How the BoldTrail integration works
Shilo connects to BoldTrail, the platform formerly known as kvCORE, through your API key. Copy the key from your BoldTrail owner or admin account, paste it into Shilo, choose the agents to include, and your first graded calls land the same afternoon. (Agents will soon be able to connect with their own key; for now, ask your admin.) If your account still says kvCORE, the same key works; it’s the same platform underneath.
Once connected, Shilo pulls every call recording BoldTrail stores, from built-in dialer sessions to inbound calls, and grades each one against industry best practice, using models trained on years of real agent talk time. Call notes land on the BoldTrail contact record, tags enrich the lead, and appointments are created automatically when a call books one, so the context follows the lead through your Smart Campaigns and pipelines. The full coaching experience, with transcripts, flagged moments, and suggested lines, lives in Shilo, one tab away.
The result: your Lead Engine keeps filling the funnel, and for the first time you can hear what happens after the phone rings. You’ll know which conversations set appointments, which ones stall, and which agents need help this week.
