The Beginner's Guide to Setting Up AI Phone Screening in Your ATS (2026)

As of February 2026, nearly 70% of companies are leveraging AI technology to streamline their hiring processes. Yet, many organizations still rely on outdated methods for screening candidates, leading to inefficiencies in time and resources. Implementing AI phone screening can not only enhance your candidate experience but also significantly reduce your time-to-hire. This guide will walk you through the process of integrating AI phone screening into your Applicant Tracking System (ATS) effectively, ensuring you maximize your recruitment efforts.

Prerequisites for Successful Implementation

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

1. ATS Account: Confirm your organization has an active ATS account that supports integrations.
2. Admin Access: You’ll need administrative privileges to configure the necessary settings and permissions.
3. Time Estimate: Most teams complete the setup within 2-3 business days, depending on the complexity of your ATS and the features you choose to implement.

Step-by-Step Guide to Setting Up AI Phone Screening

Step 1: Choose Your AI Phone Screening Provider

Identify a provider that aligns with your recruitment goals. Look for options like NTRVSTA, which offers multilingual capabilities, real-time screening, and robust ATS integrations.

Step 2: Configure Your ATS for Integration

Access your ATS settings and navigate to the integrations section. Here, you will typically find options to add new integrations. Follow the prompts to connect your chosen AI phone screening tool.

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

Step 3: Customize Screening Questions

Craft specific questions that reflect your organization’s needs. For example, if you are hiring for a healthcare role, include questions about credentials and compliance.

Expected Outcome: Tailored screening questions that resonate with your target candidates.

Step 4: Test the Integration

Run a test screening with a sample candidate to ensure everything functions as intended. Check for any discrepancies in question delivery or candidate responses.

What You Should See: Smooth functionality with clear reporting on candidate responses.

Step 5: Launch AI Phone Screening

Once testing is complete, launch the AI phone screening feature. Monitor the initial screenings closely to ensure candidates have a positive experience.

Expected Outcome: A streamlined screening process with candidates receiving timely feedback.

Common Issues and Troubleshooting

1. Integration Errors: If the ATS fails to connect, double-check API keys and permissions.
2. Question Delivery Failures: Ensure that your questions are properly formatted and within character limits.
3. Candidate Complaints: If candidates report issues, review the call quality and adjust settings accordingly.
4. Data Sync Issues: Confirm that candidate responses are being correctly logged in your ATS.
5. Compliance Concerns: Regularly review the screening content to ensure adherence to regulations like EEOC.

Timeline for Full Implementation

Most teams complete the integration and initial testing in 2-3 business days. However, ongoing adjustments and optimizations may continue for several weeks as you refine the process.

Conclusion: Actionable Takeaways for Success

1. Select the Right Provider: Choose a solution that integrates seamlessly with your ATS and offers features that meet your specific needs.
2. Customize Your Approach: Tailor screening questions to reflect your organizational values and job requirements.
3. Monitor and Adjust: Regularly review screening outcomes and candidate feedback to make necessary adjustments.
4. Ensure Compliance: Stay updated on regulations that impact your screening processes to mitigate legal risks.
5. Utilize Analytics: Leverage data from the AI phone screening to refine your recruitment strategies and improve candidate engagement.

By following this guide, you’ll be well on your way to implementing an efficient AI phone screening process that enhances your hiring capabilities.