Interview Templates

Interview Templates are reusable interview configurations. Use them so you don’t rebuild stages, questions, scoring, and defaults every time you open a similar role.

Where to find them

Sidebar → Interviewers → Interview Templates — create, set default, use, view, edit, delete.

What a template includes

A template stores your interview setup, including:

• Interview flow (e.g. form, resume, SMS, voice)
• Questions and scoring
• Qualification rules and tags
• Agent behavior and related settings (e.g. budget where your product exposes it)
• Evaluation and integrity defaults

Create a template

From scratch

1. Interviewers → Interview Templates → Create Template
2. Complete the configuration flow (same idea as building an interviewer)
3. Save — it’s stored as a template

From an existing interviewer

1. Interviewers → pick an agent with the setup you want
2. Create Template on that agent
3. That configuration is saved as a new template

Default template

You can set one workspace default template (star on the template row).

• New interviewer creation from the main flow can load that template’s settings automatically.
• Only one default at a time; choosing a new one clears the previous.
• Unset by clicking the star again on the current default.

Limits: Auto-apply is for new creation paths — not every clone or edit flow. If there’s no default, you get the usual empty setup. You don’t need a default to use templates: Use Template works on any template.

Use a template

1. Interviewers → Interview Templates
2. Use Template on the one you want
3. A new agent is created from that snapshot
4. Adjust job-specific details, then finalize and activate

Snapshot rule: The agent copies the template at use time. Later edits to the template do not change agents already created from it.

Manage templates

Typical actions:

• Use Template: new agent from this template
• View: read-only full config
• Edit: change the template (only affects future agents created from it)
• Star: set / unset default
• Delete: permanent; agents already created from it keep working

Rename inline if your UI shows an edit control next to the name.

Template codes

Each template has a unique code (e.g. for ATS/API, automation, or quick ID). Copy from the code badge in the UI when shown.

Best practices

• Name by role + channel + purpose.
• Prefer a few role-specific templates over one vague catch-all.
• Test before making something the default.
• Refresh templates after hiring cycles so they match current standards.

FAQ

• Share across workspaces? Templates are usually workspace-only; recreate elsewhere if needed.
• How many templates? Typically no practical cap — use what you need.
• Duplicate a template? Use Template → tweak → save as a new template (or equivalent) so you don’t overwrite the original.

Next steps

• Configuring Your AI Interviewer
• Interview Evaluation
• AI Settings