Use cases
Query Bitrix24 with AI
Four questions Gescon answers by querying Bitrix24.
Sales
«What activity is scheduled for this account?»
Gescon queries Bitrix24 and returns the next activity and its owner.
Management
«How many leads came in this week?»
A count of new leads by source.
Support
«What tickets does this client have open?»
Returns the open tickets with their status and age.
Sales
«Who owns this account?»
Returns the record's owner and their recent history.
What it brings
What it reads and what it doesn't touch
The connector only queries. No CRM record is modified from Gescon.
- Authorised modulesCRM, tasks, or whichever you need: you decide which.
- Records with their full historyActivity, owner, and current status.
- Support ticketsStatus and age of each one.
- Citations to the source recordEvery answer links to the exact record in Bitrix24.
- No changes madeThe connector is read-only. It doesn't create or edit records.
Setup
From authorisation to the first record
- Install the integrationFrom the Bitrix24 marketplace, with the minimum necessary permissions.
- Authorise the modulesCRM, tasks, or whichever you need: you decide which.
- Validate with three questionsCheck the data it returns before opening it to the team.
Requirements
- Bitrix24 administrator account
- Authorised incoming webhook or app with read permissions
- A test module to validate before opening the rest
Estimated connection time: 20 min
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