Why recruiting teams choose SmartAlex
Screen every candidate the same day
Your agent answers inbound applicant calls and dials your outbound shortlist, so no resume sits untouched and no candidate waits days for a first response.
Only qualified people reach a recruiter
Knock-out questions on availability, location, right to work, salary expectations and role fit run on every AI candidate screening call, consistently and without bias drift.
Interviews booked while interest is high
The agent checks a live recruiter calendar and books the interview on the call, then confirms by SMS, WhatsApp or email.
Every outcome in your pipeline
Screening notes, disposition and next steps flow into your ATS or CRM automatically, so your board is always current.
What your recruiting agent handles
Screen inbound applicants the moment they call
Point a phone number at your agent and every applicant who calls gets a full screen, even after hours. The agent introduces itself, confirms which role the candidate is calling about, and walks the knock-out criteria you defined.- Confirms the specific role and reference
- Asks your must-have questions in order
- Captures answers verbatim and scores against your criteria
- Politely declines candidates who do not meet the bar, and logs why
Disclose that the caller is speaking with an AI assistant and get consent before recording. Your agent can read a short disclosure line at the start of every call. Keep the wording aligned with local rules for your markets.
Run outbound screening and reactivation campaigns
Upload a candidate list and let the agent work through it: fresh applicants, a shortlist for a new req, or a “keep warm” pass over past silver-medalists you want back in play.- Multi-step sequences with automatic follow-ups and retry windows
- Calling windows so candidates are only dialed at sensible hours
- Live campaign analytics on connect rate, pass rate and booked interviews
Outbound campaigns require the Outbound Campaigns add-on ($49/month on Professional). Enterprise plans include it. Inbound screening works on any paid plan.
Confirm availability and role fit
The agent qualifies the details that decide whether a candidate is worth a recruiter’s time.- Availability and notice period
- Location, commute or on-site versus remote
- Right to work and any certifications the role requires
- Salary expectations against the band you set
- Genuine interest in the role and company
Book interviews on the recruiter’s calendar
When a candidate passes, the agent moves straight to scheduling instead of promising a callback.1
Check live availability
The agent reads open interview slots from your connected calendar in real time.
2
Offer and confirm a slot
It proposes times, books the one the candidate picks, and holds it on the recruiter’s calendar.
3
Send confirmation and reminders
The candidate gets an instant confirmation, plus reminders to cut no-shows.
4
Log the booking
The interview and screening notes land on the candidate record in your pipeline.
Answer role and process FAQs
Give the agent a knowledge base for each role or client and it handles the questions candidates actually ask, in their own words.- Pay range, shift patterns, benefits and start date
- Location, dress code and interview format
- What the hiring process looks like and what happens next
Keep candidates warm and follow up
Not every good candidate is ready today. The agent keeps them in the game.- Schedules a callback for candidates who ask to be reached later
- Sends a follow-up by SMS, WhatsApp or email
- Reactivates dormant candidates when a matching role opens
Example screening call flow
Sample agent prompt
Push outcomes to your pipeline
Every call ends with a clean record, not a sticky note. Built-in capture tools create the candidate as a lead, attach the transcript, disposition and screening answers, and notify the owning recruiter.- One-click connectors sync outcomes to SmartAlex CRM, HubSpot, Notion, Slack and more
- Custom HTTP Tools push structured results into your own ATS or any HTTPS endpoint you own (Custom HTTP Tools require the Power Tools add-on, $29/month)
- The MCP server lets your own tools and assistants read and act on this data programmatically
A public REST API and TypeScript SDK are in private beta. Contact support for early access. Today the live programmatic surfaces are the MCP server and Custom HTTP Tools.
Plans and add-ons
Start free with one agent and in-browser test calls, no card required. Live phone screening runs on Professional ($99/month), which includes a phone number, included minutes and concurrent call slots. High-volume agencies typically add:- Outbound Campaigns ($49/month) for outbound screening and reactivation sequences
- Unified Inbox ($39/month) to handle candidate replies across voice, SMS, WhatsApp, email and web chat in one place
- Power Tools ($29/month) for Custom HTTP Tools into your ATS
Frequently asked questions
Can it handle both inbound and outbound screening?
Can it handle both inbound and outbound screening?
Yes. Inbound screening works on any paid plan: point a number at your agent and it answers applicant calls. Outbound screening and reactivation campaigns use the Outbound Campaigns add-on (included on Enterprise).
How does the agent decide who passes?
How does the agent decide who passes?
You define knock-out criteria in the agent instructions and knowledge base (availability, location, right to work, experience, salary band). The agent scores each answer against those rules and dispositions the candidate consistently on every call.
Can it book interviews directly?
Can it book interviews directly?
Yes. Connect Google Calendar, Outlook, Calendly or iCal and the agent reads live availability, books the slot on the call, and sends confirmations and reminders. See calendar and agent tools.
Does it connect to our ATS or CRM?
Does it connect to our ATS or CRM?
Through built-in connectors (SmartAlex CRM, HubSpot, Notion and more), Custom HTTP Tools to any endpoint you own (Power Tools add-on), or the MCP server. A public REST API and SDK are in private beta.
Will candidates know they are talking to AI?
Will candidates know they are talking to AI?
Yes, and they should. Configure a short disclosure at the start of every call and get consent before recording. Strong candidates can always warm transfer to a recruiter on request.
Is candidate data handled securely?
Is candidate data handled securely?
SmartAlex runs on SOC 2-aligned policies and is working toward SOC 2 Type II readiness. Access is role based and multi-tenant isolated. Confirm your own consent and data-handling requirements per market.
Related
Outbound campaigns
Screen and reactivate candidate lists with multi-step sequences and calling windows.
Agent tools
Booking, transfers, lead capture and messaging your recruiting agent can use mid-call.
Knowledge base
Give each role its own facts so the agent answers candidate FAQs accurately.
Calendar and scheduling
Connect your calendar so interviews get booked on the call, not after it.

