The Beginner's Guide to Configuring AI Phone Screening with JazzHR (2026)

As of February 2026, the recruitment landscape is evolving rapidly, with AI phone screening becoming a cornerstone of efficient hiring processes. Surprisingly, companies leveraging AI in their screening processes have reported a staggering 70% reduction in time spent on initial candidate assessments. This guide will walk you through the steps to configure AI phone screening with JazzHR, ensuring your organization harnesses this powerful tool effectively.

Prerequisites for Setting Up AI Phone Screening

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

1. JazzHR Account: An active subscription to JazzHR (pricing tiers start at $39/month).
2. Admin Access: You must have admin privileges within JazzHR to configure integrations.
3. Time Estimate: Most teams complete the setup in 2-3 business days.

Step-by-Step Setup Instructions

Step 1: Access JazzHR Settings

Log into your JazzHR account and navigate to the “Settings” tab located at the bottom left corner of the dashboard.

What You Should See: The settings menu with various configuration options.

Step 2: Integrate AI Phone Screening

Under the "Integrations" section, find the AI phone screening feature. Click on the “Connect” button to link your AI screening tool (e.g., NTRVSTA).

Expected Outcome: A confirmation message indicating successful integration.

Step 3: Configure Screening Parameters

Set your screening parameters, including questions, response types, and candidate qualifications. JazzHR allows customization to match your specific job requirements.

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

Step 4: Schedule Screening

Create a schedule for when candidates will be screened. You can set specific times or allow candidates to choose from available slots.

Expected Outcome: A clear timeline for candidate screenings, improving the candidate experience.

Step 5: Test the Configuration

Conduct a test run of the AI phone screening to ensure everything functions as expected. Invite a colleague or friend to act as a candidate.

Expected Outcome: A fully functional screening process with feedback on any necessary adjustments.

Troubleshooting Common Issues

1. Integration Errors: If the AI tool fails to connect, check your API keys and permissions.
2. Question Configuration Problems: Ensure questions are saved correctly; unsaved changes can lead to incomplete screenings.
3. Scheduling Conflicts: Review your calendar settings to avoid overlaps with other interviews.
4. Candidate Feedback Issues: If candidates report confusion, revisit your questions and instructions.
5. Performance Metrics Not Displaying: Check your reporting settings to ensure metrics are enabled.

Timeline for Implementation

Most teams complete the setup in 2-3 business days, including integration, configuration, and testing phases. By following this guide, you can expect to have your AI phone screening operational quickly, enhancing your recruitment process.

Conclusion: Actionable Takeaways

1. Prepare Your System: Ensure you have the necessary accounts and access before starting the integration.
2. Customize Screening Questions: Tailor your AI phone screening questions to fit the specific roles you are hiring for.
3. Test Thoroughly: Conduct test screenings to identify any potential issues before going live.
4. Monitor Performance: After implementation, regularly review screening metrics to optimize your process.
5. Stay Updated: Keep an eye on new features and updates in JazzHR and your AI tool to continuously improve your screening process.