
Understand the person behind the application.
Collect role preferences, availability, and relevant experience for your recruiting team.
- Confirm the role of interest
- Capture approved screening details
- Agree on the next conversation
Salesforce
Hubspot
slack
Shopify
Google Workspace
Microsoft Teams
zapierGather candidate preferences, arrange interviews, and keep applicants updated throughout the process.


Collect role preferences, availability, and relevant experience for your recruiting team.

Confirm attendance and share the approved location or joining details.

Answer process questions and bring in a recruiter for decisions, accommodations, or sensitive concerns.
Assess ATS, CRM, and calendar APIs with appropriate candidate data access controls.
Choose the information, actions, and handoff rules your agent can use.
Review common requests and difficult exceptions with your team.
Use a consistent set of job-related questions approved by your recruiting team. Collect preferences and experience for recruiter review; hiring decisions and exceptions remain with your team.
Review candidate identifiers, interviewer availability, time zones, and write permissions. Send a confirmed interview time only after the scheduling action has succeeded.
Define the fields needed for the role, access permissions, and retention requirements. Keep the conversation within the approved scope and provide a route to a recruiter when a candidate raises a concern.
Track scheduling completion, attendance, candidate experience, recruiter follow-up time, and information accuracy. Review consistent treatment across the same role rather than rewarding only call volume.
Bring your workflow. Let’s make the next conversation better.
Talk about your workflow