Recruitment · Worked example

First-round candidate screening calls for a recruitment agency

Calls applicants for a role, asks the agreed screening questions and books shortlisted people with the consultant.

OutboundVoice SummariesBookingIntegrations

The problem

One job ad can bring in a stack of applicants. Consultants spend days on short screening calls just to find the handful worth interviewing.

How it works

Takes the applicant list for a role from the applicant tracking system
Calls each applicant and explains it's a short screening call for that role
Asks the consultant's agreed questions: right to work, availability, pay expectations, key experience
Writes a consistent summary for every candidate into the tracking system
Books shortlisted candidates into the consultant's calendar

What it connects to

Sample conversation

AgentHi Aroha, I'm calling from the recruitment team about the payroll officer role you applied for. Is now a good time for a five minute chat?
CandidateYes, go ahead.
AgentGreat. Do you have the right to work in New Zealand, and when could you start?
CandidateYes, I'm a citizen. I'd need to give four weeks' notice.
AgentThanks. And which payroll systems have you used day to day?
CandidateMostly Xero and a bit of an older system at my last job.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Summaries. Every conversation ends with a written summary, a transcript and the next step.
Booking. Books, moves and cancels appointments straight into your calendar or booking system.
Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.