> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exterview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Run EX Phone Screen

> Step-by-step walkthrough for running an EX Phone Screen, from enabling the agent to reviewing the Phone Call Report.

A step-by-step walkthrough for running an **EX Phone Screen**, Exterview's short automated phone screen. EX Phone Screen is **Available** today.

<Frame>
  <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Running EX Phone Screen" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
</Frame>

## Before you start

You need a configured role with EX Phone Screen enabled, and a candidate to call. See [Configure](/configure/overview) and [Session Types](/deploy/session-types).

## Steps

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Enable EX Phone Screen for the role" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="Confirm the question script and rubric">
    Review the screening questions and the rubric the agent scores against. See [How to Set Scoring Weights](/guides/setup-scoring).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Confirm the question script and rubric" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="Trigger the call">
    Start the call for a candidate, or trigger in bulk. The agent places the outbound call. See [Invite Flows](/deploy/invite-flows).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Trigger the call" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="Candidate completes the call">
    The candidate answers and completes the screen with the agent. The call is recorded and transcribed.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Candidate completes the call" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="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](/monitor/ai-observability).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Scoring and critic evaluation run" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="Review the Phone Call Report">
    Open the Phone Call Report, read the score, transcript, and evidence, and check any critic flags. See [Session Reports](/monitor/session-reports).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Review the Phone Call Report" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>

  <Step title="Make the decision">
    A human reviewer decides and advances or holds the candidate. No adverse decision is made autonomously.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/walkthroughs/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=693e5355b8f9d23fc68ed6854d5ef05f" alt="Make the decision" width="1280" height="720" data-path="images/walkthroughs/fallback.png" />
    </Frame>
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="What does EX Phone Screen produce?">
    A Phone Call Report, reviewed in Monitor.
  </Accordion>

  <Accordion title="Can we run it in bulk?">
    Yes. Trigger calls individually or in bulk; each completed call produces its
    own report.
  </Accordion>

  <Accordion title="Does a person still decide?">
    Yes. The report is decision support; a human owns the outcome.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Session Types" href="/deploy/session-types">
    The full agent catalogue with availability.
  </Card>

  <Card title="Session Reports" href="/monitor/session-reports">
    What the Phone Call Report contains.
  </Card>

  <Card title="EX Voice" href="/walkthroughs/ex-voice">
    The usual next step for a deeper interview.
  </Card>
</CardGroup>