--- title: "Getting Started" url: https://docs.aila.fyi/getting-started source: https://docs.aila.fyi/llms.txt --- # 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](https://docs.aila.fyi/agents/intake) and the [Call Compliance Agent](https://docs.aila.fyi/agents/compliance). 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](https://docs.aila.fyi/agents#plans-and-pricing). ## 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](https://app.aila.fyi/signup). 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](https://docs.aila.fyi/calls/mismo-export) 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](https://docs.aila.fyi/integrations/follow-up-boss). - **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](https://docs.aila.fyi/integrations/phone-systems) 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](https://docs.aila.fyi/capture) 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](https://docs.aila.fyi/mobile). It uploads every recorded call. Plaud recorders pair with the app. - **Android**: Use a [Pocket](https://docs.aila.fyi/capture/pocket) recorder with the Pocket app, or record natively and [upload the file](https://docs.aila.fyi/capture/android). ### Your Mac 1. Download and install [Aila for Mac](https://docs.aila.fyi/desktop). 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](https://docs.aila.fyi/agents/compliance) 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](https://docs.aila.fyi/settings/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](https://docs.aila.fyi/settings/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](https://docs.aila.fyi/agents): What each agent does and which plan includes it. - [Calls](https://docs.aila.fyi/calls): Search, filter, and review call transcripts. - [Coaching](https://docs.aila.fyi/coaching): Review scored calls and give feedback. - [Performance](https://docs.aila.fyi/performance): View team leaderboards and conversation metrics. - [API Reference](https://docs.aila.fyi/api-reference): Integrate Aila programmatically via REST API and webhooks.