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How to Add a Call to the Team Library

The Team Library in Shilo’s Role play section allows you to save and organize high-quality calls for training and reference. You can add calls from the Calls page into specific folders inside the Team Library.

Locate the Team Library

  1. Go to the Role play section in the left-hand navigation.

  2. Click into Team Library.

This is where all saved calls are stored and organized into folders.


Create or Choose a Folder

Before adding a call, make sure you have a folder ready:

  • You can use the default folder, or

  • Create a new folder to organize calls by topic, team, or use case


Find the Call You Want to Add

  1. Navigate to the Calls page.

  2. Use filters (if needed) to locate the specific call you want.

  3. Open or identify the correct call.


Add the Call to the Team Library

  1. Click the three dots (•••) in the top right of the call.

  2. Select Add to Role play Team Library.

  3. Choose the folder(s) where you want the call saved.


Save the Call

  1. Click Save.

The call will now appear in the selected folder(s) inside the Team Library.


Notes

  • You can add a single call to multiple folders.

  • Use folders to keep your Team Library organized for easier training and reference.

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