
Purpose
Confirm how candidates are contacted, and agree the wording Exterview sends on your behalf.Steps
1
Confirm the channels
Email carries interview invites, reminders, and updates. WhatsApp carries
the phone-screen updates: a heads-up when the screening call is placed, a
confirmed callback time, and a note when the candidate moves to the next
round. A candidate who misses the call gets a WhatsApp message asking
them to pick a new time.

2
Confirm rescheduling on WhatsApp
Candidates can reply on WhatsApp to pick a new date and time for their
phone screen. The new slot comes back into Exterview, so nobody on your
team has to re-book it by hand.

3
Review the message copy
Your Customer Success facilitator walks through the seeded copy for
invites and reminders and records the wording you want.

4
Confirm communication
Review and confirm. This feeds the operations section of your
Configuration Contract.

Upcoming: editing message copy yourself in a settings screen, SMS as a
contact channel, sequenced Outreach Campaigns, and offer management (offer
letters, e-signature, and approval routing).

