🤖 Bitrix24 Official AI Guide

Work Smarter with
Bitrix24 CoPilot AI

Your interactive guide to mastering AI across CRM, video calls, collaboration and more — built for Malaysian businesses ready to save hours every week.

Bitrix24 CoPilot
U
Summarise today's sales calls and create follow-up tasks.
AI
✅ Analysed 4 calls. Created 3 follow-up tasks. Top opportunity: Acme Corp renewal (RM 48,000).
U
Draft a professional follow-up email for Acme Corp.
AI
✍️ Drafting your email...
30%
Sales time saved on admin
7
AI-powered lesson modules
20+
CoPilot expert roles
24/7
AI availability — no breaks
🎓 Interactive Course

7 Lessons to Master Bitrix24 AI

Click any lesson tab below to explore features, hot tips, and real-world examples.

🤖

Lesson 1 — What is Bitrix24 CoPilot?

CoPilot is your AI-powered personal assistant — built directly into the tools your team already uses every day. No switching apps, no learning curve. Just smarter work.

🧠

How CoPilot Thinks

CoPilot uses large language models to build logical chains before answering, verify conclusions for accuracy, and ask for clarification when needed — it's not just auto-complete.

📍

Where CoPilot Lives

Available across your entire Bitrix24 workspace — Messenger, CRM, Tasks, Feed, Webmail, Website Builder, and Mobile App. AI assistance exactly where you need it.

Instant Business Value

  • ✉️ Writes business emails in seconds
  • 📝 Auto-captures meeting notes
  • 💡 Highlights key discussion points
  • 🔍 Finds hidden sales opportunities
💰

Free to Start

Basic CoPilot is available on Bitrix24's Free plan — no credit card needed. Advanced features like CoPilot Follow-Up require a commercial plan.

🔥 HOT TIP
Think of CoPilot as a personal assistant for every employee.

Instead of one PA for the whole company, every team member gets their own AI assistant — handling emails, notes, summaries, and analysis at zero additional headcount cost.

💬

Lesson 2 — Chat with CoPilot

The CoPilot chat isn't just a chatbot — it's a conversational workspace that remembers context, adopts expert roles, and refines outputs until they're perfect.

🎭

20+ Expert Roles

Assign CoPilot a role before asking. Get specialised responses tailored to your needs:

📝 SEO Copywriter ⚖️ Legal Specialist 💻 Backend Developer 📣 Marketing Expert 📊 Data Analyst 🤝 Sales Coach 🎨 Creative Director + More
🧵

Context Memory

CoPilot remembers every message from message one within a chat session. Build on previous responses, refine ideas iteratively, and never repeat yourself.

👥

Team Brainstorming

Add teammates to a CoPilot chat and brainstorm ideas together — with AI as an active participant. Perfect for creative sessions, strategy planning, and problem-solving.

🔬

Reasoning Mode

Enable deep research mode for complex questions. CoPilot asks clarifying questions when needed, takes more time to think, and delivers more thorough, accurate answers.

🔥 HOT TIP
Create custom roles and share them company-wide.

Build a custom "FusionETA Sales Expert" role with your product knowledge and objection-handling scripts. Share it across your team so everyone has consistent, on-brand AI responses.

📊

Lesson 3 — CoPilot in CRM

Let AI handle the admin. CoPilot auto-fills CRM fields after calls, analyses sales scripts, and even finds repeat sale opportunities — so your team can focus on closing.

⚙️ How CRM Autocompletion Works

1

Call Ends

Client call completes in Bitrix24

2

AI Transcribes

CoPilot analyses the full conversation

3

Fields Suggested

Relevant CRM fields auto-populated

4

You Confirm

Review and approve — done in seconds

📋

Sales Script Analysis

Upload your sales scripts — best practices, objection handling, product pitch. CoPilot analyses every call against them and delivers detailed coaching reports for each rep.

🔄

Repeat Sales Engine

AI analyses purchase history daily and identifies clients due for renewal — monthly, semi-annual, or annual cycles. Creates deals automatically with suggested next actions.

🔥 HOT TIP
Better field names = smarter AI.

Use clear, jargon-free CRM field names (e.g. "Order Quantity" not "OQ"). Structure data into separate fields instead of one big comment box. This dramatically improves AI auto-fill accuracy.

🔥 HOT TIP
Create separate scripts for each client type.

A script for new leads should differ from one for renewal clients. The more specific your script, the more targeted CoPilot's coaching feedback will be for your sales team.

🤝

Lesson 4 — AI-Powered Collaboration

CoPilot isn't just a personal tool — it powers your whole team. From drafting shared documents to instant task delegation, AI is now in every collaborative workflow.

✉️

Smart Email Drafting

CoPilot writes professional business emails in seconds from a brief prompt. Adjust tone, length, and formality with a single follow-up message. Works directly in Webmail.

📌

Feed & Task AI

Use CoPilot in the company Feed to draft announcements, summaries, and updates. In Tasks, AI helps break down projects, suggest due dates, and write task descriptions.

🗺️

Discussion Summarisation

Long thread in the group chat? Ask CoPilot to summarise the key points and decisions made — perfect for catching up after a holiday or onboarding a new team member.

🔧

Iterative Refinement

Not happy with the first draft? Ask CoPilot to "make it shorter", "add a professional tone" or "include a call-to-action" — AI refines instantly without losing context.

🔥 HOT TIP
Use CoPilot in group chats to speed up team decisions.

Add CoPilot to a team channel during planning sessions. Ask it to list pros and cons, generate options, or draft a decision memo — all without leaving the conversation.

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Lesson 5 — AI in Video Calls

Never take meeting notes again. CoPilot Follow-Up acts as your automated meeting secretary — transcribing calls, scoring meetings, and turning discussions into action items.

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Sample CoPilot Follow-Up Report

Auto-generated ✓
Meeting Score
Agenda was clear Discussion was productive Summary was made ✗ Ran over time
📝
Call Summary A short digest with timestamps — click any timestamp to jump to that moment
🎙️
Full Transcript Audio-synced, searchable — great for compliance and training
Action Items & Follow-Ups One-click to create tasks or schedule the next meeting directly from the report
⚙️

Activation Rules

  • 1

    4+ participants: Processing starts automatically after the call ends

  • 2

    Fewer than 4: Tap the button manually to trigger analysis

  • 3

    Minimum length: Call must be over 1 minute to qualify

  • 4

    Ready time: Report available within minutes of call end

🔥 HOT TIP
Share the Follow-Up report with absentees immediately.

No more "what did I miss?" emails. Send the auto-generated summary to anyone who couldn't join — the timestamps let them jump to the moments that matter most.

🌐

Lesson 6 — AI-Powered Websites

Build and populate your website pages using CoPilot — generate copy, create landing pages, and keep content fresh without needing a copywriter or developer.

🖊️

AI Content Generation

Use CoPilot in the Bitrix24 Website Builder to generate page headlines, service descriptions, FAQs, and calls-to-action. Just describe what you need — AI writes it for you.

Rapid Page Creation

Launch landing pages for new products, campaigns, or events in minutes. CoPilot suggests layout structure and populates content blocks based on your brief.

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SEO-Friendly Writing

Ask CoPilot to write SEO-optimised content by including target keywords in your prompt. AI generates keyword-rich copy that reads naturally — no stuffing required.

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Content Refresh

Keep your website current by asking CoPilot to rewrite or update existing content. Update seasonal promotions, product descriptions, and blog posts without starting from scratch.

🔥 HOT TIP
Give CoPilot your brand voice as a role.

Create a custom role with your brand guidelines: tone, vocabulary, target audience, and writing style. Every piece of website content will then feel consistent and on-brand automatically.

🚀

Lesson 7 — How to Implement AI in Your Team

The biggest barrier to AI adoption is mindset, not technology. Here's a proven playbook for rolling out CoPilot across your team — from sceptics to champions.

👔

Lead by Example

Managers must adopt AI first. Share your own success stories in team meetings — "I saved 45 minutes today using CoPilot to process call notes." Your enthusiasm is contagious.

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Speak Benefits, Not Tech

Don't say "we're implementing AI". Say "here's how you save 1 hour daily on call processing." Concrete time savings win over technology sceptics every time.

Identify Your Champions

Find 2–3 enthusiastic early adopters. Give them time to master CoPilot first. Their real success stories — shared in team channels — inspire organic adoption across the rest.

🛡️

Create Psychological Safety

Reassure the team: "Bad first results are totally normal — it's like training a new employee." Allow experimentation, celebrate small wins, and never punish mistakes during learning.

🔥 HOT TIP
Run a live demo, not a slide presentation.

Show CoPilot drafting a real customer email during a team meeting. One 2-minute live demo is worth 20 minutes of slides. Tangible demonstrations beat theoretical discussions every time.

🔥 HOT TIP
Start small, move gradually.

Don't try to change every workflow at once. Pick one department, one use case (e.g. call transcription for the sales team), nail it, then expand. Adoption in days beats frustration in weeks.

⚡ Quick Wins

Start Here: 6 Things to Try Today

These are the fastest ways to see real value from Bitrix24 CoPilot — zero AI experience required.

01

Ask CoPilot to draft an email

Type "Draft a polite follow-up to a prospect I met last week at a networking event." See what it produces.

⏱ 2 minutes
02

Summarise a long chat thread

Open any busy group chat and ask CoPilot to "summarise the last 50 messages and list any action items."

⏱ 1 minute
03

Enable call transcription

Turn on CoPilot Follow-Up for your next Bitrix24 video call. Get a full transcript, summary, and action items automatically.

⏱ 5 minutes
04

Try the SEO Copywriter role

Open CoPilot chat, select the SEO Copywriter role, and ask it to write a product description for your top service.

⏱ 3 minutes
05

Set up CRM auto-fill

Enable CoPilot in your CRM settings. Make your next client call through Bitrix24 and watch the fields populate automatically.

⏱ 10 minutes
06

Share a success with your team

Post in your team feed: "I just saved X minutes using CoPilot for [task]." Small wins snowball into full team adoption.

⏱ 1 minute
✅ Rollout Guide

Your AI Implementation Checklist

A practical step-by-step to get your whole team using Bitrix24 AI within the first month.

🗓️ Week 1 — Setup

  • Enable CoPilot on your Bitrix24 plan
  • Identify 2–3 early adopter team members
  • Enable call transcription for sales calls
  • Review your CRM field names for clarity
  • Create your first custom CoPilot role

📅 Week 2 — Pilot

  • Run a 30-min live CoPilot demo for the team
  • Upload a sales script for AI quality analysis
  • Use CoPilot to draft 5 client emails
  • Share 1 early win in the team feed
  • Gather feedback from early adopters

📊 Week 3 — Expand

  • Roll out to full sales team
  • Enable repeat sales AI analysis
  • Use AI in team collaboration chats
  • Create department-specific custom roles
  • Start tracking time saved per employee

🏆 Week 4 — Optimise

  • Review CoPilot call analysis reports
  • Update sales scripts based on AI findings
  • Identify 3 more use cases to automate
  • Celebrate and document team wins
  • Schedule monthly AI review cadence
❓ FAQ

Frequently Asked Questions

Yes! Basic CoPilot functionality is available on the Bitrix24 Free plan. Advanced features like CoPilot Follow-Up (meeting transcription and analysis) require a commercial plan. It's a great way to explore AI before committing to an upgrade.
CoPilot supports multiple languages including English and Bahasa Malaysia. For best results, write your prompts in the language you want the output in. The call transcription feature also supports multilingual conversations.
Accuracy depends heavily on call audio quality and CRM field naming. Using clear, descriptive field names (e.g. "Product Quantity" instead of "PQ") and well-structured separate fields significantly improves accuracy. You always review and confirm before saving.
Bitrix24 processes AI requests through secured infrastructure. Business data submitted to CoPilot is subject to Bitrix24's data processing policies. For enterprise clients with specific compliance requirements, we recommend reviewing Bitrix24's privacy documentation or contacting FusionETA for guidance.
Absolutely. As a certified Bitrix24 partner in Malaysia, FusionETA offers implementation, custom configuration (including custom AI roles and CRM setup for AI), and hands-on team training. Reach out via the contact form below and we'll tailor a plan for your business.

Ready to Activate Bitrix24 AI?

FusionETA helps Malaysian businesses get Bitrix24 AI up and running fast — with custom configuration, team training, and ongoing support.

📩 Contact FusionETA

Let's Get Your Team AI-Ready

Whether you're just exploring Bitrix24 AI or ready to deploy across your business — we'll help you do it right. Fill in the form and we'll respond within one business day.

  • 📍
    Location Petaling Jaya, Selangor, Malaysia
  • 🤝
    Partnership Certified Bitrix24 Partner & Xero Gold Partner