CoPilot in Bitrix24

As part of the Bitrix24 Vega release, CoPilot is now available in Feed, Tasks, CRM, and the new chat. CoPilot is an AI assistant that helps you write text, process customer calls, and create tasks faster so you can focus on more important work.

Learn more about CoPilot and AI tools in Bitrix24:
CoPilot in Feed

CoPilot can help you:

• Develop ideas
• Summarize long texts
• Transcribe call recordings and fill in CRM fields
• Create tasks and generate checklists

You do not need to learn prompt engineering to use CoPilot. Bitrix24 includes ready-made pre-promptsPre-prompts are ready-made prompts for CoPilot. They use simple language but include several instructions to help CoPilot generate the expected result. that help you get started quickly.

CoPilot in Feed

Use CoPilot to create posts and comments faster. Open Feed, start CoPilot, enter your request, and get results in seconds.

Feed pre-prompts are grouped by task type:

• Analyze text: Extract key points, identify pros and cons, and explain unclear phrases.
• Modify text: Shorten or expand text, simplify wording, fix typos, or add emoji.
• Change tone of text: Make text more formal or polite.
• Create text: Generate posts, news updates, greetings, articles, or job descriptions.

CoPilot also helps with comments in Feed. You can summarize a post, translate it into another language, or write feedback for the author.

CoPilot in Feed

CoPilot in Tasks

Enter basic task information, and CoPilot will add details and suggest the next steps.

One of the main benefits of CoPilot in Tasks is checklist creation. Instead of organizing information manually, enter the key details and let CoPilot generate a checklist in one click.

When tasks contain long discussions, use the Summarize task comments pre-prompt to quickly review the conversation. CoPilot highlights the main points automatically.

CoPilot in Tasks

You can also improve text step by step. Use pre-prompts or enter custom requests to refine the result.

CoPilot chat

CoPilot chat opens in a separate section. Unlike other tools, it does not include pre-prompts. Simply enter your request.

To open CoPilot chat, click the icon in the right sidebar. CoPilot saves chat history and remembers the context of each conversation. You can return to previous chats at any time.

CoPilot chat

Write clear prompts to get better results. The more details you provide, the more accurate the response will be.

CoPilot in CRM

CoPilot in CRM helps employees process calls and reduce manual work.

Without CoPilot, employees need to listen to call recordings, review important details, and enter information into the deal form manually. CoPilot automates this process. It can:

• Transcribe call recordings
• Create call summaries
• Fill in CRM fields automatically

CoPilot in CRM

CoPilot in the product catalog

CoPilot is also available in the product form. Use it to generate product descriptions and highlight key benefits.

This helps customers understand product features faster and make purchase decisions more easily.

CoPilot in the product form

AI Speech analytics and Sales scripts in CRM

Bitrix24 CRM now includes AI Speech analytics and Sales scripts powered by CoPilot.

CoPilot can analyze customer calls, compare them with scripts, and suggest improvements.

CRM also includes ready-made sales scripts for common situations, such as:

• Working with new customers
• Handling complaints
• Presenting products and services

You can use the built-in scripts or create your own.

CoPilot helps supervisors:

• Create sales scripts
• Analyze customer calls
• Identify areas for improvement
• Monitor employee performance without listening to recordings manually

CoPilot helps employees:

• Improve communication skills
• Receive feedback after calls
• Get practical recommendations

AI Speech analytics and Sales scripts in CRM

CoPilot in Flows

Bitrix24 Flows now include CoPilot. The AI assistant analyzes flows, identifies efficiency issues, and suggests improvements.

If flow efficiency falls below 80%, CoPilot provides recommendations. If efficiency is high, CoPilot highlights what helps the team maintain strong results.

CoPilot in Flows

CoPilot in Sites

CoPilot can generate websites based on a theme you describe. Enter the main parameters, and CoPilot will generate the layout, images, and text.

Use CoPilot to:

• Create websites without coding skills
• Launch landing pages quickly
• Edit website blocks without help from a designer
• Update text and replace images

CoPilot: AI assistant to create websites

CoPilot Follow-Up

CoPilot Follow-Up helps teams run more productive meetings.

Use it to:

• Discuss meeting agendas
• Summarize key points
• Record decisions
• Keep meetings on track

CoPilot Follow-Up: AI-powered speech analytics for video calls

How to enable CoPilot in Bitrix24 On-premise version

1. Go to Control Panel > Marketplace > Platform Update.
2. In the Install Updates tab, install the latest updates. To use CoPilot, the platform version must be at least 24.700.0.
   Update Bitrix24 On-premise version
3. Go to Settings > Modules and install the AI Integration module.
4. Navigate to the public section of Bitrix24.
5. Open Settings > CoPilot preferences and select the tools where you want to use CoPilot.