Creatio 8.3.3 Twin: Overview of New Capabilities

Creatio version 8.3.3 “Twin” introduces updates across key areas, including AI (Creatio.ai), sales, marketing, customer service, no-code tools, integrations, and mobile functionality.

This article provides a structured overview of the main enhancements.

Creatio.ai

AI-assisted landing page generation

A new Landing Page Generation Agent is available in the Lead Generation app. Users can define the goal, target audience, and additional parameters such as language or color preferences.

The system automatically:

• selects a suitable template

• generates content

• applies brand styling

Template-based email generation

The updated Email Generation Agent uses a template-based approach to improve consistency and predictability of bulk email generation. It also supports responsive email creation with fewer manual adjustments.

RAG-enabled Knowledge Library

Enhancements include:

• integration with external RAG services

• support for CRM data and uploaded files (PDF and text)

• role-based access control (RBAC)

• source attribution in responses

Creatio.ai in Microsoft Teams

Creatio.ai can be used as a personal tab in Microsoft Teams, allowing access to AI capabilities outside of meetings.

AI-generated meeting summaries

Meeting summaries are generated based on Microsoft Teams transcripts and displayed within the activity record. Summaries can be automatically sent to internal participants.

Creatio Sales

Opportunity change tracking

The system records changes to key opportunity fields such as amount, stage, and owner. All updates are stored chronologically and remain available for analysis.

Opportunity stage to forecast mapping

Opportunity stages can be mapped to forecast categories:

• Pipeline

• Best Case

• Commit

• Closed

Sales home dashboard

The updated dashboard consolidates analytics into three areas:

• sales performance

• lead management

• team productivity

A global period filter is available for consistent analysis.

Fiscal period filtering

Filtering supports fiscal periods such as quarters, half-year, and current or previous year based on system configuration.

Creatio Marketing

Reusable campaign templates

Existing campaigns can be saved as templates and reused in Campaign Designer.

Updated Campaign Designer

Legacy elements are hidden by default, and the interface reflects the current approach to campaign configuration.

Grouped campaign elements

Campaign elements are organized into logical groups:

• entry

• data management

• flow logic

• outcomes

Digital Ads

Audience synchronization

Contacts can be synchronized with:

• Meta audiences

• Google Ads segments

Synchronization can be performed manually or automatically on a recurring basis.

Email Marketing

Bulk email analytics

Available metrics include:

• delivery rate

• open rate

• click rate

• bounce rate

• unsubscribe rate

• spam rate

Email rate limiting

Large email batches can be split and sent sequentially to improve delivery stability.

Advanced merge tags

Merge tags can retrieve data from related objects and support fallback values when data is missing.

UTM management

UTM parameters can be viewed and edited in Freedom UI before sending emails.

Lead Generation

Custom script management

Custom scripts can be added and managed through the interface without editing HTML.

Conditional logic for forms

Forms support IF/THEN logic to:

• show or hide fields

• set field values dynamically

Creatio Service

Contact Center

The updated Contact Center application includes:

• Agent Inbox

• chat management

• queue handling

Additional capabilities:

• chat transfer

• predefined message templates

• real-time translation

• file and image sharing

UX and No-code tools

• iFrame widget for embedding external content

• hierarchical structure view in the designer

• new button styles

• improved list readability

• dashboard favorites

Integrations

• extended Content-Type support

• HMAC webhook validation

• OAuth 2.0 (client credentials)

• extended REST configuration

Mobile

• new mobile workplaces

• updated Customer 360 experience

• responsive layouts

• mobile filter configuration

Administration

Configuration activity log

All configuration changes are tracked, including user, time, and action details.

Duplicate detection

The system checks for potential duplicates when creating new contacts and provides resolution options.

Beta features

• custom metric formulas

• waterfall pipeline analytics

Creatio 8.3.3 “Twin” extends platform capabilities across AI, sales, marketing, and service, while also enhancing no-code tools and user experience.

Official Creatio release notes - https://academy.creatio.com/docs/8.x/resources/release-notes/8-3-3-twin-release-notes