Purpose

This article explains how to schedule an AI interview using the interview guides flow.

Before you begin

Ensure the following:

• AI Interviewer is enabled for your environment.
• The relevant interview types (Profile screening, Coding, and/or Functional) are enabled in Product setup. Only enabled types appear for scheduling and guide selection.
• Interview guides are configured (or you have permission to create and/or edit guides) for the position you’re working on.

Step 1: Open the AI interview scheduling modal

You can start scheduling an AI interview from the pipeline or the candidate profile.

1. Go to the pipeline for the position, or open the specific candidate profile.
2. Start the AI interview:
   • From the pipeline:
     1. Hover over a candidate name and click the AI Interview icon.
     2. Select one or more candidates and click Interview with AI.
   • From the candidate profile, click Interview with AI.
3. The AI interview scheduling modal opens. This modal has fields for:
   • Reviewer
   • Interview Guide selection and actions (Create new, Edit)
   • Interview Guide preview

Step 2: Select an interview guide

Select interview guide controls which questions, skillsets, and settings the AI interviewer will use for that interview.

• Select the guide you want to use. The interview will run using the configuration defined in that guide.

• For Profile Screening, if no custom guides exist, the system selects a default guide that includes screening questions to allow immediate scheduling.

(Optional) Step 3: Create a guide during scheduling

If you realize you need a new guide while scheduling, you can create it without leaving the modal.

1. In the Select interview guide section of the modal, click Create new.
2. A guide configuration panel opens:
   • The Interview type is pre‑selected based on your current scheduling context (Profile screening, Coding, or Functional).
   • You can enter basic details, add questions or skillsets, and review settings, similar to the creation flow on the Position overview page.
3. Configure the guide:
   • For Profile screening: add or select qualifying questions (if enabled) and screening questions from the question bank or feedback form.
   • For Coding: add coding questions or pools and make sure the total duration is within the allowed limit.
   • For Functional: select or add skillsets; AI will generate questions during the interview.
4. Click Confirm:
   • The new guide is created and automatically selected in the scheduling modal.
   • It is also added to the AI interview guide list for future use.
5. Preview the guide details and click Send Invite when ready.

(Optional) Step 4: Edit an existing guide from the scheduling modal

1. Select the guide you want to modify.
2. Click Edit next to the selected guide name in the guide preview section.
3. The Edit AI interview guide panel opens, showing the existing configuration:
   • Basic details (name, type, agent, language).
   • Questions (Profile screening, Coding) or skillsets (Functional).
   • Read‑only global settings pulled from Admin Console, such as proctoring or recording options.
4. Make your updates:
   • Add or remove screening questions.
   • Adjust coding questions or pools (while respecting duration limits).
   • Update functional skillsets, if enabled.
5. Click Confirm:
   • The guide is updated for this position.
   • The scheduling modal keeps the updated guide selected for the current invite.

Step 5: Complete scheduling and send the invite

After selecting or configuring a guide:

1. Confirm Reviewer details in the scheduling modal
2. Click Send invite to schedule the AI interview.
3. The candidate receives an email with a link to complete the AI interview. The AI interviewer conducts the interview based on the selected guide, then generates transcript, summary, and (if enabled) AI interview score for reviewers to consider.

Every AI interview you schedule this way uses a standardized guide, ensuring candidates for that role are evaluated consistently across profile screening, coding, and functional rounds.

Note: Feedback forms for each interview type will have the same question as guides.