Regular Update Package for Creatio Products 8.3.2

We are pleased to announce that the Creatio 8.3.2 update package is here! The following key capabilities and improvements have been added to the Creatio product line.  

Creatio.ai. Creatio 8.3.2 offers numerous new features and improvements for Creatio.ai, amomg which:

• New pricing model. Creatio.ai now uses actions instead of tokens. One action equals one complete request to an LLM (large language model), whether it is a search query, a summary, an agent run, or a business process call. Learn more: Creatio composable pricing.
• Custom LLMs. It is now possible to connect your own LLM to Creatio.ai. You can use LLM from OpenAI, Azure AI, or any other custom provider. You can also plug in your own locally hosted models.
• Improved AI Agent selection logic. Creatio AI now uses richer context to pick the right agent for each request. Along with your first message, the platform reviews details about the page you are on and the visible fields.
• News and insights for accounts. It is now possible to get informed about key account developments, saving time and improving strategic awareness, by asking Creatio.ai to send you news for your accounts. You can also subscribe to these insights.
• LLM reasoning. You can now understand LLM logic and reasoning in debug mode easier by capturing and exposing the reason behind the selection of an AI Skill or AI Agent.
• Enhancements for Creatio.ai add-in for Microsoft Outlook and Teams. Several enhancements for a more consistent and streamline user experience.
• AI-generated widget enhancements. You can now view widgets directly within the Creatio.ai chat panel, including pipeline, sales pipeline, and full pipeline visualizations; generate lists based on aggregated metrics; generate list widgets that contain specific records, for example, top opportunities, key accounts, open cases, and new leads.

New AI Agents and Skills. Creatio 8.3.2 features new exciting AI agents and improved AI skills:

• New Segmentation AI Agent. You can now build precise audience segments using natural language in Creatio Marketing via the new Segmentation Agent. Just describe your target audience and Creatio.ai will generate the right filters and create a dynamic folder automatically.
• Filter AI Agent. You can now create dynamic folders via natural-language requests using the new Filter Agent. The agent interprets intent, resolves data model relationships, and generates correct Creatio filter metadata automatically.
• Enhanced "Case performance" AI Skill. You can now get a more accurate picture of how cases were handled and resolved while using the "Case performance" AI Skill. The skill now detects escalations between assignees, assignee groups, and support lines as well as reflects the full escalation path in its summary.
• Enhanced "Suggest case resolution" AI Skill. The search for knowledge base articles was streamlined by merging multiple steps into a single step. The skill now retrieves both case-linked articles and search results in a single action.

Creatio composable apps. Creatio 8.3.2 provides the following new apps and enhancements:  

• Territory Management app. This new app streamlines the organization and management of accounts and corresponding leads and opportunities based on territory structure. You can also review key analytics tied to their geographic or organizational location. The app provides a clear, hierarchical view of all active territories together with essential KPIs. Note that the Territory Management app requires the Customer 360 app to be installed and can be enhanced by the Lead and Opportunity Management app.
• Email Marketing app. You can set up domains faster on multiple-instance environments without depending on Creatio support by validating the same domain across multiple Creatio instances on your own.  
• Lead Generation app. It is now possible to automatically populate form fields using contact data when users open a landing page created in the Landing Page Designer from a bulk email HTTPS link. Also,  you can now configure default values and hidden fields in forms created in Landing Page Designer.  
• Case Management app.  You can now view a set of role-specific dashboards aimed at improving visibility into service operations in the Dashboards Freedom UI section. These dashboards are delivered as part of the Case Management app and enable support agents to track their active workload, provide service managers with insights into case trends and exceptions, and deliver a high-level view for service leaders.

End user experience. A range of UI/UX and performance improvements have been introduced to make daily tasks more intuitive and efficient, including:  

• Multilingual chats. You can now talk to customers in their preferred language by using Creatio.ai powered translations in the Communication panel chats.
• List settings for specific folders. You can now manage list settings for a specific folder similarly to general list settings.
• Freedom UI dashboards. It is now possible to view centralized dashboards in the Dashboards Freedom UI section similar to Classic UI.
• Performance improvements. Creatio now loads reopened pages or pages opened in new browser tabs faster due to additional client-side caching and general page opening optimizations.

No-code tools. Improved no-code tools will help you create more sophisticated and powerful apps faster and easier:  

• Application hub. Several additional validation were added before installing apps. Also, Creatio now checks for unresolved compilation errors before you install an app and warns you about them.
• Freedom UI Designer. There is a new capability to reorder chart series in widget as well as menu buttons manually in both the Freedom UI Designer and Dashboard Designer; a capability to clean up unused or unnecessary data sources in the Freedom UI Designer; and a capability to view who is currently editing a page, its source code, its data sources, or the related object in the Object Designer – to minimize the risk of content conflicts.  
• Business rules. You can now use columns from related objects in the "Set values" action of the Business Rule Designer.
• Business processes. You can now implement your own error handling logic within the business process by allowing the element to continue being executed even if the web service call fails due to connectivity errors.
• Integrations. There are multiple new features, including enhanced webhook delivery, support of OAuth 2.0 authorization for deployments on the .NET 8 platform, LDAP referral chasing during LDAP synchronization, and use of FileAPI to read, write, and delete files in external storage via OData 4.

Creatio Mobile. Creatio Mobile app has multiple new features and improvements:  

• Freedom UI Mobile Designer. It is now possible to configure mobile pages for any mobile workspace without coding using the new Freedom UI Mobile Designer. It is a visual drag-and-drop editor that works similarly to desktop Freedom UI Designer. You can add fields, lists, buttons, attachments, compact profiles, barcode scanners, and other elements.
• NFC. You can now identify assets in Creatio Mobile quickly and seamlessly by using near field communication (NFC). Scanning an NFC tag automatically links the device to the corresponding record in Creatio using the tag's unique serial number, without writing any data to the tag.
• Creatio.ai enhancements. Search in Creatio.ai chats and other improvements.

Advanced customization. Improvements include streamlined custom to regular package conversion, update to Angular version 18, DataForge optimization, API for deleted records, downloaded file validation, the ability to clear the IndexedDB browser cache storage, and others.  

Beta testing of new features. These features are available for beta testing in Creatio version 8.3.2.  

• Element hierarchy in Freedom UI Designer and Freedom UI Mobile Designer. You can now manage complex Freedom UI pages easier by using a Structure tab that displays nested components as a tree.
• Seconds in "Date/Time" type field. You can now improve precision in scenarios like log analysis, SLAs, integrations, and time-sensitive measurements by adding seconds to "Date/Time" type fields.
• Improved OpenID user provisioning. If you have an existing user base in Creatio, you can start using OpenID SSO easier as Creatio now tries to match the user by email if the OpenID sub cannot find an existing user.

Detailed descriptions of all the new features and upgrades are available in the Creatio Academy.    

You can also read the release notes  HERE. 

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