Introducing the Connect Creatio AI Assistant
The AI Assistant is a built-in chat agent powered by Claude that helps you design, review, and troubleshoot your data integrations - without leaving the platform.
What it can do:
- Answer questions about your connections, projects, jobs, stages, and mappings
- Suggest field mappings and transformation logic grounded in your actual data schemas
- Review job configurations and recommend improvements
- Write and explain SQL, C#, VBScript, JavaScript, and Python transformation scripts
- Search the web for connector documentation and error explanations
Access the AI Assistant at any time using the AI icon in the top toolbar. You can change these settings later under Setup → Options.
🔒 Built with Safety in Mind- All data-related commands are gated through a secure MCP (Model Context Protocol) server the AI never has direct database access.
- Your data is never modified directly by the AI. Any reads or lookups go through the same controlled API layer your application uses.
- Any proposed changes to projects, jobs, mappings, or configurations are presented as an explicit plan for your review and approval before anything is executed.
⚠ Important - Data Privacy Notice
Please do not enter personally identifiable information (PII), confidential customer information, passwords, account numbers, or other sensitive data into the AI chat. Information entered into the AI chat may be logged and processed by a large language model. Review your organization's AI usage policy before proceeding.
