Workflows & calling

Connect pipeline stages to agents so the right call goes out at the right time.

In this section

• Admins and membersHow workflows call candidatesLearn how a workflow links pipeline stages to agents, when Scout calls a candidate who enters a stage, and which situations never trigger a call.
• AdminsCreate and activate a workflowCreate a workflow, pick which agent calls at each pipeline stage, choose the number it calls from, set follow-ups and incoming calls, then activate it.
• Admins and membersAssign a workflow to jobsAssign an active workflow to one job from Job details, or to many jobs at once from the Jobs list, and check what the assignment changes first.
• AdminsCalling hours, retries and time zonesSet when automatic calls may ring, how many times Scout tries a candidate who doesn’t answer, the workspace time zone and the default country for phone numbers.
• Admins and membersCall a candidate now and follow upCall a candidate straight away, call again from a finished call, place a call from an agent, send follow-up questions, and see who answers incoming calls.