Stage management in Shilo integrations provides a structured approach to utilizing the three AI call models: Sales, Customer Service, and Recruiting. By assigning the right model to each stage, you ensure optimized call performance, tailored feedback, and measurable progress across various stages of your sales, service, and recruiting processes.
Understanding Stage Management in Integrations
Steps to Access the Models
Follow these steps to navigate and select the desired call analyzing model:
Navigate to Settings: Click on the gear icon to access Settings.
Go to Integrations: Select "Integrations" and then "Manage Settings."
Select a Model: Use the dropdown menu under "Stage Model" to view and select the preferred model.
Sales Model
The Sales model focuses on evaluating leads during the sales process. It assesses calls using key metrics:
Agent Confidence: Measures how effectively the agent conveys expertise and builds trust.
Additional Criteria: (The rest of the criteria need to be identified from further analysis).
Customer Service Model
The Customer Service model aims to provide a personalized touch for clients, emphasizing confidence and referrals.
Recruiting Model
The Recruiting model is designed for agent recruitment, ensuring the selection of suitable candidates.