This guide provides a straightforward walkthrough for managing agents within the Shilo AI Dashboard, making it easy for users to navigate the platform effectively. By following the steps outlined, users can seamlessly access and manage their team and agent settings, enhancing their operational efficiency. It's an essential resource for anyone looking to optimize their experience with Shilo AI.
1. Click and Visit The Settings Page
2. Click "Integrations"
3. Click "Manage Agents"
4. Choose to Listen to Select Agents
5. Another Option- Select the team drop down menu
(teams are mirrored from your Follow up Boss CRM Account & have agents within them) - https://app.followupboss.com/2/teams
6. Select Team You Wish To Edit
7. Select All Agents to Activate Listening for All Agents within Team
8. Once Set. Click Save.
Thats it!
