The Dialogs workspace

The conversation list is on the left, the message thread in the centre and customer details on the right. Select a chat to reply from the company number.

Conversations, messages and customer details share one workspace.
Conversations, messages and customer details share one workspace.

With Bitrix24 connected, CRM details are available on the right. You can also open Dialogs inside a customer record. To change a deal, lead or smart-process stage from the right panel, an administrator enables Deal stage change for the intended portal under Settings → Integrations. Stages are read-only by default. If stages have required fields, first enable their validation in Bitrix24 using the guidance beside the switch.