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SMS templates

Where to find it
Configuration → Templates → SMS Template
Who can use it
Administrators with template access

SMS templates are the pre-written text messages sent to candidates and clients throughout the hiring and HR process — interview reminders, status updates, and follow-up prompts. Because text messages are read quickly and on mobile, they need to be short, clear, and immediately actionable.

The SMS Templates list.

The template list

The list shows all SMS templates in your organization. Each row shows the template name (with the group displayed below the name), the status, and the creation date.

From the list you can:

  • Search by template name or keyword.
  • Filter by name, creation date, last update date, or status.
  • Open a template by clicking its name to view or edit it.
  • Edit a template from the action menu.
  • Duplicate a template from the action menu (creates an independent copy).
  • Delete a template from the action menu.

Editing a template

Click a template to open the editor panel. The panel shows:

  • An Active toggle to enable or disable the template.
  • A Group selector (Candidate or Client).
  • A Language selector when your organization supports multiple languages.
  • A Name field for the internal label.
  • An AI assistant panel (if your organization has the AI integration enabled — see below).
  • A Template body field for the message text. SMS templates have no subject line.

Click Save to save your changes.

AI template assistant

If your organization has the AI integration enabled, an AI assistant panel is available in the editor. It works on the content currently in the body field, and presents results for you to review before applying — nothing is overwritten automatically.

Tips

  • Lead with the most important information. Candidates skim text messages. Put the interview date, the action you need, or the key outcome in the first sentence.
  • Avoid abbreviations. Abbreviations that seem natural when typing (“tmrw”, “pls”) come across as unprofessional in a recruitment context.
  • Include a call to action. If candidates need to confirm attendance, reply to a link, or call a number, say so explicitly in the message.
  • Use the Group field accurately. Templates grouped as “Candidate” appear in candidate-facing actions; templates grouped as “Client” appear in client-facing contexts.