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Manage Sources for New Calls in Shilo

Source settings control which CRM sources Shilo listens to for new calls.

Review current sources

  1. Go to Settings.

  2. Open Integrations.

  3. Select Manage sources.

  4. Review which sources are currently turned on.

Allow new sources

  1. Go to the source preferences area.

  2. Find the New sources toggle.

  3. Turn it on if you want new CRM sources to start coming into Shilo.

  4. Turn it off if you only want Shilo to listen to the sources you have already approved.

If a source is turned on, calls from that source should be able to come into Shilo when the rest of your filters allow them.

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