How it works. Four steps to a live agent.
Every agent built in Agent Builder follows the same structure: a trigger that starts the workflow,
conditions
that filter who it applies to, an action that runs
automatically, and a test before it goes
live.
01
Set a trigger
Define when the workflow starts. 'All positions filled.' 'Offer accepted.' 'Candidate
shortlisted.' 'Interview scheduled.' The trigger fires the moment the event occurs.
02
Add conditions
Specify rules that must pass before the action runs. Role type, skill set, department,
location, experience level, or any field configured in your ATS.
03
Define an action
Choose what the agent does: unpublish jobs, move candidates, send notifications, assign
tasks, trigger a voice screen, or route an approval.
04
Test before going live
Run the workflow against live data or simulate it before activating. Confirm the logic
is correct. Then activate with one click.