Creatio Launches Copilot: Virtual Assistant & CRM Builder

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The Evolution of Business Solutions with Generative AI by Creatio

The renowned Boston-based software company Creatio, known for its innovative customer relationship management (CRM) system, has been leading the charge in embracing generative AI for business operations. Now, Creatio takes their commitment to this emerging technology even further with the introduction of Creatio Copilot, a cutting-edge virtual assistant and CRM app builder.

The Power of Creatio Copilot

Creatio Copilot is designed to seamlessly navigate through vast amounts of CRM data, allowing users to retrieve specific information with ease. This includes fetching customer details, correspondence history, and generating custom apps, visualizations, charts, and reports on demand. Andie Dovgan, Creatio’s chief growth officer, highlighted the integration of Creatio Copilot across the entire platform, enhancing functionalities for users at every level of interaction.

The core innovation behind Creatio Copilot lies in its specialized workspace, the Copilot Studio. This feature enables users to select from various AI models and deploy them to create new applications or modify existing ones effortlessly. The platform offers integration with leading AI models, such as OpenAI’s GPT-3.5, Meta’s Llama 2, and others, providing users with advanced tools for data analysis and decision-making.

Enhanced User Experience

Creatio Copilot also acts as an intelligent virtual assistant, suggesting actions, creating templates, and providing insights based on data and visuals. The platform ensures data security with a robust “data protection layer,” certified by SOC 2, ISO, and HIPPA standards, giving users peace of mind when handling sensitive information.

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In addition to custom application development, Creatio Copilot offers out-of-the-box solutions for sales, marketing, and service functions. Sales professionals can benefit from features like intelligent customer scoring and real-time coaching tips, while marketers can optimize campaign flows and target responsive audiences effectively. Customer service agents can automate case analysis and offer personalized responses, improving overall customer satisfaction.

Accessibility and Affordability

Creatio Copilot is available to existing users at no additional charge, emphasizing Creatio’s commitment to accessibility and scalability. With a focus on sales, marketing, and customer service functions, Creatio Copilot aims to revolutionize the CRM landscape by democratizing AI and no-code technologies for businesses worldwide.

With thousands of customers and a global network of partners, Creatio’s impact reaches far and wide across industries. By seamlessly integrating AI and no-code technologies, Creatio empowers businesses to enhance efficiency, streamline operations, and adapt to the ever-evolving tech landscape.

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Chris Jones

Hey there! 👋 I'm Chris, 34 yo from Toronto (CA), I'm a journalist with a PhD in journalism and mass communication. For 5 years, I worked for some local publications as an envoy and reporter. Today, I work as 'content publisher' for InformOverload. 📰🌐 Passionate about global news, I cover a wide range of topics including technology, business, healthcare, sports, finance, and more. If you want to know more or interact with me, visit my social channels, or send me a message.
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