Candidate Screening allows you to evaluate candidates, new hires, or reps on actual skills—not just interview performance—before they interact with real customers. Screen for competency through realistic AI-powered scenarios.

Accessing Candidate Screening #

1. Login to your Insight7 account
2. Go to Trainings tab
3. Click on Screenings
4. Click New Screening

Creating a Screening #

You have two options:

Option 1: Create from Prompt #

Step 1: Select Create from Prompt

Step 2: Enter Your Prompt

Describe the screening scenario you want to create

Upload Company Context (Recommended)

• Product documentation
• Talk tracks and scripts
• Call frameworks

This helps Insight7 build screenings that match your business, customers, and real situations.

Step 3: Configure Settings

Delivery Mode:

• Voice – Realistic phone simulation
• Chat – Text-based screening

Evaluation Criteria:

• Auto-generate criteria – AI creates relevant assessment framework
• Select criteria – Choose from existing evaluation templates

Step 4: Add Participants

Add candidates who will receive screening invitations:

1. Enter First Name
2. Enter Last Name
3. Enter Email
4. Click + to add more participants

Step 5: Generate Screening

Click Generate to create the screening.

Candidates receive the screening invitation automatically and complete it on their own time.

Option 2: Create Manually #

Step 1: Select Create Manually

Step 2: Configure Screening Details

Screening Name:

• Give your screening a descriptive name

Evaluation Criteria:

• Auto-generate criteria – Let AI create assessment framework
• Or select specific criteria to evaluate

Delivery Mode:

• Voice or Chat

Describe Your Screening Scenario:

• Write detailed context for the roleplay
• Include specific challenges or situations
• Describe the persona

Upload Relevant Files (Optional):

• Product guides
• Company materials

Supported formats: PDF, DOC, DOCX, TXT, CSV, XLSX

Click Continue.

Step 3: Add Participants

Same as Option 1:

• Enter participant details
• Add multiple candidates
• They’ll receive screening invitations

Step 4: Create Screening

Review and click Create.

After Candidates Complete Screening #

You receive:

• Scored evaluation – Overall performance assessment
• Detailed breakdown – Performance by skill area
• Evidence from screening – Specific examples from their responses

No need to sit through the screening yourself – you get results automatically.

Candidates get the screening. You get the results. Your customers get a team that showed up ready.