How to Set Up AI Phone Screening in Greenhouse in 30 Minutes

In 2026, organizations are under increasing pressure to streamline their hiring processes while maintaining candidate engagement. Companies leveraging AI phone screening report up to a 95% candidate completion rate, significantly higher than traditional methods. This guide walks you through setting up AI phone screening in Greenhouse in just 30 minutes, empowering your talent acquisition team to efficiently manage candidate interactions.

Prerequisites for Setting Up AI Phone Screening

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

1. Greenhouse Account: An active Greenhouse account with admin access.
2. NTRVSTA Account: A registered account with NTRVSTA to access their AI phone screening tool.
3. Integration Access: Ensure you have the necessary permissions to integrate third-party applications within Greenhouse.
4. Time Estimate: Allocate approximately 30 minutes for setup.

Step-by-Step Setup Instructions

Step 1: Log into Greenhouse

Begin by logging into your Greenhouse account. Navigate to the 'Admin' panel.

Expected Outcome: You should see the dashboard with various administrative options.

Step 2: Access Integrations

In the Admin panel, select 'Integrations' from the left-hand menu. This section allows you to manage your connected applications.

Expected Outcome: A list of available integrations will be displayed.

Step 3: Search for NTRVSTA

In the Integrations section, use the search bar to find the NTRVSTA integration. Click on it to open the integration details.

Expected Outcome: You will see an overview of the NTRVSTA integration with installation instructions.

Step 4: Configure NTRVSTA Settings

Follow the provided instructions to configure the integration. This typically involves entering your NTRVSTA API key and selecting the relevant settings for phone screening.

Expected Outcome: A confirmation message indicating successful integration.

Step 5: Create Screening Scripts

Within NTRVSTA, create your AI phone screening scripts tailored to your recruitment needs. Ensure the questions align with the job descriptions and desired candidate profiles.

Expected Outcome: Customized screening scripts ready for use.

Step 6: Test the Integration

Conduct a test run of the AI phone screening to ensure everything functions as expected. You can simulate a candidate call to check the flow and responses.

Expected Outcome: Successful test call with accurate responses from the AI system.

Step 7: Launch for Candidates

Once testing is complete, you can launch the AI phone screening to your candidates. Make sure to communicate this new process to your team and candidates.

Expected Outcome: Candidates receive invitations for phone screenings, and the system is operational.

Troubleshooting Common Issues

1. Integration Error: If you encounter an error during integration, double-check your API key for accuracy.
2. Script Malfunction: If the AI does not respond correctly, revisit your screening scripts for clarity and relevance.
3. Candidate Technical Issues: Provide candidates with troubleshooting tips for their devices and connections.
4. Low Completion Rates: If completion rates drop, consider evaluating the timing and communication of invitations.
5. Feedback Loop: Establish a feedback loop with your team to continuously improve the screening process based on candidate experiences.

Timeline for Setup

Most teams complete this setup within 30 minutes, provided all prerequisites are met and no technical issues arise.

Conclusion: Actionable Takeaways

1. Prepare Thoroughly: Ensure all prerequisites are in place before starting the setup.
2. Customize Your Scripts: Tailor screening scripts to align with your organization's specific hiring needs.
3. Test Rigorously: Conduct thorough tests to ensure the system works seamlessly before launching it to candidates.
4. Communicate Changes: Keep your team and candidates informed about the new screening process to enhance engagement.
5. Continuously Improve: Use candidate feedback to refine your AI phone screening approach.

By implementing AI phone screening in Greenhouse, your recruitment process can become more efficient and candidate-friendly, ultimately leading to better hiring outcomes.