Settings

Overview

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

• My Account (all roles) — Profile, Notifications
• Organization (Client, Admin) — Organization, Team & Access, Plan & Billing
• Integrations (Client, Admin) — Data Source
• Compliance (Client, Admin) — Overview, Consent Management, Data Requests

Evaluation profiles, criteria, sales scripts, and record distribution are configured separately — in the Analysis Setup section of the main menu, not in Settings (see below).

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)

Notifications

All roles

Configure your personal 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 enabled or disabled independently. A shared Notification Categories filter controls which event types are delivered across all enabled channels.

Newsletter

At the bottom of the same page, for the account owner and administrators — separate from everything above it. The alerts and digests above are about your own account and keep arriving either way; the newsletter is product news and is entirely optional.

Subscribe or unsubscribe with one click; the choice takes effect immediately and applies to your address only, never to a colleague’s. If your account has no e-mail address — a CRM portal user has none until the account is linked — there is nothing to subscribe, and the block says so instead of offering it.

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	Language of emails, notifications and report labels. Not the interface language, not the analysis language.

Team & Access

Client Admin

Manage your team in one section with two tabs:

• Members — current team members, their roles, and pending access requests
• Invitations — invitations you have sent and their status

See Team for the full guide to roles and permissions.

Plan & Billing

Client

Manage subscription and billing:

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

Analysis Setup

Client Admin

Evaluation profiles, criteria, sales scripts, and record-to-project distribution no longer live in Settings — they’re configured in a separate Analysis Setup section of the main menu (/analysis-setup). The page shows a horizontal pipeline scheme: Distribution → Categories and Profiles → Criteria → Scripts → CRM Updates.

• Distribution — how incoming records from external sources (CRM, webhooks) are routed to projects: a Rules tab (auto-assignment conditions, plus the fallback project) and a Log tab (per-record decisions — useful for debugging CRM integration and webhooks).
• Categories and Profiles — the binding matrix that assigns evaluation profiles and scripts to record categories, plus Profiles and Deal Stages tabs. See Evaluation Profiles for the full guide.
• Criteria — questions asked of every conversation (yes or no, a 0–100 score, or one of your answer options); an answer that points at something in the conversation comes with a quote. The Client creates and edits them; an Admin sees the list read-only. See Criteria for the full guide.
• Scripts — sales scripts and adherence scoring. See Scripts for the full guide.
• CRM Updates — Bitrix24 organizations only; maps analysis results to CRM fields. See Bitrix24 Integration for the full guide.
• Report language — the language the AI writes the analysis in (summary, insights, recommendations). Auto (default) writes in the language of the conversation; otherwise pick English, Russian, Ukrainian, or Spanish. Quotes from the conversation are never translated. Configured per project, right on this Analysis Setup screen.
• Recognition language — the language spoken in the recordings. Auto (default) detects it per recording, and detection is not free: on a benchmark of 20 real Ukrainian calls it labelled two of them Bulgarian, and the hint changes the recognised text itself, not only the language label. Set the language whenever the project’s calls are in one language; leave Auto when the language varies from call to call. Lives in the project’s own settings, next to the ASR/LLM provider selection.

Language codes follow ISO-639-1 (en, uk, el); languages without a two-letter code use ISO-639-3 (yue, fil, cmn, ast, nso). Recognition supports 90+ languages — the language is picked from that list in the project’s settings.

Data Source

Client Admin

Connect your telephony or CRM system in one section with two tabs:

Connection

1. Pick your source (currently supported: Bitrix24, Stream Telecom).
2. Enter your Bitrix24 domain (e.g., yourcompany.bitrix24.com) and authorize Aelo.
3. Test the connection — the status badge shows the active source.

Import Records

Import existing CRM records for any period to pre-populate Aelo projects with conversation history.

CRM field mapping (which analysis results land where) is configured separately — in Analysis Setup → CRM Updates (see above), available only when Bitrix24 is connected.

Compliance

Client Admin

Consent and data-subject tooling for regulated teams:

• Overview — consent and jurisdiction settings for your organization
• Consent Management — call participants’ consent status and its audit trail, with Withdraw; below it, a separate read-only record of the Terms and Privacy Policy acceptance by the account’s users and their marketing-email choice — account evidence, not participant consent
• Data Requests — GDPR data subject requests (export, deletion)

Access by Role

Section	Client	Admin	Supervisor	Agent
Profile	✅	✅	✅	✅
Notifications	✅	✅	✅	✅
Organization	✅	✅	❌	❌
Team & Access	✅	✅	❌	❌
Plan & Billing	✅	❌	❌	❌
Analysis Setup	✅	✅	❌	❌
Data Source	✅	✅	❌	❌
Compliance	✅	✅	❌	❌

Tips & Best Practices

• Set your timezone correctly — it affects all timestamps in reports and alerts.
• Configure notification channels early — don’t miss critical alerts.
• Test CRM integration thoroughly before connecting the source on production projects — capture starts automatically once it is.
• Review Analysis Setup → Distribution → Log periodically to ensure distribution rules work as expected.