How to Set Up AI Phone Screening in Lever in Just 30 Minutes

In 2026, organizations are increasingly turning to AI-driven solutions to streamline their hiring processes. A recent study revealed that companies implementing AI phone screening have reduced screening time from an average of 45 minutes to just 12 minutes, while achieving a remarkable 95% candidate completion rate. This shift not only enhances candidate experience but also significantly boosts recruitment efficiency. If you’re ready to transform your hiring process, this tutorial will guide you through setting up AI phone screening in Lever in just 30 minutes.

Prerequisites for Setup

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

• Lever Account: An active Lever account with administrative access.
• NTRVSTA Integration: Confirm that NTRVSTA is integrated with your Lever ATS. This integration allows real-time AI phone screening.
• Estimated Time: Allocate about 30 minutes for the complete setup process.

Step-by-Step Setup Instructions

Step 1: Log into Your Lever Account

• What to Do: Navigate to the Lever platform and log in with your admin credentials.
• Expected Outcome: Access to the dashboard where you can manage your recruiting processes.

Step 2: Access the Integrations Page

• What to Do: Click on the “Integrations” tab from the main menu.
• Expected Outcome: View a list of available integrations, including NTRVSTA.

Step 3: Configure NTRVSTA Integration

• What to Do: Select NTRVSTA from the list and click “Configure.”
• Expected Outcome: A configuration panel will open, allowing you to set preferences for AI phone screening.

Step 4: Set Up Screening Parameters

• What to Do: Define the screening questions and criteria that the AI will use during phone interviews.
• Expected Outcome: A tailored screening process that aligns with your job requirements.

Step 5: Schedule AI Phone Screening

• What to Do: Choose the candidates who will undergo AI phone screening and schedule times for the interviews.
• Expected Outcome: Candidates receive notifications for their scheduled phone screenings.

Step 6: Test the Setup

• What to Do: Conduct a test screening with a sample candidate to ensure everything functions correctly.
• Expected Outcome: Confirmation that the AI phone screening operates smoothly.

Step 7: Go Live

• What to Do: Begin using AI phone screening with your selected candidates.
• Expected Outcome: Streamlined candidate evaluations and improved hiring efficiency.

Troubleshooting Common Issues

If you encounter issues during setup, here are some common problems and solutions:

1. Integration Not Visible: Ensure that your Lever account has the NTRVSTA integration enabled. Contact support if needed.
2. Screening Questions Not Saving: Double-check your internet connection and try refreshing the page.
3. Candidates Not Receiving Notifications: Verify that email notifications are enabled in your Lever settings.
4. AI Phone Screening Fails to Start: Confirm that candidates are scheduled correctly and that their contact information is accurate.
5. Data Sync Issues: If candidate data isn’t syncing, check your integration settings and restart the integration process.

Most teams complete this setup in about 30 minutes, allowing you to start leveraging AI phone screening quickly.

Conclusion: Key Takeaways

1. Prepare Before You Start: Ensure you have admin access and understand the integration with NTRVSTA.
2. Follow the Steps Carefully: Adhere to the outlined steps for a smooth setup process.
3. Test Before Going Live: Conduct a test screening to confirm functionality.
4. Address Issues Promptly: Use the troubleshooting section to resolve any setup challenges.
5. Monitor Outcomes: After going live, track candidate completion rates and screening efficiency for continuous improvement.

By implementing AI phone screening in Lever, you can significantly enhance your recruitment process, saving time and improving the candidate experience.