Engagements Tab

The EngagementsClosed Using Automation to interact with Candidates and Clients. Typically done through Survey and chatbot. tab is where you create, manage, and review the surveys and chats used throughout your automations. From here you can monitor performance, copy existing engagements, and delete ones you no longer need.

Engagements can be used for:

  • Updating candidate resumes
  • Sending surveys
  • Using Chatbot to engage website visitors
  • Communicating with candidates throughout the application-to-placement process
  • Data hygiene

See the Engagements documentation for more detailed information.

The Engagements tab displays all your current engagements. Use the Search field to find a specific engagement, or click Create New Engagement to build a new one.

The list contains the following columns:

  • NAME: The unique name for the engagement, including the group or entity it uses.
  • USED IN: The number of automations that use this engagement.
  • TYPE: Shows whether the engagement is a chat or survey.
  • QUESTIONS: The number of questions in the engagement.
  • STARTED: The number of times the engagement was started by a recipient.
  • COMPLETED: The number of times the engagement was completed by a recipient.
  • ACTIONS: Contains options to manage individual engagements:

    • View Metrics: View detailed performance metrics for the engagement.

    • Copy Engagement: Duplicate an existing engagement.

    • Delete Engagement: Delete a single engagement that is no longer needed.

Delete Multiple Engagements

You can delete multiple engagements at once from the Engagements page.

  1. Select one or more engagements using the checkboxes on the Engagements page.
  2. Select Delete from the bulk action menu.
  3. Confirm when prompted.

No configuration is required. This uses the same checkbox experience available on the Automations page.