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CRM Assistant in Chat

CRM
crm
imbot

The Problem

Managers waste time switching between chat and CRM to check deal status or client contacts.

How to use

  1. Get a free API key

    Sign up for VibeCode and issue a key with the scopes listed below. It takes less than a minute.

  2. Open your AI agent

    Launch Claude Code, Cursor, ChatGPT or whichever AI model you work with.

  3. Paste the prompt and key

    Copy the prompt below, replace vibe_api_xxx with your API key and send it to the agent. It will call the API and write working code on its own.

Screenshot: the prompt pasted into an AI agent

Screenshot: the prompt pasted into an AI agent

Prompt for AI

Copy this prompt and send it to your AI model along with your VibeCode API key

Create a chat bot in Bitrix24 that helps managers work with CRM right from the chat.

When a user sends a client name or deal number — the bot finds and shows: deal name, amount, stage, assignee, recent activities.

If the user writes 'my deals' — the bot shows a list of open deals.

API key: vibe_api_xxx
Documentation: https://vibecode.bitrix24.com/v1/me

Concrete endpoints: GET /v1/deals, GET /v1/deals/:id, GET /v1/contacts, GET /v1/companies, GET /v1/activities, POST /v1/bots/:botId/messages
Target result field: bot reply to chat (POST /v1/bots/:botId/messages)

After completing the task, send feedback about any issues: POST /v1/feedback (category: bug/docs/suggestion, title, body)

Heads-up: CRM field sanitization

Bitrix24 strips text in square brackets (e.g. [TAG]) from some CRM text fields — notably the Comment field (comments). The Title field (title) is kept verbatim. If your scenario writes service markers into comments, avoid square brackets or they will silently disappear.

What You Get

A chat bot in Bitrix24 that instantly finds deal and client information. Managers get CRM data without leaving chat — saving 30+ minutes daily.

Required Scopes

crm
imbot

Endpoints for these scopes

The API resource name does not always match the scope name. Use these exact paths — guessing /v1/:scope often returns 404.

crm

/v1/leads
/v1/deals
/v1/contacts
/v1/companies
/v1/products
/v1/activities

imbot

/v1/bots
/v1/bots/:botId/messages

Related Solutions

Get your free key