Conversations
The management area lists conversations by instance and allows operational history follow-up.
Updated on 13/06/2026
Installation and usage documentation
A public guide covering the real Whats-SE flow: Bitrix24 installation, management area, number connection, messages, templates, campaigns, subscription and uninstall.
Bitrix24 installation flow
- Install and authorize. The Bitrix24 portal opens the app installer, sends the OAuth context and completes the Bitrix24 installation finish method.
- Automatic provisioning. The backend creates or finds the tenant, saves authorized tokens, registers connector, placements and events.
- 20-day trial. The licensing service creates the evaluation period for the tenant when applicable.
- Whats-SE menu. The user opens the management area from the Bitrix24 left menu.
- First instance. In Settings, the user creates or connects the WhatsApp number according to the plan and channel type.
What the app registers in Bitrix24
The current provisioning registers the items required to operate inside Bitrix24 without manual setup by the final customer.
- WhatsApp connector via imconnector.register.
- LEFT_MENU entry for the Whats-SE management area.
- CONTACT_CENTER entry for channel connection.
- Tabs in CRM leads, contacts, companies and deals.
- ONIMCONNECTORMESSAGEADD event for Open Channel messages.
- ONAPPUNINSTALL event for uninstall and data/license handling.
Main usage
Messages and files
The user can send text and files, with phone normalization and result logging in history.
CRM
The tab in CRM entities helps resolve recipients and open Whats-SE in record context.
Meta templates
Official instances can use the Meta template area when the backend is configured for it.
Campaigns
Advanced plans can use segments, campaigns and automations connected to Bitrix24 business rules.
Subscription
The Subscription tab checks license status, trial, checkout and management portal.
Uninstall
The app has an ONAPPUNINSTALL handler. When Bitrix24 reports data cleanup, the backend removes the local tenant and deletes the license. Without cleanup, the license is canceled and operational data may be preserved according to the terms and privacy policy.
Real screenshots
Blog
Reading that complements the docs
The docs show the flow. The blog explains the reasoning behind each decision.
Commercial operations
When WhatsApp needs to live inside the CRM and preserve context, ownership and next steps.
Costs and plans
How subscription, add-ons and external costs affect the solution choice.
Support and adoption
Installation, onboarding and routine that reduce repeated questions.