To begin using the AI Agent, you must open and configure each module according to your specific requirements.
Module Configurations
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 needs.
- You can use the variable picker and emojis for personalization of the greeting message.
Use Agent Characteristics to review the built-in agent behaviors and add general instructions that apply across all modules for the selected channel (Voice or Chat), and use Greeting Instructions to customize the agent’s introduction and job description details. Always-on behaviors can be viewed but not edited or removed, and they take priority over conflicting custom instructions. Voice and Chat have separate settings, and changes apply only to the agent you are editing.
Agent Characteristics and Greeting Instructions
In Agent Builder, you can review built-in agent behaviors and add custom instructions to guide how your AI agent behaves across conversations. You can also configure greeting instructions to customize company information and control how much job detail the agent shares.
- Agent Characteristics: Add general instructions that apply across all modules for the selected channel (Voice or Chat).
- Greeting Instructions: Customize the agent’s introduction and job description details.
- Always-on behaviors: These are built-in rules that you can view but cannot edit or remove. They take priority over conflicting custom instructions.
Voice and Chat have separate settings, and changes apply only to the agent you’re editing.
For detailed setup steps, examples, limitations, and troubleshooting guidance, see Agent Characteristics and Greeting Instructions.
Data Collection
You can follow the steps below to configure the module:
- Click on the Data Collection or Configure to edit the module.
- Click +Add Question to add questions that capture candidate details.
- Use the File Upload tab to add questions related to file uploads such as resume, cover letter, reference letter, work authorization, etc as per your requirements.
- To personalize a question (for outbound chats), use the Variable Picker to select and map an ATS variable. The mapped variable is then included in the question.
- Click Save. Please note that you will have to click Save even after editing an existing question.
- Map responses to ATS Writeback Field (optional).
- In the Instructions section, define instructions and conditions that you want the agent to follow (optional).
- You can use the below Additional Configurations (if needed):
- Enable confirmation of collected data - Toggle 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 - Toggle on to send an email notification with the collected user details after the data collection step is completed.
Understanding Question Limits
There is a limit of 30 questions. Once 30 questions have been added, the Add Question button is automatically disabled.
A warning message is displayed after 15 questions, but you can continue adding questions until the maximum limit of 30 is reached.
The question counter shows the current number of questions and the maximum allowed (for example, 1/30). Variables can be added to questions only for outbound chatbots.
Use the Variable Picker to map a question to a variable.
When the ATS Writeback field mapping is successful, the picker turns green. Hover over the picker to view the mapped variable.
The question counter shows the current number of questions and the maximum allowed (for example, 1/30).
Note: A minimum of 1 question is required. It is required to save the questions after you add them.
ATS Writeback Fields and instructions are optional and can be used only if needed.
Variables can be added to questions only for outbound chatbots.
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
You can follow the steps below to configure screening questions:
- Click on the Screening Module or Configure to edit the module.
- Define screening questions either using AI-Powered or Predefined Questions.
- AI-Powered Questions - Enable this option to generate screening questions using the mapped job variable automatically.
- 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.
The banner guides you through the configuration process and updates based on your progress.
Note: Job description and Job title are the mandatory fields.
After the required fields are configured, the banner displays the Manage option, allowing you to configure additional ATS fields.
Click Manage to access the Add More Fields option and configure optional ATS fields.
Note: Only optional fields can be removed. Required fields cannot be deleted.
To use the Screening Module, 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 disable the module within Agent Builder.
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 type the email ID where the notification should be sent. (Optional) Use CC to add additional recipients who should receive the notification. (This can be used only for the candidate record.)
- Use CC to add additional recipients who should receive the notification (optional).
- Once all configurations are completed, click Save to apply the changes.
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 responses or emojis, 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.