Bytebio
Bitrix24 + WhatsApp
How it works, details and demonstration of the integration of the company's exclusive API Bytebio
See how Integration works Bitrix24 with WhatsApp
To demonstrate a WhatsApp integration with Bitrix24, we will use a contact from a fictitious customer, the Machado de Assis.
Chat screen Bitrix24, which can be integrated into WhatsApp
Situation 1: Customer sends a message
Client: Machado de Assis
Company: Bytebio
Bot NameWhatsappBBMeta
Situation: Machado de Assis is a client of Bytebio who contacted us via WhatsApp to request a demand.
See the sequence of images below. Use the side arrows to navigate:
The client (Machado de Assis) contacts the Bytebio via your WhatsApp. 
Customer WhatsApp: The customer Machado de Assis sends a message to Bytebio, on your WhatsApp.So let's follow step by step how the integration would work from both points of view: on the customer's WhatsApp and on the Bitrix24 from the company. Considering that the customer opens their WhatsApp and sends a message to Bytebio (company). 
Bitrix24 company: The request is displayed in the company's chat system, in open channels, on the Bitrix24. 
Bitrix24 of the company: The attendant "Saulo", from Bytebio, responds to the message from Machado de Assis. Soon after, the Bot adds other people from the team Bytebio to participate in the conversation, internally, for follow-up. Note that "Message Delivered" and "Message Read" notifications are also displayed when the message is delivered to the customer. 
Customer's WhatsApp: The message sent by the customer service agent "Saulo" Bytebio, arrives on the customer's WhatsApp, already with identification. 
Bitrix24 company: We can write the message normally, via chat Bitrix24 and send to the customer. 
Bitrix24 company: It is also possible to have a bank of pre-defined responses for the attendant to select and send, from a bank. 
Bitrix24 company: Message sent to the customer via chat Bitrix24. 
Customer WhatsApp: Message received on the customer's WhatsApp.
Situation 2: Company starts a conversation
Client: Machado de Assis
Company: Bytebio
Bot NameWhatsappBBMeta
Situation: A Bytebio (company) will search for the customer in its database, in the CRM Bitrix24 and send an active message to him, using a template pre-approved by WhatsApp (Facebook).
About Template Usage
WhatsApp (Facebook) does not allow us to send a message that is not pre-approved to start a conversation with the customer, therefore, Bytebio (company) will search for the customer in its database, in the CRM Bitrix24, and send an active message to him, through a template pre-approved by WhatsApp (Facebook).
When the customer responds, then the Bytebio You can send messages to the customer freely.
Bitrix24 CRM: Contact "Machado de Assis" in the CRM Bitrix24, from the company Bytebio. 
Bitrix24 CRM: Sending a WhatsApp Template from the CRM, to the contact Machado de Assis. 
Bitrix24 CRM: Selected the internal user "Saulo Amui" and the template (message) to be sent to the customer. 
Bitrix24 CRM: It is possible to view the delivery status of the template message in the comments, to find out if it was sent, delivered and read.*These notifications, in CRM, only occur for sending templates. The other messages and their notifications, from conversation exchanges, remain within the chat. 
Bitrix24 of the company: It is possible to view the contact, in the CRM, from a conversation. This contact is also easily found through general searches. Bitrix24. 
Customer WhatsApp: The template message is received on the customer's WhatsApp. 
Customer WhatsApp: The customer responds with a message. 
Bitrix24 company: The customer's message is displayed as a reply in the company's chat Bitrix24.
Other Integration features Bitrix24 with WhatsApp
A Bytebio created some complementary resources that optimize the use and ease of access to information, as well as personalized notifications and integration with other tools, such as a Chatbot (which is contracted separately).
Chatbot + WhatsApp, integrated with Bitrix24
chatbot: A chatbot (contracted separately) can be integrated into the Bitrix24 and after making the initial arrangements, collecting the data for the CRM, the conversation can be redirected to WhatsApp, already integrated Bitrix24.
See the demonstration in the video below:
Quick-reply and Call to action (CTA) in templates
Interactive buttons and CTA: It is possible to register different functional types of templates, with plain text, quick-replies and CTA (Call to action), using buttons. All can be sent from Bitrix24.
WhatsApp Business vs WhatsApp API : Differences and Certification
Shared contact becomes Lead
Shared contact becomes lead in CRM: In addition to a new contact being created as a Lead or Contact in the Bitrix24, also when a user shares a contact from a third party, this also becomes a Lead, already registered in the CRM.
Session closure notice
Notices that can save you money: We've created a notification within the chat itself, warning that the conversation window will close in a few hours. This way, the agent can still respond freely, without having to send a message template.
The support window remains open for 24 hours from the customer's last message. After that, WhatsApp requires the conversation to be restarted using an approved template, which is charged according to the customer's category and is generally more expensive than a response within the window.
Message rates
Meta charges per message delivered from the company to the customer, according to the category and country of the recipient's number. List rates for recipients in Brazil, effective from October 1, 2026, according to the billing currency:
- Marketing: R$ 0,3217 in BRL or US$ 0,0625 in USD
- Utility: R$ 0,0350 in BRL or US$ 0,0068 in USD
- Authentication: R$ 0,0350 in BRL or US$ 0,0068 in USD
- Service: The first 1.000 messages delivered per business number each month are free; from the 1.001st message onwards, R$ 0,0350 in BRL or US$ 0,0068 in USD per message
Service messages are untemplated responses, delivered by an agent or AI, within the service window (24 hours from the customer's last message). The monthly allowance does not accumulate: for example, 1.500 service messages delivered in a month will result in charges based on 500. Messages received from the customer are not charged by Meta.
Outside of the 24-hour window, use a template (Meta-approved model), which is charged according to its category. Utility templates are also charged within the window. The service fee does not apply to templates; utility and authentication templates have discounts based on volume tiers. The free 72-hour window for qualified entries via click-to-WhatsApp ad or Facebook Page button still applies when the business responds within 24 hours.
Register a payment method in your WhatsApp account: without it, Meta will stop delivering service messages after your data allowance is used up.
The provider GupShup charges an additional US$0,001 per message sent or received. Updated prices are available on Meta's pricing page.
Find out how to deploy LGPD on Bitrix24 a company
Private conversations (whisper mode)
An interesting and very useful feature in chat Bitrix24 It's the "whisper" mode. He allows users of the Bitrix24 (company team) talk to each other, in the same customer chat without them seeing it.
This feature is useful, for example, when you need to discuss a discount requested by the customer, and the attendant can invite his manager to see the conversation and he can discuss it right there. Another example is in cases where the attendant may need help from other colleagues on the team, due to having technical questions or needing any type of support.
See the example below:
Bitrix24 from the company: Note that the attendant sends a message in "whisper" mode (with a padlock on the front), privately, to the team, and another message to the customer. Only the second message is the one that will be displayed to the customer, on their WhatsApp. 
Customer WhatsApp: Please note that only the normal message was delivered to the customer. The attendant's message, in "whisper" mode, is only displayed in the customer's chat. Bitrix24 (previous image). 
Customer WhatsApp: The customer responds to the message with a technical question. 
Bitrix24 company: The attendants talk to each other, in "whisper" mode, without the customer seeing. 
Customer WhatsApp: The attendant "Monique" enters the conversation with the customer, leaving her message sent from the Bitrix24.
Automations with WhatsApp
Automation rules Bitrix24 are intended to help you automate work with CRM records (leads and deals). Use automation rules to facilitate customer management processes and help employees comply with the customer processing algorithm.
Automation rules will perform several actions autonomously: sending emails, making calls, sending messages via WhatsApp, SMS, etc.
Automations in Bitrix24 CRM: There are several standard rules that send notifications to the manager and supervisor, and the automation rules also send WhatsApp messages, emails, and SMS. Sales automation and business process design are part of the Professional plan and higher.
Automation by Business Process (BP), in Bitrix24. In addition to the automations in Kanban, in the Professional plan, it is possible to create customized business processes, where you can leave pre-defined actions with different conditions. This way, you can send messages, notifications and even WhatsApp messages, through automation.
Automation by Business Process (BP), in Bitrix24. In this example, we are using a Webhook in one of the automations, which triggers programmed actions on the server, once the pre-determined condition has been met.
Sales Tunnels in Bitrix24 CRM: Nowadays, many companies have several sales funnels. For example, some develop websites and provide support services after publication, others produce furniture and deliver it.
Each sales funnel requires custom steps. Using Sales Tunnels Bitrix24, you can view all funnels in one place and create links between them
Consider this example. A company offers air conditioning systems, installation, and maintenance services. Create a separate funnel for each sales stage, as in the image above. Learn more about sales funnels here.
WhatsApp with CRM (Bitrix24)
Bitrix24 CRM. It's a complete, simple, flexible, and efficient CRM for automating sales funnels, generating leads, and improving customer service. Paid plans have a fixed price per company, with no per-user charges, and the Free plan is free.
Above, you can see a short demonstration video with the interaction between WhatsApp and the CRM Bitrix24.
Leads on Bitrix24. Lead Kanban in Bitrix24, with the possibility of customizing the cards, in addition to customizing the steps, ways of viewing them and obtaining them from forms, chatbot conversations, WhatsApp, telephony and others.
Contact on Bitrix24 CRM. An example of a contact "card", with fully customized fields and several features that can be added. Thus, all of a customer's data, in addition to their interactions, notes, activities and everything that surrounds them, is recorded in a unified and easily accessible way.
Contact Center at Bitrix24. Open Channels connect popular social networks and messengers to your account Bitrix24. The Open Channels of Bitrix24 They collect messages from all customer communication channels and distribute them among queue employees. You can connect a live chat, a Facebook account, Telegram, Instagram, WhatsApp, etc. to an open channel. The settings of the channel will be applied to all connected communication channels. In the version Bitrix24 Vibe, the Open Channels also have AI-suggested answers and AI agents in customer service.
Conversation List. It's possible to list all conversations held within the company. Anyone with access privileges (permission) will be able to find all conversations. You can also filter conversations by responsible party, client, communication channel, etc.
Smart search allows you to search by customer contact information (e.g. email address) and conversation history.
Conversation statistics. The Open Channels analytical dashboards allow you to analyze the effectiveness of communication channels and the performance of operators. You will see several standard reports: load per communication channel, customer satisfaction rate, average wait time, etc. - all with demonstration data. See more about conversation statistics here.
Access permissions. By default, each agent can access their conversation history and statistics. To access departmental or company-wide conversations, assign them the Administrator or CEO role.
Alternatively, create a new role that includes a View Statistics or Communication History = People and Department permission.
See more about access permissions here.
Bitrix24 Documents (Virtual disk). O Bitrix24 is expanding collaboration opportunities and simplifying working with documents. In the Documents section, you will find all your documents that you are actively working on, as well as create new ones and edit them together. See more about Documents on Bitrix24, here.
CRM and Sales Intelligence Analysis. Every company needs to observe the sales funnel , evaluate the performance of managers, forecast revenue, and identify weaknesses in their work.
No Bitrix24, you can obtain the necessary information using the CRM Analysis section.
The Advertising ROI (Return on Advertising Investment) report shows the effectiveness of each of the sources. Which channel sells the most? Which channel has the best conversion?
The table shows the conversion rate for each channel, as well as the quantity and total value of deals won.
In addition to the native application of Bitrix24, a Bytebio created your own application
See below for a comparison of services between the two. The native WhatsApp of Bitrix24 It works through connectors (Edna, Twilio, or WhatsApp Instant), and each offers different features.
| Service | Native App | App Bytebio |
|---|---|---|
| Provider Hiring Support | ||
| APP Setup Bitrix24 | No | |
| APP Setup Bytebio | No | |
| Receive and respond to messages (WhatsApp) via chat Bitrix24 | ||
| API Hosting Bytebio | No | |
| Configure queue for receiving messages | ||
| Send active message (template) | Only through the Edna connector | |
| Chatbot | ||
| Information linked to contact | ||
| Receiving media (audio, PDF and image) | It depends on the connector. | |
| Sending images and PDF files | It depends on the connector. | |
| Notification before end of session | No | |
| Delivery and reading notification | Only through the Edna connector | |
| SEE DETAILS AND PRICE |
Monthly Integration Costs
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Setup and Installation
799 BRL
0 BRL -
API Bytebio
Monthly payment
(Paid to Bytebio) -
Tariffs
messages (Provider)Pay as you go (credit)
(Paid directly to Meta)
You must have an active commercial license for Bitrix24, on the Professional or Superior plan.
Exclusive consultancy and advisory service
Advantages of using WhatsApp with Bitrix24
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Integration with CRM
Have all permitted interaction data saved in your CRM Bitrix24.
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Unified information
Have your information unified, providing better customer management.
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Consolidation of channels
Manage WhatsApp and other communication channels alongside your Bitrix24.
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Collaborative service
Internal service provided by one or more people. Include other users in the conversation (without being a group).
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Conversation data stays with the company
All conversations between your employees and customers remain within the company environment.
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Assign service queues
Manage how conversations will be distributed internally, with your team.
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Create automatic Leads or recognize them
With each new contact, a lead is created. If it already exists, the system recognizes it within your CRM.
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Automatic greeting messages
Leave automatic greeting messages and save time on customer service.
Have a single phone number (WhatsApp) for all your company representatives
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Unified CommunicationOffer different forms of communication for your leads and customers.
Your company. United.
A complete management platform with more than 35 tools for your team.
Learn MoreWhat is Bitrix24?
We are certified partners in Brazil.
Partner Services Bitrix24
A Bytebio is a Gold partner of Bitrix24 in Brazil
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Deployment and configuration
We create automations, workflows, and much more for your Bitrix24
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Integration
and APIsWe develop APIs to integrate your Bitrix24 with systems
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sales of
licensesAs Partners Bitrix24, we offer licenses in Reais
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Consulting, Support and Training
We empower your team to get the best out of Bitrix24
