Left-Hand Navigation Bar
All primary navigation in Shilo is located on the left-hand side of the platform. This is where you’ll access core areas like calls, insights, role plays, contacts, and settings.
You will also see a toggle for dark mode and notifications.
Home (Dashboard Widgets)
Your homepage is a dashboard made up of widgets that provide an overview of your data.
Admins can view all team activity and calls
Members can only view their own activity and calls
You’ll also see a feed of recent activity across the team, giving you a quick snapshot of what’s happening.
Calls Tab
The Calls tab contains all of your individual calls.
Calls are listed in chronological order
The most recent call appears at the top
You can click into any call to view detailed information and analysis
Role play Tab
The Role play section is where you can practice and review training scenarios.
Inside this tab, you’ll find:
Available role play scenarios you can choose from
A list of completed role plays
A team library of shared calls and examples
This area is commonly used for training and skill development.
Insights Tab
The Insights tab provides performance analytics.
For agents: shows your individual performance overview
For admins: shows team-wide performance and additional widgets across all users
This is typically the most used area for tracking progress and improvement.
Contacts Tab
The Contacts section allows you to review performance and activity at the contact level.
Search or select a specific contact
View call history and engagement with that contact
Understand how interactions with that contact are performing over time
Settings
The Settings tab is where you manage system configuration such as integrations, users, and platform behavior.
Notes
Admin and Member roles impact what data you can see in Home, Calls, and Insights.
Navigation layout may vary slightly depending on your account configuration.