Before you start
You need a configured role with EX Phone Screen enabled, and a candidate to call. See Configure and Session Types.Steps
1
Enable EX Phone Screen for the role
Turn on the phone screen for the pipeline stage where it should run, and confirm the number of questions.
2
Confirm the question script and rubric
Review the screening questions and the rubric the agent scores against. See How to Set Scoring Weights.
3
Trigger the call
Start the call for a candidate, or trigger in bulk. The agent places the outbound call. See Invite Flows.
4
Candidate completes the call
The candidate answers and completes the screen with the agent. The call is recorded and transcribed.
5
Scoring and critic evaluation run
The agent scores the call against the rubric, and the critic layer evaluates the output before it surfaces. See AI Observability.
6
Review the Phone Call Report
Open the Phone Call Report, read the score, transcript, and evidence, and check any critic flags. See Session Reports.
7
Make the decision
A human reviewer decides and advances or holds the candidate. No adverse decision is made autonomously.
FAQs
What does EX Phone Screen produce?
What does EX Phone Screen produce?
A Phone Call Report, reviewed in Monitor.
Can we run it in bulk?
Can we run it in bulk?
Yes. Trigger calls individually or in bulk; each completed call produces its
own report.
Does a person still decide?
Does a person still decide?
Yes. The report is decision support; a human owns the outcome.
Related
Session Types
The full agent catalogue with availability.
Session Reports
What the Phone Call Report contains.
EX Voice
The usual next step for a deeper interview.