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AI w biznesie
8 articles
Creatio 10.1: Pivot Tables, WhatsApp and Live Sales Forecasts
Creatio 10.1 Unlimited is the October 2026 release. We picked the changes that sales, customer service and marketing teams will notice in their daily work: pivot tables in Freedom UI, a native WhatsApp channel, live-updating sales forecasts and a new email template designer. Plus a checklist of things to keep in mind before you upgrade.
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Creatio 10X: AI Studio, Web Chat and AI Agents in Customer Service
Creatio 10X Unlimited (July 2026) is a release where AI is the main theme, but not the only one. Besides Creatio AI Studio, it brings AI in customer service emails and chats, Web Chat, a MEDDPICC tab, Sales Engagement sequences, segments in marketing and Kubernetes deployment. Here is what matters for B2B companies and which licensing requirements to check.
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Creatio 8.3.4: A Campaign-Building Agent and Microsoft Graph Instead of EWS
Creatio 8.3.4 Twin (May 2026) brings an agent that builds marketing campaigns from a description, a new mail integration through the Microsoft Graph API, custom metric formulas and surveys in the Field Sales app. Plus a naming change in Creatio.ai. Here is what matters for B2B companies and what to plan before upgrading.
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Creatio 8.3.3: Contact Center, Sales Forecasting and AI with Access Control
Creatio 8.3.3 Twin (March 2026) brings the Contact Center app with an Agent Inbox, change history for sales opportunities with stage-to-forecast mapping, AI that draws on company knowledge while respecting permissions, and summaries of Teams meetings. Here is what matters for B2B companies and what to keep in mind when upgrading.
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Creatio 8.3.2: The End of the Classic UI Shell and AI Billed in Actions
Creatio 8.3.2 Twin (December 2025) retires the Classic UI shell, changes Creatio.ai billing from tokens to actions, lets you connect your own LLMs, and adds the Territory Management app and a visual Mobile Designer. Here is what changes when you upgrade and what is worth testing in advance.
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Creatio 8.3.1: Choosing the AI Model, Dashboards from a Description and Creatio.ai in Teams
Creatio 8.3.1 Twin (October 2025) lets you choose the LLM for each agent, generate dashboards from a natural-language description, use Creatio.ai in Microsoft Teams and run the AI microservice in your own infrastructure. Plus a Google Analytics integration and changes to authentication. Here is what matters for B2B companies.
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Creatio 8.3: The First AI Agents, an Outlook Add-in and Dashboards for Everyone
Creatio 8.3 Twin (June 2025) introduced AI agents in Creatio.ai, an Outlook add-in, general availability of dashboards, a rebuilt list in Freedom UI and the OAuth authorization code grant. Here is what changed in this release and what to watch out for if you have custom pages and customizations.
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CRM with AI for customer service teams — a practical guide
AI in CRM is no longer a promise — it's concrete features that work today and deliver measurable results. Learn how Creatio AI automates ticket categorization, predicts churn before a customer leaves, and supports agents in real time — and how to implement these features step by step without involving data scientists.
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