An AI assistant for Bitrix24 that fills in your CRM
The assistant talks to customers in messengers and works in Bitrix24 at the same time: creates a lead or deal, finds the customer by phone, writes the request to the timeline, moves the stage and sets a to-do for the owner. Your manager just closes the deal.
- Lead or deal
- Duplicate check by phone
- Your custom fields
What the AI does in Bitrix24
The assistant does not just forward chats to the CRM — it keeps the card the way a careful manager would.
Creates a lead or a deal
Pick what you work with. For deals the assistant finds or creates the contact and links it to the card.
No duplicates
Before creating anything it looks the customer up by phone. A returning customer lands in the existing card.
Fills your fields
City, service, source — map what the assistant learns in the chat to your Bitrix24 custom fields.
Writes to the timeline
The request and key details appear as comments on the card. Optionally, the whole chat.
Moves stages and sets to-dos
The assistant moves the card through pipeline stages and creates a to-do with a deadline for the owner.
Answers status questions
When a customer asks about their request, the assistant checks the card and replies itself.
How to connect AI to Bitrix24
- 01
Create the assistant and connect a channel
WhatsApp, Telegram or Instagram — wherever your customers write.
- 02
Create an inbound webhook
In Bitrix24: Applications → Developer resources → Other → Inbound webhook, with CRM permissions.
- 03
Paste the webhook link
The UP-CHAT wizard checks access and loads your pipelines, stages and users.
- 04
Choose where leads go
Lead or deal, pipeline, stage and owner. Then the assistant starts working in your CRM.
AI assistant, a manager or Open Channels
| UP-CHAT AI assistant | Manager by hand | Open Channels without AI | |
|---|---|---|---|
| Reply to the customer | Instant, 24/7 | Business hours | Business hours |
| CRM card | Right in the chat | When they get to it | Yes |
| Request and fields | Filled automatically | If they remember | No |
| Stage and to-dos | Automatic | By hand | By hand |
| Duplicate check | By phone | By hand | Partly |
Pricing
AI messages are billed on UP-CHAT plans — from 6,990 ₸ a month, and you can start free. If you want the Bitrix24 integration done for you, choose the Managed plan: the team connects the channel and CRM end to end.
Bitrix24 questions
How is this better than Bitrix24 Open Channels?
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Open Channels collect chats in the CRM, but a person answers them. Here the AI answers and fills in the card too: request, fields, stage and to-dos — nights and weekends included.
Does the assistant create leads or deals?
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Whichever you choose in settings. For deals it finds or creates the customer's contact and links it to the deal.
Do I need a developer?
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No. An inbound webhook takes a couple of minutes in Bitrix24, and the UP-CHAT wizard walks you through every step. Or let our team connect it.
Can it fill our custom fields?
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Yes. Map what the assistant learns in the chat, such as city or service, to your Bitrix24 custom fields.
What if the customer is already in the CRM?
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The assistant looks the customer up by phone and does not create a duplicate: the new request lands in the existing card with a comment.
Which channels work with Bitrix24?
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WhatsApp, Telegram and Instagram — leads from every channel land in one CRM.
A CRM that fills itself
Connect the AI assistant to your messengers and Bitrix24, and managers get ready cards with the request and tasks.
Connect for free