In Bitrix24, you can invite a customer to chat on Telegram or WhatsApp from the CRM entity form. To ensure convenience for the client, switch to a messenger and continue the communication there. The chat history will be saved in the CRM entity form.

To invite a client to chat, follow these steps:

1. Open a CRM entity form and select Invite to chat in the timeline on the right. If there are multiple linked contacts, select the needed one.



2. Click the gear button in the top right corner and select a service to send an SMS.

   To use SMS messages for this option, set up an integration with a messaging service. You can use the built-in Twilio integration or look for a solution in our Market.


3. When all the settings are done, invite a customer to chat. Click Invite to WhatsApp or Invite to Telegram.

You can check the message status in the timeline. Once the client opens the link and sends a message, a new chat will be created.

You will get a notification about a new message in Bitrix24. Open the customer chat right from the CRM entity form, or find it on the conversation list under Contact Center.