Access, organize, and communicate in Agentbase platform

This guide provides tips and instructions on how to effectively use the Agentbase platform to access, organize, and communicate with candidates. It covers features such as tagging conversations, prioritizing important messages, scheduling communications, using multiple communication channels, delegating conversations, respecting candidate preferences, and monitoring all messages. It also provides step-by-step instructions on how to navigate the platform and perform specific actions like responding to messages, sending SMS or email, scheduling messages, assigning conversations, and adding tags. By following this guide, users can maintain a well-organized candidate database, improve candidate engagement, and enhance their recruitment process.

🏷️ Stay Organized with Tags
Categorize conversations effectively using the tagging feature. Create tags based on job roles, conversation status (e.g., initial contact, interview scheduled), or priority levels. This will help you track metrics and maintain a well-organized candidate database.

⭐ Prioritize Conversations
Use the "Starred" feature to highlight important messages. This ensures that critical conversations are easily accessible and responded to promptly. Don't let crucial interactions slip through the cracks!

📅 Schedule Communications
Take advantage of the scheduling feature for SMS messages. Plan your communication strategy and ensure that messages are sent at the most appropriate times. Reach out when it matters most to increase the likelihood of engagement!

📬 Keep Track of Unread Messages
Regularly check the "Unread" section to ensure that no candidate queries go unanswered. Timely responses are key to maintaining a positive candidate experience. Show them you care by staying on top of your inbox!

💬 Use Multiple Communication Channels
The platform allows for both SMS and email communications. Tailor your approach based on the candidate's preferences or the nature of the message. Enhance engagement by meeting them where they're most comfortable!

👥 Delegate When Necessary
When specialized follow-up is needed, assign conversations to specific staff members. This ensures that candidates receive the most accurate and helpful information. Teamwork makes the dream work!

🔇 Respect Candidate Preferences
Pay attention to the 'DND' (Do Not Disturb) settings to respect candidates' contact preferences—honor candidates' communication boundaries to maintain a respectful and professional relationship.

🔍 Review and Respond to Recent Messages
The "Recents" section is a great way to catch up on the latest interactions quickly. Make it a habit to review this section to stay updated on ongoing conversations. Don't let opportunities for engagement pass you by!

📊 Monitor All Messages
Occasionally, review the "All" messages section to get a comprehensive view of your communication history. Gain insights into overall engagement trends and identify areas for improvement. Knowledge is power!

📣 Engage Proactively
Don't wait for candidates to reach out with questions or concerns. Use the platform to proactively communicate important information or check in with candidates. Keep them engaged and informed throughout the recruitment process. Show them you're invested in their success!

1. Click "Conversations"