How to Set Up AI Phone Screening in Just 30 Minutes Using Lever (2026)

In 2026, organizations that leverage AI phone screening can reduce their candidate screening time by up to 80%, turning what once took hours into mere minutes. This efficiency isn’t just a convenience; it translates directly into cost savings and improved candidate experiences. In this tutorial, we’ll show you how to set up AI phone screening with Lever in just 30 minutes, ensuring you can enhance your talent acquisition process without disrupting your workflow.

Prerequisites for Setting Up AI Phone Screening

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

• Lever Account: An active Lever account with admin access.
• NTRVSTA Account: A registered account with NTRVSTA to enable AI phone screening.
• Estimated Time: Set aside approximately 30 minutes for the setup process.

Step-by-Step Instructions to Set Up AI Phone Screening

Step 1: Log into Your Lever Account

Begin by logging into your Lever account. Ensure you have admin privileges to access integration settings.

What You Should See: The main dashboard with access to your recruiting pipeline and settings.

Step 2: Access the Integrations Page

Navigate to the "Integrations" section in the settings menu. This area will allow you to add new integrations.

Expected Outcome: A list of available integrations, including NTRVSTA.

Step 3: Add NTRVSTA Integration

Select NTRVSTA from the list of available integrations. Click on "Add Integration" and follow the prompts to authenticate your NTRVSTA account.

What You Should See: A confirmation that the integration has been successfully added.

Step 4: Configure AI Phone Screening Settings

Once the integration is active, configure your AI phone screening settings. This includes setting up screening questions, response types, and scheduling preferences.

Expected Outcome: A tailored AI screening setup that aligns with your hiring criteria.

Step 5: Test the Integration

Conduct a test run to ensure that the AI phone screening operates as expected. Schedule a mock interview with a candidate profile to verify the process.

What You Should See: A successful mock interview completion with the AI providing insights.

Step 6: Go Live

After testing, you can now go live with your AI phone screening. Update your job postings to highlight the new screening process.

Expected Outcome: Candidates will begin receiving invitations for AI phone screenings, streamlining your hiring process.

Troubleshooting Common Issues

1. Integration Fails: Ensure that your NTRVSTA account is active and that you have entered the correct API keys.

2. AI Not Responding: Check your internet connection and verify that the AI settings are correctly configured.

3. Scheduling Conflicts: Review your scheduling preferences to avoid overlaps in candidate interviews.

4. Feedback Not Received: Ensure that feedback settings are enabled in the integration settings.

5. Incomplete Candidate Profiles: Make sure candidates fill out all required fields before initiating the phone screening.

Timeline for Implementation

Most teams complete this setup in just 30 minutes, allowing you to start benefiting from AI phone screening immediately.

Conclusion: Key Takeaways for Effective Implementation

1. Preparation is Key: Ensure you have admin access and all necessary accounts set up before starting the integration process.

2. Follow Steps Closely: Adhere to the outlined steps for a smooth setup experience and successful integration.

3. Test Thoroughly: Always conduct a mock interview to ensure everything is functioning correctly before going live.

4. Monitor Performance: After implementation, track metrics such as candidate completion rates and screening times to assess effectiveness.

5. Stay Updated: Regularly check for updates and improvements to both Lever and NTRVSTA to maximize your AI phone screening capabilities.