Data Sources

Overview

The Data Source area is the control plane for inbound integrations. A source can be:

• a CRM source, such as Bitrix24
• a direct telephony source, such as Streamtelecom

Data Source management lives in Settings -> Data Source.

Tabs

The section currently uses three tabs:

Connection

Use this tab to:

• see the currently connected source
• review connection metadata, such as vendor/domain/install date
• change the source
• disconnect the source

Changing or disconnecting a source uses confirmation dialogs because it affects ingest behavior.

Import

Use this tab to trigger an initial or catch-up import when the source supports it.

Notes:

• Bitrix24 supports CRM-oriented import flows
• Streamtelecom supports direct telephony import via CDR history
• other telephony vendors may expose webhook ingest before they expose a full import client

Delivery

Use this tab to configure downstream CRM delivery when the active source supports CRM-style write-back.

Important:

• delivery is hidden for direct telephony sources
• Smart Process controls are Bitrix24-specific and are hidden when the active provider is not Bitrix24

Source Wizard

When no active source is connected, Aelo shows a multi-step source wizard:

1. Select source
2. Configure credentials/settings
3. Test connection
4. Import initial data (when supported)

Current Support Model

Bitrix24

• full CRM integration
• embedded app support
• webhook ingest
• delivery configuration
• Smart Process support

Streamtelecom

• direct telephony source
• webhook ingest
• test/setup through the Data Source flow
• import/backfill from CDR history
• no CRM write-back

Two data streams

Streamtelecom provides two independent streams:

1. Call history (CDR) — imported right after you connect with a login, password, and API key. Find the API key in the Stream Telecom console: Administration → Company Profile → API KEY.
2. Real-time calls — delivered via a webhook that only Stream Telecom support can activate (it cannot be self-served). On the wizard’s “Real-time call capture” step, copy your webhook URL and send the prepared email to support@streamtele.com — this subscribes you to Stream CALL API v3.0 events. Activation usually takes up to 24 hours. The same URL and instructions are always available under Settings → Data Sources → Connection.

Ringostat And Binotel

• available in the source model
• useful for registration and webhook-driven ingest
• feature depth is currently narrower than Streamtelecom for direct import

Active Source Rules

• only one active telephony source is allowed per organization
• switching the active source deactivates the previous telephony source
• connection state is read from the backend, not guessed locally by the UI

Typical Workflow

1. Open Settings -> Data Source
2. Start the wizard or open Change
3. Select the provider
4. Enter vendor-specific credentials/config
5. Run the connection test when available
6. Start initial import if the source supports it
7. Configure Delivery only if the source is a CRM source

CRM Delivery Notes

For CRM-capable sources, the delivery area can include:

• field mapping
• transcript/summary/score delivery toggles
• Smart Process setup or repair actions when applicable

For telephony-only sources, Aelo treats the integration as ingest-only.

Troubleshooting

The wizard opens even though a source is connected

This usually means the UI could not resolve the active source query. Check API connectivity and re-open the Data Source section.

Delivery tab is missing

That is expected for direct telephony sources. Delivery configuration appears only when the active source supports CRM write-back.

Smart Process controls are missing

Smart Process is Bitrix24-specific. If the active provider is not Bitrix24, those controls are intentionally hidden.