October is all about AI that works alongside your team, with new controls to keep high-volume hiring safe and connected. Clara, the AI agent in the Talkpush CRM, now has a full set of guides covering what she can look into, do, and set up. The Teams Tab lets you build custom AI agents, now with shared Rooms where teammates and agents work together. You can build your own Conversational Bot in the new Chatbot Builder and use Meta's free 72-hour WhatsApp window for Click-to-WhatsApp ads. Recruiters get a redesigned Enhanced AI Interview Report, two ways to build an AI interview in minutes with the Interview Builder, Document Collection that checks candidate uploads with AI, and new Call and AI call buttons for reaching candidates one by one or in bulk. Owners get Bulk Action Approval, new Channel Opt-In URL tokens, and Computed Candidate Attributes for weighted scoring in autoflows. Reporting teams get a new set of CRM Analytics guides covering each report, Process Funnel, source categories, data freshness, and filters and exports. New Updates covers the refreshed Meet Clara overview and built-in QR codes for landing page links.
New Releases
Enhanced AI Interview Report
A redesigned version of the AI interview report in the candidate profile that reads like a professional assessment: a clear verdict with the reasons behind it, strengths, red flags and growth areas, a radar chart of skills, the evidence for each score, and the full transcript and recording in one place. The overall 0–5 score is unchanged, and the verdict label comes directly from that score. Identity and integrity checks such as voice verification, face verification, and reading detection appear in their own section when your company uses them. It is a company-wide setting that is off by default, so contact your Account Manager to enable it. Read the full article →
The Teams Tab: Build Custom AI Agents for Your Hiring Workflow
The Teams Tab lets company owners build custom AI agents for work their team repeats or wants to delegate, each with its own instructions and its own access to Talkpush data and actions. Agents are created by chatting with Composer, and Clara can bring an agent in when a request fits its role, or you can @mention an agent directly. Routines let an agent run the same task every day at a time you choose, write actions wait for your approval, and a Log tracks changes to each agent and its routines. The Teams Tab is off by default; contact your Account Manager to turn it on. Read the full article →
Clara for Hiring Insights & Data
Clara can now read your account data and answer questions in plain language, with no report to configure or export to wrangle. She covers candidates and applications, campaigns, folders and autoflows (including execution logs), screening questions and responses, conversations and messages, assessments, Voice AI calls, team access, and audit trails, and can build funnel, bar, line, and pie charts on the spot. She can also summarize CVs and attachments, and retrieves up to 150 records at a time. Read the full article →
Clara Actions for Candidate Applications
Clara can now act on candidate applications straight from the conversation: add a candidate to a campaign, update profile fields, attributes, and labels, move or reject an application (or transfer it to another campaign), assign a manager, and send an SMS, email, WhatsApp, or Messenger message or an internal comment. Every action shows a confirmation card first, and nothing happens until you approve it. Read the full article →
Clara for Recruitment Setup
Describe the hiring process you want and Clara builds it with you: campaigns and stage messages, pipeline folders, campaign access and round-robin routing, screening questions, question sets and flows with conditional skip logic, autoflows and autoflow sets (including testing rules against real candidates before going live), and folder move restrictions. Each write action is approved one by one. Read the full article →
Clara for Billing & Product Support
Company owners can ask Clara about live call and SMS credit balances, invoices, and credit transactions, filtered by product, status, type, or date range. For everyone, Clara explains how features work, troubleshoots why an autoflow, message, or scheduling link didn't behave as expected, explains plans and add-ons, decodes Talkpush page URLs, and reads product screenshots. She can also file a bug ticket or hand you off to a human support person. Read the full article →
Create an AI Interview with the Interview Builder
The Interview Builder turns a job description into a ready-to-run AI interview from Templates → AI Interviews. A five-step flow (Basics, Skills, Questions, Candidate experience, and Review & publish) drafts the soft skills to assess, the questions, and the scoring, and you edit each part, pick one or more AI interviewers, add FAQs and proctoring settings, and try it yourself with Preview call before publishing. Besides screening interviews, it supports onsite invitations, check-ins with new hires, and reference calls. Published templates are sent to candidates through a Voice AI action in the campaign's Autoflow. Read the full article →
AI Interview Builder in TalkScore Live
The AI Interview Builder at talkscore.live creates a voice interview for a role in a few minutes: choose the language, industry, and position, then let AI decide the setup or configure it yourself by picking soft skills, question styles, and one of eight interviewer personas. The builder writes ten questions to choose from, generates the full interview configuration, lets you test it with your microphone, and gives you a shareable link — candidates need no account, and finished interviews land in TalkScore Hub with an assessment report. Read the full article →
Add a Credit Card to Your WhatsApp Business Account
A new step-by-step guide explains how to add a payment method so your WhatsApp messaging keeps running, since the WhatsApp Business Platform charges per message. You can add a new Visa or Mastercard in Meta Business Suite or reuse a card already saved in your business portfolio; both are completed in Meta, and the guide lists the permissions each method needs. It also covers supported currencies and what to check if the Add payment method button is missing. Read the full article →
Bulk Action Approval
Bulk Action Approval adds an approval step before your largest bulk actions run. Owners set separate limits (counted in applications) for bulk changes, such as moves, transfers, archive, delete, and CSV import, and for bulk messages in Company Settings → Bulk action approval. When an action goes above a limit, the user picks another Owner to approve it; the approver is notified in Talkpush or by email, no one can approve their own action, and requests expire after 48 hours. Export, assign labels, and share profile never wait for approval. Read the full article →
Channel Opt-In URL Tokens: Activate for WhatsApp and Messenger
Two new message tokens let you invite candidates who came in through other channels, such as a job board or career page, to connect on WhatsApp or Facebook Messenger. Add the channel opt-in URL token to a template and the candidate gets a short link to a WhatsApp opt-in page that records their opt-in and opens WhatsApp with START pre-filled. The Messenger interview link token sends them to your Facebook Page, where tapping Get Started links the conversation to their application and resumes the interview. The article also covers requirements, link expiry, Facebook Page selection, and troubleshooting. Read the full article →
Computed Candidate Attributes
A new Computed attribute type calculates its value from a formula over your Number attributes and keeps it current automatically, so you can combine several scores into one weighted result without spreadsheets. Create one in Leads → Candidate Attributes and build the formula with operators and functions such as AVG, SUM, MIN, MAX, ROUND, ABS, and WEIGHTED_AVG, then set decimal places and which values count as missing so a "not taken" marker never looks like a low score. A live preview checks the formula before you save. The result is read-only on the profile and can be used in autoflow conditions, filters, exports, and message tokens. Read the full article →
The Chatbot Builder
The Chatbot Builder (Company Settings → Conversational Bot → Build your bot) lets you create and customize your own Conversational Bot instead of relying on a bot Talkpush manages for you. Start from scratch or prefill from your Classic bot if it is an AI bot, then set the bot's name, languages (up to five), and tone, what details it collects, which campaigns it offers, when it hands over to a person, topics it must avoid, consent wording, and the company knowledge it can answer from. You can test it in a live chat, with a "Why this reply?" explanation under each answer, before publishing, and you can go back to your Classic bot or undo your last publish at any time. Your Account Operations Manager must turn on the Conversational Bot before Publish becomes available. Read the full article →
The 72-Hour WhatsApp Free Messaging Window
A new step-by-step guide shows how to connect a Meta Click-to-WhatsApp ad to the right Talkpush campaign so candidates who click it start with Meta's free 72-hour messaging window, which begins when they send their first message. It covers creating the trigger phrase under Company Settings → Conversational Bot → Availability, setting up the ad in Meta Ads Manager, testing the candidate experience, and troubleshooting. Company owners can also turn the bot on or off folder by folder for WhatsApp, so it stops replying after the free window closes for candidates who no longer need it; changes apply within about 10 minutes, and Click-to-WhatsApp candidates always keep the bot for their first 72 hours. Read the full article →
Getting Started with Rooms in Talkpush
Rooms in the Teams tab give managers and agents a shared space to collaborate, with their own members, activity log, and routines. Any manager can open a room, invite teammates, add agents, and @mention an agent to ask a question while other members follow along; owners manage members, visibility, and join requests. Routines can be owned by an agent or by a room, with up to 20 active routines. You can also make an agent private and choose whether it can join shared rooms, and the guide explains why routines pause and how to resume them. Read the full article →
Setting Up Document Collection
Document Collection asks a candidate for a document, uses AI to confirm the upload matches what you asked for, and reads the fields you select. It is managed in Templates → Document Hub, where you create an ask, train each document type with one to five samples (the checks are written automatically and can be edited), and optionally file extracted values onto candidate attributes. Clear matches are accepted, and anything uncertain goes to a Needs review queue for a recruiter; a Verification Status attribute lets autoflows act on the result. A test bench lets you try a document against the checks before candidates upload. Document processing is turned on by your Account Manager. Read the full article →
Call Candidates from Their Profile or in Bulk
Every candidate profile now has a Call button and an AI call button side by side. Use Call to phone or WhatsApp the candidate yourself (WhatsApp starts with a permission request), or use AI call to choose a phone or WhatsApp AI Agent that calls in your place. In the Leads tab you can also select several candidates and start an AI call for all of them at once; WhatsApp agents first send each candidate a permission message and call as soon as they accept, and calls or requests made outside business hours wait for the next business hour. Reports from AI calls appear on the candidate's profile. Read the full article →
What Each CRM Analytics Report Shows
A new guide walks through the eight CRM Analytics reports and who each one is for, which date it uses, and what you will see on it. Demographics, Sourcing, Campaigns, Recruiter Productivity, Hiring, Candidate Experience, and Communications are described here, while Process Funnel has its own article. It explains, for example, that Hiring counts hires by Hire Date with an optional Added Date filter, that only manual recruiter moves count as recruiter activity, and that the Communications report uses UTC dates and is not meant for billing, so use the Open Telco Billing link for credits and actual usage. Read the full article →
Getting Started with CRM Analytics
A new orientation guide explains how the CRM Analytics screen is laid out so every report feels familiar. Each report is a tab in the top bar; you set the filter chips, select Apply, then read the charts, switch to the table view, or Export the data or a picture of the page. The toolbar covers adding and clearing filters, saved filters, page width, and the EN | ES language switch, and every card and number tile has a "?" you can hover to see exactly what is counted, which date it uses, and which filters apply. A question-to-report table helps you pick the right report, from Process Funnel for drop-off to Communications for messages and calls sent. Read the full article →
Build and Read a Process Funnel
Process Funnel is the one CRM Analytics report you build yourself, using your own folder structure to see where candidates progress, stall, or drop off. A four-step setup card lets you set the filters and date range (up to 6 months), optionally filter by up to 10 attributes, build up to 18 stages from folders with AND / OR logic, names, descriptions, and attribute conditions, and choose which charts to load; setups can be saved and starred as your company default. Each stage card shows leads reached, share of the first and previous stage, typical time to get there, and the biggest bottleneck, and you can open any stage to see where the leads that did not move on went and download their application IDs as a CSV. Read the full article →
Source Categories
A new guide explains the Default | Talkpush switch on CRM Analytics charts and tables, which chooses how sources are grouped into categories. Default uses your company's own grouping (sources you have not categorized show as Uncategorized), while Talkpush uses Talkpush's standard grouping that is the same for every company, so you can compare like with like. The switch redraws every chart and table on the page instantly, and your choice is remembered across report tabs for the browser session. To set up or edit your Default grouping, open Leads → Candidate Attributes, find Source Category, and map each source to a category; the mapping refreshes once a day at 4:00 AM UTC, so changes appear after the next refresh. Read the full article →
Dates, Time Zones and Data Freshness
This guide explains which dates CRM Analytics reports use and how fresh the numbers are. Most reports place a lead on the day it happened in your company's time zone, while the Communications report uses UTC dates. Every report card shows two timestamps: Report generated at (when your browser built the report) and Data updated at (the last time fresh data was loaded into the reporting database, roughly every four hours). Anything that happened after the Data updated time is not in the report yet, today's numbers are partial, and recent hire rates rise over time, so quote Data updated at when you share numbers. Read the full article →
Filter, Save, View and Export Your Reports
A new how-to guide covers everything you can do with the CRM Analytics toolbar. Change, add, and clear filter chips (date ranges are limited to 6 months, or 3 for Recruiter Productivity), save filter setups per report and company, star one as your personal default, and tick Always use latest date to keep a recurring view such as "the last 30 days" current. You can switch between chart and table view, use chart controls such as Day / Week / Month and Stacked / Grouped, and Export a CSV of any card, or an image (PNG) or PDF of the whole report with a header listing the report name, company, and filters in force. Three page-width options (Full, Medium, and Compact) suit large monitors, laptops, and screenshots. Read the full article →
New Updates
Meet Clara: Reading, Acting, and Setting Up in Talkpush
The Meet Clara overview now reflects the full range of what Clara can do: answering questions about your hiring data and charting it, taking approved actions on candidate applications, building campaigns and autoflows by chat, and looking up credits and invoices, with each section linking to its dedicated guide. It also adds how Clara opens tracked tickets, hands off to Product Support, accepts attachments and dictation, and notes the 150-record retrieval limit. Read the full article →
QR Codes: Built-In Codes for Landing Page Links
You no longer need an external QR code generator for landing pages. Talkpush now creates a ready-to-print QR code for every landing page link on the Sourcing tab (Campaign Settings → Sourcing), including your campaign's own landing page link and any custom source URL. Click the QR code icon next to Copy, then Download a print-ready PDF or Print it directly; the sheet includes your company logo, a call to action, the job title, and the code. The code keeps working if you switch a campaign between the classic and new candidate experience, and candidates are still credited to the right source. Read the full article →

