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How to Start Your 1-on-1 Coaching Session in Shilo

Find and start your coaching session as an agent or member in Shilo.

When your 1-on-1 Coaching agenda is ready, Shilo will notify you by email. You can use that link to go directly to your coaching session, or you can open it from inside Shilo.

Start from your notification

Open the email that says your coaching agenda is ready, then click the button to start your session. Shilo will take you to your current 1-on-1 Coaching agenda.

Start from inside Shilo

  1. Log in to app.Shilo.ai

  2. Go to Insights > Coaching

  3. Click on your current 1-on-1 Coaching agenda

Review your agenda

Before you begin, Shilo shows the call data it used to prepare your session.

  • Motivation (What You're Doing Right)

  • Opportunities (Where to Focus)

  • Action Plan (How to Move Forward)

Begin your session

Click Start One-on-One to begin. Shilo will guide you through the session, ask questions, and tailor the coaching to your recent conversations and personality profile.

After the session

Once you complete the session, you can come back later to review:

  • The session summary

  • The searchable transcript

  • The playback

  • Your action plan

1-on-1 Coaching is built around your actual conversations, so each session is specific to you and what you are working on next.

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