Getting Started
What is Aelo?
Section titled “What is Aelo?”Aelo is an AI-powered conversation analytics platform. It takes your recorded calls or chat transcripts, runs them through speech recognition and AI analysis, and returns:
- Quality scores (0–100) with detailed breakdowns
- Sale probability estimates
- Sentiment analysis (positive / neutral / negative)
- Compliance checks (recording disclaimers, mandatory phrases)
- Coaching recommendations with specific action items
- Keyword and topic extraction
Aelo works with multiple ASR (Automatic Speech Recognition) and LLM (Large Language Model) providers, so you can choose the balance of speed, accuracy, and cost that fits your organization.
User Roles
Section titled “User Roles”Aelo uses role-based access control. Each user is assigned exactly one role within an organization.
Primary Roles
Section titled “Primary Roles”| Role | Description |
|---|---|
| Client | Organization owner. Full access to every feature: projects, settings, billing, team management, analytics, and all configuration. |
| Supervisor | Team lead. Views team-level analytics and alert events. Access is scoped to assigned projects. |
| Agent | Field user. Uploads conversation records, views own quality scores and daily performance goals. |
Additional Roles
Section titled “Additional Roles”| Role | Description |
|---|---|
| Admin | Same access as Client, except cannot manage billing, change user roles, or delete projects. |
First Login
Section titled “First Login”- You will receive an invitation email from your organization’s admin.
- Click the Accept Invitation link in the email.
- Create your account or sign in with an existing provider (Google, Microsoft, etc.).
- You will land on the Dashboard with an onboarding checklist.
Onboarding Checklist
Section titled “Onboarding Checklist”After your first login, Aelo displays a role-specific onboarding checklist to help you get set up. The checklist adapts to your role:
Client checklist includes:
- Create your first project
- Configure AI settings (ASR & LLM providers)
- Upload a test recording
- Invite team members
- Set up alert rules
- Connect CRM (optional)
Supervisor checklist includes:
- Review team dashboard
- Configure alert notifications
Agent checklist includes:
- Upload your first recording
- Review your quality score
- Check coaching recommendations
Tasks can be checked off manually. Progress is saved automatically and persists across sessions. You can dismiss the checklist at any time; it won’t appear again once all tasks are marked complete.
Automatic and Manual Analysis
Section titled “Automatic and Manual Analysis”A newly created organization starts in manual mode: it receives records immediately, but nothing is transcribed or analyzed until you start it. Conversations appear in the list with the status Awaiting start, and no minutes are spent while they wait. This gives you time to set up projects, evaluation profiles and criteria before the meter starts running.
While an organization is in manual mode, you decide what gets analyzed and when:
- Open Records. The banner shows how many conversations have already arrived — proof that the integration works.
- Start what you need: click Analyze on a single record’s card, select several and click Analyze N records, or use the banner to process everything accumulated so far in one go. Each way shows the price first, and analysis starts only after you confirm — nothing is charged before that. If the price goes up while the confirmation is open — for example, your included minutes run out — nothing starts and the new price is shown instead. Processing the accumulated backlog starts exactly the batch you saw: conversations that arrive after you open the confirmation wait for the next run.
- To switch the organization to automatic mode instead — so every new conversation is transcribed and analyzed the moment it arrives — click Turn on automatic analysis on the banner, or change the mode in Organization settings. You can switch back to manual the same way at any time.
Conversations that arrived while manual mode was on are never processed on their own, even after you switch to automatic — the switch only changes what happens to conversations from now on. Anything still waiting is started the same way as above: individually, by selection, or all at once, with the price always shown up front.
Bulk import from your CRM only runs in automatic mode. It does not queue records for a later manual start — switch the organization to automatic mode before starting an import.
Only the organization owner or an admin can switch modes or start records: these actions spend minutes on behalf of the whole company.
Navigation
Section titled “Navigation”Aelo uses a collapsible sidebar for navigation. The sidebar contains the following sections:
| Menu Item | Description | Available to |
|---|---|---|
| Dashboard | Overview metrics and KPIs | All roles |
| Records | Record list, upload, detail view, and quality analysis | All roles |
| Alerts | Alert rules, presets, and events | Client, Admin, Supervisor |
| Projects | Project list and configuration | Client, Admin, Supervisor |
| Call Statistics | Call-volume and outcome analytics | All roles (when enabled) |
| Missed Calls | Missed-call analytics | All roles (when enabled) |
| Coaching | Coaching notes and sessions | Supervisor (when enabled) |
| AI Feedback | Feedback analytics | All roles (when enabled) |
| Review Queue | Analyses held for human review before CRM delivery | Client, Admin, Supervisor (opt-in beta) |
| Analysis Setup | Distribution, categories and profiles, criteria, scripts, CRM updates (Configuration section) | Client, Admin |
| Knowledge Base | Organization knowledge content | All roles (when enabled) |
| Settings | Account and organization configuration | All roles (sections vary by role) |
Sidebar features:
- Collapse/expand — click the chevron icon or press
[to toggle. - Mobile — on small screens, the sidebar becomes a slide-out drawer via the hamburger menu.
- Active state — the current page is highlighted in the sidebar.
Quick Actions (Command Palette)
Section titled “Quick Actions (Command Palette)”Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) to open the Command Palette. It provides quick access to:
- Navigate to any page
- Search records
- Create a new project
- Upload a recording
- Access settings
Language & Theme
Section titled “Language & Theme”Aelo supports multiple languages and visual themes.
Supported languages: English, Russian, Ukrainian, Spanish
Theme options:
- Dark — optimized for low-light environments (default)
- Light — high-contrast light theme
- Auto — follows your system preference
To change language or theme:
- Click your avatar in the top-right corner.
- Select Settings.
- Go to the Profile tab.
- Choose your preferred Language and Theme.
This changes only the interface language. Aelo has two more, independent language settings: emails, notifications, and report labels follow the organization’s language (see Organization settings); the AI analysis report language and the recognition language spoken in recordings are project-level, configured in Analysis Setup.
Organization Selector
Section titled “Organization Selector”If you belong to multiple organizations, use the organization selector in the sidebar header to switch between them. Only users with access to multiple organizations will see this selector.