Call summaries
A transcript of the recording and a short summary of the call in the deal card: agreements, objections, next step.
AI inside the CRM, not in a separate tab
AI integration for Bitrix24 and CRM
We embed language models into Bitrix24 and accounting systems: managers get summaries, hints and ready data where they already work.
What we do
AI features we embed
Conversation summaries
A digest of long chats and open channels so a new manager gets up to speed quickly.
Deal scoring
An estimate of a deal’s likelihood and risks from the conversation history and CRM data.
Draft replies
Ready-made reply options for the client that the manager reviews and sends.
Document parsing
Extracting details, amounts and line items from invoices and contracts into CRM fields.
Assistants in open channels
A bot answers routine questions and hands the dialog to a person when needed.
Knowledge base bots
Answers for employees based on the company’s internal policies and instructions.
Typical tasks
What people come to us with
Examples of tasks we take on.
- A summary of every call in the deal timeline, with a “next step” field
- Filling in a company card automatically from a contract sent by the client
- A hint for the manager on answering an objection, right in the chat
- An open channel bot that answers from the catalog and creates a request
- A weekly digest for the head of sales on stalled deals
Technology
What we build on
- Language models from the provider you choose
- Speech recognition for call recordings
- Bitrix24 REST API, events and placements
- A Cloudflare Workers backend — keys never reach the browser
- Answer quality checks and spend limits
Questions
Questions about AI integrations
Which model do you use?
The one you or your client choose. We pick a provider to fit the task, the request volume and data storage requirements.
Where are API keys stored?
Only on the server. Keys never reach the browser or the interface code, and only the server side can access them.
What data is sent to the model?
Only what a specific feature needs. Wherever possible we strip extra fields and personal data before sending.
What if the model makes a mistake?
AI suggests, a person decides: the manager sees drafts and scores before anything is sent, and important fields can be confirmed manually.
Let’s discuss AI for your CRM
Describe the scenario — we will suggest an approach and estimate the scope in 1–2 business days.