AI Services

Creatio Helper GPT: Companion AI for Creatio

Creatio Helper GPT (Generative Pre-Trained Transformer) is an advanced AI tool that provides in-depth support for Creatio-related tasks, accessible from the Creatio UI through a free application on the Creatio Marketplace. The Marketplace app (‘Helper GPT for Creatio’) opens Creatio Helper GPT in a new browser tab while using Creatio, allowing users to leverage its capabilities without disrupting their Creatio usage. Designed to assist administrators, developers, and end-users, Creatio Helper GPT functions as a companion and coach, providing guidance, answers to questions, and tailored solutions for a wide range of tasks within the Creatio CRM platform.

Screenshot of the Creatio interface showcasing the dashboard for a Supervisor, featuring metrics like total opportunity count, current month opportunity amount, and open leads. Includes a bar chart comparing planned vs. actual performance by sales manager for the current quarter and navigation options on the left side for various system features.
Creatio Helper Website
Creatio Helper Example
Creatio Helper GPT Features:

How-To Support: Assistance with simple and complex CRM-related tasks.
Document Analysis: Tailored solutions based on provided documents.
Low-Code Development Help: Guidance for code generation and integrations.
Business Process Implementation: Support for translating workflows into business processes.
Release Summaries and Feature Explanations: Up-to-date information on Creatio updates and features.

Sample Prompts:

“How do I create a new user profile in Creatio?”
“Can you guide me through customizing a dashboard in Creatio?”
“How do I add a new business process to my Creatio environment?”
“Help me generate code to integrate Creatio with Stripe payment platform.”
“What is the best way to set up a low-code integration between Creatio and Google Docs?”
“What new features are included in the latest Creatio release?”
“Explain how to use the new email marketing feature introduced in the recent update.”

Our Services

Custom Creatio Copilot Intent Development

 

Our AI services for Creatio Copilot focus on creating custom intents that drive business efficiency and automation. Services include:

  • Needs Assessment & Strategy: Analyzing your business operations to identify areas where custom intents can optimize performance.
  • Implementation of Custom Intents: Building and deploying custom intents from design through to full integration within the Creatio platform.
  • Workflow Optimization: Enhancing productivity by automating routine tasks, reducing manual intervention, and streamlining operations.
  • Training & Support: Providing comprehensive training for your teams to maximize the potential of new custom intents and ongoing support for seamless operation.

Custom AI Assistant Development

Our AI services for custom AI assistant development include:

  • Needs Assessment & Strategy: Evaluating your business processes to identify opportunities for custom AI assistant development.
  • Design & Development: Crafting tailored AI assistants to align with your unique business needs and objectives.
  • Deployment & Integration: Implementing AI assistants seamlessly into your existing systems for optimal performance.
  • Validation & Modifications: Validating AI assistant performance and making necessary adjustments to ensure accuracy and efficiency.
  • Training & Support: Ensuring your team can effectively use the AI assistants through comprehensive training and ongoing support.

Generative AI Workshop for Senior Executives

Our one-day generative AI workshop for senior management includes:

  • Introduction to Generative AI: Demystify generative AI by providing an overview of its capabilities, technologies, and potential applications.
  • Hands-On Exploration: Interactive sessions that allow participants to experience generative AI tools and understand their practical uses.
  • Use Case Identification: Guided activities to identify actionable use cases that align with the specific needs and challenges of your business.
  • Strategic Planning: Developing a roadmap for implementing generative AI solutions, focusing on integrating AI in a way that enhances business processes and drives value.
  • Q&A and Expert Insights: Addressing questions and providing expert insights to ensure participants leave with a clear understanding of generative AI’s potential in their organization.