
Overview
Product overview
Product description
SalesUp Multichannel Chats for Creatio is an extension for SalesUp Multichannel Chatbots for Creatio that adds full live-agent communication on top of your automated bot conversations. While the chatbots handle automated interactions across channels, this extension brings the human side into the same flow — consolidating group and one-on-one chats from external messaging apps into a single interface within Creatio, so managers can step in and take over a conversation the moment a personal touch is needed.
Built on the same multichannel foundation, it requires no separate setup and inherits the channels you've already connected. Managers no longer switch between apps — all conversations, history, and context live directly in Creatio, with full chat functionality and real-time two-way synchronization.
The extension is especially useful in the following cases:
- Customer Support: Create a case directly from a customer message. The subject, description, contact information, and account are filled in automatically — picking up seamlessly where the bot leaves off.
- B2B Sales: Group chats with client teams are linked to accounts and orders, with the full communication history stored in Creatio.
- Internal Communication: A complete replacement for separate internal chat tools — the Internal Chats functionality is included at no extra cost.
Key Features
Processing by operator after chatbot
Once a chat is transferred from the chatbot to an operator, the operator has access to the previous interaction between the user and the chatbot and can provide the necessary information in real time, with the context of the entire conversation
Internal chat as a corporate messaging tool
Allows employees to share messages, files, and links in chats, linked to system objects (such as Orders, Case, Account, etc.) without having to use third-party messaging apps
Group chats with your customers
Synchronize chats with customers on messaging apps and with employees in Creatio. Customers don’t need to be system users —they can send messages using their usual messaging apps, and employees can reply in the same chat directly from Creatio
Communication channels in a single interface
Telegram, Microsoft Teams, Slack, Viber, WhatsApp, and Internal — all messages are consolidated into a single Creatio interface.
A complete messenger experience
It’s not just about displaying messages — replies to specific messages, emoji reactions, attachments (photos, videos, files), group chats, and @mentions work just like they do in Telegram, Slack, Microsoft Teams, or WhatsApp
Real-time two-way synchronization
Every message, reaction, and file is instantly synchronized between Creatio and the external messenger in both directions. No delays and no loss of context, regardless of which side sent the message.
Integration between chats and Creatio records
A chat can be linked to any Creatio object: Contact, Case, Order, Invoice, Activity, or a custom object. When you select a contact, related fields are automatically filtered — for example, only cases for that client are displayed — and the entire chat history is saved directly in the record card.
Pricing
Monthly
Annual
Standard
$
30.00 user / month
billed annually
- The SalesUp Multichannel Chatbots for Creatio license is required to install and work with SalesUp Multichannel Chats for Creatio app.
- As you make the first purchase or extend the product license, our experts will provide you with 4 hours of consultation and help with setting up the product.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
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.
Installation
Setup guide
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the application installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.
A temporary license of SalesUp for 14 days will be installed independently.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
3.1.0
8.0.0 and up
3.0.0
8.0.0 and up
Release summary
Initial release
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.