As a part of the Bitrix24 Vega release, we added CoPilot to Feed, Tasks, and CRM. It is also integrated into our new chat. This AI assistant will save your time on writing texts, processing customer calls, and adding tasks, allowing you to focus on more important things.

Improve your daily work efficiency with CoPilot. For example, it can:

• help you formulate an idea

• summarize long texts

• transcribe call recordings and complete fields in CRM

• create tasks and add checklists to them

To use CoPilot, it is not required to learn how to write prompts. Bitrix24 provides pre-promptsPre-prompts are preset prompts for CoPilot. They are written in simple language, but actually contain various requests within one prompt to get the desired result from CoPilot. that can assist you in getting started with AI. Discover how it works in different sections of Bitrix24.

CoPilot in Feed

Take advantage of CoPilot for quicker post and comment writing. Open the Feed section and start CoPilot. Then specify your request and get the result in a few seconds.

We have divided the pre-prompts in Feed into several groups:

• Analyze text: Use CoPilot to extract the main points, find the pros and cons, and explain unclear phrases.

• Modify text: CoPilot can shorten or expand your text, simplify it, correct typos, or add emoji.

• Change tone of text: CoPilot is beneficial in making your text more polite or formal.

• Create text: Enter some basic details, and CoPilot will prepare a text according to a chosen format (post, news, greeting, article, or job description).

CoPilot is valuable for commenting on posts of colleagues. Compliment or criticize the author of the post, summarize the text, or translate it into another language.

Read more about using CoPilot in Feed in this article: CoPilot in Feed.

CoPilot in Tasks

Specify some basic information about your task, then let CoPilot add more details and determine the steps to take.

The main advantage of using CoPilot in tasks is the option of making checklists in one click. There's no need to distribute information manually and worry about missing anything. Provide some essential data and allow CoPilot to create a checklist for the task.

When you have a lot of tasks and dozens of comments in each, it's hard to keep the whole context in mind. To quickly review a discussion, utilize the Summarize task comments pre-prompt. CoPilot will instantly highlight the major points.

Read more about the capabilities of CoPilot in Tasks in this article: CoPilot in Tasks.

CoPilot chat

CoPilot chat conveniently opens in a separate section. There are no pre-prompts, just enter your query concerning any task.

To access the CoPilot chat, click the special icon in the right sidebar. CoPilot saves the chat history and remembers the context of your question in each chat. You can return to the chats you started earlier to proceed.

CoPilot chat

It is important to clearly define the desired output for CoPilot in your prompt. This way, CoPilot will generate accurate and relevant results. Just be specific: the more details you provide, the better.

CoPilot in CRM

CoPilot in CRM helps employees process calls and saves valuable time on routine tasks. Without CoPilot, you need to listen to the call recording, check all vital information, and enter this data to the deal form. To make it easier, CoPilot can transcribe call recordings, create a call summary, and auto complete the fields in the deal form.

CoPilot in CRM