Add and manage assistants in your account
Table of Contents
You can customize the default AI Assistant or create new AI Assistants who can converse with candidates by country, US state, or US city. This can be more helpful in connecting with your candidates as well as reflecting your brand by region or job.
Add a new assistant
- Select All Apps in the top left corner of the header and then CMS from its drop-down menu.
- From the left panel, select AI Assistants and then Candidate Assistants.
- The My Assistants tab will then open. Select + Create Assistant in the upper-right corner of the section.
- In the slide-out drawer that opens, upload a profile picture of your AI Assistant.
- Name your assistant.
- Type the widget prompt text, or the message that your assistant will display when the widget is minimized.
- Select + Add Location and then Countries, US States, or US Cities, depending on where you want this AI Assistant to be utilized.
- A list of places will then display select one or more places and then Apply in the lower-right corner of the drop-down menu.
- Logic Note: When a candidate's IP Address matches the location added for the assistant, the candidate will engage with them.
- All selected places will then display in this section. Once all places are added, select Create in the bottom right corner of the page.
- Once the assistant is created, they will appear within the Assistant Priority section. Repeat steps #3-9 and then prioritize assistants by following the process outlined below.
Prioritize assistants
Assistants should be listed in the order by which they should be prioritized when a location is tied to multiple assistants, and a candidate from that location begins to converse with them. The AI Assistant listed first in the list that is associated with that location will be the selected assistant to communicate with that candidate.
- Example: If a candidate from the United States opens a Job Posting page for a company that has two assistants assigned to the United States location, then the first AI Assistant in the Assistant Priority list will be presented to the candidate because they are listed first in this section.
To reprioritize AI Assistants,
- Ensure you are viewing the Assistant Priority list in the My Assistants tab of the Candidate Assistants section of the CMS.
- Hover over the preferred AI Assistant row and then click, drag, and drop the multi-dot icon at the end of the row.
- Repeat step #2 for each assistant that should be moved in the list. Changes will be saved automatically.
Edit assistants
As needed, you can edit an AI Assistant by either clicking their row in the list or by selecting their row’s action menu, or ellipses, and then selecting Edit. The assistant's details will open in a slide-out drawer where you can make and save the necessary changes.
Permissions
By default, only Paradox Admins will have full access to AI Assistants section of the CMS. To adjust these permissions, provide users the A.I. Assistant permission (under the Content Management System parent permission) in Roles and Permissions.