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AI sales agent

The agent takes enquiries from WhatsApp and Instagram, creates a Bitrix24 deal and replies from the deal card — nothing is lost between chats and managers.

Leave a request or message us on WhatsApp — we will show how the agent will take enquiries and move them through your pipeline.

In short

The AI agent takes enquiries from WhatsApp and Instagram and creates a deal in the Bitrix24 sales pipeline.

Replies go out from the deal card, so the conversation and history stay in CRM rather than in managers' personal chats.

This is a working solution: BizDNAi agents run in production cells with WhatsApp and Telegram channels.

Scenarios are configured for your process: how the agent replies and when it hands the conversation to a person.

What the agent does

  • takes an enquiry from WhatsApp or Instagram
  • creates a deal in the Bitrix24 sales pipeline
  • replies to the customer from the deal card
  • runs the dialogue by a configured scenario
  • hands the conversation to a manager when needed
  • keeps the enquiry history in CRM

How it works

WhatsApp / Instagram
AI agent (channel)
Bitrix24: deal and card
Manager

The agent holds the channel and processes every message: it decides whether this is a new enquiry or a continuation and acts by the scenario.

CRM work goes through standard Bitrix24 methods: deals, cards, timeline comments.

What the business gets

No enquiry is lost between chats and managers.

The manager works in CRM, not in messengers: the whole conversation is in the card.

The customer gets an answer right away, not a day later.

Setup time

Connecting the WhatsApp channel and your CRM happens after access is provided. For the ready Bitrix24 connectors — usually 1–3 days after access and API credentials.

Configuring reply scenarios and handover rules is discussed separately and depends on your sales process.

What we need from you

ItemWhy
WhatsApp numberThe channel the agent receives enquiries on
Bitrix24 portal and pipeline accessCreating deals and working with cards
Sales scenario descriptionHow the agent replies and when it hands over to a person

Client reviews

Reviews are published with the clients' consent. The company is named as in the review.

«We have configured billing and WhatsApp auto-messaging. The number of drivers is growing — I recommend this company.»

БС такси

«All matters related to acquiring new clients have been resolved.»

Аристократ

Frequently asked questions

Does the agent replace managers?+

No. The agent takes the enquiry, creates a deal and replies by scenario, and hands complex cases to a manager.

Does it work with our Bitrix24?+

Yes, the agent works through standard Bitrix24 methods: it creates deals and keeps the conversation in the card.

Which channels are supported?+

WhatsApp and Instagram for incoming enquiries; Telegram channels also run on the platform.

Is this already working or a pilot?+

BizDNAi agents run in production cells with WhatsApp and Telegram channels — this is not a prototype.

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