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Aelo Docs

Bitrix24 Integration

Aelo runs as an embedded application inside Bitrix24. Once installed, every call and chat in your CRM is transcribed, analyzed, and scored automatically — and the results are delivered back onto the relevant contact, deal, lead, or company.

What you get

Section titled “What you get”
  • Embedded dashboard — open Aelo directly from the Bitrix24 left menu, without leaving your portal.
  • Analysis on CRM cards — quality scores, sentiment, summaries, and key moments reach contact, deal, lead, and company cards: in the fields you map (on the card itself or a Smart Process item) and, if turned on, as timeline notes.
  • Automatic capture — completed calls and closed chats are picked up automatically and queued for analysis.
  • Delivery back to CRM — push results to custom fields, Smart Process items, or timeline notes.
  • Role-based access — what each teammate sees follows their role (owner, admin, supervisor, agent).
  • Org-structure import — bring your department tree across so a department head sees the calls of everyone below them, without project assignments. Employees are matched to Aelo accounts by email; a head you assign by hand takes precedence over the portal and survives later imports. Run it from Settings → Team → Org Structure.

Where Aelo appears in Bitrix24

Section titled “Where Aelo appears in Bitrix24”
LocationWhat you see
Left menuThe embedded Aelo app: the Overview tab and the Records tab with the full analysis of each conversation — transcript, quality metrics, key moments
CRM cardsContact, deal, lead, and company cards get an Aelo timeline note if turned on, and the mapped fields when delivery targets the card rather than a Smart Process item — Aelo adds no tab of its own

Getting started

Section titled “Getting started”
  1. Install the app — follow the Installation Guide to add Aelo from the Bitrix24 Marketplace.
  2. Set up capture and delivery — configure distribution rules and field mapping in the Bitrix24 user guide.
  3. Connect telephony — make sure call recording is enabled so Aelo has audio to analyze. See Connecting IP Telephony.

Requirements

Section titled “Requirements”
  • A Bitrix24 account with CRM and telephony enabled (call recording must be on for call analysis).
  • Administrator rights on the portal to install the application.
  • An Aelo account — you can create one during the in-app onboarding.
Section titled “Related”