Product Catalog Agent for Creatio
Enhance Creatio AI capabilities with an AI Agent for Product Catalog search. Enable users to query inventory, apply dynamic pricing and stock filters using natural language, and retrieve structured product data directly within the Creatio AI chat.
CPQ Agent for Creatio
CPQ AI Agent is a conversational agent that turns natural language into configured quotes. Sales reps describe what their customer needs, and the agent recommends the right products, resolves dependencies, and creates a validated Opportunity.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Customer 360
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
Lead Generation
Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows
Email Marketing
Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Event Management
Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success
Symitar® Membership Agent for Creatio
AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.