Creatio’s new 8.3 Twin CRM update hits Salesforce where it hurts: ‘we don’t think of AI as an add-on…it’s just part of our app experience’

CreatedThe Customer Relationship Management Company (CRM) in Boston focused on the deployment of the CRM application with low code and low code, A officially launched its last update of the platform, version 8.3 “Twin”Presentation of a series of AI-NATIVE capabilities designed to rationalize CRM and automation of workflow.

With this update, CRETIO continues its mission to build corporate software where humans and AI agents collaborate through functions such as sales, marketing, service and application development.

“This version for us is in a way this point of pivot where we go beyond the traditional SaaS CRM,” said Burley Kawasaki, product manager at Cretio, in an interview with Venturebeat. “The way we work with the SaaS has fundamentally changed – it is now a fluid movement between applications and AI agents.”

Ai-native throughout creation with access to the conversational and classic interface

The new version focuses on the integration of AI into the heart of the Creatio platform, rather than treating it as an additional module.

Creatio 8.3 includes a conversational user experience, AI agents based on predefined roles and an agent manufacturer without code that allows companies to personalize how automation works in their specific environment.

These features are now available for all customers and users of testing without additional cost or license.

“You will not see us publish a creation of creation, right?” Said Kawaski, a flicker in his eyes when he called rival rival SALESFORCE Agent Favorce Agent Favorce platform of the CRM Salesforce supplierwhich requires an additional subscription or additional paid paid credits to Construction capacities of access agents.

Creation The platform starts at $ 25 per user per month.

Because we do not consider it as an additional module or something separate that you must use in addition to your existing applications, “said Kawasaki.” This is part of our application experience. “”

Multi-conversation support on the platform

The platform now offers a natural language interface that covers Creatio’s web and mobile applications, as well as integrations with tools such as Microsoft Outlook and teams.

Users can switch between channels and devices without losing context, allowing persistent and persistent interactions with AI agents through workflows.

“We have activated the multi-conversation support with a persistent context on devices and platforms, whether you are in Outlook, teams or on mobile,” said Kawasaki. “Our adaptive user experience allows users to live in a CRM invites, accessing features by natural language. You can switch between classic and conversational modes if necessary. ”

The integration of Zoom and Gmail is expected later in the year.

Predefined and customizable AI agents for various sectors and functions

In this press release, Creatio launched several prefabilized agents that support high frequency tasks in the main fields of activity:

• Commercial agents Manage tasks such as finding accounts, preparing meetings and generation of quotes.
• Marketing agents Help create campaign messaging, emails and other targeted content.
• Service agents Concentrate on faster case resolution by drawing internal knowledge bases and suggesting new content where gaps exist.
• Code -free agentsStarting with the dashboard agent, helping non -technical users to generate and refine the analysis using invites in natural language.

“In sales, the agents manage data entry, follow -ups and documents, releasing representatives to focus on relations and strategy,” said Kawasaki. “In marketing, the agents assume content creation and the analysis of the campaigns, allowing marketing specialists to focus more on narration.”

“While others still offer fragmented AI products and complex pricing models, we have taken a different path,” said Kawasaki. “This version offers a platform, experience and clear route to accelerate the adoption of AI and carry out the real commercial value.”

The Creatio 8.3 conversational assistant also presents advanced features such as file downloads for the landing of responses in documents specific to organization and support for generation (RAG) (RAG) of recovery to guarantee precision based on owner knowledge.

“Agents can now be based on downloaded documents and Creatio’s metadata, ensuring that the responses are accurate and personalized, not generic,” noted Kawasaki.

Create and deploy personalized AI agents without code

The code -free development environment has also been revised with an integrated AI that helps build dashboards, applications and even new AI agents. Users can design and deploy agents by combining skills, workflows, prompts and reusable knowledge sources – offering full flexibility to adapt automation without the need for engineering resources.

“We are launching an agent manufacturer without code where you define skills, prompts, actions and workflows,” said Kawasaki. “It is visual and accessible, but always requires thoughtful training and data input.”

Under the hood, Cretio supports several fundamental models, notably Openai, Anthropic and Gemini. A capacity brought by your model is scheduled for later in 2025, allowing customers to accommodate their own models, such as Llama or Deepseek, and to associate them with specific tasks or agents.

“We decided very early not to build our own LLM,” said Kawasaki. “Instead, we support Openai, Anthropic and Gemini – and soon customers will be able to bring their own model.”

Security, data governance and landing remain priorities

Security and governance were also a priority in this press release. The documents used to train or inform AI agents are stored in a secure and dedicated body of each customer and are not shared with external models in large language.

Customers can control which documents are persistent for the landing of agents and manage access to guarantee regulatory compliance, in particular in sensitive industries.

The press release follows large practical tests and Creatio’s customers’ customers. The first users highlighted the need for new advice on process design in AI -assisted environments, which CRETIO plans to address additional resources of best practices later this year.

The company also plans to follow this summer launch with a second wave of features improvements and new agents in the fall.

“We see the real opportunity not in agents replacing humans, but in agents completing the teams – the human and the digital working together in hybrid organizations,” said Kawasaki.

CRETIO positions release 8.3 as shift from other AI BOLT-on CRM strategies. Instead, it aims to unify AI and human contributions to a single fluid experience. For customers, this means the freedom to work on how they choose, whether through conventional CRM interfaces or through conversational flows and supported by AI.