Resources
Resources
Your team's library of SOPs, call scripts and objection handlers, searchable and filtered by category.
Resources is your team's library: standard operating procedures, call scripts, objection handling, onboarding notes and anything else a rep should be able to find in a hurry.
Who can open it
Resources needs the Pro plan. On Basic you are sent to My Board with an upgrade note.
Every member can read resources. Only owners, admins and ops can add, edit or delete them.
Finding a resource
Use Search resources to search titles and document text, or filter by category with the buttons along the top:
| Category | Shown as |
|---|---|
| Call scripts | Script |
| Objections | Objection |
| Onboarding | Onboarding |
| Pre-call | Pre-call |
| Compliance | Compliance |
| Other | SOP |
Switch between a card layout and a table. Each resource shows its category, its type (Document, File or Link) and how long ago it was updated. A written document shows its first couple of lines as an excerpt and can be expanded to read in full. A file or link opens in a new tab.
Adding a resource
Owners, admins and ops click Add SOP and fill in:
- Title, so people can find it, for example "Discovery call script, high ticket"
- Category, from the list above
- Type: Document to write the content straight into PYLO, or File or Link to point at something stored elsewhere
- Content for a document, or the Link address for a file or link
Click Save. The first couple of lines of a document become its excerpt on the card, so put the most useful part first.
To change a resource, click Edit on it. To remove one, click Delete and confirm in place.
Common questions
Why can I not see Add SOP? Only owners, admins and ops can add or change resources. Everyone else has read access.
Why is the library empty? Nothing has been added yet. Once an owner, admin or ops member adds a script, SOP or objection handler, the whole team can read it here.