Chat Features
Template Library
Templates are a great way to utilize the chat features available in PivotCX. Here are some of the more common templates utilized by our clients in the platform. Feel free to take them and turn them into a template that works for you! If you need any ...
Hide Actions in Chat View
In order to make the Chat view more user-friendly, we’ve implemented a new chat view option. Our new option enables you to hide actions from the chat screen. Hidden actions include: Assignments Claims Phone Calls Opt-Out Acknowledgent If your ...
Creating a New Application
Applications or Attributions are a great way to manage a candidate’s interest and categorize the positions they’ve applied for. Sometimes, a candidate applies for the wrong location or may be a better fit for another position you have open. You can ...
Chat Shortcuts/$variables
Description Variables make messages more personal and help you get more done in less time. Instead of writing out a name, email address, job title, or other information already in PivotCX, you can type a variable, and PivotCX will automatically ...
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 ...
Switching Between PivotCX Teams
There are instances where PivotCX will provision more than one team for users. In these cases, the user needs to switch teams to see the corresponding candidates and all the pertinent metrics and information. Here are the steps you can take to switch ...
Going Fast With PivotCX: Chat Hopping
Navigating quickly between conversations is called "chat hopping" and PivotCX is designed to let you hop to the right candidate to deliver the best response time, every time. Overview From Candidate Development Reps (CDRs) and chat agents to hiring ...
Voice Calls in PivotCX
Overview In addition to chatting with a job applicant, recruiters can make phone calls directly from their current conversation in the PivotCX chat window. How to Make a Phone Call Go to your contact's conversation and click the call button; it's ...
Chat Filter Settings
Having the correct filters in a PivotCX chat allows Chat Agents, Hiring Managers, and Recruiters to work more efficiently and minimizes the possibility of missed conversations. How to update Filters Once in the chat view, click the funnel icon to ...
Apply Status
Apply statuses allow Recruiters and teams to better control applicant flow, from when job applicants first apply to the dispositioning of their application. Built-in Statuses Default Status Name Event Generated These cause our system to activate a ...
SMS Messages and SMS Segments
SMS messages are limited in size to 160 characters each. If you exceed 160 characters, the message is broken up into segments, each of which is up to 153 characters in length. Each segment is billed as a separate SMS message. Some characters count ...
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”. ...
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 ...