How to Set Up AI Phone Screening in Under 30 Minutes with Lever

In 2026, the landscape of talent acquisition is shifting dramatically, with a staggering 85% of candidates preferring phone interviews over traditional video formats. This trend underscores the urgency for organizations to adopt AI phone screening solutions that can streamline the recruitment process without sacrificing candidate experience. In this guide, we’ll walk you through setting up AI phone screening with Lever in under 30 minutes, ensuring you’re equipped to meet the demands of modern hiring.

Prerequisites for Successful Setup

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

1. Accounts: Active accounts for both Lever and NTRVSTA.
2. Admin Access: Permissions to configure integrations and workflows in Lever.
3. Time Estimate: Allocate approximately 30 minutes for the setup process.

With these prerequisites in place, you can maximize efficiency and reduce any potential roadblocks during implementation.

Step-by-Step Setup Guide

Step 1: Log into Lever

Begin by logging into your Lever account. Ensure you have the appropriate permissions to make changes to your hiring workflows.

What You Should See: The Lever dashboard displaying your current job postings and candidate pipeline.

Step 2: Navigate to Integrations

Go to the "Integrations" section in the settings menu. Here, you will find options to manage third-party applications.

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

Step 3: Select NTRVSTA for Integration

Click on the NTRVSTA option and follow the prompts to connect your Lever account to NTRVSTA’s AI phone screening tool. You will need to authorize the integration.

What You Should See: A confirmation message indicating successful integration.

Step 4: Configure AI Phone Screening Settings

Once integrated, navigate to the "Interview" settings within Lever. Here, you can customize your AI phone screening parameters, such as the types of questions to be asked and candidate scoring criteria.

Expected Outcome: A tailored screening process that aligns with your organization's hiring needs.

Step 5: Test the Integration

Conduct a test screening to ensure everything is functioning correctly. This involves simulating a candidate experience to verify the AI's performance and response accuracy.

What You Should See: A successful completion of the test with feedback from the AI on candidate responses.

Step 6: Launch the Screening Process

After testing, you can officially launch the AI phone screening for live candidates. Ensure your recruitment team is briefed on how the new process will work.

Expected Outcome: A streamlined candidate experience that reduces initial screening time significantly.

Common Troubleshooting Issues

1. Integration Failures: Ensure your Lever account has the correct permissions and that NTRVSTA is authorized.
2. AI Not Responding: Check internet connectivity and ensure that the AI service is operational.
3. Candidate Scoring Issues: Verify that the scoring criteria are correctly set up in the interview settings.
4. Feedback Not Recorded: Confirm that the feedback loop is enabled in the integration settings.
5. Scheduling Conflicts: Ensure that candidates are informed of their screening times promptly.

Timeline for Setup

Most teams complete the setup in 30 minutes, from logging into Lever to launching the AI screening process. This swift implementation allows you to quickly adapt to candidate preferences and enhance your recruiting efficiency.

Conclusion: Actionable Takeaways

1. Prepare Thoroughly: Ensure all prerequisites are in place before starting the setup to avoid delays.
2. Customize Your Process: Tailor the AI phone screening to your organization’s specific needs for optimal results.
3. Test Thoroughly: Conduct a full test of the integration to identify and resolve issues before going live.
4. Educate Your Team: Make sure your recruitment team understands the new process and its benefits to maximize adoption.
5. Monitor Performance: After implementation, regularly review candidate feedback and screening metrics to refine your approach.

By following these steps, you can enhance your recruitment strategy and improve candidate experience through effective AI phone screening with Lever.