Automate Business Processes
Agents can run workflows like:
- Assigning leads
- Updating deal stages
- Sending follow-ups
- Scheduling calls
How AI Agents Work
AI Agents becomes a workflow brain living inside Bitrix.
AI Agents can interpret:
- Emails
- CRM notes
- Lead forms
- Customer message
Take Action Across Tools
Agents can interact with:
- Bitrix24 CRM
- Tasks
- Calendars
- Documents
- External APIs (banks, lenders, credit tools)
An Agent can choose between options:
- Which lender matches best
- Whether a lead is qualified
- What the next step should be
Work Continuously
- Agents can operate 24/7:
- Watching for new leads
- Checking deal inactivity
- Triggering reminders
🧩 AI Agent vs Automation Rule
| Feature | Automation Rule | AI Agent |
|---|---|---|
| Trigger-based | Yes | Yes |
| Decision-making | Limited | Strong |
| Context awareness | No | Yes |
| Handles messy input | No | Yes |
| Multi-step reasoning | No | Yes |
| Acts like a worker | Not really | Yes |
Automation is like: “If X happens → do Y”
Agent is like: “What’s the best next move here?”
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