Conversations brings authorized calls, voicemail, email, and SMS into a chronological evidence view. Recruiters see their authorized scope; owners and managers can review the broader workspace scope.
1. Find the interaction
Open All evidence from Owl Intel to reach Conversations. Select All, Call, Voicemail, Email, or SMS. Enter a candidate, topic, or intent and select Search. Review additional result pages when needed.
2. Check the context
Read the candidate, channel, time, direction, recruiter, job context, and available preview. Intent, topics, sentiment, and engagement can help identify what needs review; they do not replace the source.
3. Open the original
Expand View source content when a transcript or message is available, or open the source detail from a signal or citation. Confirm the candidate identity and the timing and meaning of the interaction.
4. Choose a review action
Correct insight is available for candidate-linked evidence, subject to your access. Owners and managers can Give feedback when recruiter context exists or Add to training for an appropriate example. These actions have their own review requirements.
If an interaction is absent
Clear or change the channel and search, then check pagination. The source may be outside your scope or lack the information needed for the question. Ask a manager to review the relevant record and permissions. Do not interpret an empty filtered view as proof that no interaction occurred.
Search for a question, then check the result set
Choose the channel when you know where the interaction occurred. Search for the candidate or the topic you need to investigate, and inspect additional pages when the result set is larger than the current view. If a narrow search fails, clear one filter at a time so you can see which choice excluded the source.
An empty result set is limited to the current search and authorized scope. It does not establish that no contact occurred, that the candidate failed to reply, or that another recruiter did no work. Ask the responsible manager to review the source when access or ownership may explain the gap.
Read identity and timing before the content
Confirm the person, channel, direction, and time on the evidence card. Check the recruiter and job context when available. Two messages from the same candidate can concern different jobs, and an older reply may no longer describe the current requirement. Establish that relationship before applying the statement to a recruiting decision.
Open View source content when a message or transcript is available. Read the surrounding exchange needed to understand the statement. A preview can omit a condition, and generated labels can simplify a complicated reply. If a transcript is incomplete or unclear, keep the affected fact unconfirmed until it can be checked.
Compare evidence without erasing uncertainty
For a fictional example, Maya Rao first asks about a night-shift start date and later says she needs to check another commitment. The review should retain that unresolved availability. An interest label or positive sentiment value cannot establish a confirmed start date.
When sources conflict, identify the specific point of disagreement and assign a follow-up. Do not silently choose whichever version makes the workflow easier to advance. The next recruiter should be able to understand why a fact remains unresolved and what evidence would settle it.
Choose the appropriate review action
Use Correct insight for the supported candidate-intent correction described in its guide. Managers and owners can use Give feedback where recruiter context exists, or Add to training for an approved learning example. Review the source, audience, and purpose before selecting either management action.
None of these review actions sends a candidate message or completes a pipeline transition. Return to the relevant communication or recruiting workflow when an operational action is needed, then inspect its saved result. For an unavailable source or persistent error, provide the channel, approximate time, search used, and redacted message through the approved support process. Do not forward the whole evidence feed to an unrestricted audience.
Troubleshooting
The source or action is unavailable to your account.
Check the selected view and filters. Ask a manager or owner to review the relevant record and your access; do not use another person’s account.