Creatio unveils LLM-powered Copilot for its CRM

by | Mar 12, 2024 | Technology

The 11-year-old Boston headquartered software company Creatio, known for its customer relationship management (CRM) system of the same name and “no-code” approach that lets users drag and drop to create their own bespoke CRM apps, has been at the forefront of embracing generative AI for business for the last several months.

Today, the company is embracing the emergent tech even more tightly, announcing the launch of Creatio Copilot, a virtual assistant and CRM app builder that can easily navigate through all the data the user/customer has stored in their CRM, fetch specific pieces of data on command such as a particular customer’s name or last correspondence, build bespoke apps, generate visualizations, charts, projections and analysis on command.

“We’re bringing Creatio Copilot into all aspects of the platform,” said Andie Dovgan, chief growth officer of Creatio, in an exclusive video call interview with VentureBeat. “We incorporated and built the Copilot into the entire ecosystem, starting from Creatio’s no-code configuration and AI-assisted development to end user automation. How can we help a seller to be more productive using Gen AI during opportunity analysis, or by planning next steps was a customer?”

Copilot Studio lets customers select and deploy Gen AI models where they see fit

At the heart of Creatio Copilot’s innovation is the Copilot Studio. This specialized workspace allows users to select from different AI foundation models — deploy them for new use cases, create new bespoke apps, …

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[mwai_chat context=”Let’s have a discussion about this article:nnThe 11-year-old Boston headquartered software company Creatio, known for its customer relationship management (CRM) system of the same name and “no-code” approach that lets users drag and drop to create their own bespoke CRM apps, has been at the forefront of embracing generative AI for business for the last several months.

Today, the company is embracing the emergent tech even more tightly, announcing the launch of Creatio Copilot, a virtual assistant and CRM app builder that can easily navigate through all the data the user/customer has stored in their CRM, fetch specific pieces of data on command such as a particular customer’s name or last correspondence, build bespoke apps, generate visualizations, charts, projections and analysis on command.

“We’re bringing Creatio Copilot into all aspects of the platform,” said Andie Dovgan, chief growth officer of Creatio, in an exclusive video call interview with VentureBeat. “We incorporated and built the Copilot into the entire ecosystem, starting from Creatio’s no-code configuration and AI-assisted development to end user automation. How can we help a seller to be more productive using Gen AI during opportunity analysis, or by planning next steps was a customer?”

Copilot Studio lets customers select and deploy Gen AI models where they see fit

At the heart of Creatio Copilot’s innovation is the Copilot Studio. This specialized workspace allows users to select from different AI foundation models — deploy them for new use cases, create new bespoke apps, …nnDiscussion:nn” ai_name=”RocketNews AI: ” start_sentence=”Can I tell you more about this article?” text_input_placeholder=”Type ‘Yes'”]

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