AI & Automation for CX

Elevate customer experiences with smart, automated processes

Introduction

In today’s fast-paced business environment, customers expect seamless, personalized, and timely interactions. Companies that rely solely on manual processes often struggle to meet these expectations, resulting in missed opportunities and lower customer satisfaction.

That’s where Bitrix24 with AI and automation comes in. By integrating smart tools directly into your CRM and workspace, you can simplify repetitive tasks, deliver more accurate responses, and design customer experiences that feel intuitive and effortless.

In our recent session, we explored how AI and automation can transform the customer journey, from the first interaction in sales to ongoing support and beyond.

Key Takeaways

1. AI-Powered Assistance with CoPilot

Bitrix24’s CoPilot brings AI directly into your daily workflow. Whether it’s summarizing customer calls, drafting email replies, or generating content for your feed, CoPilot saves time and ensures communication is polished and professional. Sales reps, support teams, and managers can all benefit from instant insights and actionable recommendations.

2. Smarter Communication Across Channels

AI enhances interactions across multiple touchpoints—calls, emails, and instant messaging (WhatsApp, social media, etc.). By personalizing responses based on customer data and context, every interaction feels more relevant, improving engagement and trust.

3. Automated Workflows that Scale

Routine processes like lead follow-ups, meeting scheduling, or sending reminders can be fully automated. Instead of spending hours on repetitive tasks, your teams can focus on what really matters—building relationships and closing deals.

4. Real-Time Feedback and Call Evaluation

AI doesn’t just assist—it coaches. By analyzing calls, CoPilot can score performance, highlight strengths, and suggest improvements. This empowers teams to continuously improve customer interactions without manual supervision.

5. Personalization at Every Step

From capturing leads via online forms to tailoring onboarding emails, AI ensures that no two customer journeys look the same. Automation combined with contextual data creates a truly personalized experience that customers notice and appreciate.

Conclusion

With AI and automation in Bitrix24, you’re not just improving efficiency—you’re reimagining customer experience. Every touchpoint, from sales to service, becomes smoother, smarter, and more impactful.

📢Want to Learn More?

Don’t miss out on our upcoming Bitrix24 Live Webinars, where we dive deeper into practical use cases, real-world demos, and strategies to help you maximize growth.

👉 Register today (free): vamcloud.com/b24-webinar-reg

Stay ahead of the curve and empower your business with the future of AI-driven customer experience.

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12,000,000 organizations have chosen Bitrix24

Available in 18 languages

With Bitrix24, you can streamline all your work processes and operations in one place. It offers powerful collaboration and communication features, making it easy to work together efficiently. Say goodbye to the hassle of switching between different applications!

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What makes Bitrix24 better than 99% of other solutions on the market?

Replaces all your current SaaS solutions
Free forever for unlimited users
Easy to migrate your data from other systems

Itegrated with all your favorite services and apps
Used, loved, and trusted by 12,000,000+ users worldwide
100% flat fee: predictable costs, no per-user pricing

Our dedicated team will guide you through a smooth implementation process and provide ongoing support. This means you can concentrate on increasing productivity and reaching your business goals without any distractions. Simplify your work management with Bitrix24 and experience the difference it can make.

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By centralizing your business applications with Bitrix24, you can streamline your operations, improve data sharing and collaboration, and reduce costs associated with maintaining multiple software solutions.

Manage customer data, sales leads, and opportunities in one place
Automate sales processes and workflows for improved efficiency
Track customer interactions and communication for better customer service
Collaborate with your team in real-time using the communication & project management tools
Access your data and work from anywhere, anytime using Bitrix24's cloud-based platform
Bitrix24 is easy to use, customizable, and scalable to meet the needs of businesses of all sizes.
Plus, as a Gold Partner of Bitrix24, we have the expertise and resources to help you get the most out of your centralized solution.

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Custom Workflow Automation

Bitrix24 is a powerful platform that lets you create and manage workflows for any scenario, from lead generation to document approval. You can also automate repetitive tasks, communicate with your team and clients, and access your workflows from any device. Bitrix24 is the best workflow automation software for your business needs. Try it for free today by scheduling a demo from the blue button below!

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CRM Integration

CRM integration in Bitrix24 allows you to connect various applications and services with your Bitrix24 CRM system. You can use integrations to sync your contacts, calendars, emails, tasks, and more with popular platforms like Gmail, Google Calendar, Google Drive, MS Office, MS Outlook, MS OneDrive, MS Exchange, Office 365, Dropbox, Box, Xero, Mailchimp, and others. You can also use Bitrix24 Marketplace to find more apps and integrations for your CRM needs.