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

In 2026, the landscape of recruitment continues to evolve, with AI phone screening emerging as a pivotal tool for talent acquisition professionals. Recent studies reveal that organizations employing AI-driven phone screening see a 40% reduction in time-to-hire, allowing HR teams to focus on strategic initiatives rather than administrative tasks. If you're using JazzHR and want to implement AI phone screening swiftly, this guide will walk you through a straightforward setup process that can be completed in less than 30 minutes.

Prerequisites for Setting Up AI Phone Screening

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

• JazzHR Account: An active JazzHR account is essential.
• Admin Access: You need administrative privileges to integrate new features.
• AI Phone Screening Provider: Confirm you have access to an AI phone screening solution, such as NTRVSTA.
• Time Estimate: Most teams can complete this setup in 30 minutes.

Step-by-Step Setup Instructions

Step 1: Log into JazzHR

Start by logging into your JazzHR account. Navigate to your dashboard where you manage job postings and candidates.

What You Should See: The main dashboard with job listings and candidate pipelines.

Step 2: Access Integrations

In the dashboard, locate the “Integrations” section in the settings menu.

What You Should See: A list of available integrations, including those for AI phone screening.

Step 3: Select AI Phone Screening Integration

Find and select your AI phone screening provider from the list (e.g., NTRVSTA) and click on it.

What You Should See: Integration details and options for configuration.

Step 4: Configure API Credentials

Enter the required API credentials from your AI phone screening provider. This typically includes an API key and secret.

What You Should See: A confirmation message indicating successful entry of credentials.

Step 5: Customize Screening Settings

Customize your screening settings to define criteria such as questions, scoring, and candidate notifications.

What You Should See: An interface allowing you to set parameters for screening.

Step 6: Test the Integration

Conduct a test run by initiating a mock screening. This ensures that the integration functions correctly and that candidates receive notifications.

What You Should See: A successful test completion message.

Step 7: Launch AI Phone Screening

Once testing is complete, activate the AI phone screening feature for your open positions.

What You Should See: Confirmation that AI phone screenings are now live for candidate applications.

Troubleshooting Common Issues

1. API Connection Errors: Double-check your API credentials for accuracy.
2. Screening Not Initiating: Ensure that the job postings are linked to the AI screening feature.
3. Candidate Notifications Not Sending: Verify notification settings within JazzHR.
4. Incomplete Integration: Review integration steps to ensure nothing was missed.
5. Screening Questions Not Saving: Confirm that all required fields are filled out.

Timeline for Setup

Most teams complete the setup in under 30 minutes, provided all prerequisites are met and no significant issues arise.

Conclusion: Key Takeaways

1. Quick Setup: You can implement AI phone screening with JazzHR in under 30 minutes, enhancing your recruitment process.
2. Focus on Customization: Tailor your screening settings to align with your organization’s specific hiring needs.
3. Test Thoroughly: Always run test screenings to ensure the integration is functioning as expected.
4. Ongoing Monitoring: Regularly check the performance of your AI screening to optimize candidate experiences.
5. Leverage Data: Use the insights gained from AI screenings to refine your recruitment strategy over time.