Digitalz WhatsApp Connect

How to connect WhatsApp to Bitrix24

About 15 minutes, done once. You need: Bitrix24 administrator access, the phone with the WhatsApp number, and the login we sent you.

1. Sign in

Open the cabinet and sign in with the email and password from our message. Change nothing yet: the cabinet shows the next step in order.

2. Connect Bitrix24 (local application)

  1. In Bitrix24 open Developer resources → Other → Local application. You need administrator rights.
  2. Choose Server. Leave "Uses only API" unchecked.
  3. Copy Your handler path and Initial installation path from step 1 of your cabinet. Each company has its own links.
  4. Tick the permissions: Open Channels (imopenlines), Messenger connectors (imconnector), Chat and notifications (im), Chat bots (imbot), CRM (crm), Users (user).
  5. Press Save. Bitrix24 installs the application at once, and the cabinet shows "Bitrix24 connected".
  6. Bitrix24 now shows the Application ID and Application key. Paste both into step 1 of the cabinet and press Save. Without them the connection stops after one hour.

3. Connect a WhatsApp number

  1. In step 2 of the cabinet press Add number and give it a name, for example "Sales".
  2. Press Connect. A QR code appears.
  3. On the phone open WhatsApp → Settings → Linked devices → Link a device and scan the code. The status changes to connected.
  4. Choose the open channel for this number, or create a new one, and press Connect to this channel. In Bitrix24 Contact Center the number appears as its own tile.
  5. Choose which chats go to Bitrix24. For a business-only number keep All private chats. If the number is also personal, choose Clients from CRM so private chats stay on the phone.

The phone must go online at least once every 14 days, otherwise WhatsApp unlinks it and you scan a new QR.

4. AI assistant (if included in your plan)

  1. In step 3 fill in the assistant name, your company name and what the assistant knows: services, prices it may quote, address, hours, how to qualify a client, when to hand over. It says nothing that is not written there.
  2. If your plan uses your own AI key, choose the provider, paste the key and press Test key.
  3. Switch the assistant on and save.
  4. In Bitrix24 open the settings of the open channel → Chat bots: tick assign the chat bot when a client writes, choose the assistant, set the bot working time to the maximum, save.

The assistant introduces itself as AI, answers from your knowledge, asks qualifying questions one at a time, and hands the chat to the responsible manager with a summary in the CRM timeline. If you answer a client from the phone, it stays silent in that chat for 12 hours.

5. Check it works

  1. Write to the number from another phone: the message appears in the open channel and a lead or deal is created.
  2. Answer from Bitrix24: the answer arrives in WhatsApp. Photos and files work both ways.
  3. If the assistant is on: it replies, asks a question, and hands over when you ask for a call.

Good to know