Overview: Instant Messaging with WhatsApp and Zoho Recruit
The WhatsApp integration in Zoho Recruit enhances the platform's functionality by allowing recruiters to leverage the capabilities of WhatsApp, a widely used messaging application.
Here's how the integration can benefit recruiters:
Direct and Immediate Communication: WhatsApp integration allows recruiters to establish direct and instant communication channels with candidates, enabling real-time interactions and faster response times.
Rich Media and Interactive Content: WhatsApp supports various media formats, enabling recruiters to share multimedia content, conduct video interviews, and provide a more engaging recruitment experience.
Centralized Communication and Data Management: Integrating WhatsApp with a talent acquisition system centralizes candidate communication, simplifying data management and improving collaboration amongst team members.
Enhanced Efficiency and Productivity: WhatsApp integration streamlines communication channels, consolidating interactions within the talent acquisition system and improving overall recruitment efficiency and productivity.
Messages Module and its components
Once WhatsApp is successfully integrated with Zoho Recruit, a new module called Messages will be added. This module will keep a record of the conversations and attachments that are exchanged, timeline of activities, basic information of the candidate like email, phone number etc., emails that have been sent and more.
In the Messages module, a user can view:
- the list of conversations with the candidates or contacts
- a snapshot of the message that is sent or received. On hovering the replied icon the Recruit users name will be displayed.
- time and date of the last conversation
- option to filter the records
Upon clicking a message, the conversation view page opens that is divided into three sections to provide clarity and easy navigation to the users.
The left panel will list out text messages from all candidates. By clicking on the arrow near All records Messages you will be redirected to the messages list view.
The center panel is the main area where the Recruit user will enter the message to respond to the candidate. This area is divided into Messages and Attachments. The text area will appear at the bottom where the user can type their response or attach a file.
This section also provides an option to whatsapp approved or custom templates.
The attachments tab will store all the files that have been sent or received during the conversation for record keeping. This tab will be displayed only if attachments are sent or received.
The right panel comprises Info and Conversation.
Info:
This section will display:
- Basic details of the sender such as phone number, email address, account etc. will be displayed.
- List of associated job openings will be displayed (Only for Candidates).
- A list of open to-dos will be displayed. For example, create a call for the next day or task to drop an email.
- Notes that were added previously will be displayed. Users can filter to view the recent notes first or last.
Conversation:
This section will display:
List of emails that have been sent from Recruit.
Messages related list:
The messages received will be found either in Candidates or contacts modules depending on the account preference set during configuration. Once a message is received, it will automatically be associated to the candidate or contact and can be accessed from the Messages related list.
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