AI Assistant
The AI Assistant is a chat panel that answers how-to questions about HiringCenter and can do common CRM work for you: find and update prospects, add notes and tasks, book meetings, log activity, draft sequences, and more.
Path: profile menu → AI Assistant, or the floating chat button (drag it anywhere on the screen)
For HiringCenter AI working on prospects by itself (note mentions, AI tasks, queued drafts), see Working with HiringCenter AI.
What it can do
Answer questions
- Explain where to click, using the labels you see in the app.
- Show jump buttons under a how-to answer that open the right page, tab, or window.
- Look up account setup you're allowed to see: identities, linked mailboxes, members, pipelines, stages, sources, offices, and (for admins and owners) automations.
Work with prospects
- Search and count prospects; create, update, or delete them; add labels.
- Add and delete notes; create, update, complete, and delete tasks; book, update, and delete meetings.
- Log a text, email, or call that happened outside HiringCenter, for example "I called Jordan Lee yesterday at 3, left a voicemail." It saves to your personal thread with that prospect, never sends anything, and asks for anything missing: the channel, whether they contacted you or you contacted them, what it was about, when, and for calls the outcome. See Logging Manual Activity.
- Record a hire on a prospect.
Campaigns and coaching
- Draft a sequence from a description, for example "Set up a two-week sequence for new leads from Zillow: a text on day one, an email on day three, and a call task on day seven." It saves nothing; an Open in sequence builder card appears under the reply so you can review and save it. See Sequences.
- Read or save your TCF+ coaching metrics for a week. See Coaching.
Confirm before it changes anything
Before any create, update, delete, log, or save, the assistant summarizes what it's about to do in a Confirm action card. Click Proceed to go ahead or Decline to stop. If several prospects match a name, it asks which one you mean.
Drafting a sequence doesn't need a confirmation, because nothing is saved until you save it in the sequence builder.
It can only do what your role allows. It never sees API keys, secrets, or settings your role can't open, and View Only users can't make changes through it.
How to ask
- How-to: "How do I schedule a text?" or "Why don't I see Campaigns?"
- Action: "Add the label licensed to Logan Daniels" or "Create a task for Jordan to call Friday"
- Log: "Log that I texted Sam Rivera this morning about Thursday's interview"
- Lookup: "What stages are in our Sales pipeline?"
- Sequence: "Draft a sequence to re-engage people who went quiet after their first interview"
Give the prospect's name and the details. Avoid pasting personal data you don't need to.
A new chat offers starter prompts such as Help me write a text to a new prospect and Summarize my recruiting activity this week.
Voice chat
Click Start voice chat to talk to the assistant instead of typing. Allow microphone access when your browser asks.
Chats
- Each chat is named automatically from what you asked. Switch between chats with the chat picker, or click New chat.
- Chats are saved to your user profile and stay with you when you switch accounts.
- Use Edit message on something you asked to change and resend it, Stop generating to cut a reply short, and Copy response to copy an answer.
- Rate answers with thumbs up or down.
- Click Ask a Human under an answer to send a support ticket with the question and the assistant's reply.
Answers are guidance, not a guarantee. Double-check important sends, deletes, and merges yourself.