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Bitrix24 AI · CoPilot

Your agents sell. AI does the paperwork.

Call notes, CRM fields, follow-ups, script checks. Bitrix24 CoPilot handles the work agents usually skip, and managers finally see what happens on calls.

Sales Performance dashboard: new leads, speed to lead, deals closed, commission, conversion funnel, leaders by pipeline and agent scorecard
Sales Performance dashboard inside Bitrix24 · Real Digitalz setup, demo data
  • Call transcripts and summaries

    Every recorded call is transcribed and summarized on the deal. Nobody has to ask "what did the client say?"

  • CRM fields filled from the call

    CoPilot takes details from the conversation (name, phone, budget and other fields you choose) and fills them in the deal.

  • Calls checked against your script

    Speech analytics scores each call against your sales script, shows what the agent missed and builds an agent rating. No manual listening.

  • E-mails processed for you

    Client e-mails get a summary and key points, fields are filled, and a follow-up activity is created.

  • Replies and messages drafted

    CoPilot writes replies, e-mails, comments and posts in chat, feed and mail. The agent edits and sends.

  • Meeting follow-ups

    After a video call: summary, agreements and next steps in the chat, with tasks created from the results.

  • Voice notes to tasks

    Voice and video messages turn into tasks, so instructions from the car don't get lost.

  • Your AI assistant inside the CRM

    On Vibe+ plans, Claude or ChatGPT can connect to Bitrix24 through the MCP server and work with your data, with the access you allow. Custom AI tools like lead scoring or a daily CRM digest can be built on Vibecode.

Availability depends on the Bitrix24 plan and region; call scoring works in the web version. On Standard Vibe+ and higher, everyday AI use is unlimited.

On every call

From a phone call to a filled CRM card.

  1. 01

    Agent calls the client

    Through Bitrix24 telephony, recorded on the deal.

  2. 02

    Transcript and summary

    Key points saved in the deal timeline.

  3. 03

    Fields filled

    Budget, area, timeline and other fields you choose.

  4. 04

    Script score

    What the agent did well, what was missed.

  5. 05

    Manager sees it

    Agent ratings without listening to recordings.

What we set up

AI only helps when the CRM behind it is set up right.

  • Telephony connected, so calls can be transcribed and scored
  • Call scripts written for your sales process
  • Which CRM fields AI should fill, per pipeline
  • E-mail processing for the right pipelines
  • Custom AI tools on Vibecode when you need more
Bitrix24 automation rules for the Off-plan pipeline: new inquiry alert, 5-minute first contact, escalation after 15 minutes, follow-up to-dos per stage
Automation rules for the Off-plan pipeline · Real Digitalz setup, demo data

In short

Digitalz sets up Bitrix24 CoPilot for sales teams in the UAE: call transcription and summaries, automatic CRM field filling, call scoring against sales scripts, e-mail processing, and AI assistants connected through the Bitrix24 MCP server on Vibe+ plans.

Straight answers

Questions we hear every week

What AI features does Bitrix24 have for sales?

Bitrix24 CoPilot transcribes and summarizes calls, fills CRM fields from conversations and e-mails, scores calls against your sales script, drafts replies and e-mails, creates follow-ups after video meetings and turns voice messages into tasks. On Vibe+ plans you can also connect AI assistants such as Claude or ChatGPT through the MCP server and build custom AI tools on Vibecode.

Can Bitrix24 check if agents follow the sales script?

Yes. CoPilot speech analytics compares each recorded call with the script you choose, highlights what was done well and what was missed, and builds an agent rating over time. It works for calls recorded through Bitrix24 telephony, in the web version.

Is Bitrix24 AI included in the plan?

CoPilot is included in paid plans with a usage allowance. On Standard Vibe+, Professional Vibe+ and higher, everyday AI use is unlimited. Some features depend on the plan and region, so we confirm what is available for your account.

What does Digitalz do with AI in Bitrix24?

We switch on the right features, connect telephony so calls can be analyzed, write call scripts for your sales process (for example first contact, qualification and viewing follow-up in Real Estate), map which CRM fields AI should fill, and build custom AI tools on Vibecode when the standard features are not enough.

We reply within one working hour. No spam, no long questionnaires. Prefer chat? WhatsApp us.

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