AI-Driven Solutions

AI Candidate Submission Agent in ATZ CRM

Use the AI Candidate Submission Agent in ATZ CRM to draft client-ready candidate submission emails for candidates assigned to jobs, with resumes attached when available.

Quick Answer

The AI Candidate Submission Agent drafts a client submission email for a candidate already assigned to a job. It uses candidate, job, assignment, and primary contact data, opens the email composer with subject and body prefilled, attaches the resume when available, and lets the recruiter review before sending.

The AI Candidate Submission Agent helps recruiters draft polished client submission emails for candidates already assigned to jobs.

Quick Answer

Click AI Candidate Submission from a job candidate row or candidate assigned-job row. ATZ CRM generates a submission email for the job’s primary contact, attaches the resume when available, and opens the email composer for review.

Before You Start

Confirm:

  • The candidate is assigned to the job.
  • The job has a primary contact.
  • The primary contact has an email address.
  • Your email account is connected.
  • You have permission to view contacts.
  • The candidate has a resume uploaded if you want it attached.

Generate from a Job

  1. Open the job.
  2. Go to the job’s Candidates section.
  3. Find the candidate.
  4. Click AI Candidate Submission.
  5. Review the generated subject, body, recipient, and attachment.
  6. Click Send when ready.

AI Candidate Submission from job

Generated candidate submission email

Generate from a Candidate

  1. Open the candidate profile.
  2. Go to assigned jobs.
  3. Find the relevant job.
  4. Click AI Candidate Submission.
  5. Review and send the draft.

AI Candidate Submission from candidate profile

What Gets Pre-Filled

The email composer includes:

  • To: job primary contact.
  • AI-generated subject.
  • AI-generated body.
  • Candidate resume attachment, if uploaded.
  • Your saved email signature.
  • Your saved font style and size.

Best Practices

  • Keep candidate work history, education, skills, notice period, availability, and salary details updated.
  • Add a clear job description and required skills.
  • Review every AI-generated email before sending.
  • Replace the attached resume if you want to send a different version.

Troubleshooting

Primary Contact Is Missing

Open the job and add a primary contact.

Email Is Not Generated

Check that the primary contact has an email and that you can view contact details.

Resume Is Not Attached

Confirm the candidate has a resume uploaded.

FAQs

Is this the same as pitching a candidate?

No. This is for candidates already assigned to a job. Candidate pitching is a separate contact workflow.

Does AI generate my signature?

No. The email composer applies your saved signature.

Can I change the recipient?

Yes. The email composer is editable before sending.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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