Workstream messaging lets you review replies, send invites or follow-ups, update applicant status, and archive conversations.
š Once an applicant is hired, they automatically move to the Team members tab in the SMS messages widget.
āš Go to Team View, then select Messages to open your inbox.
Filter and open conversations
Filter your inbox
š” Filter by the Application stage to review new applicants first.
Here's how to narrow your inbox view:
Select the filter icon above the message list
Filter by:
Positions
Stages
Status (Hired, In progress, Rejected, or Inactive)
Show archived conversations
Open a message thread
Select an applicant's name to open their message thread.
Review messages from:
The system (e.g., application updates)
The applicant
Your team
Send a message to an applicant
You can send a quick reply or use the full editor for formatting and personalization.
Send a quick reply
Select an applicant.
Use the message box at the bottom of the thread.
Type your reply and select Send.
Send a formatted message
Select New message, then choose the applicantās name.
āSelect the compose (pencil) icon in the message toolbar. The Send message pop-up opens.
š¼ļø Image coming soon: Opening the Send message pop-up
āAdd a subject line (for emails only).
Format your message and personalize using predefined merge tags (e.g., {{applicant_first_name}}).
Choose to send via Email, SMS, or both.
Select Preview message, then select Send.
Send a message to multiple applicants
ā ļø Bulk messaging is only available in the Applicants tab, not the Messages tab.
Go to Team View, then Applicants.
Find the applicants in the Applicants, Interviews, or Offers and hires tab.
Select the checkboxes next to the applicants you want to message.
Open the Actions menu, then select Send SMS or Send Email.
Add a subject line (for emails only).
Format your message and insert predefined merge tags.
Select Preview message, then select Send.
Manage applicants from the message thread
Action buttons are available in the top-right corner of every conversation. You can:
View the applicantās profile
Select the arrow next to the applicantās name in the message thread to open their profile
ā
Archive conversation
Remove the conversation from your inbox
Keep the applicant and their details intact
View archived messages by toggling Show archived conversations in the filter panel
Searching by applicant name also finds archived conversations
ā
Reject the applicant
Mark the applicant as not moving forward
Send a rejection message
View rejected applicants using filters
ā
Move the applicant to a different stage
Select a new stage to advance or update the applicantās progress
ā
Use additional actions (ā¢ā¢ā¢ menu)
The options you see depend on the applicant's current stage and status.
Mark as hired ā Confirm the applicant was selected for the role
Mark not hired
Mark as complete ā Finish the applicantās process (you may be prompted to reject or move to another stage)
Mark as no-show ā Note that the applicant missed their interview
Move to another position ā Transfer the applicant to a different job posting
Send email / Send SMS
Confirm meeting, Request reschedule, Cancel meeting, or Send reminder (when the applicant has a scheduled meeting)
Add note ā Leave an internal-only comment for your team
Share applicant ā Generate a PDF or send the applicantās details via email
Print applicant ā Download and print their application details
Frequently Asked Questions (FAQs)
Q: Is there a character limit for SMS messages?
Q: Is there a character limit for SMS messages?
A: Yes. The limit depends on where you send from:
Messages tab (including the Messages tab in an applicant's profile): up to 1,600 characters. There's no counter. In the quick reply box, you can't type past the limit. In the Send message pop-up, you'll see an error when you select Send if your message is too long.
Bulk SMS from the Applicants page: up to 500 characters.
SMS messages widget: up to 300 characters, with a counter. Send is disabled if you go over.
Long messages aren't split into multiple texts.