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Whatcrm Docs
User Guide
User Guide
  • Welcome to Whatcrm's guide to using Whatcrm!
    • Rules for Working with Customers
  • Integrations / Products
    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
      • Installation of Telegram integration in Bitrix24
      • How to write first to WhatsApp or Telegram from Bitrix24
      • Setting up the chat robot
      • Setting up the chat robot (new robot)
      • How to disable welcome message from open line in Bitrix24
      • Mailing list in Bitrix24
      • Configuring the distribution queue in an open line
      • Widget button for your website
      • Telegram
        • Setting up the chat robot
    • monday.com
      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
      • Deny list
      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
        • Limitations on attachments
        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
        • Access Restrictions
    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
      • CRM plugin (widget button on your website)
      • Launch a campaign in Kommo.com
      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
  • Affiliate Program
    • How to become a Whatcrm partner
    • How to Add Your Client to the Partner Portal
    • How Partners Can Pay for Their Client's Integration
  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
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  1. Integrations / Products
  2. Bitrix24
  3. Telegram

Setting up the chat robot

To effectively automate the customer service process in Bitrix24, you can set up a chatbot at specific stages of the sales funnel. Follow these steps for customization: Open Bitrix24 and select the “

PreviousTelegramNextmonday.com

Last updated 1 month ago

Open Bitrix24 and select the “Deals” or “Leads” section depending on where you want to set up the chatbot.

  1. Click on the “Automation Rules” button

  2. Find the right stage of the sales funnel where you want to customize chatbot actions

  3. Under the stage name, click the “+ Add” button

  4. Select “Other” and then a communication channel with the name: [Telegram by Whatcrm] [whatcrm] Telegram

  5. Set up the conditions you need for the bot to be triggered

  6. In the robot settings, select the desired Open Line. Messages will be sent from the phone number that is bound to this line. This allows you to manage sending messages through the right number by simply selecting the appropriate Open Line.

  7. Adding files to a message (optional) Now you can attach files directly in the robot parameters:

  • Click the “Upload file icon” button.

  • Select the desired file from your computer disk. It can be an image, PDF catalog, document, etc.

  • The file will be automatically attached to the post without the need to generate a direct link.

Pay attention to the phone number type specified in the robot settings.

If one phone number type is specified in the contact/lead/transaction card (e.g. Work) and another is selected in the robot parameters (e.g. Mobile), the message will not be sent.

Make sure that the phone type selected in the robot matches the one specified by the customer.

Sending a notification to a custom recipient in Telegram

💡 Example use case: When a lead or deal moves to a specific stage, a Telegram notification is automatically sent.

To enable this, check the "Send message to manager" option.

Recipient ℹ️ Enter only one of the following:

  • Phone number: digits only.

  • Username: starts with @ (e.g., @username).

  • Group ID: numeric identifier.

Enter the notification text and save the settings.

💡 Please note: file sending may be subject to tariff-dependent restrictions. Please .

check the file restrictions