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CRM PilotSetup guide

Ask your CRM.
Get clear answers.

Turn a question into your next step. Find the right deals, research new companies and update Bitrix24—through a conversation.

Get started with CRM Pilot See how it works

In Bitrix24 chat. In your Chrome side panel.
With access controlled by your administrator.

CRM PilotBitrix24 assistant

Example conversation · fictional records

Which deals need my attention today?

These two deals have a follow-up scheduled for today.

Northstar · CRM rolloutProposal sent · Follow up at 10:00
Oakfield · Support renewalNegotiation · Follow up at 14:00

Would you like to create a follow-up task?

Create a task to call Northstar at 10:00.
Task created: Call Northstar
Actions follow your employee permissions.

Less searching.
More moving forward.

Keep your attention on the customer. Let CRM Pilot help with the records, research and follow-up.

Ask about the work already in your CRM

Find leads, deals, contacts, companies and tasks. Ask follow-up questions, get links to records and see charts when a complete dataset supports them.

“Show my open deals and group their value by stage.”

Turn public research into new opportunities

Search the web for companies in a city or industry. Review linked sources, then ask CRM Pilot to create the records you need.

“Find packaging companies in Manchester and show the sources.”

Make the next update in the same conversation

Create or edit leads, deals, contacts, companies and tasks when your administrator permits it. Existing access starts as read only.

“Create a follow-up task for this deal, due tomorrow.”

One assistant.
Two places to talk.

Choose the channel that fits your day. Your administrator can enable either one or both.

Inside Bitrix24

Message CRM Pilot in a private chat. Open the application once to activate your own access, then ask your question. No extension or key entry required.

Beside your browser

Keep CRM Pilot in the Chrome side panel. Optionally attach the current page after granting access to that specific site. Only sanitized visible page content is captured.

Download the Chrome extension

Your team.
Your access rules.

Give each employee the tools their role needs. CRM Pilot checks both their Bitrix24 access and the permissions you configure.

  • Choose read, create, or create-and-edit for each entity
  • Enable chat, the extension, or both
  • Generate, rotate and revoke individual extension keys
  • Keep activation tied to the assigned employee
CRM Pilot employee permissions dialog showing separate access levels for leads, deals, contacts, companies and tasks
Employee access settings in CRM Pilot.

From installation
to first question.

An administrator sets up the application. Each employee activates their own connection.

  1. Install and connect

    Install CRM Pilot in Bitrix24 as an administrator. Provide your installation contact details and accept the EULA. The app registers its chat bot automatically.

  2. Choose employees and permissions

    Add an employee in Connections, enable their channels and select their entity permissions. Generate a personal key if they will use Chrome.

  3. Activate and start asking

    The assigned employee opens CRM Pilot in Bitrix24 once. They can then use the bot or enter their key in the Chrome extension.

Read the installation guide

A few things to know.

Do I need the Chrome extension?

No. If your administrator enables Bitrix24 chat, you can talk to CRM Pilot directly in a private bot conversation. The extension adds a browser side panel and optional page context.

Can CRM Pilot change my CRM?

Only with the entity permissions your administrator grants, within your own Bitrix24 access. Create and edit are configured separately. Deleting CRM records is not supported.

Does it read every page I visit?

No. Page context is optional. You choose a tab and grant access to its exact HTTPS site. Scripts, hidden fields and input values are excluded from the captured HTML.

Can I rely on every AI answer?

AI can make mistakes. Review answers, web sources and important record changes. CRM Pilot is an assistant; it does not replace your business judgment.

Is the extension in the Chrome Web Store?

The current extension is distributed as a ZIP from this site. Unzip it, enable Developer mode at chrome://extensions and choose Load unpacked. Your organization may restrict this installation method.

Give your next question
somewhere to go.

Get help installing CRM Pilot and choosing the right access for your team.

Talk to EMCsoft Installation & support

Submitted to Bitrix24 Market. Publication is pending review.