Connect Bitrix24

Integration allows you to respond in Open Lines, use CRM fields, and perform transactions.

Installation of the annex

1. In ChatRex, open Integrations.
2. Press Connect integration and select Bitrix24.
3. Open Connect and press Connect.
4. In the marketplace Bitrix24 install the ChatRex application.
5. Open the installed application and log in to ChatRex.
6. In the window that appears, press Connect.
7. Go back to ChatRex and check the integration status.

Connection to the Open Line

1. In Bitrix24, open CRM → Customers → Contact Center.
2. Select the channel the bot must handle.
3. Open the Open Line settings.
4. In the channel settings block, press Configure.
5. Go to the tab Chatbots.
6. Include the appointment of the chatbot responsible when contacting the client.
7. Choose ChatRex.
8. Set the connection time, transfer time to the manager and disconnect condition.
9. Save the settings.

Designation of a botoo channel

In ChatRex, open My Bots → Change → Channels and Launch, add Bitrix24, configure the terms of the transaction or smart process, and save the changes.

Actions

To search for and modify CRM data, use Actions Bitrix24.

Verification

Create a test dialog through the connected Open Line. Check the appearance of the message, the bot’s response, the transfer to the manager and the change in the test deal.