How to Open a Conversation
There are multiple ways to go to a specific conversation to start chatting with a candidate:
When you are viewing the Deliveries Tab, Messages Tab, Candidates Tab, or Conversation Tab, clicking on a Chat Bubble next to a contact's phone number or clicking right on their name will pull up the Chat View with a candidate's specific conversation.
Additionally, you can open a conversation from the chat view by searching for a contact's name and clicking on their conversation card.
Related Articles
Chat Command: ^open
Users can close conversations manually or conversations can close after a predetermined time of inactivity has passed after a response time. If a conversation is closed, the application status cannot be updated. However, even if a conversation has ...Mass Assign Candidates
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 helps organize conversations and distribute the workload to different resources. While this feature is ...Adding the name to the tab notifications
This setting allows you to see a contact's name in the browser tab instead of the team name. You can turn this setting off and on using the steps below. How to Use You can change the setting under “My Settings” from the dashboard and click on “Chat”. ...Importing Candidate Lists
Importing a list of candidates from a previous or current ATS is quickly done in PivotCX. We've created a 5 step process to help break it down. Importing candidates makes it easier to engage with candidates as soon as possible. Here are several ...Chat Templates
Templates are shortcuts you can create and use to turn into expanded texts. This reduces the need to type a lengthy or frequently-used sentence constantly. Furthermore, you can create new templates to suit your needs. Templates Video Tutorial Here's ...