Overview
The Intelligent Messaging Application Manager allows you to review your personal user settings and preferences, as well as set up and manage library content.
Audience
All users
Navigation
To access the Intelligent Messaging Application Manager, select the menu icon > Intelligent Messaging.
Review Personal Preferences
In the Intelligent Messaging Application Manager, go to your profile icon and select Preferences.
In User Settings, you can upload a profile photo and change your time zone. Disregard the Password settings since you have Intelligent Messaging via Evolve.
In My Canvas Numbers, you can enable call forwarding or set a default or customized greeting. If you would like to forward calls from your SMS-only number to another number, you can add a forwarding number.
Just to let you know, your texting number is used to send text messages to candidates and is an SMS-only number. If candidates attempt to call you on the SMS-only number, they will receive a greeting alerting them that they have reached a text-only number. You can change this greeting or enable a forwarding number.
In Welcome Message, you can customize the welcome message template that you are prompted to send when adding and starting a new text chat with a candidate.
Question, Resource, and Message Templates
Templates allow you to quickly send saved questions, resources, or messages to candidates. Navigate to the Intelligent Messaging Application Manager > Library to set up, view, edit, and add templates.
Questions Templates
Questions are unique to the user, meaning any questions you create will only be visible and accessible to you. To create, edit, or delete questions, navigate to the Library tab > Questions tab.
Select Add Collection to create a collection of questions. Collections help keep your questions organized so you can easily find them. Type in the name you’d like to use for the collections of questions, such as Screening Questions, Experience/Qualification Questions, and Scheduling Questions.
Once you have created a collection, you can add questions by clicking Add Question.
Add the name of your question.
Click Save or Save and Add Another.
NOTE: As you create your message, click View Merge Tags to select any placeholders available to customize it.
Resources
Resources are shared with all your company Evolve Intelligent Messaging users. Resources can be documents or links to videos, your career site, or other websites. Navigate to the Library tab > Resources tab to add, edit, or delete resources.
Select Add Collection to create a collection of resources. Collections help keep your resources organized so you can easily find them later—type in the name you’d like to use for the collection of resources.
Select Add Resource to add a new resource to your collection.
Attach your file or paste the URL to your resource. Include a name for the resource and a description that will be used to identify it—this will also be shared with the candidate when you send the resource.
Click Save Resource to save changes.
Messages
Messages are shared with all your company’s Evolve Intelligent Message users. Navigate to the Library tab > Message tab to add, edit, or delete messages. You can view your own by selecting the All or Mine filter.
Select Add Message to create a new message.
Add a title to your message so it can easily be located later.
Add the content of your message.
NOTE: You can select View Merge Tabs to add placeholders to your message and customize it with the candidate name or your name.
Click Save to save your message.
Quick Send Message
Using the Application Manager's Quick Send feature, you can send a message to multiple candidates at the same time.
Navigate to the Candidates tab.
Use user filters to search for candidates you would like to send the message to, then select the checkbox by each candidate's name of your choosing.
Click the megaphone icon and select Quick Send.
Add your message content and Schedule Message to be sent later or Send Now immediately.
NOTE: You can add merge tags to your message to customize it with the candidate’s name.