Hi everyone,

I'm exploring the AI capabilities in Creatio 10x and wanted to understand whether it's currently possible to generate a complete Business Process (BPMN) directly from a natural language prompt. I have used the AI Agent Toolkit (CLIO) and couldn't proceed further with BPMN generation from prompts.

My understanding so far is:

• Creatio.ai can generate custom applications and assist with other AI-powered capabilities.
• AI Skills allow prompts to orchestrate existing business processes and actions.
• The Process Designer provides AI-assisted recommendations for the next process element, but not full process generation.

What I'm trying to achieve is something like:

"Create a contract approval process where:

• If the contract value is greater than $10,000, route it to the Legal Manager.
• If approved, send an email notification.
• Otherwise, return it to the author with comments."

and have Creatio automatically generate the complete BPMN diagram (gateways, approvals, email tasks, branches, etc.) in the Process Designer.

Is this currently supported by any of the following?

• Creatio.ai
• AI Agent Toolkit
• AI Skills
• Clio
• Any marketplace add-on or external toolkit

Or is manual creation in the Process Designer currently the only supported approach?

If this feature is on the roadmap, I'd also appreciate any information you can share.

Thank you!

Hi,

I want to create a report on Login Count for sales reps only. The Login Count object only has a User Name field (text type) with no lookup to any object, so I can't filter by role.

My plan is to replace it with a custom object that adds a lookup to the Users object, so I can use the User in Role object to filter by the sales role and populate the user field whenever the User Name changes.

A few questions:

1. Do you see any risks with replacing a system object like this?
2. What happens if Creatio updates the Login Count object in a future version, will our custom object be affected?
3. Can changes to the Login Count object trigger a Business Process?

Thanks!

We are getting inbound SMS via Twilio and they are not being associated to the proper contact despite the phone numbers matching.  We are having to manually do the association to the contact.  Anyone have a fix or work around??

In the classic email designer, you could add a value to the "Entity settings for campaign signal" and as long as it had a path to the contact, you could use that object as the starting point for your template. Is that possible in the new designer? If so, I can't find where to set that. Or is this an example of where the functionality in the new designer is still behind the older version?

The employees are mixed within our customer contacts. Their specific person records are labelled differently, but when ownership is changed on a specific record and the lookup record is accessed it contains a list of all contacts (employees or not.) Is there a way to create a sub contact lookup with just employees?