AI Sales Coaching

Coaching built from the calls you actually make.

Get personalized feedback as an agent, or give your managers a scalable coaching system for the whole team.

7-day trial for Solo Agents. Tailored demo for teams.

1:1 Coaching (July 1 - 15, 2026)
Period ended July 31, 2026 Completed
AgendaInsightsSummaryTranscript
1x
Motivation · What you're doing right
Keep the trust. Tighten the finish.
You make complicated moments feel manageable. In the financing conversations with Erika, you explained next steps clearly, stayed warm, and kept people engaged instead of defensive.
Opportunities · Where to focus
Repeated pattern: undefined callbacks
In 8 of 40 eligible calls this period, you locked a specific showing, consult, or callback time before hanging up. Book the next time before the call ends.
Your 7-day commitment
On every eligible call that needs a callback, consult, or showing set, offer two specific times before ending the call. Next session opens with this.
For the agent on the phone

Give every agent the coaching support usually reserved for top performers.

Most managers do not have time to review enough calls to coach every agent consistently. Shilo reviews the conversations, identifies patterns, and delivers a structured coaching session on the cadence your team chooses.

Coaching on your team's cadence

Your team sets the cadence: weekly, semimonthly, or monthly. Sessions generate automatically on the cadence you set, without calendars or rescheduling.

It heard all of it

Coaching draws from the calls and appointments Shilo has analyzed during the period.

Coaching adapts to each agent's communication style.

Shilo tailors delivery to the agent's communication profile, making feedback easier to understand and apply.

Each session ends with one measurable commitment.

Goals give the work direction. Shilo helps you narrow yours down to one actionable goal, with a number attached, measured and discussed at the next session.

1
What to keep doing

Each session identifies specific behaviors that worked, using moments from real calls.

2
The highest-impact improvement area

Shilo surfaces recurring patterns, not isolated mistakes, and prioritizes the behaviors most likely to improve future conversations.

3
Practice the improvement immediately

Agents practice a scenario from their own week during the session, receive feedback, and retry until they meet the agreed standard.

4
One measurable commitment

Every session ends with one commitment, in your words, with a number attached. And the next session opens by checking whether you did it.

What happens in the session

Four parts, personalized from the conversations since the previous session.

Shilo writes the agenda before the session starts, from the batch of conversations it graded since you last talked. Each agenda reflects the patterns in that agent's most recent conversations.

1:1 session · live rep
Ready to try it? Give me one clean rep in your own words. Keep it short, offer 2 times, and confirm how you'll connect. 02:58
I have 2 times available, uh, I have 12 PM and 2 PM. Which one works best for you? 03:11
Nice! You offered 2 times without overexplaining, which fits your direct, helpful style. One upgrade: confirm the method and recap. Sharper version: "Perfect. Let's do 12 by phone on this number. I'll send a quick recap before then." 03:18
Pass standard: two times, the method, and a recap, in under 30 seconds. Go again.
Practice and feedback in real time

Get live feedback while you practice.

During practice, Shilo identifies what worked, recommends a stronger response, and lets the agent try again immediately.

The scenario isn't generic. It's pulled from his own week, with the client's actual situation, and a pass standard checked piece by piece.

Powered by Signals

Different agents need feedback delivered differently.

Shilo builds a communication profile for every agent from how they actually sound on live calls. The profile is informed by patterns in live conversations, not a one-time self-assessment. Then it coaches you in that register. Same substance, different delivery, because feedback that doesn't land is just noise with good intentions.

CP
The direct closer
DISC-style communication profile: direct and decisive
ReflectiveDominanceDirect
ReservedInfluenceOutgoing
DynamicSteadinessSteady
How Shilo coaches them
You kept it decisive and didn't hedge. One upgrade: attach the deliverable to the callback so it doesn't sound like a vague check-in.
JL
The steady nurturer
DISC-style communication profile: steady and considerate
ReflectiveDominanceDirect
ReservedInfluenceOutgoing
DynamicSteadinessSteady
How Shilo coaches them
You make complicated moments feel manageable, especially in financing talks. That fits your style. Service first, not pushy. Sound like you?

Same coaching. Same standard. Two completely different conversations, because they're two completely different people.

No calendars, no rescheduling

Coaching is available when agents are ready.

So much of coaching in this business is actually a scheduling problem. Not here. Agents can complete sessions when it fits their schedule, between appointments, after hours, or before a difficult conversation. And sessions are shorter than you'd expect, because none of the time goes to catching up. It already knows what happened.

Never rescheduled

The session is ready when the period opens and it's still there whenever you get to it.

Never inconsistent

The same standard, the same structure, the same honest read, every single time.

Never rushed

Nobody's watching the clock because their next meeting starts in four minutes.

From a real session, first ninety seconds
Where do you feel strongest in that flow, and where does it slip? 01:05
Appointment and location. And I, I struggle with, I guess, finding a way to find out about the motivation. 01:17
That helps. We'll keep your appointment and location moves and tighten how you ask motivation without sounding pushy. 01:31
The part nobody talks about

Traditional 1:1s can make it difficult for agents to discuss challenges candidly.

When coaching is tied to perception or lead distribution, agents may avoid discussing the issues that need attention most.

With Shilo, both of those worries come off the table. It has one job, and it's making you better on the phone.

It remembers

Create a feedback loop that carries from one session to the next.

Coaching only compounds when each session connects to the last. Every Shilo session opens with a Previous Commitment Check before it moves on to anything new.

1. Shilo listens
Every call and appointment, graded, all period.
2. Shilo builds
Shilo builds the agenda from patterns in the period's calls and appointments.
3. Shilo coaches
The session runs live: wins, recommendations, reps, goals.
4. You commit
One behavior to practice, one measurable goal, and a defined review point.
5. Shilo follows up
Review progress against the commitment and set the next focus.

Nothing gets coached once and quietly dropped. That's the difference between a good conversation and a system.

For team leaders and sales managers

Scale the coaching your managers do not have time to deliver alone.

Shilo creates structured sessions from call patterns, while your leaders set the cadence, focus areas, standards, and follow-up that fit your team.

Deliver consistent coaching without adding call-review hours.

Shilo analyzes the conversation volume managers cannot review manually, then gives each agent a structured coaching session.

Settings · Coaching
PreferencesCustom 1:1
1:1 Coaching
Enable your agents to receive personalized coaching sessions at a given interval.
On
1:1 Coaching Frequency
Weekly, semimonthly, or monthly cadences.
Weekly
1:1 Focus · your team's theme
0/750
Part 1 · What you control

Configure coaching around your team.

Cadence. Set weekly, semimonthly, or monthly coaching by agent or group.

The team theme. One focus area, in your words, that shapes every agent's session. Set a team-wide focus, such as improving appointment-setting on a priority lead source.

Your questions. Add up to three custom questions and collect consistent answers across the team.

JGJesus GarciaCompleted
JLJocelyn Lopez4 days left
CPChristopher PateCompleted
MNMaya NicholsOverdue
Check in weekly on the ones that are overdue or running out of days. They're the ones who need the extra nudge.
Part 2 · What you see

Track completion and review the coaching detail.

View session status across the team, then open any session to review its agenda, insights, summary, and transcript.

Shilo does the heavy lifting. You get to spend your time on the people who actually need it.

Part 3 · Why you'd want this

Scale the coaching work that is hardest to do manually.

Shilo supports managers. It does not replace their judgment, relationships, or hard conversations. Shilo does the listening, the pattern-finding, the prep, and the repeatable session.

Coach the whole team, not only agents in crisis.

The quiet middle of your team is where most of your upside is, and it's the group that never gets coached because they're not a crisis. They get a real session now, on the same cadence as everyone else.

Patterns you'd never have caught

Replace broad coaching feedback with specific behavior patterns and call-level evidence.

Faster ramp, less washout

Faster, more consistent coaching can improve ramp quality and help teams retain more of the talent they recruit.

Explore Team Coaching

Book a demo to design a coaching program around your agents, managers, call volume, workflow, and budget.

Integrations

Shilo plugs into the tools you already use.

Setup takes about 5 minutes. After setup, Shilo analyzes supported recorded calls automatically and delivers insights in your workflow. You just make your calls and the feedback shows up.

See all integrations Don't see yours? Tell us. That's usually how the next one gets built.
Follow Up Boss
BoldTrail
Lofty
CINC
Sierra Interactive
GoHighLevel
Sure Send
Questions

How AI sales coaching works.

The things agents and team leaders ask before they try it.

Teams can choose weekly, semimonthly, or monthly coaching based on role, experience level, and goals. Once it's on, sessions generate on that cadence for every agent without anyone scheduling anything.

Three things you're doing right, three things to focus on, a role play that Shilo runs with you live, and one goal you commit to for the next period. All of it built from the calls and appointments Shilo graded since your last session.

Session length varies based on the agent's activity and coaching needs. None of the time goes to catching up, because it already knows what happened on your calls.

From your Signals profile, which Shilo builds out of how you actually sound on live calls rather than a quiz. If you're direct, the feedback is direct. If you're more reflective, it gives you context first and lands the harder point after. Same coaching, delivered in the register that works on you.

Yes. They can see whether you completed it, and they can open the agenda, the insights, the summary, and the full transcript. Managers can view completion status and session details, enabling more informed human follow-up.

No, and it isn't trying to. It does the listening, the prep, and the repeatable weekly session. Your manager keeps the judgment, the relationship, and the conversations only a human should have. What changes is that they walk into those already knowing everything.

The next session opens with a Previous Commitment Check and reviews the behavior before it moves on to anything new. It's not a punishment, it's the reason the coaching compounds instead of resetting every period.

Coaching runs on the same connection as the rest of Shilo. About 5 minutes inside Follow Up Boss or BoldTrail, with setup varying a little on the other supported CRMs. Turn on 1-on-1 coaching in settings, pick a cadence, and sessions start generating.

AI Sales Coaching

Give every agent consistent, personalized coaching.

A real 1:1 on the cadence you set, built from every conversation they had, delivered the way each person actually takes feedback.