Before you begin
Connect your ATS and create a Ribbon role linked to the relevant job. You’ll need System admin access to manage organization settings.Set up invitations
- Open Organization settings → Outreach Automation.
- Select your ATS connection and turn on Send outreach to candidates.
- Choose the ATS stage that should trigger an invitation.
- Customize messages for email, SMS, or WhatsApp.
- Set when invitations can be sent and configure reminders.
- Preview your settings, then save.
