Taking Action on Records with Amplify Chat

Amplify Chat can help you add records, update records, and create Notes, Tasks, and Tearsheets without leaving the chat window. Just tell Amplify what you want to do, and it will draft the changes for you to review. You’ll always get a preview first, so you can approve or decline before anything is saved.

This is especially useful if you’re already working with a list of records in Amplify Chat and want to take action on them right away, whether that’s one record or several at a time.

Single-Record Actions

To work with several records at once, see Working with Multiple Records.

Add a Tearsheet

Amplify can create a new tearsheet or add records to an existing one.

When Amplify generates a list of records (for example, "candidates without notes logged in the last 30 days"), it may recommend creating a tearsheet based on the results. You can also directly ask Amplify to create a tearsheet or add records to one. For example, if you are using the Amplify Assistant on a candidate record, you can say “add this candidate to a tearsheet”.

Amplify asks you to enter a name for the tearsheet, then asks you to confirm.

Click Create Tearsheet to continue or Decline if you don't want to take action.

If you continue, Amplify opens the standard tearsheet dialog where you can create a new tearsheet or add the records to an existing one. You can rename it, adjust its visibility (Private by default), and save your changes.

When the tearsheet is created, you'll see a confirmation message.

Add a Task

To create a task, ask Amplify something like “add a task”

Amplify asks for any additional details it needs, such as the due date and time.

When the task is ready, Amplify shows a preview. Click Show More to see the full details of the task. Review everything, then confirm or decline.

If you confirm, you’ll see a message letting you know the task has been created.

Add a Note

To add a note, tell Amplify what you want to record and which person or record it’s for. For example: “Create a note for this candidate stating that they are open to work starting in December.”

If Amplify needs more information, it shows you a form to fill in.

Once you’ve answered any questions, Amplify shows a preview of the note. Click Show More to see how the note will look when it’s saved. Click Add Note to confirm, or Decline to cancel.

After you confirm, you’ll see a message letting you know the note has been added to the record.

Working with Multiple Records

You can add and update records in batches, and add notes and tasks for several records in a single request. Amplify prepares the changes, shows you a preview, and doesn’t write anything to Bullhorn until you approve it.

Add Records in a Batch

You can create up to 25 candidates, client contacts, or client companies at a time, or add them individually.

This is useful when you’ve just done research or received a list. For example, after researching companies in an industry, you could say:

“Add records for all of those companies in Bullhorn.”

Amplify then guides you through the process:

1. Answer the setup form. Amplify shows a short form so you can set your preferences instead of typing them out. It asks, for example:

   • Whether to create new records for everything, or to check for duplicates first and only create the ones that are missing.

   • Which status the new records should be created with.

   • Any other required fields.

   

2. Review the preview. Once Amplify has what it needs, it shows the fields it plans to fill in for each record. Amplify uses your company’s field mappings. Toggle Show more/Show less to view the details of each record.

   

3. Approve. If everything looks right, approve the request and Amplify adds the records. If not, decline. Nothing is created until you approve.

   

Update Multiple Records

You can ask Amplify to propose changes across several candidates, contacts, or companies at once. For example:

“Update these candidates with their individual availability dates from the screening summaries above.”

Amplify shows you the proposed changes in a preview so you can check them before they’re saved.

Add Notes in a Batch

You can ask Amplify to prepare notes for several candidate or contact records in one request. Each record gets its own note. For example:

“Prepare three separate screening notes, one for each finalist, using the summaries above.”

Review the notes in the preview, then approve.

Add Tasks in a Batch

You can ask Amplify to prepare several follow-up tasks in one request. For example:

“Create a separate follow-up task for each finalist to confirm their interview availability next Tuesday.”

Create a Record and Link It to Another

When Amplify creates a record, it keeps the ID of the new record. That means it can use the new record in later steps of the same request. For example, you can ask Amplify to create a company and then add a new contact at that company.

FAQ

Can I add records to an existing tearsheet instead of creating a new one?

Yes. In the tearsheet dialog, switch to Existing Tearsheet and choose the tearsheet you want to add records to.

Can Amplify Chat create a task for another user?

No. Tasks created through Amplify Chat are always assigned to the user who created the request.

Does Amplify always suggest a tearsheet when it generates a list?

Not always, but Amplify may recommend a tearsheet when it believes it is a helpful next step. You can choose to accept or decline the suggestion.

Can I edit a note, task, or tearsheet after it’s created?

Yes. Once Amplify creates a note, task, tearsheet, or record, it behaves like any item you create manually in Bullhorn. You can edit or delete it using your usual workflows.

How many records can I add at once?

Up to 25 records at a time.

Will Amplify create duplicates?

Not if you choose the duplicate check. When you add records in a batch, Amplify asks whether to create new records for everything or to check for duplicates first and only create the missing ones.

Does Amplify save anything before I approve it?

No. Amplify shows a preview of every record, note, task, or update first, and nothing is written to Bullhorn until you approve.