Connections settings
Connect the phones, dialers, calendars, CRMs, and loan systems your team already uses, and manage the keys and webhooks that go with them. What you connect here feeds the Intake Agent and the Call Compliance Agent.
Open Settings > Connections. This tab is for admins and owners. It has three sub-tabs: Integrations, Webhooks, and API Keys.
Integrations
Integrations is one list of everything connected. Each row shows the platform, who owns the connection, and its health. Use the filters at the top to narrow the list, and use a row's settings or disconnect actions to change it. Click Connect MCP to set up the Aila MCP server.
Click Connect and search. The picker groups platforms like this:
| Group | What's in it |
|---|---|
| CRM with built-in calls | GoHighLevel / LeadConnector, Bonzo, and Follow Up Boss. Follow Up Boss also needs the Aila Chrome extension. |
| Phone calls | Dialers and VOIPs, including Quo/OpenPhone, RingCentral, Dialpad, Zoom Phone, Wavv, Wave, Blink Voice, and Hey Pocket. See Phone & Dialers. |
| Video recordings | My Calendar, which connects Google Calendar or Microsoft Outlook so Aila's meeting bot joins Zoom, Google Meet, and Microsoft Teams calls. Also Roam. |
| Communication | Gmail and Outlook. Aila writes borrower drafts to your mailbox. |
| Loan origination | ARIVE and LendingPad, so the Intake Agent can build the 1003. |
| CRM | HubSpot, Salesforce, Pipedrive, and monday.com. |
| AI | ChatGPT/Codex, for Ask Aila. |
Most platforms connect the same way: pick the platform, enter its credentials, click Connect, and, if Aila shows a Webhook URL, copy it, click Done, and paste it into the platform. Each platform's needs are in Phone & Dialers and its own page.
Calendar bot settings
Open a calendar's row and choose Recording preferences:
| Setting | What it does |
|---|---|
| Auto-record enabled | Turns auto-recording on or off for this calendar. |
| Record when not host | Record meetings where you aren't the host. |
| Record recurring meetings | Include recurring meetings. |
| Record external meetings | Record meetings with attendees outside your organization. |
| Record internal meetings | Record meetings with only internal attendees. |
| Confirmed only | Record only confirmed events, not tentative ones. |
| Add bot to calendar invite | Google Calendar only. Adds the notetaker to the event. |
Webhooks
Register HTTPS endpoints to receive real-time event notifications such as call.completed, task.created, and mismo.ready. See Outbound Webhooks.
API Keys
Create API keys for programmatic access, such as the Batch Call Upload API, which needs a key with the calls:write permission.
Personal connections
Some connections belong to one person, not the whole workspace. Each person sets these up in My settings > Connections:
- Calendar: Google Calendar or Outlook, so the meeting bot joins your meetings.
- Email: Gmail or Outlook, so borrower drafts land in your own mailbox.
- Phone recording: Hey Pocket, so your cell phone calls are filed under your name. See Hey Pocket.