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.
Opening a Conversation from the Candidates Tab Opening a Conversation from the Delivery Tab Opening a Conversation from the Conversations Tab Opening a Conversation from the Messages Tab Opening a Conversation from the Lists Tab Opening a Conversation from the Search Bar in Chat
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 ...
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 ...
Adding the name to the tab notifications
It's a setting that allows you to see a contact's name on the Chat tab. You can turn this setting off and on. How to Use Go to https://app.pivotcx.io/settings?tab=3. You should see a page like the image shown above. Toggle the highlighted setting on ...
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 ...
Create a New Conversation with a New or Existing Contact
You can create a new conversation by doing the following. First, click on the plus icon next to the search bar in the top left of the chat view. You'll be led through a series of dialogue boxes. First, type in the number you wish to chat with. If ...