AI Assistant Candidate Card

This article explains how to use AI Assistant (formerly Copilot) on the Candidate record. AI Assistant integrates with OpenAI and Azure and can be used to create candidate correspondence by automatically pulling information from the records in your Bullhorn ATS. You can use this to generate email messages, screening questions, pitches, 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.

Using the AI Assistant Candidate Card

1. Open the candidate record you want to create correspondence for.
2. Locate the AI Assistant card on the Overview tab.
   
   
   • Don’t see this card on your Overview tab? Click LAYOUT at the top right of the record and make sure AI Assistant is enabled under the CARDS tab.
3. Select a prompt by clicking one of the buttons at the bottom of the AI Assistant card, or by clicking MORE PROMPTS and selecting an option within the list. 
   
   
   • To create your own prompt, select Custom Prompt (See Custom Prompts for more information).
     
     
4. You can tailor your prompt to a specific job by entering the job record name or ID in the Select a Job field.
   
   
   • After selecting a job, you can view more details by clicking the job title, or click the X next to the job title to remove it from the selection.
     
5. Click Select Data to select the data points you'd like to send with your prompt. You can select from the candidate's Resume, Categories, Specialties, Skills, Education, and Work History.
   
   
   • If a candidate's resume is less than 100 characters, AI Assistant will default to using the Categories, Specialties, Skills, Education, and Work History when there is data available in those fields. If there is no data available in those fields, then AI Assistant will not be usable until you add in data points.
     
6. Click GENERATE to send the prompt with your selected job and/or additional fields included.
   
7. Click the action buttons to select options to refine your message.
   
   
   • Select TONE to match your preferred writing style.
   • Select LENGTH to shorten or increase the word count.
   • Select LANGUAGE to translate your message to one of the supported languages. The default selection is based on your Private Label's locale setting.
     
   • Select CUSTOM ACTION for any additional instructions, such as:
     • Translating to another language not listed under the CHANGE LANGUAGE dropdown
     • Making your message even more personalized by including verbiage from the candidate's resume
     • Making the message format HTML-friendly
8. The action buttons will change to indicate your selections. Click UPDATE to refine your message with these actions.
   
   
9. Once you are happy with the results, select COPY TO CLIPBOARD and paste the text into an email or text message.
   
   
   • To reset, click START OVER in the bottom left corner, or click the refresh icon () at the top right of the AI Assistant card.
     

Custom Prompts

If you need something else not included in the default prompts, you can create a custom prompt.

1. On the AI Assistant card click MORE PROMPTS, then select Custom Prompt.
   
   
2. Click into the Type a custom prompt field and enter your prompt.
   
3. Click into the area below to select any data points you’d like AI Assistant to pull from. You can select from the following:
   • Resume
   • Categories
   • Specialties
   • Skills
   • Education
   • Work History
     
4. Click Generate to generate your message.
   

Tips for Writing an Effective Prompt

• Start with an action word (create, write, etc.)
• Provide context about what is requested
• Use a reference (in AI Assistant this is the name of the candidate)
• Be specific

"Create a request for an updated resume from {insert candidate name here}."