Add a Chat Engagement

You can add a Chat Engagement to an Automation to collect feedback, qualify candidates, or start a conversation automatically based on defined triggers in Bullhorn Automation. Adding a chat to an automation helps you communicate efficiently with Candidates or Contacts through email or text.

Common Reasons You Might Add a Chat Engagement

• Send a candidate engagement after they apply or are submitted to a job.

• Gather quick feedback from a candidate after an interview or placement.

• Automate initial candidate qualification questions.

• Start onboarding conversations automatically after a placement.

• Re-engage inactive candidates to confirm continued interest.

Add a Chat Engagement to an Automation

Follow these steps to add a Chat Engagement to a new or existing automation.

1. Navigate to Automations in Bullhorn Automation.

2. Click Add Automation.

3. Choose one of the following options:

   • Start from Scratch: Begin with a blank automation and add your own actions, wait steps, and enrollment lists.

   • Start from Blueprint A prebuilt template in Bullhorn Automation for commonly used automations.: Use a prebuilt workflow template as your starting point.

4. Select the Record Type for your automation:

   • Candidate-based

   • Sales Contact-based

   • Submission-based

   • Placement-based

5. On the Automation, add or create a list:

   • Choose an existing list, or

   • Create a new list directly within the automation builder.

6. Click the plus (+) icon in your automation workflow.

7. Select Send Engagement from the menu.

8. In the slide-out panel, select Chat as the Engagement Type.

9. In the Chat field, search for and select the chat you want to add.

10. Select a Delivery Method:

    • Email: Sends the chat via email.

    • Text Message: Sends the chat link via SMS (available only if your organization has Text Us enabled).

11. Choose how to build your message:

    • If sending by Email:

      • From Existing: Start from a copy of an existing email.

      • From Template: Use an email from your template library.

      • From Scratch – Drag and Drop: Build a rich email using the drag-and-drop builder.

      • From Scratch – Plain Text: Create a simple plain text email.

    • If sending by Text Message:

      • From Existing: Start from a copy of an existing text message.

      • From Scratch: Create a new text message using the text builder.

12. Make any updates to your message as needed.

13. Click Save to add the Chat Engagement step to your automation

Things to Know

• The chat engagement must be created before it can be added to an automation.

• You can only add engagements that match the entity type of the automation.

• The exception is Candidate and Contact based engagements, which can be used in Submission and Placement automations.

• Engagement Links expire after 60 days.

• Engagements Using Automation to interact with Candidates and Clients. Typically done through Survey and chatbot. cannot be sent to internal users.

FAQs

Can I send chat engagements to internal users?

No. Engagements can only be sent to external contacts or candidates.

Do I need to recreate my chat to use it in another automation?

No. Once a chat is created, it can be reused in any automation with a matching record type.

Can I send both email and text versions of the same chat?

You can select one delivery method per Send Engagement step, but you can add separate steps for each method if needed.

What happens if a recipient forwards the chat email?

Engagement links contain recipient-specific tracking information to ensure secure and accurate response collection. If the email is forwarded, the link may not function correctly because some email providers remove the tracking tokens. This security measure helps protect customer data and ensures that only the intended recipient can access and complete the engagement.