Configure the Text Assistant

Configuring the text assistant involves confirming the agent team code, setting limits for outbound SMS and WhatsApp messages, and enabling visitors to interact with the text assistant.

Before you start

To enable the text assistant in your SMS or WhatsApp provider configuration, the IRC_REST_SERVICE_ACCESS_INBOUND_SMS_WEBHOOK_PRIV privilege should be added to the Webhook user role.

For details, see Webhook Setup for Two-Way SMS Communications and Webhook Configuration for WhatsApp Messaging Providers. Note that the text assistant responds to incoming messages that are processed by Webhook only. It doesn't respond to incoming messages processed by the Process Recruiting Inbound Message scheduled process.

Here's what to do

  1. In the Setup and Maintenance work area, go to:
    • Offering: Recruiting and Candidate Experience

    • Functional Area: Recruiting and Candidate Experience Management

    • Task: Recruiting Messaging Configuration

  2. In the Daily Limits for SMS and WhatsApp Messages section, select Edit.
  3. Configure these options in the SMS and WhatsApp columns:
    • Maximum number of text assistant messages to send across all candidates: This is the agent system hard limit. Any candidate conversations initiated after this limit is reached won't be processed by the agent. Note that any pending conversations with the candidate won’t be continued the next day. The candidate has to initiate a fresh conversation. When this limit is reached, a notification is sent to the administrator.

    • Maximum number of text assistant messages to send to each candidate: This is the agent candidate limit. Any candidate conversations initiated after this limit is reached won't be processed by the agent. When this limit is reached, a notification is sent to the administrator.

    Note:
    • UTC time zone is considered when counting the limits.

    • These limits are reset to zero at the start of UTC day, at 00:00:00 hours. When the limits are reset, candidates can initiate fresh conversations with the text assistant.

  4. Select Save.
  5. On the Recruiting Messaging Configuration page, in the Text Assistant section, ensure that the Agent Team Code field has a value of ORA_CAREER_COACH.

    If you’ve modified the Career Coach agent, use the new agent team code.

  6. In the Additional Communication Settings section, enable visitors to send messages.

    A user is considered a visitor if their phone number isn’t present in the Recruiting database. Phone numbers that aren't verified are also considered as part of visitor phone numbers, even if they're associated with a candidate.