How to Run a Panel Round in Microsoft Teams

Steps

Schedule the panel round

From the candidate’s row, schedule a Panel round: pick the date, time, and duration, choose Microsoft Teams as where it runs, and add your panelists. Exterview creates the Teams meeting and sends the Outlook invites automatically.

The bot joins the meeting

The Exterview bot dials into the meeting a couple of minutes before the start time and posts a notice in the meeting chat that the interview will be recorded and transcribed.

The bot captures the transcript and recording

Once the meeting ends, Exterview fetches the meeting’s transcript and recording through Microsoft Graph.

AI generates the competency report

The transcript is analyzed against the role’s rubric to produce one report for the round: an overall score, a recommendation, scores and evidence for each competency, and any red flags. See Read the Panel report.

Best practices

An Exterview bot sits in the Teams meeting to record, transcribe and score the round. Panel is licensed independently, and each round draws on your plan’s capacity. See Plans, Usage and Billing.

Do this	Avoid this
Tell interviewers and candidates the bot is recording, before it joins.	A bot appearing unannounced. Recording consent has to be explicit.
Confirm Panel is licensed for your organization.	Assuming it is included. Panel and HR are licensed independently of each other.
Let the competency report feed the candidate’s evaluation, rather than re-scoring by hand.	Keeping panel notes outside the platform. They never reach the candidate’s record.

​Steps

​Best practices

Steps

Best practices