Shilo's filtering options allow users to easily access, organize, and analyze call data with just a few clicks. By using advanced filters, teams can refine search results and focus on the most relevant insights. This guide outlines how to use Shilo's filtering options to streamline call data analysis effectively.
Understanding Shilo's Filtering Options
1. Accessing the Filter Options
Log into Shilo and navigate to the home screen.
Locate and click on the filter options to begin refining search parameters.
Regularly check for new filtering options, as updates are made based on user feedback.
2. Applying Filters to Calls
Filter by Keywords:
Enter a specific keyword (e.g., appointment).
Use the multi-select feature to include additional filters (e.g., bed and bath).
Click Apply to save the selection.
Filter by Appointment Status:
Select only appointments that have been set for targeted insights.
Filter by Call Source:
Choose the desired source (e.g., Zillow Flex Leads) to view relevant calls.
Click Apply to finalize the filters.
3. Viewing Filtered Data
Once the filters are applied, Shilo will aggregate the call data based on the selected search parameters.
Filter options are available across multiple sections, including:
Home Screen
Calls Section
Agent Section
Best Practices
✔ Regularly update and adjust filters to keep up with new features and
optimizations.
✔ Utilize multi-select filtering to refine searches efficiently.
✔ Apply filters to segment data and focus on key performance areas.
✔ Encourage team members to use filters strategically for better call analysis and reporting.
By leveraging Shilo’s filtering options effectively, teams can access critical call data instantly, improving decision-making and overall performance.