WhatsOS WhatsOS Your AI Business Messaging Platform

B2B & Internal Operations · Internal operations

Candidate Screening Intake

Collect job-relevant, self-reported experience for a recruiter’s review using approved questions.

For b2b & internal operations teams handling internal operations conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Collect job-relevant, self-reported experience for a recruiter’s review using approved questions.
  • Clarify role before the team follows up.
  • Organise relevant experience summary, availability into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about candidate screening intake.
Which advertised role are you applying for?
I’m enquiring about role. Could your team help me understand the options and process?
What relevant experience would you like the recruiter to consider? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify internal operations intent and explain the scope.

  2. 02

    Relevant questions

    Which advertised role are you applying for?

  3. 03

    Captured details

    Role · Relevant experience summary · Availability

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Role
  • Relevant experience summary
  • Availability

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Approved business processes and team directories
  • Service-level expectations and escalation routes
  • Access, privacy and record-handling rules
  • Approved answers to “Which advertised role are you applying for?” and “What relevant experience would you like the recruiter to consider?”
  • A named team responsible for candidate screening intake enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

No automated hiring decision is made; ask only approved job-related questions.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Selection decisions, sensitive personal data or requests to correct a record.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your internal operations process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and selection decisions, sensitive personal data or requests to correct a record.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about candidate screening intake

What does the team need from the first conversation?

Start with role and relevant experience summary. Collect the other suggested details only if they help the next action. What relevant experience would you like the recruiter to consider?

Can it complete this request automatically?

No automated hiring decision is made; ask only approved job-related questions. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Selection decisions, sensitive personal data or requests to correct a record. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your b2b & internal operations process. Which advertised role are you applying for? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

Related workflows