Permission: Site Admin, Job Admin

Chatbot Screening can be deployed by the recruiters to screen candidates for any job. The chatbot flow can be further configured at the job level. 


This article helps you understand:

  1. How to choose a chatbot flow for a job?

  2. How to invite candidates for chatbot screening?

  3. How to distinguish candidates as per the sources?

Choosing a chatbot flow for a job

Follow the below steps to configure and manage chatbot flow at a job level:

  1. Navigate to Job > Source Candidates > Chatbot Screening. 

  2. You can choose a chatbot flow from the already configured and active chatbots.

  3. Click on Save to configure the chatbot for the job. 

    Note: Only active chatbots will be displayed in the chatbot flow drop-down.

Inviting candidates for chatbot screening

Once you have chosen a chatbot at the job level. You can invite candidates for the initial screening process. It can be done in two ways.

  1. Automatically send chatbot screening invite upon a candidate being added to a job:

    Follow the steps below to activate chatbot auto-screening for the job:

  • Toggle the button ON.

  • From the drop-down menu, choose the user name to be displayed on the chatbot. The name will be displayed while approaching the candidate.

  • Click on Save.

  1. Sending chatbot screening invite from Candidates page of a job:

  • From a Job, navigate to Candidates.

  • Go to the Screening section, click on Invite the candidate to send a ‘chatbot screening invite’ for the selected candidate.

  • Alternatively, for inviting candidates in bulk-  click on Bulk Action > Select candidates Take Action > Send chat link.

  • You can also invite candidates from the talent pool for chatbot screening by navigating to Candidates > Talent Pool > Invite the candidate provided against Chatbot Screen.

    Those candidates who are reply as 'accept for the job' via the chatbot screening will be added to the Screen stage automatically.

Filtering Candidates

Talent Pool
Skillate allows recruiters to work through a lot of filters for candidates sourced through Chatbot Screening. From the Talent Pool of a respective job, one can easily filter out the candidates who are Invited to apply (All, not responded yet) and Not Invited. 

Candidates who are not interested or whose responses are pending will stay in Talent Pool, the rest who are interested will be moved to the Screen stage of the respective job.

Screen Stage
Similarly, in the Screen stage, you will see filters pertaining to Chatbot Screening- Invited, Not Invited, Not Responded, and Interested Candidates.
To view a candidate’s response, click on the Interested filter, navigate to the candidate’s profile and click on the Screening tab below the candidate’s profile.

Additionally, for interested candidates- you can also use Auto Screen Filters for the questions that are being asked by the chatbot.
Learn more about Auto Screening and Bulk Invite here. Only those users with permission to view chatbot responses of a candidate can access the chatbot answers of candidates who has been moved to an advanced interview stage.