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🔹Shilo Overview

Overview of your Shilo account. Reviewing Pages, Call Records, Agents & Dashboard

Updated over 5 months ago

👋 Welcome to Shilo.ai

This is the overview going through each of the features and sections within Shilo to help you navigate within the app. We will cover each page including;

  • Dashboard

  • All Recent Calls Dashboard

  • Specific Call & Contact Record Pages

  • Agents & Organization Overview Dashboard

  • Specific Agent Calls & Overview Coaching Pages

  • Settings


🖥️ Primary Dashboard

The Home Primary Dashboard is loaded with features so you can view your organizations call performance over a custom period of time in a granular way. All without needing to click into a different page.

Within the dashboard you can execute a number of adjustments to view your teams call performance quickly. You can...

  • 📈 Compare Progress Statistics against one another. Viewing this within a graph overtime to see their correlation

    • Call Rating

    • Filler Word

    • Talk to Listen Ratio

    • Questions Asked

    • Monologues

    • # of Calls Completed

  • 📊 Filters to view your team's performance in a much more detailed way. Such filters as...

    • Timeframe- view yesterdays calls, last weeks, months etc as you need

    • Call Duration

    • Inbound vs Outbound calls

    • Stage- the Contact is in within your CRM. ie nurture, appointment set

    • Lead Source- View calls only within Lead Sources you choose to view

    • CRM Groups- The groups within your CRM where you manage agents and lead flow

    • CRM Teams- Similar to groups, but can view certain teams within your CRM.

  • Click specifically into Call Records and Agent Call reviews

🎥 Watch the Complete Overview Here

  • Recent Calls Dashboard 📲

  • Agents & Organization Overview Dashboard 👩🏼‍💼

  • Specific Call & Contact Record Page ℹ️

  • Specific Agent Calls & Coaching Page 🗣️

  • Settings & Account Configurations 🔧

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