Settings
Overview

Settings Overview

Configure your Aila workspace, integrations, quality standards, and personal preferences.

Settings Sections

Connections

Connect Aila with your CRM, calendar, and other tools:

  • CRM Integrations - GoHighLevel, HubSpot
  • Calendar - Google Calendar, Outlook
  • Phone Systems - OpenPhone integration
  • OAuth Management - Manage connected accounts

Learn more about Connections →

Custom Datasets

Define custom fields to extract from calls:

  • Create Custom Fields - Define what data to extract
  • AI Prompts - Configure extraction logic
  • CRM Field Mapping - Sync to CRM fields
  • Validation Rules - Ensure data quality

Learn more about Custom Datasets →

Call Scoring

Create and manage quality checklists:

  • Checklist Templates - Define quality standards
  • Scoring Criteria - Set evaluation rules
  • Thresholds - Configure pass/fail levels
  • Default Templates - Assign to call types

Learn more about Call Scoring →

Call Routing

Automatically route calls to appropriate checklists:

  • Routing Rules - AI-powered call classification
  • Template Assignment - Auto-select right checklist
  • Bulk Rule Creation - Efficient setup
  • Custom Prompts - Tailor routing logic

Learn more about Call Routing →

Team & Subscription

Manage users and billing:

  • Team Members - Invite and manage users
  • Roles & Permissions - Control access levels
  • Subscription - Manage billing and seats
  • Organization Settings - Company preferences

Learn more about Team & Subscription →

Personal Settings

Your individual preferences:

  • Profile - Name, email, photo
  • Notifications - Email and in-app preferences
  • Display - UI customization
  • API Keys - Personal API access

Learn more about Personal Settings →

Access Levels

Admin/Owner/Manager Settings

Full access to:

  • Connections
  • Custom Datasets
  • Call Scoring
  • Call Routing
  • Team & Subscription

Member Settings

Access to:

  • Personal Settings only

Quick Start

Initial Setup Checklist

  1. Connect CRM - Set up GoHighLevel or HubSpot integration
  2. Connect Calendar - Enable automatic meeting recording
  3. Create Quality Checklist - Define your quality standards
  4. Invite Team - Add team members
  5. Configure Personal Preferences - Set up notifications

Common Tasks

Adding a New Team Member:

  1. Settings > Team & Subscription
  2. Click Invite Team Member
  3. Enter email and select role
  4. Send invitation

Connecting GoHighLevel:

  1. Settings > Connections
  2. Find GoHighLevel section
  3. Click Connect
  4. Authorize in GoHighLevel
  5. Configure field mapping

Creating a Quality Checklist:

  1. Settings > Call Scoring
  2. Click New Checklist
  3. Add criteria
  4. Set scoring rules
  5. Save and activate

Settings Best Practices

Regular Review

Monthly:

  • Review and update quality checklists
  • Check integration sync status
  • Update routing rules as needed
  • Review team access levels

Quarterly:

  • Audit CRM field mappings
  • Review custom datasets effectiveness
  • Optimize call routing rules
  • Clean up unused templates

Documentation

Keep Track Of:

  • Configuration changes and dates
  • Reasoning behind rules and criteria
  • Integration setup steps
  • Custom prompt versions

Security

Best Practices:

  • Regular OAuth token refresh
  • Limit admin access appropriately
  • Review API key usage
  • Enable 2FA when available

Next Steps

Dive deeper into each settings area:

Microsoft TeamsConnections