Automated Phone Screening for Recruiters: How It Works With Your ATS

Automated phone screening means software makes the first screening call to each applicant, records the answers and updates your ATS, so recruiters only spend time on applicants who already qualify. Here is how it works with an ATS, and where WhatsApp fits in.

How automated phone screening works with your ATS

1. The ATS shows a new applicant. CallPilot picks the application up from your ATS.
2. The AI calls the applicant. It asks the screening questions you set for that role and records the answers.
3. The result is classified. Applicants who meet every hard requirement are Qualified. A "No" on a requirement ends the screen as Unsuccessful.
4. The ATS is updated. The outcome, call transcript and status are written to the candidate record.

CallPilot works with JobAdder, Recruit CRM and Ashby and Greenhouse. iCIMS is coming soon.

Where WhatsApp and SMS fit

Once an applicant qualifies, the document request goes out by WhatsApp or SMS. The applicant replies with photos of their ID and any documents the role needs. There is no app to install and no portal to log into, which is why it suits mobile-first applicants.

Automated reminders chase anything outstanding, and the documents are attached to the ATS record. Your recruiter then verifies them: CallPilot collects documents but does not verify them.

What the recruiter sees in the ATS

• Green: Qualified, documents received.
• Amber: Qualified, awaiting documents.
• Red: Unsuccessful.

What to check before you automate

• Which ATS you use and how new applicants are picked up.
• Which requirements are truly non-negotiable.
• That applicants are told the call is automated. CallPilot discloses this on every call.
• That your recruiters still own verification and final decisions.

See the full AI applicant screening call process, or pricing: new clients get their first 100 screening calls free.