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Group Chats in Creatio: Communicate with Clients Across All Messengers in One Place

Group Chats in Creatio: Communicate with Clients Across All Messengers in One Place

One of the most common challenges in client communication is fragmented conversations — a manager writes in WhatsApp, a technical specialist replies in Telegram, and context gets lost along the way.

Why It Matters

When client communication is scattered across personal devices and multiple apps, history gets fragmented, new team members can't see previous agreements, and managers have no visibility without asking someone to "forward the chat."

With group chats in Creatio, all communication is stored in the CRM — automatically, in real time, regardless of which messenger the client uses.

What You'll Find in the Article

We have prepared a detailed overview that covers:

1. How group chats work within Creatio

2. Supported messengers: Telegram, Viber, WhatsApp, Slack, MS Teams

3. Security and data control — what happens when a manager leaves

4. Integration with service desk and B2B workflows

5. Analytics: response time, workload, and channel distribution

6. How to get early access and testing conditions

The article can be used both for internal team reference and for sharing with clients.

For service desk and B2B teams, chats are embedded directly into service requests — managers can see the full group conversation without leaving the CRM.

The product will soon be available on the Creatio Marketplace.

Read the article