Meet the Next Evolution of AI: Conversational, Embedded & Proactive

3 min read
Meet the Next Evolution of AI: Conversational, Embedded & Proactive

The way we interact with AI is entering a new era. Technology no longer waits for instructions; it understands, anticipates, and collaborates.

AI now lives within the workspace, understanding context and intent, following users across applications and devices, and transforming fragmented workflows into one intelligent flow. With continuous awareness and adaptive behavior, it is evolving from a reactive tool into an active collaborator that gets the real work done

These capabilities mark a turning point, making AI intuitive, ever-present, and proactive. They redefine how businesses operate and grow. At the recent Agentic Automation event, Creatio’s experts showcased how these principles take shape within a single, unified platform.

As Creatio’s experts explain in the video above, AI’s latest capabilities are transforming how people and technology work together — enabling more connected, intuitive, and intelligent experiences.

Let’s take a closer look at the capabilities driving this transformation:

#1. Conversational & Immersive

AI is stepping out from behind dashboards and into the flow of work, always ready to assist. It now lives inside your platform’s interface, listening, responding, and taking action as work happens. With natural language as the new command line, users can simply describe what they need and AI gets it done. A marketer can ask to “create an email campaign for the new product launch,” and the system will build it. A sales manager can request “show me this quarter’s pipeline by region,” and insights appear instantly. A service leader can say “prioritize open cases by urgency,” and tasks will be reordered automatically.

Within the immersive AI workspace, every insight, task, or decision is just a conversation away. Adaptive layouts seamlessly adjust to the user’s context, presenting quick actions for routine tasks or full-screen views to deep analysis. The result is a fluid, intuitive experience where work feels less like navigating tools and more like collaborating with an intelligent teammate.

Example of Conversational & Immersive AI by Creatio

Example of Conversational & Immersive AI by Creatio

#2 Embedded & Mobile

AI now meets you where you work — in Outlook, Teams, Zoom, or any other business app — across desktop and mobile devices, always ready to assist without breaking your focus.

After a customer call on Zoom, a sales representative can ask their AI agent to capture the key discussion points and update the CRM automatically. When they move to Outlook, AI recalls that same context and helps draft a follow-up email, including next steps and relevant details. These capabilities extend seamlessly to mobile, allowing the rep to stay connected and productive on the go — asking AI to summarize progress, record meeting notes, or approve actions directly from their device, all within one continuous, intelligent workflow.

With AI embedded across tools and devices, every interaction is aligned with your work context. Whether you’re switching from desktop to mobile or between apps, AI helps you maintain consistent, continuous, and meaningful interactions that drive real business growth. 

Example of Embedded & Mobile AI by Creatio

Example of Embedded & Mobile AI by Creatio

#3 Proactive & Connected

AI no longer waits for a command — it anticipates your next move. Connected to your core systems and data sources, it understands context, delivers intelligent recommendations before you even ask, and can autonomously act on key signals across your platform.

For example, AI can alert a sales manager when a deal shows early signs of delay, suggest next best actions to re-engage a customer, or surface upsell opportunities based on recent interactions. In service operations, it can identify recurring issues across support tickets and create helpful articles for the company’s knowledge base. In marketing, AI can suggest optimizations to campaign timing or audience targeting to boost performance and maximize ROI. In finance, it flags unusual spending patterns or forecast deviations early, enabling teams to act before challenges escalate. 

By surfacing insights across interactions, AI moves from reaction to action, transforming awareness into intelligent actions that drive real business impact.

Example of Proactive & Connected AI by Creatio

Example of Proactive & Connected AI by Creatio

Final Thoughts

AI’s transformation into an embedded, proactive collaborator marks a defining shift in how humans interact with technologies. By integrating intelligence across various workflows, organizations are reimagining how value is created, delivered, and scaled. This new era belongs to businesses that harness AI not as a feature, but as a core partner in growth.

Watch the full recording of “Agentic Automation: The Age of AI Twin” event to explore how organizations interact with AI solutions in their daily work today.

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