How the Lofty integration works
Shilo connects to Lofty through its official OAuth integration: sign in with your Lofty account, approve the connection, and you’re done. No API keys to hunt down and nothing to install. Pick the agents to include, and your team keeps calling, texting, and working their Smart Plans exactly as they do today. If your account still says Chime, the same sign-in works; Lofty is the new name for the same platform.
From then on, Lofty notifies Shilo every time a new call lands in your account. Shilo pulls the recording and grades the conversation against industry best practice, using models trained on years of real agent talk time. Call notes land on the Lofty lead record and tags enrich the lead, so the context follows every contact through your Smart Plans and segments. The full coaching experience, with transcripts, flagged moments, and suggested lines, lives in Shilo, one tab away.
The result: Lofty’s AI agents keep filling your calendar, and Shilo makes sure the conversations they earn actually convert. You’ll know which calls set appointments, which ones stall, and which agents need help this week.