Knowledge Base
PivotCX Chat Platform
Chat & conversational marketing platform.
Recent Articles
Auto Assign - Self
You may already be familiar with our ^assign feature to assign a candidate's conversation to a member of your PivotCX team or yourself. Assigning can help organize conversations and distribute the workload to different resources. While this feature ...Caller ID Settings
You can manage your caller ID name (CNAM) settings in the team settings info panel. You can let your candidates know who is calling and texting so you get even more engagement. To set up your Caller ID, go to your Team Settings and in the ...Select All in View
In previous versions of PivotCX, recruiters had to manually select checkboxes when changing status in bulk or marking conversations as read. A "Select All in View" option has been added at the top of the grid view to speed up the selection process ...Texting Best Practices
Message Composition Messages should be 160 standard characters long especially if they are the first message to a contact. Subsequent messages up to 280 characters are fine. Any longer and the number of segments can cause filtering and spam blocks. A ...Day to Day PivotCX Usage
PivotCX is a great way to interact with your candidates but it can be hard to know where to start. This article covers the standard cadence and workflow of engaging with candidates on a day to day basis. Feel free to reach out to your PivotCX rep ...
Popular Articles
Funnel Metrics (for Recruiting)
Overview The funnel shows the flow of applicants to delivered, qualified candidates. Use the funnel chart to visualize the flow of applicants to qualified candidates. Applies The number of applicants received by PivotCX from all sources. It is ...Chat Command: ^stat
PivotCX Chat Command: ^stat Show the stats for a conversation. The Stats pop-up shows key metrics for the conversation that can be viewed for working hours, or based on a 24-hour clock. How To Use Type ^stat in the chat window followed by the ...Chat Command: ^note
PivotCX Chat Command: ^note Create a note that only chat agents and recruiters can see. You're able to type anything in the Note section. How To Use Type ^note in the chat window followed by the spacebar. Then, type whatever note you would like to ...Chat Command: ^close
PivotCX Chat Command: ^close Close a conversation. This means that a conversation will no longer appear on the left-hand panel. How to Use Type ^close in the chat window followed by the spacebar. This will allow the conversation to immediately close.Median versus Mean
Median and mean are both valuable statistics to gather, but there are some important differences between them that can make one vastly different than the other. When there are a few numbers that are much larger or smaller than the rest of the data, ...