Right-Hand Panel Layout in Chat View: Candidate Info, Templates, Actions, and Notes

Right-Hand Panel Layout in Chat View: Candidate Info, Templates, Actions, and Notes

Chatting has now become much easier than before with the new action tabs. These tabs can be found in the right-hand panel of your chat view. The new action tabs have been designed to enable users to view and access a range of options with ease. These tabs have been created to give users a more organized and efficient way to manage their chats.

 Our Action tabs allow easy access to:
  1. Candidates 
  2. Scripts 
  3. Tools
  4. Notes 

Candidates Tab 


The Candidate's tab allows users to review their candidates' status, contact info, resumes, and more. Clicking on the “i” in the top right corner expands the candidate’s contact information and shows attachments such as resumes and certifications. This tab has been specifically designed to help users keep track of their candidates with ease.

Scripts 



The Scripts tab provides users with access to all their templates. Users can easily search for keywords and phrases within their templates.
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For more information on creating Templates, please click here.

Tools 



The Tools tab allows users to easily access their Commands and applicable shortcuts for  conversations. Close, Deliver, mark as Read or Assign candidates without hassle.
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For more information about Commands, click here!

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For more information about Shortcuts/Variables, click here!


Notes 


 The Notes tab enables users to view all notes within a chat conversation with ease. Users can create notes to keep track of important details and to stay organized.

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To learn how to make a Note, please click here.

Overall, the new action tabs provide users with a more streamlined approach to chat management. Users can access all the necessary information and options quickly and efficiently with these tabs.