Getting Started

Getting Started

Sign up, connect your phone and LOS, and your next call builds the file.

This guide sets up the Basic plan agents: the Intake Agent and the Call Compliance Agent. Basic is self-serve with a 7-day free trial. Enterprise agents (Pre-Approval, Ops Prep, Ask Aila, and custom agents) are set up with our team on one 1-hour call. See Plans.

Setup Workflow

  1. Create Account: Register your organization.
  2. Connect Integrations: Link your LOS, CRM, calendar, and dialers.
  3. Capture Calls: Choose how Aila hears your calls.
  4. Score & Coach: Set up scorecards for the Call Compliance Agent.

1. Create Your Account

  1. Open app.aila.fyi/signup (opens in a new tab).
  2. Enter your name and email address, then set and confirm a password.
  3. Create the account. Aila names your organization after you, for example "Alex's Org".
  4. Rename the organization any time in Settings > Team.

2. Connect Your Integrations

Connect your LOS

The Intake Agent builds the 1003 in your LOS after each call.

  1. Go to Settings > Connections.
  2. Connect ARIVE or LendingPad.

Using another LOS? Export a MISMO 3.4 file instead.

Connect a CRM

Aila syncs transcripts, extracted metadata, and AI summaries to your CRM.

  1. Go to Settings > Connections.
  2. Select your CRM provider:
    • GoHighLevel: Sync contacts, opportunities, and custom fields.
    • HubSpot: Map Contact and Deal properties; write Notes, Calls, and Tasks.
    • Salesforce: Map leads, contacts, opportunities, and call logs.
    • Pipedrive: Route inbound calls and sync deal activities.
    • monday.com: Match items by phone number and update records.
    • Follow Up Boss: Sync FUB calls and write notes and tasks. Requires the Aila Chrome extension.
    • Bonzo: Sync tasks, appointments, and contact records.
  3. Click Connect and authorize your account.

Connect Your Calendar

Connect Google Calendar or Microsoft Outlook so the meeting bot joins your Zoom, Google Meet, and Microsoft Teams calls.

  1. Go to Settings > Connections.
  2. Use Search connections to find your calendar, then click Connect.
  3. Authorize access to your Google or Microsoft account.
  4. Aila will automatically send recording bots to scheduled meetings.

Connect Phone Systems and Dialers

Ingest calls automatically from your softphone or dialer:

  • Quo / OpenPhone, RingCentral, Dialpad, Zoom Phone, and 10 more dialers connect with an API key and, for most, a webhook.
  • See Phone & Dialers for the full list and setup.

3. Capture Your First Call

Keep your number. Pick the method that matches how you call today. See Capture Calls for the full comparison.

Dialers/VOIPs

Once your dialer is connected (step 2), recordings sync automatically. Make a test call.

Video calls

  1. Schedule a meeting in your connected calendar.
  2. Include a Google Meet, Zoom, or Microsoft Teams link.
  3. The Aila bot joins the meeting at the scheduled start time.
  4. Aila processes the call as soon as it ends.

Your cell phone (iPhone/Android)

  • iPhone: Turn on native call recording and install the Aila iPhone app. It uploads every recorded call. Plaud recorders pair with the app.
  • Android: Use a Pocket recorder with the Pocket app, or record natively and upload the file.

Your Mac

  1. Download and install Aila for Mac.
  2. Sign in with your Aila credentials.
  3. Grant microphone and system audio permissions.
  4. Aila for Mac records any call, no bot: phone apps, FaceTime, and video.

Upload a file

  1. Navigate to Calls.
  2. Click Upload.
  3. Optionally enter a Client name. Aila uses it as the call title and contact name.
  4. Select one or more audio files, or drag them in.
  5. Wait for the upload to finish, then click Done. Aila processes each call automatically.

4. Set up the Call Compliance Agent

Define your scorecards, and the Call Compliance Agent scores every call against them.

  1. Navigate to Settings > Call scoring.
  2. Click New scorecard, or Create with AI to start from a draft.
  3. Add a question for each thing you want checked (e.g., "Confirmed caller identity", "Explained fee structure").
  4. Set each question to Binary (Pass/Fail) or Rated (1-N scale), and give it a weight.
  5. Save the scorecard, then attach it to a call type in Settings > Call setup > Routing. Aila scores every new call of that type.

See Call Scoring for full scoring details.

5. Configure call types and fields

Extract specific variables from transcripts and sync them to your CRM.

  1. Navigate to Settings > Call setup > Types.
  2. Click Create call type (or Create call type with AI).
  3. Add fields with Add fields: a field name and what Aila should extract (e.g., "Loan Amount", "Target Close Date").
  4. Map each field to a CRM field where your CRM supports it.
  5. Save the call type.

See Call setup for more.

6. Invite team members

  1. Navigate to Settings > Team.
  2. Click Invite team members. Use Bulk invite to add several people at once.
  3. Enter the email address.
  4. Choose a role:
    • Member: Aila processes their calls. They see their own calls, scores, and coaching.
    • Manager: Everything a Member has, plus review of the team's calls, coaching, and metrics.
    • Admin: Full access, including billing. An Admin seat is free and Aila does not process the Admin's calls.
    • Owner: Everything a Manager has, plus ownership of billing.
  5. Click Send invitation, or Copy invite link to send it yourself.

Next Steps

  • Agents: What each agent does and which plan includes it.
  • Calls: Search, filter, and review call transcripts.
  • Coaching: Review scored calls and give feedback.
  • Performance: View team leaderboards and conversation metrics.
  • API Reference: Integrate Aila programmatically via REST API and webhooks.
IntroductionOverview & Plans