Recruiting email is sent from candidate context and recorded in the Communication email log. Recruiters see their own threads; managers and owners can review tenant-wide email activity. This workspace is separate from the managed mailbox.
Send and track candidate outreach
- 01
Open the candidate record
Confirm the candidate identity, email address, communication preferences, and recruiting context before starting outreach.
- 02
Start an outreach email
Use the candidate communication action to enter a subject and message. Sending is available to recruiters and managers when the email service and account checks pass.
- 03
Generate a draft when useful
Use AI-assisted drafting only as a starting point. The AI service must be enabled, and a person must review the result before sending.
- 04
Review every detail
Check the recipient, candidate and job facts, claims, tone, links, commitments, and any sensitive information. Rewrite or discard inaccurate content.
- 05
Send the message
Send only after confirming outreach is appropriate. Read the result before treating delivery as successful.
- 06
Review the email log
Open Communication > Email to review subject and body preview, delivery status, and total, sent, received, or overage counts.
AI drafts require human approval
AI-generated email may invent or misstate details. The sender remains responsible for accuracy, consent, professionalism, and compliance with agency policy and applicable outreach law.
Prepare a message the recipient can act on
Start with one purpose: confirm availability, clarify a requirement, or agree a next conversation. Check the candidate record and the relevant job before composing. Include enough context for the recipient to recognize the opportunity, and ask a question they can answer without having to correct basic details first.
For a fictional example, Maya Rao has expressed interest in a night-shift registered-nurse role but has not confirmed a start date. The email should ask her to confirm that date. It should not say she has accepted the role or suggest that a client decision has already been made. Keep the request consistent with what the source conversation actually establishes.
Review an assisted draft sentence by sentence
Compare names, location, schedule, and any proposed dates with the saved records. Remove unsupported claims about pay, eligibility, guaranteed interviews, or the client's intentions. Check that the draft has not converted a tentative preference into a commitment. Rewrite a sentence if its meaning is broader than the information you have.
Then inspect the recipient, subject, links, and any details that belong to another candidate or job. A fluent message can still contain the wrong context. If the evidence is insufficient, write a shorter message that asks for clarification instead of allowing the draft to fill the gap.
Understand what the email log establishes
Review the recorded status after sending. A send action, a delivery status, and a candidate reply describe different events. Use the status actually shown when updating a colleague. Do not report that the candidate received, read, or agreed to the message merely because the sending action finished.
The Communication email log and the managed Email mailbox have different purposes. Use the mailbox guide for conversation organization, mailbox drafts, and scheduling. This guide covers candidate-context outreach and its communication record; do not assume a control described for one workspace appears in the other.
Recover without sending duplicate outreach
If an error appears after you select send, inspect the relevant communication record before trying again. Preserve the draft through an approved method if further review is needed. If the outcome remains uncertain, ask support to investigate the action and time instead of repeatedly sending the same message.
When a message needs follow-up, assign responsibility through the agency's normal work process. Confirm contact preferences again before the next outreach, particularly if a reply has changed the candidate's interest. Keep sensitive source material out of an initial support request; provide a redacted error and the record reference through the approved channel when requested.
Troubleshooting
The outreach email does not send.
Likely cause: The email service is disabled, an account balance check failed, the address is invalid, or the role cannot send.
Read the error, verify the address and contact eligibility, then ask an owner to check email configuration and account status if needed.
AI drafting is unavailable.
Likely cause: The AI service is disabled or the current role cannot request a draft.
Write the message manually or ask an owner to confirm the service configuration and access.
A recruiter cannot see another recruiter's email thread.
Likely cause: Recruiter email activity is scoped to its sender.
Ask a manager or owner to review tenant-wide email activity when permitted.