AI Assistant for Contact Records
This article explains how to use AI Assistant on a contact record. AI Assistant generates messages by automatically pulling information from the records in your Bullhorn ATS. You can use AI Assistant to create a candidate pitch, a request for details on job requirements, and much more with the click of a button.
AI Assistant is an optional feature. To request it, please reach out to your Bullhorn Account Manager.
For a guided tour of AI Assistant for Contacts, check out our Bullhorn Launch Course.
Default Prompts
By default, the following standard prompts are available for AI Assistant on a Contact record:
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Ask Contact About Upcoming Hiring Plans: Opens the door for future business by inquiring about upcoming roles.
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Clarify Job Requirements: Creates a quick note asking for more details about an existing job.
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Pitch A Candidate To Contact: Crafts a candidate pitch tailored to a specific contact.
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Qualify Job Requirements: Helps clarify what the client is really looking for in a role.
Accessing AI Assistant
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Open the contact record you want to create correspondence for.
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AI Assistant will open in a slideout on the right side of the screen.
Sending a Prompt
When sending a prompt, you can select from the available standard prompts, or write your own custom prompt.
Sending a Standard Prompt
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All available prompts are listed on the slideout. Click on a prompt to select it.
Your administrator may have enabled a different set of prompts than pictured above.
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Select any desired data points from the Select a Candidate/ Job Posting (if applicable) and using fields:
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Select a Candidate: Available with the “Pitch A Candidate To Contact” prompt. Enter the name or ID of a candidate to tailor your prompt specifically to them. AI Assistant will include the candidate’s resume and work history as data points by default.
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Select a Job Posting: Available with the “Qualify Job Requirements” and “Request Clarification On Job Requirements” prompts. Enter the name or ID of a job record to tailor your prompt to a specific job. AI Assistant will include the job title and description as data points.
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Using: Select data points from the job record to send with your prompt. You can remove unwanted data points by clicking the X icon.
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Use the TONE, LENGTH, LANGUAGE, or CUSTOM ACTION buttons to select any required adjustments:
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LANGUAGE: Translate your message to one of the supported languages. The default selection is based on your Private Label's locale setting.
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CUSTOM ACTION: This option opens a text field where you can enter any additional instructions, such as requesting specific formatting. Once you have entered your custom action, click SUBMIT.
Sending a Custom Prompt
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To write your own prompt, click the CUSTOM PROMPT option at the bottom of the list.
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Enter your prompt in the Type a custom prompt field.
See AI Assistant - Prompting Best Practices for tips on writing an effective prompt.
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Click the Select Data field to select any data points from the contact record to send with your prompt.
Viewing and Refining Prompt Responses
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After you click GENERATE, your prompt response will appear in the conversation window.
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To refine the response, type any additional instructions in the text box beneath the conversation window, then press Enter or click GENERATE.
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Before you type into the text box, the “GENERATE” button will show as “REGENERATE”. Click REGENERATE if you want to retry the same prompt without changing anything.
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AI Assistant will reply to your request with an updated version of the prompt response.
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You can continue to request changes until you are satisfied. AI Assistant will retain the context of the original prompt as well as the most recent requests and responses.
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Once you’re satisfied with the results, click COPY TO CLIPBOARD to copy the text.
Resetting or Exiting AI Assistant
To reset AI Assistant and start a new prompt, click START OVER at the top of the slideout.
To exit the AI Assistant slideout, click the X in the top right corner.
If you reset or exit the AI Assistant slideout, you’ll lose your current conversation. A warning will appear to prevent you from losing important information.
You can prevent this warning from appearing in the future by checking Do not show this warning again.