Configure the Text Assistant

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

Before you start

To enable the text assistant in your SMS provider configuration, the following privilege and duty Spectra Authorization Service (SAS) role should be added to the Webhook user role:

  • Privilege: IRC_REST_SERVICE_ACCESS_INBOUND_SMS_WEBHOOK_PRIV
  • Duty SAS role: ORA_DR_HCM_IRC_CE_AGENT_ACCESS_DUTY

For details, see Webhook Setup for Two-Way SMS Communications. 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.

To understand the text assistant threshold limits, see Limits for Text Assistant Messages.

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 Limits column:
    • 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 made any changes to the Career Coach template in AI Agent Studio, copy the agent team code from there and enter it here.

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