With actions you wrap up a conversation in one go: tick what needs to happen and your AI assistant does it. Everything ends up in your ATS without you typing.
Before you start
Your ATS or CRM is connected.
Your AI assistant is connected to Hyre. See Connect Hyre to Claude.
The transcript is ready. While a conversation is still processing, or when the notetaker wasn't admitted, the Agents menu is disabled.
Step by step
Open the conversation in Conversations (meeting, phone call, in-person recording or memo) or in the Inbox (email, LinkedIn, WhatsApp).
In the Profile panel on the right, check who you spoke to and whether they're a Candidate, Contact or Both. Fill in missing details such as email address or phone number. Fix transcript errors with Find & Replace.
Click Agents at the top right.
Under Candidate actions (or the contact actions), tick what you want done. For a candidate these are for example (labels follow your organization's language; Dutch shown here):
Create/Update kandidaat in ATS (create or update the candidate)
Schrijf samenvatting in ATS (log the summary)
Schrijf een recap mail (write a recap email)
Maak vervolgtaken (create follow-up tasks)
Plan afspraak kandidaat (direct) (schedule a meeting)
Stuur een connectie verzoek (send a LinkedIn connection request) The question mark after an action explains what it does. Which actions you see depends on your organization and the type of person.
Click Run actions (with the number of actions ticked). Your AI assistant opens with the prompt; send it.
The agent shows what it will do and asks for approval before writing or scheduling anything. Read it and confirm.
Done? The Conversations list shows a check mark: logged. The recap email is ready as a draft; open it in Hyre to send it.
More in the Agents menu
Power agents: start a power agent for the person in this conversation, for example the Job Finder Agent or the CV Generator Agent.
Ask your own question: ask anything about the conversation, for example "What were the hard requirements?" or "Did we discuss salary?".
Good to know
Candidate or contact? Candidate actions write to the candidate in your ATS, contact actions to the contact in your CRM. Choose carefully in the Profile panel, or the notes end up in the wrong place.
Start several at once. Logging takes 1 to 2 minutes. Start the next conversation meanwhile: they run side by side.
Hyre gives your assistant the right context (which conversation, which person), so it never picks the wrong person. That's why an action works better than typing your own prompt.
Want the summary to look different, for example the salary indication at the top? Use Custom rules.
You can also build your own action and share it with your team. See Build your own agent.
Everything in one go every day? Use ATS & CRM sync.
Actions are also on the Agents page under Actions: tick a few and click Execute.
Watch the video
Video: Actions in the Hyre Academy (Dutch, 3 min).
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