Talent Engagement automates the messaging between recruiters and talent throughout the entire hiring and placement lifecycle. By defining triggers, schedules, conditions, and content, Talent Engagement responds to and engages with talent automatically, based on your agency's workflow.
An administrator configures message templates once, and Talent Engagement applies them consistently across recruiters, branches, or the entire company, without requiring manual effort for each individual message.
The result is a faster, more consistent talent experience across every recruiter at your staffing agency.
Note: Talent Engagement automations send through Avionté Chat. Messages route using a three-tier priority: Talent Engagement User Group, then the recruiter's Personal SMS Number, then a Service User SMS Number. See the Talent Engagement Routing section of the Avionté Chat – PIXEL article for setup steps.
Key Takeaways
- Talent Engagement automates recruiter-to-talent messaging using triggers, schedules, conditions, and message content, all configured once and applied consistently across recruiters.
- Three user types control who can create, edit, and share configurations: Engagement Admin, Engagement Edit, and Standard User.
- Talent Engagement automations send through Avionté Chat, using a three-tier routing priority based on User Groups and personal SMS configuration.
- Manual trigger templates are inserted into an Avionté Chat conversation using the composer's Send Talent Engagement action, rather than sent directly from the Talent Profile.
Availability
Talent Engagement is available to Avionté PIXEL customers.
Note: Some functionality requires specific Talent Enablement Bundle features. For example, the "Onboarding Due" trigger type requires 24/7 Onboarding.
Getting Started
To complete setup for Talent Engagement, finish a few tasks:
- Configure your user(s) for text messaging under the Bold Marketplace SMS Configuration widget.
- Elevate the permissions for at least one admin to have the "Engagement Admin" user access setting, so someone can create, customize, and share the engagement with others. Log out of Bold and back in after changing user access settings to make them take effect.
- Find the link to the Talent Engagement configuration page under the Automation tab.
Creating a Talent Engagement
- As an Engagement Admin or Engagement Edit privileged user, navigate to the Talent Engagement area in Bold, under the Automation tab.
- Click the "+ New" button in the upper right corner of the Engagement Notifications list page.
- Give your configuration a name under the "Notification Title" section. A recommended title includes contextual information such as the trigger type and scope, to keep its purpose clear when viewed from the list page.
- Choose which event trigger type to base your configuration on. See the Reference Matrix in this article for a list and description of each trigger type.
- If applicable, choose the talent and/or placement status this configuration is for. Selecting none of the available statuses enables the configuration for every talent and/or placement status.
- If applicable, choose a schedule for this configuration to fire. Options vary depending on the trigger type. For most scheduled triggers, you can configure multiple triggers per configuration, such as the same message delivered at 10am and 10pm.
- Define your message content. Use static text along with the optional variable fields, which update dynamically based on the sender, recipient, and/or configuration.
- Determine if the message delivers via SMS or the 24/7 app using the Notification Preference area checkbox.
- As an Engagement Admin, determine which other user(s) to share (and enable) this configuration with.
- Click "Save" to return to the Engagement Notifications list. The configuration is complete and triggers based on your configuration.
Talent Engagement Configuration User Types
There are three main user types for Talent Engagements, configured via User Access Settings within Bold:
- Engagement Admin: Has control over all Talent Engagements, limited only by office access. Can create, control, edit, share, and delete any Talent Engagement created by themselves or others, including other Admins, if the creator is in an office the Engagement Admin has access to. Staffing agencies that want consistent content across all recruiters can designate one user or group of users to configure messaging content for all users.
- Engagement Edit: Can create, control, and delete their own Talent Engagements, and can deactivate a Talent Engagement configuration an Engagement Admin has shared with them (disabling it only for themselves). This lets certain recruiters control their own messaging, overriding Admin-defined Talent Engagements for their own use while still automating engagement based on how and when they choose.
- Standard User: The default user type without Engagement Admin or Engagement Edit permissions. Can only view the Talent Engagements shared with them by an Engagement Administrator, giving them visibility into what automated content sends on their behalf.
Talent Engagement Uses
Standard event triggers automate a message via SMS or the 24/7 app as talent and recruiters use the system, giving talent and recruiting staff a quick, streamlined experience any day, any time.
Talent Engagements have several main aspects:
- Trigger: The type of event that causes a Talent Engagement to fire, such as when a talent applies for a job, when a specific date or day of the week/month occurs, or a date before or after an event like an onboarding assignment.
- Schedule: Controls when the event fires based on a timer. "When" and "On" are based on the action or event taking place. "Before" and "After" fire a set number of days before or after the action or event. "Every" (day/weekday/week/month/year) recurs based on the recurrence set. Multiple schedules can be added to a single Talent Engagement. The scheduled time is based on the configuring user's time zone. For example, a configuration set for 9am by a user in the Central time zone fires around 9am Central.
- Variables: Dynamic fields based on relevant, associated content, varying by trigger type. Fields such as the talent name, recruiter name, job title, and client populate dynamically based on the message recipient, so a single message template appears personalized to each talent.
- Conditions: Talent, placement, or both statuses available on certain trigger types, providing granular control over which talent receive a message. For example, you might choose not to send an NPS survey to a talent who was terminated and in a Do Not Assign status.
- Message: The content of the SMS or in-app (24/7) message sent to talent, which can mix static and dynamic text using variables.
With these aspects, Talent Engagement users can customize how their automated communications function, all within Bold's framework.
Simplified Talent Engagement Examples
- A personalized welcome message upon applying to your staffing agency, including a link to an interview AI bot that helps qualify the applicant and match them to employment, without any direct effort from the recruiter.
- Recurring or one-time event messaging to some or all talent, such as a Happy Birthday, Happy Holidays, End of Year Reminder, Timesheet Submission Reminder, or Talent Fair announcement.
- Notifying talent of assigned onboarding tasks and reminding them of those tasks after a few days.
- Reminding talent of outstanding onboarding tasks based on due date (for 24/7 Onboarding customers).
- Reminding talent of an upcoming assignment start date and worksite.
- Thanking talent for a recently completed assignment, and immediately engaging them in the next opportunity.
- Reaching out to talent who have not been actively engaged, to identify who is still open to employment.
- A thank you message to talent after submitting their timesheet.
- A message to talent based on a specific status they are in.
- A periodic message with a link to a Talent Questionnaire, such as an NPS survey.
Example Talent Engagement Configurations With Example Message Content
Note: Variables appear as "{{Variable Name}}" in the sample messaging content below. Available variables may differ based on your configuration, such as Talent Questionnaire name.
| Talent Engagement Use Case | Steps to Configure/Test | Example Message Content (with variables) |
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Day One Check In
As a recruiter user, I want the ability to automatically send a message to talent I am a rep for, at 10:30am one day after they've started a job. |
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Hey {{Talent First Name}}, this is {{Recruiter First Name}} just reminding you that your job at {{Client/Job Site Name}} starts tomorrow! Call me at {{Recruiter Cell Phone}} if you have any questions or issues. Thanks! |
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One Week Check In
As a recruiter user, I want the ability to automatically send a message to talent I am a rep for, at 7:00am seven days after they've started a job with an included feedback talent questionnaire. |
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Hi {{Talent First Name}}, this is {{Recruiter First Name}}. I hope everything is going well at {{Client/Job Site Name}}. Please take a few minutes to fill out the {{Week One Check-in / #Q32807}} survey, thanks! |
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Two Week Check In
As a recruiter user, I want the ability to automatically send a message to talent I am a rep for, at 7:00am fourteen days after they've started a job. |
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Good morning {{Talent First Name}}, this is {{Recruiter First Name}} from {{Tenant Name}}. Are you still enjoying your {{Job/Position Name}} role at {{Client/Job Site Name}}? |
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One Month NPS Survey
As a recruiter user, I want the ability to automatically send a message to talent I am a rep for, at 7:00am thirty days after they've started a job with an included NPS talent questionnaire survey. |
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Hey {{Talent First Name}}, this is {{Recruiter First Name}}, congratulations on your first month at {{Client/Job Site Name}}. Please take a few minutes to fill out {{NPS / #Q32808}} survey and let us know how we're doing! |
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Month Two Check In
As a recruiter user, I want the ability to automatically send a message to talent I am a rep for, at 7:00am sixty days after they've started a job. |
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{{Talent First Name}}, this is {{Recruiter First Name}}, congratulations on two months at {{Client/Job Site Name}}! As always, feel free to reach out to me at {{Recruiter Cell Phone}} with any questions! |
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Weekly Timesheet Reminder
As a recruiter user, I want the ability to automatically send a timesheet submission reminder to all actively placed talent at 10am every Monday. |
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Hello {{Talent First Name}}, this is a friendly reminder that your timesheets need to be submitted by the end of the day today! Please contact your rep {{Recruiter Full Name}} at {{Recruiter Office Phone}} if you have any questions. |
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Happy Holiday Outreach
As a recruiter user, I want the ability to automatically send a happy holiday reminder to all actively placed talent on a given date and time. |
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This is {{Recruiter First Name}} from {{Tenant Name}}, just wishing you a happy holiday! Thanks again for being part of our team! |
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Onboarding Due Reminder
As a recruiter, I want the ability to automatically send an Onboarding Due reminder 1 day before the due date if they are not yet completed. |
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{{Talent First Name}}, please remember your onboarding is due tomorrow! Click here to complete your onboarding: {{Tasks Portal Link}} |
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Weekly Availability Check
As a recruiter user, I want the ability to automatically send a message asking my talent are still open for placement on Monday every week if they are in a specific talent status. |
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Hello {{Talent First Name}}, this is {{Recruiter First Name}} from {{Tenant Name}}. Just reaching out to see if you are still looking for a job? |
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Monthly Schedule Inquiry
As a recruiter user, I want the ability to automatically send a message asking my talent who have an active placement to confirm their shift schedule for the month. |
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Good afternoon {{Talent First Name}}, this is {{Recruiter First Name}} from {{Tenant Name}}. Can you confirm your shift availability for the upcoming month? |
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Manual Template
As a recruiter, I want the ability to define a template for use when sending SMS manually out of Bold |
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Hey {{Talent First Name}}, this is {{Recruiter First Name}}. I noticed a discrepancy in your contact information. Could you please call our office at {{Recruiter Office Phone}} when you have a moment? |
UI / UX Overview
The screenshots below show the user interface and the purpose of the different buttons and areas of Talent Engagements. Not all buttons or areas shown may be accessible or visible based on your user permissions. Standard users cannot create or delete Talent Engagement configurations, and Engagement Edit users cannot share configurations with other users or delete those created by Engagement Admins.
Accessing Talent Engagements
List Page View
- The total number of active (enabled) Talent Engagement configurations for you as a recruiter.
- The New button, used to create a Talent Engagement configuration from scratch.
- Column headers for the list of Talent Engagements (sortable):
- Status: shows whether the Talent Engagement configuration is active.
- Created By: shows the author of the Talent Engagement configuration.
- Send Notifications: shows the number of schedules configured for the Talent Engagement.
- Delete: shows a trashcan icon, used to delete a Talent Engagement configuration.
- The chevron icon, used to expand any Talent Engagement configuration and show the schedule detail.
- The Talent Engagement configuration name, which can be clicked to edit or view the details.
- The trashcan icon, used to delete a Talent Engagement configuration.
- Navigation/pagination controls for organizations with many Talent Engagement configurations, to keep page load times fast.
Standard Create/Edit Configuration View
- A link back to the Talent Engagements list page.
- The Talent Engagement title/name area.
- The Trigger type selection drop-down.
- Applicant Status or Placement Status conditions. Not every trigger type has both or either of these; see the Reference Matrix for details.
- The schedule(s) defined for a Talent Engagement. Click the trashcan on the right side of a schedule to remove it.
- The button used to add another schedule to your Talent Engagement configuration.
- The Variable drop-down, used to insert dynamic values into your message content. You can also use emojis in your message content. Not every trigger has the same variables available; see the Reference Matrix for details.
- The message content configuration area, where you define the message that sends. This can mix static and dynamic (variable) data.
- The Notification Preference configuration area. By default, messages deliver via SMS but can be overridden to send to the mobile app only (24/7).
- The Set as System Default configuration area. When set, this Talent Engagement configuration applies to talent in the system who do not have a recruiter representative set on their Talent profile.
- The Notification Access area, used to share a Talent Engagement with other users. Engagement Admins can share notifications with any user belonging to a branch/home office the Engagement Admin has access to.
- The Save button, used to save the configuration you are creating or editing.
- The Active/Deactivate toggle, available only to Engagement Admins and Engagement Edit users. For Engagement Admins, this toggle controls whether the configuration is active for all users it is shared with. For Engagement Edit users, it controls whether the configuration is active only for themselves.
Special Views – Application Received Trigger
Selecting this trigger type (1) displays two message content areas. The top message configuration area (2) is for a job or general apply with an Interview Bot attached, letting you include a variable for the Interview Bot so applicants can complete an interview right after applying.
The bottom message configuration area (3) is for any job or general apply that does not have an associated interview bot, so applicants are not asked to complete a nonexistent interview.
Note: Consider the "Set as System Default" setting for Application Received based Talent Engagements. New applicants often do not have an associated recruiter rep, so this setting ensures they receive a response when applying. Setting one Talent Engagement as the system default ensures no applicant is left without an immediate response.
Special Views – Manual Push Trigger & Usage
For the Manual Push trigger (1), notice there is no schedule, notification preference, or system default option. Manual Push templates are SMS-only message templates that a user inserts manually into an Avionté Chat conversation, helping keep communication consistent and reducing repetitive input for frequently sent messages.
Once a Manual Push Talent Engagement configuration is saved, use it from within an Avionté Chat conversation on the talent's profile:
- Open a conversation with the talent in Avionté Chat.
- Click the + button in the composer.
- Select Send Talent Engagement from the menu.
- In the Send Talent Engagement window, search for or browse to the template(s) you want and select the checkbox next to one or more Manual Push templates.
- Click Insert into Chat. The selected template's message content inserts into the composer, where you can review or edit it before sending.
- Send the message as you would any other Avionté Chat message.
Special Views – Talent Questionnaire Variable Configuration
When inserting the "Questionnaire" variable from the variable drop-down (1), a secondary drop-down (2) appears to select which Talent Questionnaire to link. Selecting a specific Talent Questionnaire inserts the corresponding variable code into your message (3). When talent receive the message, they can use the Talent Questionnaire link to complete the questionnaire.
Notes / FAQ
- Talent Engagements send to talent whose talent representative has the Talent Engagement shared with them (name appears in the Notification Access area) and the configuration is active. For talent without a representative, only Talent Engagements configured as "Set as System Default" fire.
- Manual trigger types work as reusable message templates. Recruiters insert them into an Avionté Chat conversation using the composer's Send Talent Engagement action.
- Scheduled times are based on the time zone of the user who created the talent engagement. If a Bold user in the Central time zone configures a talent engagement that fires at 8am, a talent in the Eastern time zone receives it around 9am Eastern.
- The "Questionnaire" variable type also prompts you to choose which specific Talent Questionnaire the talent user should complete.
- A Bold user with both "Engagement Admin" and "Engagement Edit" permissions is treated as an Engagement Admin.
- If an Engagement Admin creates a configuration shared with others, including another Engagement Admin, and an Engagement Edit user deactivates that configuration to create their own, the configuration is disabled only for that Engagement Edit user. It remains active for all other users it was shared with.
- A Talent Engagement configuration can be created that never fires. The feature puts several configuration controls in the hands of the end user. If a configuration targets a specific Applicant or Placement status your staffing agency does not use, it will not fire.
- If both an Applicant Status and a Placement Status condition are set, the two criteria are evaluated as an "AND." The trigger fires only when both the Applicant's Status and the Applicant's Placement Status match your configuration.
- Messages typically deliver within a few minutes of a trigger firing, though delivery can take longer depending on system load, mobile network congestion, and the recipient's device status.
- A new Talent Engagement configuration becomes live and functional within 5 minutes of being created.
Reference Matrix
| Trigger Type | Description | Schedule Type Options | Message Content Variable Options | Conditional Status Options |
| Application Received | This trigger's purpose is to send messages back to applicants who have submitted a job-specific or General apply for automated near-real-time engagement with applicants. Messaging with Interview Bots and/or Talent Questionnaires help drive the application process forward automatically. | When (an application is received) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Client/Job Site Name Job/Position Name Job Id Questionnaire Bot Interview Link |
N/A |
| Date | This trigger's purpose is to send messages based on a specific or recurring day or date. Annual, monthly, weekly, or daily reminders can be configured to engage with your talent periodically. |
Never (one time only) Every Day (at X time) Every Weekday (Monday - Friday at X time) Every Week (day of the week at X time) Every Month (day of the month at X time) Every Year (day of specific month at X time) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Client/Job Site Name Job/Position Name Job Id Questionnaire |
Applicant Status AND/OR Placement Status |
| Hired | This trigger's purpose is to engage with talent that have been officially hired (as defined by the "Hired Date" field on a talent's profile). |
On (hired date from talent profile hired date) After (X days after a talent's profile hired date) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Questionnaire |
Applicant Status |
| Job End | This trigger's purpose is to fire messaging based upon the end date of a talent's placement, for proactive or retrospective communication. |
On (day placement ends at X time) Before (X days before placement ends) After (X days after placement ends) |
Talent First Name Talent Full Name Client/Job Site Name Job/Position Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Start Date Questionnaire |
Placement Status |
| Job Start | This trigger's purpose is to fire messaging based upon the start date of a talent's placement, for proactive or retrospective communication. |
On (day placement starts at X time) Before (X days before placement starts) After (X days after placement starts) |
Talent First Name Talent Full Name Client/Job Site Name Job/Position Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Start Date Questionnaire Job Location Address |
Placement Status |
| Last Contacted | This trigger's purpose is to automate communication with talent that may have not be in communication with your staffing agency for a prolonged period. | After (X days after talent was last contacted) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Questionnaire |
Applicant Status AND/OR Placement Status |
| Manual | This is less of a trigger per se, and more of a way to create templates for manual SMS messages, allowing an easy way to streamline consistent messaging. | N/A |
Talent First Name Talent Full Name Client/Job Site Name Job/Position Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name |
N/A |
| Onboarding Assigned | This trigger's purpose is to automate communication once onboarding tasks are assigned, including reminding applicants to complete previously sent tasks. |
When (onboarding tasks are assigned) After (X days after onboarding tasks are assigned) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Number of Remaining Onboarding Tasks Tasks (Talent) Portal Link Questionnaire (to be removed soon) |
Applicant Status |
|
Onboarding Due NOTE: 24/7 Onboarding Customers Only |
This trigger is specific to 24/7 Onboarding, and the ability to define due dates for assigned onboarding. Based on the due date, users can automate communication to applicants with pending onboarding tasks. |
On (day onboarding is due) Before (X days before onboarding is due) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Number of Remaining Onboarding Tasks Tasks (Talent) Portal Link Questionnaire Due Date |
N/A |
| Status Update | This trigger can help automate engagement with talent users whose status has updated, to ensure any communication based on their new status can happen without any manual effort from the recruiter. | When (the status is updated) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Questionnaire |
Applicant Status |
| Talent Birthday | This trigger's purpose is to help provide a user-focused message based on the day and month of their birth. | On (the day of the talent's birthday) |
Talent First Name Talent Full Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Questionnaire |
Applicant Status |
| Timesheet Submitted | This trigger's purpose is to automate communication based on the submission of a timesheet into Bold. |
When (a timesheet is submitted) After (X days after a timesheet is submitted) |
Talent First Name Talent Full Name Client/Job Site Name Job/Position Name Recruiter Cell Phone Recruiter First Name Recruiter Full Name Recruiter Office Phone Tenant Name Questionnaire |
N/A |
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