Settings

Overview

The Settings page is organized into sections accessible via a sidebar. Available sections depend on your role.

My Profile

All roles

Manage your personal account settings:

• Display Name — how your name appears across the platform
• Email — your account email (read-only, managed by your identity provider)
• Language — UI language preference (English, Russian, Ukrainian, Spanish)
• Theme — Dark, Light, or Auto (follows system preference)
• Notification Preferences — choose which notifications you want to receive and through which channels

Organization

Client Admin

Configure organization-level settings:

Setting	Description
Organization Name	Your company or team name
Region	Geographic region for data processing
Timezone	Default timezone for reports and timestamps
Language	Default language for new projects

Provider Credentials

Client

Configure custom API keys for external service providers. This allows your organization to use your own accounts with:

• ASR Providers — ElevenLabs, Deepgram
• LLM Providers — OpenAI (default), Anthropic / Claude via OpenRouter (alternate)
• Email Providers — custom SMTP or email service

For each provider:

1. Click the provider card.
2. Enter your API key.
3. Click Save.
4. The status badge shows Connected (green) or Not configured (gray).

If no custom credentials are set, Aelo uses shared platform credentials.

CRM Integration

Client Admin

Connect Aelo to your CRM system. Currently supported: Bitrix24.

Connection Setup

1. Enter your Bitrix24 domain (e.g., yourcompany.bitrix24.com).
2. Authorize Aelo to access your Bitrix24 account.
3. Test the connection.

Field Mapping

Map Aelo analysis fields to CRM entity fields:

• Select which CRM entity type to update (Contact, Deal, Lead, Company)
• Map analysis outputs (quality score, sentiment, summary) to specific CRM fields
• Configure which fields are required vs. optional

Data Import

Import existing CRM data to pre-populate Aelo projects with contacts and conversation history.

Test Delivery

Send a test analysis result to your CRM to verify the integration works correctly.

See Bitrix24 Integration for the full setup guide.

Notifications

Client Admin

Configure notification delivery channels:

Channel	Configuration
In-app	Always enabled. Notifications appear in the bell icon.
Email	Enter email addresses for alert delivery.
Telegram	Connect a Telegram bot for real-time alerts.
Webhook	Provide a URL for HTTP POST notifications.

Each channel can be independently enabled or disabled for different alert severity levels.

Data Sources (Quick Links)

Quick access to all your projects. Same as the Data Sources page.

Evaluation Criteria (Quick Links)

Quick access to evaluation profiles. Same as the Evaluation Criteria page.

Team (Quick Links)

Quick access to team management. Same as the Team page.

Routing

Client Admin

Configure how incoming records from external sources (CRM, webhooks) are routed to projects:

• Routing Rules — define conditions for auto-assigning records to projects based on channel type, CRM entity, or custom fields
• Default Project — fallback project when no routing rule matches

Activity Log

Client Admin

View a log of webhook routing decisions and system events:

• Which records were routed where
• Routing rule matches
• Errors or unmatched events

Useful for debugging CRM integration and webhook configurations.

Billing

Client

Manage subscription and billing:

• Current pricing plan details
• Weekly usage summary (per-minute billing)
• Balance and charges history
• Low balance notifications

Access by Role

Section	Client	Admin	Supervisor	Agent
Profile	✅	✅	✅	✅
Organization	✅	✅	❌	❌
Provider Credentials	✅	❌	❌	❌
CRM Integration	✅	✅	❌	❌
Notifications	✅	✅	❌	❌
Routing	✅	✅	❌	❌
Activity Log	✅	✅	❌	❌
Billing	✅	❌	❌	❌

Tips & Best Practices

• Set your timezone correctly — it affects all timestamps in reports and alerts.
• Configure notification channels early — don’t miss critical alerts.
• Use custom provider credentials for higher rate limits or specialized pricing agreements.
• Test CRM integration thoroughly before enabling auto-sync on production projects.
• Review the Activity Log periodically to ensure routing rules work as expected.