Automations
AI-powered Bitrix24 robots that write a personalised WhatsApp message from CRM data when a rule fires — auto-send or confirm first, per-automation model, attachments, statistics.
An automation is a Bitrix24 robot you add to a pipeline stage or a trigger. When it fires, WASync reads the lead, deal or contact, asks an AI model to write the message from the instructions you gave and the record's fields, and sends it on WhatsApp from the number you chose. It is the tool for "when the deal reaches this stage, write to the customer about exactly this deal" without a template for every case.
Automations need at least one Pro connection on the portal; without it they are listed but do not run.
Creating one
Automations → New automation: name, the entity it works on (lead, deal, contact), the WhatsApp number that sends, the instructions for the model (what to say, tone, what to use from the record), the language it responds in, and the mode:
| Mode | Behaviour |
|---|---|
| Auto send | The message goes out the moment the robot fires. |
| Confirm first | A person reviews the generated text in Bitrix24 and sends or edits it. |
Then add the robot WASync AI message to the automation rules of the stage in Bitrix24 and pick the automation. Reload the Bitrix24 page after adding robots; Bitrix24 reads their definitions at page load.
Model
Each automation uses the model set under Settings → AI provider, or a model of its own chosen in the automation, which overrides the portal default. Keys are stored on the server; the model never sees more than the fields you expose in the instructions.
Attachments
Up to five files per automation, sent with every message: images, videos, documents, voice notes. The generated text goes as the caption of the first image, video or document; with voice notes only, it goes as a separate message. Files can also come from a file field on the record.
Statistics
Stats on each automation: sent, pending (waiting for confirmation) and failed in the last 30 days, with the failure reasons, typically a record without a phone number, no Pro licence, or a refusal by WhatsApp. Pause stops an automation without deleting it.
Related
- Chat Flows for conversations that ask questions and branch; automations send one message per trigger.
- Guide: WhatsApp templates for Business API numbers outside the 24-hour window.