👋 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
🖥️ 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 🔧