Connect Convo AI helpdesk with Creatio to display customer records and case data in the inbox sidebar, sync conversations to Creatio CRM, and leverage no-code process automation for support workflows.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Creatio
View Creatio Contact profiles, Account details, Opportunity stages, and case history in the Convo AI inbox sidebar. Agents see customer segments, NPS scores, and process stage data from Creatio.
Create Creatio Service cases from Convo AI conversations across all channels. Map case attributes including category, priority, SLA, and service item. Link cases to Contacts and Accounts.
Trigger Creatio business processes from Convo AI events using the Studio Creatio process designer. Automate case routing, notification chains, and CRM updates with drag-and-drop workflows.
Push CSAT scores, conversation metrics, and resolution data to Creatio for visualization in Freedom UI dashboards. Build custom analytics combining support and CRM data.
Simple setup process - connect in minutes
Benefits for your support team and customers
Display Creatio Contact, Account, and process stage data in the support inbox sidebar
Create and manage Creatio Service cases from omnichannel conversations
Automate support workflows using Creatio no-code process designer
Visualize support metrics in Creatio Freedom UI dashboards alongside CRM data
Leverage Creatio AI and ML predictions in the sidebar for smarter support prioritization
Common ways to use Convo AI with Creatio
Display Creatio Account segment and NPS score in the sidebar so agents can tailor support responses to customer sentiment
Auto-create Creatio Service cases from WhatsApp and email conversations with linked Contact and Account records
Trigger Creatio business processes when support tickets are escalated, automating multi-step resolution workflows
Push CSAT scores and resolution metrics to Creatio Freedom UI dashboards for executive reporting
Use Creatio ML-powered predictions shown in the sidebar to identify customers at risk of churn during support interactions
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Creatio integration
The integration works with Creatio Sales, Service, and Marketing products. Studio Creatio process automation is supported for workflow triggers. The Freedom UI is supported for dashboard data sync.
Yes, Convo AI events such as conversation created, ticket escalated, and CSAT submitted can trigger Creatio business processes. Processes are designed in Studio Creatio using the no-code visual designer.
Yes, custom sections and objects created in Creatio are fully supported. Custom fields, lookups, and detail records can be displayed in the sidebar and used in case creation mapping.
Cases created from Convo AI inherit your Creatio SLA configuration. Response and resolution timers start based on case priority and service agreement. SLA status is visible in both Creatio and the Convo AI sidebar.
Convo AI works with all major CRM platforms