Integrating and using Shilo within Follow-Up Boss empowers agents with seamless access to detailed call logs, coaching feedback, and AI-driven insights. By positioning the app for visibility and utilizing its features, teams can elevate performance and streamline their workflows.
Using Shilo Integration in Follow-Up Boss
Enabling Shilo Integration:
Ensure the Shilo integration is enabled within Follow-Up Boss.
Positioning the Shilo App:
After integration, move the Shilo app from the bottom to the top for easy access by agents.
Viewing Call Logs and Coaching Feedback:
Access contact matches and call logs within the Shilo app.
View summaries, top moments, and potential improvements for each call.
Scroll down to select the View in Shilo option to access detailed AI coaching.
Hovering for Feedback:
Hover over the star rating to see Shilo's reasoning and suggested improvements.
