Installing Aelo in Bitrix24
This guide walks you through installing Aelo in your Bitrix24 portal. Installation takes a few minutes and needs no technical setup.
Before you start
Section titled “Before you start”Client Admin
- A Bitrix24 account with CRM and telephony. For call analysis, call recording must be enabled in your Bitrix24 telephony settings.
- Administrator rights on the portal — only an account that can install applications can add Aelo.
- An Aelo account — you can connect an existing one or create it during onboarding.
Install the app
Section titled “Install the app”- Open the Aelo app card in the Bitrix24 Marketplace. You can also reach it from your portal: Applications → Marketplace, then search for “Aelo”.
- Click Install.
- Review the permissions Aelo requests (see below) and confirm.
- Aelo opens its onboarding inside Bitrix24 — connect your Aelo organization or create a new one.
- Finish onboarding. Aelo now appears in your left menu; analysis results will reach your CRM cards in the fields you map (on the card itself or a Smart Process item) and, if you turn them on, as timeline notes on the card.
Permissions Aelo requests
Section titled “Permissions Aelo requests”During installation, Bitrix24 asks you to grant Aelo access. Each permission maps to a specific capability:
| Permission | Why Aelo needs it |
|---|---|
| CRM | Read contacts, deals, leads, and companies, and write analysis results back |
| Telephony | Access call records so Aelo can analyze your calls |
| Chat | Access open-channel chat transcripts for analysis |
| Tasks | Create follow-up tasks from analysis insights (when you enable automations) |
| Users | Identify which agent handled each conversation |
| Drive | Download call recordings for transcription |
You can revoke this access at any time by uninstalling the app.
After installation
Section titled “After installation”Aelo automatically starts listening for new calls and chats:
- A call is completed or a chat is closed in Bitrix24.
- Aelo picks up the recording or transcript.
- Aelo transcribes and analyzes the conversation.
- Results are delivered to the matching CRM card.
The first results usually appear within a few minutes of a completed conversation.
Verify it works
Section titled “Verify it works”- Make a short test call with recording enabled (or wait for a real one).
- Open the related contact or deal card in Bitrix24.
- Once processing finishes, check where you deliver: the fields you mapped are filled (on the card or its Smart Process item), and if timeline notes are on (Analysis Setup → CRM Updates), an Aelo note appears in its timeline. The full analysis is in the Aelo app in your left menu.
Configure capture and delivery
Section titled “Configure capture and delivery”To control which conversations are analyzed and where results land, set up distribution rules (Analysis Setup → Distribution) and field mapping (Analysis Setup → CRM Updates). See the Bitrix24 user guide for step-by-step instructions.
Opening the full web app
Section titled “Opening the full web app”Inside Bitrix24, Aelo shows the essentials. Dashboards, the prompt builder, and billing live in the full web app, which opens with Open portal in the Aelo app.
The first time you open it, Aelo asks you to sign in. That is deliberate: under the permissions the Bitrix24 Marketplace approves, apps do not receive portal users’ e-mail addresses, so Aelo has no address for you until you provide one yourself. Sign in with Google or an e-mail code — Aelo links that account to your Bitrix24 workspace and starts sending your digests and alerts to it.
After that, Open portal takes you straight in, with no sign-in step.
The link is valid for one hour and works once. If it expires, open Aelo in Bitrix24 and press Open portal again — the new link works immediately.
Security and privacy
Section titled “Security and privacy”- Aelo connects to Bitrix24 over OAuth 2.0 — you grant access explicitly during install, and you stay in control of it.
- Authorization is stored securely and renewed automatically; you never handle keys or tokens yourself.
- Uninstalling removes Aelo’s access and stops all processing immediately.
- All traffic is encrypted over HTTPS. Customer content is stored at rest in the EU (in the database and the audio storage; the search index — numerical vectors, no text — and Cloudflare’s processing state, queues, logs, caches and coordination state, some of which hold transcript and chat text for a few days, are not pinned to the EU); Cloudflare edge processing may occur outside the EU.
See the EULA and Privacy Policy for details.
Uninstalling
Section titled “Uninstalling”- In Bitrix24, open Applications and find Aelo under installed applications.
- Choose Delete.
Aelo stops listening for new conversations and its access to your portal is revoked.
Troubleshooting
Section titled “Troubleshooting”| Problem | What to check |
|---|---|
| App not in the left menu | Reload Bitrix24; confirm the install finished; confirm your role is allowed to open the app |
| No Aelo note on a card | Timeline notes are off (turn them on in Analysis Setup → CRM Updates), or there is no analyzed conversation for that entity yet — check delivery in Analysis Setup → CRM Updates |
| New calls aren’t analyzed | Confirm call recording is on in Bitrix24; confirm the source is connected and distribution rules are set up in Aelo |
| Delivery errors in the Aelo app | Usually expired authorization (re-open the app) or unmapped CRM fields (review your field mapping) |
Pricing
Section titled “Pricing”Aelo is billed by analyzed minutes. The Free plan includes 100 analyzed minutes every month, with no credit card. See the pricing page for plans and rates.