Installing B24Chatbot is easy!

Just log in to the Bitrix24 Marketplace, search for our application and click the "Install" button.

Wait for the download to complete, and that's it! You can now see the option "B24Chatbot" in the left side menu of your Bitrix24 portal. 

If you don't find the app un the marketplace, you can to access directly to https://app.b24chatbot.com and sign up!

To set up a new chatbot, you must click on the "New bot" button located on the top right margin of the panel, or by selecting the same option on the left side menu.

When you click on the option, a new screen will appear with the following options: 

Bot name: displays the name assigned to the bot
Colour: assigns a colour to the chatbot bubble and its captions
Image: image to be assigned to the bot, in png or jpg format. This is an optional field.

When you press the "Save" button, a unique and non-transferable URL will be generated and you can see it in the textbox called "Bitrix24 Controller". Later, you will use this URL to add in your Bitrix24 account to register the Chatbot, as we will see in the section How to register my Chatbot in Bitrix24. 

When you create a Chatbot you will see it in the "Home" menu option. There you will see the following options for each chatbot:

When entering the Chatbot settings, the Chatbot menu options will be empty.

The top banner of the main panel will indicate which bot we have entered, its name, colour and status.
Underneath, we will see a counter that will indicate the number of menus generated in this Bot, and then a detail of each one of them, with the different options that have been configured.

1. Open Menu: Opens the menu indicated in the Parameters field. For example, if we have 2 menues, an item of the menu 1 can open the menu 2. 

2. Send Text: When the client selects an option (item) from the menu that has configure a "Send Text" as Action, the chatbot returns the text that is indicated in the Parameters field. After the text, the menu is shown again.

3. Send Text without Menu: When the client selects an option (item) from the menu that has configure a "Send Text" as Action, the chatbot returns the text that is indicated in the Parameters field. (It is always convenient to use the "Send Menu" option to show the menu to the client again and not this option).

4. Transfer to User: Transfer the conversation to an specific agent in Bitrix24 by entering the agent's user number in the "Parameters" field.

5. Transfer to Bot: Transfer the conversation to another bot.

6. Finish Session: Ends the session. You can add a text (optional) in order to say goodbye to your client

6. ExecFunction: Executes a given function.

7. Delete: Deletes the selected item.

Once the menu has been configured, the changes made must be saved by clicking on the "Save Menu" button, located in the lower right-hand margin.

ADD A SUSCRIPTION

Once you have your Bot configured (with all its menues and items) you can buy a subscription in order to use it in a Bitrix24 open channel.

You can access to the Subscription option in the left menu of the app and press the botton Add Subscription. You can select a Free Demo Subscription for 7 days, a Standard Subscription for 1 month or a Standard Subscription for 3 months.

If you select the Standard Subscription, after creating the subscription you must make the payment for it.

You need a credit card in order to pay the subscription and you need to complete your billing information in the option "My Account" in the left menu.

After you paid the subscription, you can see that the subscription changes its status to "ACTIVE" and you can select the BOT you want to add to the subscription (in case you have more than one Bot created).

Set Up the BOT in Bitrix24

When creating a chatbot, an URL controller is generated. You can access to the Edit botton of your chatbot in order to copy this URL on the clipboard.

Once you copy the URL, follow the steps below:

- Open your Bitrix24 Portal. 

- In the Bitrix24 left menu select the option "Developer Resources" → Other → Local App.

- In this screen, verify that the "Server" option is selected. Then, fill in the "Driver path" and "Initial installation path" options with the URL controller that you copied to the clipboard.

- Click on the "Script only (no user interface)" box.

- Assign the following permissions: CRM - Chat bot creation and management (imbot) - Open Channels (imopenlines).

- Save.

Select the Bot in the Bitrix24 open channel

Now, you can access to the Contact Center Module in Bitrix24 and select tha channel where you want to include the BOT. For example, you can select the Live Chat or your Whatsapp Channel.

Inside the channel, select the Bot option in the left menu of the open channel and select the name of the Bot associated to the URL controller that you installed.

Now, your Bot is ready to work!

Note: Verify that your bot has a suscription paid.

See screen shots

My account

Here you can complete your billing information in case you want to add a suscription. If you have a suscription, you will see  the type of license purchased.

Once you have finished configuring the bot and add your chatbot to a subscription, you need to configure the URL controller in the Bitrix24 open channel. 

First of all, you need to verify that you have an active subscription (you have the option of a free subscription for 7 days that you can activate in the "Subscription" option or you can buy a standard subscription and add your chatbot to this subscription).

You need to verify that the chatbot status must be in the status "Added to a subscription" (you can see it in the Home page, in the left menu) and the Subscription must be in status "Active" (you can see it in the Subscription option, in the left menu).

Inside Bitrix24, you need to paste the URL controller in the open channel/s you need. For example, in the open channel connected with facebook, instagram, live chat, wazzup.

You need to open the Contact Center option and select the open channel.