How to Create & Configure an AI Agent – SenseHQ

This article explains how to create an AI agent using the AI Agent Builder. Creating an agent involves defining what the agent should do, selecting the blocks it can use, enabling channels, and publishing the agent so it can interact with candidates.

Prerequisites

To set up your AI agent, ensure you complete the following prerequisite steps:

Secure Admin Access: You must have administrative privileges within Sense.
Verify ATS Connection: Confirm that your Applicant Tracking System (ATS) is properly connected and that all necessary field mappings have been established.
Define Use Case: Clearly determine the purpose of the agent (e.g., screening candidates, sourcing new talent, or data collection).

Creating an AI Agent

Creating an AI Agent allows you to build an automated assistant that can interact with candidates and perform recruiting tasks based on a defined use case.

Each Agent is created to achieve a specific goal, such as:

Application screening
Talent screening
Talent sourcing
Data enrichment

What the AI Agent is Built With

An AI Agent is made up of modules (blocks).
Each module represents a specific capability.

For example:

Greeting – starts the conversation
Data Collection – captures candidate information
Screening – evaluates candidates
FAQ – answers candidate questions
Closing & Feedback – ends the conversation

These modules work together to complete the Agent’s goal.

Multi-Channel Capability

The AI Agent supports seamless communication with candidates across multiple channels, including:

Chat (Web)
Chat (SMS)
Voice

Understand the Default Modules

The agent is built using modules and you’ll work with the following modules and refer to the images for your reference:

Greeting — starts the conversation

Data Collection — captures candidate details

Screening — asks role-specific questions (This module is available for the outbound use cases i.e. for Application Screening & Talent Screening)

FAQ — answers candidate questions

Closing & Feedback — ends the conversation by collecting the feedback (if enabled)

Note: These default modules are automatically created and are required for the Agent to function correctly and can be disabled but cannot be deleted, but you can configure them as per your requirements. Some modules, such as Greeting and Closing & Feedback, are always constant by default, while others vary depending on the use case such as screening, sourcing etc.

Create a New Agent - Outbound (Screening & Data Enrichment)

Login to your Sense Dashboard
Navigate to the AI Agents (Agent Builder) from the side menu
Give a brief description of what to create in the description section & Click Create Agent
Alternatively, you can get started with the existing templates from the existing ones below.

One submitted, the system initiates drafting an agent with default modules based on your use case or selection. The Modules in the creation section are discussed in the upcoming sections.

Module Configurations

To begin using the AI Agent, you must open and configure each module according to your specific requirements.

Greeting

Click on the “Greeting” module to edit or customize the greeting message
There will be a standard message by default, but you can personalize it as per your need
You can use the variable picker and emoji’s for personalization of the greeting message.

Data Collection

Click on the Data Collection or Configure to edit the module
Add static questions to capture candidate details and get files such as resume, cover letter, reference letter, work authorization etc as per your requirements.
Map responses to ATS fields (optional)
Define instructions and conditions that you want the agent to follow (optional)
Use Additional Configurations if needed
- Enable confirmation of collected data - Turn this on to show a summary of the information collected from the user and allow them to review and confirm it before proceeding.
- Trigger email notification - Turn this on to send an email notification with the collected user details after the data collection step is completed.

Note: Minimum 1 question is required and the added questions are auto saved. ATS fields and instructions are optional and can be used if needed only.

Restriction: Do not use "File Upload" questions in case your required channel is Voice. File upload question types are not supported in the Voice channel.

Screening

Click on the Screening or Configure to edit the module
Define screening questions either using AI-Powered or Predefined Questions
- AI-Powered Questions - Enable this option to automatically generate screening questions using the mapped job variable.
- Predefined Questions - Enable this option to use selected questions from the Data Collection module or add your own questions for screening.
- Search or Add Questions - This field appears only when Predefined Questions is selected. Use it to search for existing questions from Data Collection or add new screening questions.
Add instructions or conditions that the Agent should follow while conducting screening (for example, what to include or avoid during the conversation). This is optional.

Note: The list of fields are limited - Job description and Job title are the mandatory fields. But you should add more fields if you think it will help such as, job location (it could be job city and job state as well), or, work location type (which indicates remote/hybrid/on-site).

To use the Screening Module in Agent Builder, the required Job ATS fields must first be mapped to their corresponding EADs. These mappings allow the Agent to access job information and dynamically generate relevant screening questions based on the Job Description and other job-related parameters.

The required Job Field EAD mappings can be configured through the ATS Mapping section in the Sense Configuration page.

If you do not plan to use the Screening Module, you can simply disable the module within Agent Builder.

Important

After completing the ATS field mappings, please contact your Customer Success Manager (CSM) to enable the necessary configurations on the Sense side before using the Screening Module.

FAQ

Click on the FAQ to edit the module
Select the Brand for which the AI Agent should answer FAQs. If there is only one Brand, the Brand is auto selected and locked.
Under Content Access, choose the Knowledge Base content that the Agent can refer to while answering user questions. You can search and select specific content or keep full access enabled.
- Full Access is selected by default and you can change it if needed.
Enable Trigger email notification if you want to be notified when the Agent is unable to answer a question and a fallback is triggered.
In Recipient Email, select the email variable or even type the email id where the notification should be sent. (Optional) Use CC to add additional recipients who should receive the notification.
Once all configurations are completed, click Save to apply the changes.

guidance on creating a knowledge base article, please consult the relevant resource: Article link

For instructions on configuring the Fallback setting, please refer to this article: Article link

Closing & Feedback

Click on the Closing to edit the module
Customize how the Agent ends the conversation. Update the message as needed to clearly inform the user about the next steps.
Use the available options to insert variables, question’s responses or emoji, if required.
Ensure the closing message is complete and user-friendly, as this will be the final communication shown to the user.
Enable Feedback Collection to collect feedback at the end of the conversation.
Once enabled, customize the feedback question that will be shown to the user.
Click Save to apply the changes.

Note: You can use the variable and question response pickers to create a custom closing message, and add emojis if you like.

Complete the Checklist

As you configure each module, the checklist updates automatically.
Ensure all necessary modules are set to Configured and are free of any warnings indicating incomplete setup.
Make sure no module shows a warning before proceeding.

Create a New Agent - Inbound

Login to your Sense Dashboard
Navigate to the AI Agents (Agent Builder) from the side menu
Give a brief description of what to create in the description section & Click Create Agent
Alternatively, you can get started with the existing templates from the existing ones below.

One submitted, the system initiates drafting an agent with default modules based on your use case or selection. The Modules in the creation section are discussed in the upcoming sections.