How to Configure a Customized AI Phone Screening Process in Under 30 Minutes

As of February 2026, companies are facing unprecedented talent shortages, with 73% of talent acquisition leaders reporting difficulties in filling key positions. This challenge underscores the need for a streamlined, efficient hiring process. Enter AI phone screening—an innovative solution that can drastically reduce screening times and improve candidate engagement. In this guide, we’ll walk you through configuring a customized AI phone screening process in under 30 minutes, ensuring you stay ahead in the competitive hiring landscape.

Prerequisites for Quick Configuration

Before diving into the setup, ensure you have the following:

1. Admin Access: You’ll need administrative privileges on your AI phone screening platform.
2. ATS Integration: Confirm your Applicant Tracking System (ATS) is compatible. NTRVSTA integrates with over 50 systems, including Greenhouse and Bullhorn.
3. Defined Screening Criteria: Outline the key competencies and qualifications you want to evaluate in candidates.
4. Estimated Time: Most setups can be completed in 30 minutes or less, depending on your preparation.

Step-by-Step Configuration Process

Step 1: Log In to Your AI Platform

Access your NTRVSTA dashboard using your admin credentials.

What You Should See: A user-friendly interface with options for configuring phone screening.

Step 2: Select Your Screening Template

Choose from pre-built templates or create a new one tailored to your job role.

Expected Outcome: A list of questions that align with your defined screening criteria.

Step 3: Customize Questions

Adjust the questions based on role-specific requirements. Aim for a mix of behavioral and technical inquiries.

Expected Outcome: A personalized screening questionnaire that reflects your company’s values and job expectations.

Step 4: Set Up Scheduling

Configure the availability for AI phone screenings. You can set the AI to operate 24/7, accommodating candidates in different time zones.

Expected Outcome: Candidates can book their screening at their convenience, enhancing the candidate experience.

Step 5: Review and Launch

Double-check your configurations and hit ‘Launch’. Your customized screening process is now live!

Expected Outcome: Immediate availability for candidates to start scheduling their phone screenings.

Troubleshooting Common Issues

1. Integration Failures: Ensure that your ATS is correctly linked. Revisit integration settings if candidates aren’t flowing into your system.
2. Question Format Errors: If the AI isn’t recognizing questions, check for formatting abnormalities.
3. Scheduling Conflicts: Review the availability settings to avoid overlaps in candidate bookings.
4. Candidate Feedback: If candidates report issues, gather specifics to refine your questions or scheduling.
5. Language Settings: Ensure that the language options are set correctly, especially if hiring multilingual candidates.

Timeline for Completion

Most teams complete the setup in under 30 minutes, with initial testing and adjustments taking an additional 15-20 minutes. This rapid deployment allows you to start screening candidates without delay.

Conclusion: Actionable Takeaways

1. Prepare Your Criteria: Define what you need from candidates before starting the configuration to streamline the process.
2. Utilize Templates: Leverage existing templates to save time and ensure you’re asking relevant questions.
3. Test the Process: Run a few trial screenings to ensure everything works as expected before going live.
4. Monitor Performance: After implementation, track screening metrics to identify areas for improvement.
5. Stay Flexible: Regularly revisit and adjust your screening process based on feedback and changing hiring needs.

By following these steps, you can successfully configure a customized AI phone screening process that enhances efficiency and candidate experience in just 30 minutes.