This guide provides essential instructions for customizing your Shilo account settings and preferences, ensuring users can tailor their experience to fit their specific needs. By following the steps outlined, you can efficiently manage integrations, adjust call duration settings, and optimize keyword usage for better performance. It empowers you to streamline your workflow by selecting agents and managing stages effectively within the platform. Overall, this guide is a valuable resource for anyone looking to enhance their Shilo account functionality.
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The Complete Step by Step Guide ✅
The Complete Step by Step Guide ✅
Click and Visit the Settings Page
2. Click Integrations
3. Edit Preferences
4. Edit Call Minimum (in seconds) & Maximum (in minutes) Duration as needed
5. Edit as needed
6. Edit Keywords
7. Add or Edit Keywords as needed
8. Click Save When Complete
9. View Manage Agents
10. Select Agents/Users by Teams within Follow up Boss
11. Select All Agents to Choose All within Team or Entire CRM
12. View Manage Stages
13. Select Stages to Listen To as needed
14. Click Save When Complete
