Shilo’s new Contacts tab gives you an instant overview of your CRM-linked contact data, layered with AI-powered insights like average call ratings and sentiment tracking. It helps agents, team leads, and managers better understand client engagement and take action where it matters most.
How to Use the Contacts Tab
Step 1: Access the Contacts Tab
Navigate to the bottom left-hand section of your Shilo dashboard. You’ll now see a new “Contacts” tab.
Step 2: Understand What It Is (and What It’s Not)
The Contacts tab is not a CRM. You can’t edit contact data here.
Instead, Shilo syncs your CRM contacts into Shilo and layers AI-generated insights on top—like average star ratings from calls.
Step 3: Use Filters to Segment Contacts
Use the top search and filter bar to build custom views, similar to the Insights page.
Example Filter Setup:
Call Rating: 1–5 stars
Lead Source: Easy Home Search
Stages (from CRM): Active Client, Showing Home, Submitting Offers
Date Range: All Time
Save this search to quickly return to specific client segments.
Step 4: Analyze Contact Health via Average Call Rating
Each contact shows their average call rating, serving as a “health score.” This can help you:
Identify clients with low sentiment (e.g. <3 stars)
Track client satisfaction across agents
Spot red flags early in the sales pipeline
Step 5: View Individual Contact Records
Click on any contact to see:
Total number of calls
Average star rating
Call breakdown across team members (if you’re an admin)
AI summaries of what’s working and what to improve
Note: Agents can only see their own calls. Admins can see calls made by the entire team.
Step 6: Run Shilo Insights on a Contact
Click "Run Insights" to let Shilo analyze the call history and provide:
Top 3 things the agent/team has done well
Top 3 recommendations for moving the deal forward
This is especially useful for stuck deals or long sales cycles.
Step 7: Go Back to the CRM
Each contact record includes a direct link to your CRM. Just click the link to open the full contact profile in your CRM system.