Bitrix24

Deploy an AI agent to Bitrix24.

Publish to Bitrix24 with the Enterprise plan.

Requires a Bitrix24 account.

Publishing to Bitrix24 lets your audience interact with the AI agent — and later a live agent — in a Bitrix24 thread. Bitrix24 is unique among channels in supporting both live agent handoff to Proto, or external handoff to another chat user within Bitrix24 itself.

In the agent's Publish tab, create a Bitrix24 channel or select an existing one to open its settings.

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Basic settings

Setting	Description
Name	Internal name distinguishing this channel from other Bitrix24 instances.
Default chat language	Set from the agent's Agent settings.
Icon	The channel's avatar, seen by live agents in the Inbox.

Select Save to confirm edits.

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Connect Bitrix24

A Bitrix24 address is required from your account.

1. In Bitrix24, go to Settings → My Bitrix24 → Bitrix24 Address → Create address/Use own domain, and copy the address.

2. In Proto, paste the address and select Verify. A handler path and initial installation path are generated.

3. In Bitrix24, go to Applications → Developer Resources → Common Use Cases → Other → Local Application.

4. Select Server and paste in the handler path and initial installation path from Proto.

5. Select Save — an Application ID and Application key are generated.

6. Paste these into Proto's Bitrix24 fields and select Save and Verify.

7. Select Register to add the Bitrix24 AI chatbot.

Verification failed / unable to enable error? In Bitrix24, go to Applications → Developer Resources → Integrations and confirm the Local Application was created. Select REINSTALL and verify again.

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Open Channel setup

If you have an existing Open Channel in Bitrix24 Live Chat, add the Local Application chatbot as the first support tier before transferring to a live agent.

1. Go to your Open Channel → CONFIGURE → Chat Bots tab.

2. Toggle on Assign chat bot when a client enquiry is received.

3. Select the chat bot created in your Local Application.

4. Set Activate chat bot to Each time a client starts conversation.

5. Set Transfer conversation from bot to a live agent after to your preferred period.

6. Set Disconnect chat bot to after transferring the conversation to an agent.

7. Select Save.

In Auto Actions, if "Use CRM form to ask for contact information" is enabled, set Show form to Wait for customer's first message.

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Using Bitrix24

After setup, test the AI agent via the Chat public link or the Open Channel in your Bitrix24 widget.

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Identify a person in Bitrix24 Live Chat

To skip the contact form for signed-in audience members, embed this script on the page hosting the Bitrix24 website widget:

<script type="text/javascript">
window.addEventListener('onBitrixLiveChat', function(event) {
  var widget = event.detail.widget;
  widget.setUserRegisterData({
    'hash': '12b42ebcec7e3c26a313272c26efddbd',
    'name': 'John',
    'lastName': 'Smith',
    'avatar': 'http://files.smith.com/images/avatar-john.jpg',
    'email': '[e-mail]',
    'www': 'https://bitrix24.com',
    'gender': 'M',
    'position': 'Loyal Customer'
  });
});
</script>

This identifies an existing user in your Bitrix24 organisation. To match a person in your Bitrix24 CRM Contacts, apply their email address to the position field.

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Related

External handoffHuman handoff