Integrating the Shilo app with Follow-Up Boss ensures that agents have quick and easy access to powerful tools for call analysis and coaching. By enabling and positioning the integration at the top, you can streamline workflows, enhance visibility, and optimize agent performance.
Enabling Shilo App in FollowUp Boss 📱
Navigating to Integrations:
Go to Admin at the top of Follow-Up Boss.
Select More from the drop-down menu and click Integrations.
Enabling Shilo Integration:
Scroll down to find Shilo and click on it.
Hit Enable to activate the integration.
Positioning the Integration:
Initially, the Shilo integration will appear at the bottom.
Move it to the top to ensure visibility and ease of use for agents.