Creatio AI agents that do real work — on your data, in your processes.
Creatio ships AI agents and AI Studio to build more. We set them up on your data and rules, connect them to the systems around your Creatio CRM, and run them in production. The first agent goes live in a 3-week pilot.
Agents out of the box, and a studio to build your own.
Creatio.ai
The AI inside Creatio CRM: an assistant for everyday tasks, and agents that turn plain-language requests into dashboards and lists.
Sales and service agents
The Sales Agent enriches accounts and summarizes leads and deals; the Case Resolution Agent helps close customer cases; the Knowledge Agent drafts knowledge articles from resolved cases; the Productivity Agent handles email, meetings and contacts.
Marketing agents
Agents that write campaign emails, build audience segments, generate landing pages and campaigns, and help with email deliverability.
AI Studio
Where new agents are built: a no-code designer, any language model, connections to other systems through MCP, APIs and webhooks, and approvals with a full audit trail.
All of it is Creatio's. See the full list of agents → · About AI Studio →
An agent is only as good as what it's connected to.
Step 1Your data
An agent answers from what your Creatio holds. If accounts are duplicated and fields are empty, it answers with confidence — and gets it wrong.
Step 2Your rules
Thresholds, policies and exceptions live in people's heads and old documents. An agent needs them written down, in Creatio, before it acts.
Step 3Your approvals
Some steps must have a person's name on them. Someone has to decide which ones, and build the approval into the process.
Step 4Your other systems
Balances, policies, orders and employee data sit outside the CRM. Without a link to them, an agent stops at "I don't know".
That's the work between "we turned on Creatio.ai" and an agent your team trusts.
From Creatio's agents to agents that run your process.
Set up Creatio's agents
The agents you already have, configured on your data, your knowledge base and your rules — so they answer like your best people.
Build your own agents in AI Studio
Agents for the work Creatio doesn't cover out of the box: claims intake, document checks, disputes, onboarding — each with its rules and approvals.
Connect agents to your systems
Two-way links to your ERP, core system, HR or policy system, email and telephony — through Creatio's integration tools, APIs and MCP.
Set the guardrails
The model judges. Code decides. A practitioner approves. Thresholds and approvals live in code and in Creatio, not in the prompt.
Run them in production
We watch the agents, fix what breaks, change the rules as your business changes and add the next agent when you're ready.
Use Creatio's AI, or bring Claude or OpenAI.
Creatio.ai works out of the box. AI Studio also supports Claude and OpenAI models, so an agent can run on the one that fits your data or your rules better. We help you choose — the same way we do in AI Workplace — and the choice can change later without rebuilding the process.
Agents inside whole processes, not on their own.
Every recipe puts agents to work inside a whole process, next to Creatio's own features and the apps from its Marketplace.
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Function ·
Creatio CRMCustomer Support Every request answered, routed and closed inside its SLA. -
Function ·Creatio CRMHR portal One place where employees ask, request and get onboarded. -
Function ·Creatio CRMIT service desk Incidents, requests and changes handled before they pile up. -
Function ·Creatio CRMCustomer Success See which clients are at risk, and renew the rest on time. -
Industry ·Creatio CRMInsurance Claims intake, renewals and broker requests — connected to your policy system. -
Industry ·Creatio CRMBanking What we add on top of Creatio's Bank.ai: core-banking links, document intake, everyday servicing.
Questions about Creatio AI agents
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What AI agents does Creatio have?
Creatio.ai comes with agents for each product: for sales (the Sales Agent), for service (the Case Resolution and Knowledge agents), for productivity, and five for marketing. For banks, Bank.ai adds banking agents. AI Studio builds the rest.
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What is Creatio AI Studio?
Creatio's platform for building, running and governing AI agents. It has a no-code designer, works with any language model, connects agents to other systems through MCP, APIs and webhooks, and keeps approvals and an audit trail.
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Can a Creatio AI agent use Claude or OpenAI?
Yes. Creatio AI Studio supports both Claude and OpenAI models (Creatio 8.3.2 and later); connecting a model of your own needs Creatio's Accelerate AI package or higher. We help you choose the one that fits each agent, and you can change the model later without rebuilding the process.
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Who approves what an agent does?
You decide. Every agent has written limits: what it may do alone, what it drafts for a person, and what always needs a named approver. Approvals run as tasks in Creatio, and every action is logged.
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Do Creatio AI agents cost extra?
Creatio's AI features are available on every Creatio plan; what agents do is metered in Creatio AI credits, bought as an AI package. That holds when an agent runs on Claude or OpenAI too. Our work is scoped separately, and we fix the scope of a pilot before we start.
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Where does a Creatio AI agent project start, and how long does it take?
With one agent on one process — usually answers from approved knowledge, request intake or document intake — as a 3-week pilot. The next agent reuses what the first one built.
See which agent pays first in your Creatio.
30 minutes. We look at how you use Creatio today and pick the first agent with you.