Bitrix24 Integration

Overview

Aelo integrates with Bitrix24 as an embedded application. Once installed, you can:

• Access an Aelo dashboard directly inside Bitrix24
• View conversation analytics on CRM entity cards (contacts, deals, leads, companies)
• Automatically create Aelo records from Bitrix24 calls and chats
• Push analysis results back to CRM fields

Installing Aelo in Bitrix24

Client Admin

1. Open the Bitrix24 Marketplace.
2. Search for “Aelo” or use the direct installation link provided by your Aelo account manager.
3. Click Install.
4. Authorize Aelo to access your Bitrix24 account.
5. Complete the onboarding flow within the embedded app.

Embedded Dashboard

After installation, Aelo appears as an application in your Bitrix24 left menu. The embedded dashboard includes three tabs:

Overview Tab

• Organization metrics (records processed, average quality score)
• Recent activity feed
• Quick links to key features

Costs Tab

• Budget usage overview
• Cost breakdown by provider
• Monthly trend chart

Delivery Tab

• CRM delivery status
• Recent deliveries to CRM entities
• Delivery errors and retry options

CRM Card Placements

Aelo adds tabs to CRM entity detail pages:

Entity Type	What’s Shown
Contact	All conversations with this contact, quality scores, sentiment history
Deal	Conversations related to this deal, sale probability trend
Lead	Initial conversations, qualification scores
Company	Aggregated metrics across all contacts in the company

Click a conversation in the CRM tab to view full analysis details.

Automatic Record Creation

When configured, Aelo can automatically capture calls and chats from Bitrix24:

1. A call is made or received in Bitrix24.
2. Bitrix24 sends the recording to Aelo via webhook.
3. Aelo transcribes and analyzes the recording.
4. Results are delivered back to the CRM entity card.

Setting Up Automatic Capture

1. In Aelo, go to Settings > CRM Integration.
2. Enter your Bitrix24 domain.
3. Configure routing rules to map CRM call/chat events to Aelo projects.
4. Enable auto-sync.

Delivery to CRM Cards

Aelo can push analysis results to CRM entity fields:

Delivery Methods

Method	Description
Custom Fields	Create custom fields on CRM entities and map analysis outputs to them
Smart Processes	Use Bitrix24 Smart Processes for structured data
Timeline Notes	Add analysis summaries as timeline entries on CRM cards

Field Mapping

Map Aelo analysis fields to Bitrix24 CRM fields:

1. Go to Settings > CRM Integration > Field Mapping.
2. Select the CRM entity type (Contact, Deal, Lead, Company).
3. For each Aelo field (quality score, sentiment, summary, etc.):
   • Choose the target CRM field from the dropdown.
   • Or create a new custom field.
4. Save the mapping.
5. Use Test Delivery to verify the mapping works correctly.

Available Aelo Fields for Mapping

Aelo Field	Description
Quality Score	0–100 score
Sale Probability	0–100% estimate
Sentiment	Positive / Neutral / Negative
Summary	Natural language conversation summary
Key Moments	Important events extracted from the conversation
Compliance Status	Pass / Fail for compliance checks
Agent Name	Name of the agent who handled the conversation

Onboarding within Bitrix24

First-time users accessing Aelo from Bitrix24 see an embedded onboarding flow:

1. Welcome screen — brief introduction to Aelo
2. Organization setup — connect your Aelo account or create one
3. Project configuration — create or select a project for CRM records
4. Field mapping — set up initial field mapping
5. Test — verify the integration with a test record

Access by Role

Feature	Client	Admin	Supervisor	Agent
Install app	✅	✅	❌	❌
View embedded dashboard	✅	✅	✅	✅
Configure CRM integration	✅	✅	❌	❌
Set up field mapping	✅	✅	❌	❌
View CRM card tabs	✅	✅	✅	✅

Tips & Best Practices

• Test delivery first — always verify field mapping with a test record before enabling auto-sync.
• Use timeline notes for quick visibility — managers see analysis summaries directly in CRM timelines.
• Map quality score to a custom CRM field for filtering and reporting within Bitrix24.
• Set up routing rules carefully — map different Bitrix24 lines or departments to different Aelo projects for appropriate evaluation criteria.
• Review delivery errors in the Delivery tab — common issues include expired Bitrix24 tokens or unmapped fields.