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Logging inbox messages to your ATS

Put a LinkedIn, email or WhatsApp conversation in your ATS or CRM in a few clicks, the same way as a meeting.

Written by Robin Alcedo Overbosch

A LinkedIn conversation or email exchange with a candidate is as valuable as a phone call. Use the Agents button to log it to your ATS or CRM, exactly as you do in Conversations.

Before you start

  • Your organisation has connected an ATS or CRM.

  • Your AI assistant (Claude recommended) is connected to Hyre.

Step by step

  1. Open the conversation in the Inbox.

  2. In Profile on the right, choose whether the person is a Candidate or Contact. Add what you know: email, phone, LinkedIn. You see right away whether the person is already in your ATS or CRM.

  3. Click Agents at the top.

  4. Tick the actions, for example update the candidate in your ATS and log the summary.

  5. Click Run actions. Your AI assistant opens with the instruction ready. Start it.

  6. After 1 to 2 minutes the conversation is in the notes in your ATS, and the candidate's fields are updated.

Good to know

  • Start the next conversation meanwhile. Running several actions side by side saves a lot of time.

  • Recruiter messages and InMails are logged the same way. Missing Recruiter messages? Connect your Recruiter seat under Settings › Channels.

  • WhatsApp: which actions you see depends on whether the number belongs to a candidate or contact. If the number is unknown, you only see Power agents and Ask your own question. Link the person in Profile first.

  • In a WhatsApp group an action covers the whole chat, not one person.

  • No green check in the inbox. The coloured ATS status only shows in Conversations, on meetings, calls and in-person recordings. For inbox conversations, check your ATS to confirm.

  • WhatsApp messages are not logged to your ATS automatically. Only when you run an action.

Watch the video

Video: Inbox (wegschrijven) in the Hyre Academy (2 min, Dutch).

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