After every conversation, Hyre puts everything in your ATS or CRM in a few clicks: the candidate or contact, the key fields and the conversation note. The conversation then turns green in your list.
Before you start
Your organisation has connected an ATS or CRM.
Your AI assistant (Claude recommended) is connected to Hyre. The actions run there.
The transcript is ready. While it is still processing, or when the notetaker was not let in, the Agents button is disabled.
Step by step
Open the conversation in Conversations.
Check the transcript. Fix wrong names with Find & Replace. See Summary, recording and transcript.
Check the person in Profile: the right person linked, Candidate or Contact chosen, email and if possible phone filled in. See Who was this? Linking a contact to a conversation.
Click Agents. You see a progress card (linked to your ATS/CRM, logged with a note) and the actions for a candidate or contact.
Under Candidate actions (or the actions for a contact), tick what you want. For a candidate you see, among others, actions to:
create or update the candidate in your ATS;
write the summary as a note in your ATS;
write a recap email;
create follow-up tasks;
plan a follow-up meeting. Action names follow the language your organisation set them up in. The question mark next to an action explains what it does.
Click Run actions (with a count, for example Run 2 actions). Your AI assistant opens with the instruction ready. Start it there.
The assistant looks for the person in your ATS. If they do not exist yet, it creates them with details from the conversation (such as name, email, phone, job title, employer, location, salary and notice period). If they exist, it updates the fields. The conversation note goes into the notes.
Follow along and answer if the assistant asks something, such as a missing surname.
Back in Hyre, the conversation has a green check.
More than logging
Ask your own question: ask anything about the conversation, like "What were the hard requirements?".
Power agents: run a bigger agent on this person, such as the Matching Agent or the CV Generator.
Everything at once: the ATS- & CRM-sync button at the top right of Conversations runs an agent that logs all your conversations of the day. It skips the ones that are already green and asks your approval for the rest.
From the email: the summary email after a conversation has buttons to start an action straight away.
Good to know
An action takes 1 to 2 minutes. Start the next conversation meanwhile. Several actions run fine side by side.
Candidate means ATS, contact means CRM. Pick the wrong one and the note lands in the wrong place.
Check the first few in your ATS to see that everything is right, such as the note type (screening, sales call). Adjust it in your ATS if needed.
A recap email is never sent by itself. It is ready as a draft; you read and send it.
Want a fixed format for the note? Set it with custom rules on the action under Agents.
Action names can differ per organisation, because you can edit and share them. The gear in the menu manages which actions you see.
Watch the video
Video: Conversations in the Hyre Academy (4 min, Dutch). Video: Acties: van gesprek naar ATS in the Hyre Academy (3 min, Dutch). Video: ATS- & CRM-sync in the Hyre Academy (2 min, Dutch).
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