Custom conversations allow you to build a conversation from scratch that best reflects your unique use case. These conversations allow you to create robust and conditional conversations that scale and that serve as “set and forget” configurations that can be used by millions of applicants. 

Create a custom conversation

1. Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
2. Click Conversation Builder in the Automation section of the Settings page.
3. Click + Add Conversation.
4. Select Add Custom Conversation.
5. On the new page that opens, name the conversation.
6. Click outside of the Conversation Name field.
7. Several selectors will then be added to the conversation header. These will display depending on how your account is configured. Update these selectors, which may include:
   • Conversation Language – If the Multilingual feature is enabled for your account, then you will have the option to select the languages available for this conversation. It is recommended to select your languages last. When you make your selections, your entire conversation will be translated for you automatically. Once selected, a tab for each language will display above the conversation.
     • Filter Candidate Language – Enabling this toggle means candidates will only see the selected languages, overriding any system or account languages, including Conversation Language.
   • WhatsApp Supported – This selector allows you to enable WhatsApp for the conversation, which allows candidates to select it as a Communication Preference. This field will only display if WhatsApp is enabled for your account.
   • Conversation Targeting – This selector allows you to determine the audience that will use this conversation. Options include:
     • General – This will be geared towards a general candidate audience.
     • Journey Targeting – This will make the conversation selectable in Journey Targeting and requires a Candidate Journey to be selected.
     • Talent Communities – This allows the conversation to be selected on the backend for your talent communities.
     • Job Attribute Search – This allows Job Filter questions to be added along with job parameters and conditions in order to better match candidates to jobs and decrease unqualified candidates/dispositions.
   • Candidate Journey – This selector will only display when Journey Targeting is selected in the Conversation Targeting selector. This dropdown requires you to associate this conversation to a Candidate Journey so that it may be selected within Journey Targeting.
8. Default opening message(s) will display for the conversation. Review and rephrase messages, as needed.
9. Name the first question.

10. Update the question, if needed.
11. Add additional questions by clicking the + icon below the first question and then select Next Question.
12. Name your question.
13. Select your question type or the statement option. Question types, job search question types, and the statement option are outlined below.
    • Note: Adding an action will result in the conversation.
14. Depending on the question type selected, default text may display. Update this wording, if preferred.
15. Repeat steps #11-14 for all preferred questions and statements. You will also have the following options available:
    • Add Condition – This allows you to create unlimited paths that the conversation can progress, depending on the customizable criteria that you set. Click here to learn more about conditions. 
    • Move To: Question – This allows you to select the question that the the candidate should move to in the conversation.
    • Move To: Conversation – This allows you to select a different conversation that this candidate should be moved to as well as the question where the conversation should start from.
16. Select the preferred action to take place at the end of your conversation. This will close the conversation. Actions are outlined here.
17. When the conversation is configured the way you want, then click the Draft status and then Publish from its drop-down menu.

Conditional pathways

Adding conditions allow you to create unlimited paths that the conversation can progress, depending on the customizable criteria that you set. With conditions, candidate answers are processed in real-time to determine the outcome/next questions based on their previous answers. You’ll be able to define the conditions in between questions throughout the conversation on any number of previously collected data.

When conditions are applied in the conversation, paths will be created based on the number of paths created in the conditions drawer. Candidates will be placed in the appropriate path based on the answers they give throughout the conversation. Paths will split apart in the conversation in a structured manner, with the default path always being on the left and all other paths being added to the right based on their position in the conditions drawer. 

Question action menu options

Learn more about question action options here.

Conversation builder actions and view controls

Click here to learn more about the available controls and actions within Conversation Builder.