Getting Started & Configuring Settings & Preferences
This guide will walk you through the complete setup and configuration with the CRM Sierra Interactive. Here you will learn how to get a new account setup, configure the settings for Agents & stages to listen to, which Ai model you wish to use and more. Learn more and take full advantage of all the Shilo features that is fully integrated with Sierra.
🎥 Watch the Complete Setup New Account Guide Here
🎉 Within the Contact Record in Sierra a Note is Created w/ each Call
➡️ More Details Coming Soon...
🖥️ Understanding the Shilo Dashboard
The Home Primary Dashboard is loaded with features so you can view your organizations call performance over a custom period of time in a granular way. All without needing to click into a different page.
Within the dashboard you can execute a number of adjustments to view your teams call performance quickly. You can...
📈 Compare Progress Statistics against one another. Viewing this within a graph overtime to see their correlation
Call Rating
Filler Word
Talk to Listen Ratio
Questions Asked
Monologues
# of Calls Completed
📊 Filters to view your team's performance in a much more detailed way. Such filters as...
Timeframe- view yesterdays calls, last weeks, months etc as you need
Call Duration
Inbound vs Outbound calls
Stage- the Contact is in within your CRM. ie nurture, appointment set
Lead Source- View calls only within Lead Sources you choose to view
Click specifically into Call Records and Agent Call reviews
ℹ️ Configuring Ai Model by User & Stages
❤️ Customer Service Ai Model - A Service first Ai model for customer & relationship conversations.
👩🏼💼 New Recruiting Ai Model - A recruiting agent focused model to help drive prospects and crush recruiting
🗣️ BONUS: New Hover to Review Feature to inspect Shilo's Reasoning
⭐️ Shilo's Ai Models- How it Works & What goes Into The Call Ratings 1-5
Sales Model Important Keys: ⭐️
Inspiring confidence and trust in the client or lead on the other side of the phone.
Proficiency in handling objections without being deceptive or “salesy”
Keeping sales momentum moving forward with a solidified next step like an appointment to see a home or a firm date on next follow-up
☎️ Understanding The Recent Calls Page
📈 See All Recent Calls based on Timeframe. Within the Recent Calls page you can view all the calls based on the same filters as you see within the Dashboard. Its a great way to view calls from your Org global approach. See Calls by
Call Rating
Call Duration
Lead Source
Lead Stage
Inbound/Outbound
📱 The Individual Contact Call Record Page
📲 View the Specifics and Coaching for each individual call. The Individual Call Record page is the Gold within Shilo. Quickly view Top moments and get coaching points to help improve your conversations. Other areas of the Call Page you can explore
Call Summary
Call Rating
Outcomes and Overview Metrics
Keyword Mentioning and click to see in Transcript
Agent Coaching - Top Moments & Top Improvements!!!
Action Items gathered from Call for next steps
👩🏼💼 The Agent Calls & Coaching Pages w/ Insights
👩🏼💼 View The Agent Coaching Insights and Improvement moments across multiple Calls. Great to see an Agents Calls within the same filter options and gather trends across the calls. Best for coaching and improving conversations over time. The Agent Coaching page is loaded with insights that when used will truly help move the needle forward