How to Configure Your First AI Phone Screening in 30 Minutes

As of February 2026, the landscape of recruitment has dramatically shifted, with 78% of organizations adopting AI technologies for screening candidates. Yet, many HR professionals remain hesitant due to perceived complexities in implementation. This guide demystifies the process of setting up your first AI phone screening with NTRVSTA, promising a streamlined setup that can be completed in just 30 minutes.

Prerequisites for a Smooth Setup

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

1. NTRVSTA Account: Ensure you have administrative access.
2. ATS Integration: Confirm your ATS (like Workday, Greenhouse, or Bullhorn) is ready for integration.
3. Time Estimate: Set aside approximately 30 minutes for the setup process.

Step-by-Step Guide to Configuration

Step 1: Log In to Your NTRVSTA Account

Begin by logging into your NTRVSTA account. You should see the dashboard that displays your current configurations and analytics.

Expected Outcome: Access to the administration panel.

Step 2: Navigate to the Phone Screening Section

From the dashboard, locate the “Phone Screening” tab. This section allows you to create and manage your AI phone screenings.

Expected Outcome: Access to the phone screening configuration options.

Step 3: Create a New Screening Template

Click on “Create New Screening.” You'll be prompted to define key parameters, such as job title, screening questions, and candidate criteria.

Expected Outcome: A new screening template is created tailored to your specific needs.

Step 4: Customize Your Screening Questions

Select from pre-loaded questions or input your own. NTRVSTA offers templates based on industry best practices, ensuring relevance and compliance.

Expected Outcome: A list of customized questions ready for candidate interaction.

Step 5: Set Up Scheduling and Notifications

Choose how candidates will schedule their screenings. NTRVSTA allows for real-time scheduling and automated notifications, ensuring a smooth experience for candidates.

Expected Outcome: A fully functional scheduling system is in place.

Step 6: Finalize and Test Your Configuration

Before going live, test the screening process from a candidate’s perspective. NTRVSTA’s built-in testing feature allows you to simulate the candidate experience.

Expected Outcome: Confirmation that the screening process works as intended.

Step 7: Launch Your Screening

Once testing is complete, launch your screening. Candidates will now be able to schedule and complete their phone screenings seamlessly.

Expected Outcome: Active phone screening available for candidates.

Troubleshooting Common Issues

1. Integration Failures: Check your ATS connection settings. Ensure you’ve followed all integration steps.
2. Scheduling Conflicts: Verify your availability settings in the scheduling feature.
3. Question Formatting Errors: Review the question structure; ensure compliance with your company's guidelines.
4. Candidate Notifications Not Sending: Check your notification settings and ensure they are enabled.
5. Testing Feedback Issues: If feedback isn’t appearing, refresh your dashboard or log out and back in.

Timeline for Completion

Most teams complete the setup in 2-3 business days, including testing and integration with ATS.

Conclusion: Actionable Takeaways

1. Prepare Thoroughly: Ensure all prerequisites are met to avoid delays.
2. Customize Wisely: Tailor screening questions to align with your specific industry needs.
3. Test Rigorously: Always simulate the candidate experience before going live.
4. Monitor Performance: Post-launch, analyze candidate feedback and screening efficiency regularly.
5. Iterate: Use insights from initial screenings to refine your questions and processes continuously.

The adoption of AI phone screening can significantly enhance your recruitment efficiency, reducing screening time from 45 minutes to as little as 12, while achieving a 95% candidate completion rate.