Creatio

Named productivity integrations put agents inside Outlook, Teams and Zoom with results syncing back to the CRM, and a marketplace publishes connectors, ready-to-use apps and templates. Agents act as well as read, creating and updating records, generating quotes and triaging cases inside the customer's own system. To add a connection of its own, a customer can use no-code web service integration, which lets a business process call any third-party REST API without code, and developers can build custom RESTful configuration services.

Sourceacademy.creatio.com integrations documentation and marketplaceread 2026-09-01

The platform carries the control flow and has done since its origins as a business process management product. A visual process designer builds multi-step processes with conditional branching, and ProcessEngineService lets an external app start them.

Agents are composed from a role, instructions, an explicit skill list and a set of low-level actions, and the conversational workspace runs several agent dialogues in parallel, each holding its own context and permissions.

Business processes can call third-party web services mid-flow through no-code integration, so routing extends beyond the platform's own objects.

Sourceacademy.creatio.com 8.3 release notes, process designer and integrations documentationread 2026-09-01

Agents work from the buyer's own content. Every data object, relationship and workflow in the customer's Creatio instance is natively accessible to agents, so grounding is on their CRM records rather than on generic context, and skills such as record summarization and lead scoring read those objects directly.

Separately, customers upload documents for summarization or analysis, with the content held in customer-dedicated storage and extraction performed inside the platform with no external system handling it. A Knowledge agent maintains and generates knowledge base articles from that material.

Sourceacademy.creatio.com Creatio.ai data privacy and AI agent documentationread 2026-09-01

Oversight is configurable at the agent definition itself. The documented anatomy of an AI Agent includes limitations and restrictions, where the customer specifies what the agent must not do and what limits apply to its actions and data access, and a list of available skills and low-level actions where a skill the customer has not added cannot be used by the agent at all.

Access to the AI is gated by a system operation permission, role-based access restricts both data and model access, and the platform supports multi-level approvals within business processes. So a buyer defines which actions an agent may take, who may invoke it, and what remains outside its reach.

Sourceacademy.creatio.com 8.3 release notes agent components and Creatio.ai permissions documentationread 2026-09-01

Access follows least-privileged role-based access control with fine-grained roles restricting both data and model access, plus system operation permissions gating who may invoke the AI at all, and row and column level security. External access uses OAuth-based authorization, and audit logs run across the platform.

A published security page describes regular internal and external penetration testing under OWASP methodology and third-party scanning, alongside documented compliance with SOC 1, SOC 2 and ISO 27001 and support for GDPR and HIPAA.

Data handling is documented in detail, with a separately deployed LLM instance hosted in the same region as the customer's site, no customer data retained by the provider, no training on customer data, and uploaded files held in customer-dedicated storage.

Sourcecreatio.com/our-technologies/security and academy.creatio.com Creatio.ai data privacy documentationread 2026-09-01

Creatio AI Studio records every request an agent handles as a run with a full trace, showing the text sent to the model and the arguments each tool was called with, beside an immutable audit log of who changed what, when and with what result, and per agent spending budgets.

Sourceacademy.creatio.com/guides/ai-studio/creatio-ai-studio-overviewread 2026-10-01

The conversational workspace runs several agent dialogues in parallel with each holding its own context and permissions, which is real state, but state held inside a dialogue. No memory layer with a stated scope or lifetime beyond the dialogue is documented: nothing says what an agent retains after a conversation ends, for how long, or whether retention is scoped per user, per team or per workspace. The claim that agents learn from a team's actual sales patterns does not appear in the documentation.

Sourceacademy.creatio.com 8.3 release notes conversational workspace sectionread 2026-09-01

Beyond shared multi-tenant software as a service, on-site deployment has its own documentation section covering installing and running Creatio on the customer's own infrastructure, and a dedicated cloud option is offered on the Unlimited tier. For residency, the vendor documents regional hosting, stating that every cloud instance runs on an audited security foundation with regional hosting and that the separately deployed LLM instance is hosted in the same region as the customer's Creatio site.

Sourceacademy.creatio.com on-site deployment documentation and Creatio.ai data privacy pageread 2026-09-01

A browsable list of named agents is published as its own documentation page, describing the agents that ship out of the box according to which apps are installed.

The release documentation names a Sales AI assistant consolidating the sales skills, a Productivity agent that finds available time slots across participant schedules, a Case resolution agent that summarizes cases and suggests resolutions, a Knowledge agent that generates case articles, and an Email generation agent for branded marketing emails, alongside prebuilt agents for lead conversion scoring, account research and quote generation. A marketplace of ready-to-use apps, connectors and templates sits alongside them.

Sourceacademy.creatio.com AI agent list and 8.3 release notesread 2026-09-01

Work starts without a person typing, as business processes fire on record events and schedules and can invoke agents as steps, agents run against sales, marketing and service workflows, and the Productivity agent acts on calendar state by finding available slots across participant schedules automatically. The agent reaches people where they already work rather than only in the CRM, following users into Outlook, Teams and mobile, with a conversational workspace as the direct surface.

Sourceacademy.creatio.com 8.3 release notes and process designer documentationread 2026-09-01

The Prompt Agent Designer lets the builder choose across several LLM providers, with Anthropic Claude, OpenAI and Google Gemini named, and set temperature and other model specific parameters per agent, inside a registry of approved models. Whether every provider is available on every plan is not stated.

Sourceacademy.creatio.com/guides/ai-studio/creatio-ai-studio-overviewread 2026-10-01

A full developer documentation site publishes several external interfaces: OData 4 and OData 3 REST services exposing every Creatio object for CRUD operations with OAuth 2.0 authorization, a DataService for batch and filtered requests, ProcessEngineService for running business processes from an external app, and custom RESTful configuration web services a developer can create. Postman collections of worked CRUD examples are published, and no-code web service integration lets a business process call any third-party REST API without code.

Sourceacademy.creatio.com integrations and API documentationread 2026-09-01

A documented evaluation harness lets customers test their own agents, with test cases written once and graded on content and on operational checks such as latency, cost and which tools were called, and the live Preview panel shows the full reasoning trace beside each answer while building.

Sourceacademy.creatio.com/guides/ai-studio/creatio-ai-studio-overviewread 2026-10-01

No action on an interface the vendor does not control is documented. Agents operate on the customer's own CRM objects through skills and low-level actions such as changing a record, validating data or reading a lookup value, and reach outside systems through OData services, custom web services and no-code web service calls, all programmatic routes. No hosted or local browser, desktop session, remote computer control, web scraping or third-party browser engine is documented.

Sourceacademy.creatio.com 8.3 release notes agent actions and integrations documentationread 2026-09-01