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Interaction templates standardize the write-ups generated by the AI for different use cases. For example:
  • a summary after a candidate or client meeting;
  • a pre-qualification of a candidate over the phone;
  • and many other cases depending on your needs.
Each template defines the expected structure of the write-up, for consistent output from one interaction to the next.

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At the end of a meeting

At the end of a meeting, an interaction template generates a summary of the exchange based on the meeting type: candidate, client, qualification, or internal. A new interaction is then created automatically in the candidate’s or client’s record. Interaction templates: contact and candidate summaries
An operational, active workflow is required for the automatic creation to work.