Autopilot: Pipeline and Outreach Automations

managing replies with pipeline and outreach automations when a candidate replies to your outreach, autopilot adds them to your job's pipeline , where you can track every conversation from first reply to hire with outreach automations turned on, autopilot can also handle the back and forth for you answering candidate questions, coordinating interview times, nudging candidates who go quiet, and archiving those who aren't interested this guide covers how the pipeline board works, how to configure outreach automations for your whole team or a single job, and how autopilot keeps you in the loop through slack how it works a candidate replies to your outreach sequence and lands in the job's pipeline autopilot reads the reply and moves the candidate through stages as the conversation progresses (for example, from replied to qualifying ) depending on your outreach automations settings, autopilot replies on your behalf, sends a scheduling link, or books a meeting directly on your calendar if a candidate asks something autopilot can't answer from what it has on file, autopilot asks you (for example, via slack) instead of guessing the pipeline board open a job and select pipeline from the left sidebar candidates are organized into columns by stage stage what it means replied the candidate has responded to your outreach qualifying autopilot (or your team) is confirming interest, fit, and availability interviewing a meeting is being arranged or has taken place cards are grouped into not scheduled , upcoming meeting dates, and interviewed archived the candidate is no longer active, e g , not interested, declined, or rejected this column only shows candidates archived from the pipeline; click view all archived to see every archived candidate on the job hired the candidate has been hired reading a candidate card each card gives you the state of the conversation at a glance ✦ latest activity summary (purple text) a one line summary of the most recent step, such as "sent available times for screening call" or "declined — staying at current company " 💬 open item (grey text) something still pending, such as "offered three times next week" or "asked manager about friday " meeting time for scheduled candidates, the date and time of the meeting plus a countdown (for example, sep 28 · 4pm — in 6 days ) status reason for archived candidates, why they were archived (e g , not interested , preferred another candidate ) moving candidates manually drag a card to any column to change its stage use this when you want to override where autopilot has placed a candidate filtering the board all pipeline / my pipeline view every candidate on the job, or only the candidates assigned to you entire team filter by team member last activity change the sort order filter narrow the board further if my pipeline is empty, no replied candidates are assigned to you yet switch to all pipeline to see the whole team's candidates seeing what autopilot did in the inbox click any candidate to open their conversation in the inbox alongside the email thread, autopilot logs key events so you can see exactly what happened and when candidate responded to outreach sequence \[candidate] moved to \[stage] replies autopilot wrote and sent for you are marked sent by agent you can step in at any time using write message , comment , or schedule meeting at the bottom of the thread setting up outreach automations outreach automations can be set at two levels team wide defaults apply to every job in your organization per job overrides replace the team defaults for a single job set team wide defaults click your name in the bottom left corner and select settings under global preferences , select outreach automations configure the options described below changes apply to all jobs that don't have their own override the top of this page shows how many positions currently override the team defaults click it to see which jobs override settings for a single job open the job and go to outreach → edit sequence select outreach automations turn on override team's global settings configure the options below these apply to this job only use go to team settings at the top of the page to jump to the team wide defaults outreach automations options answering candidate questions answer candidate questions controls what autopilot does when a candidate asks a question it's confident it can answer for example answer automatically autopilot replies to the candidate on your behalf create drafts autopilot writes a reply for you to review before it's sent autopilot will ask you if it doesn't know the answer choose how autopilot reaches you when it can't answer a question from what it has on file (for example, ask me via slack ) knowledge base autopilot stores what it learns about the position and company so it can give better answers over time click knowledge base to review it tip autopilot answers more questions on its own when it has good company information go to settings → hiring for and fill in the company description field, e g , work schedule, office locations, hybrid policy, and company background this information is shared across all positions for that company scheduling meetings schedule a meeting if candidate qualifies choose how autopilot handles scheduling once a candidate is qualified option what autopilot does do not schedule autopilot does not coordinate meetings you schedule manually send scheduling link autopilot sends the candidate the link you enter in the scheduling link field (e g , a cal com, calendly link, etc ) schedule meeting autopilot coordinates times with the candidate directly and books the meeting on your connected calendar when schedule meeting is selected, you'll also see connect calendar to find free time autopilot checks your calendar to avoid double booking this must show connected schedule time window the days and hours autopilot can offer toggle each day on or off and drag to set the time range event duration the default meeting length, in minutes event attendees additional email addresses to include on the meeting invite (for example, a hiring manager) dates to skip scheduling days autopilot won't offer, such as holidays click manage pause dates to edit them see how to set up custom and u s holidays https //docs pin com/calendar preferences follow ups and archiving archive "not interested" candidates if a candidate says they're not interested, autopilot archives them automatically nudge unresponsive interested candidates if an interested candidate stops replying, autopilot sends a reminder after the number of days you set archive unresponsive candidates autopilot auto archives candidates who haven't replied after the number of days you set reply speed reply speed controls how quickly autopilot responds natural pace autopilot waits a few minutes before replying, like a person would near instant replies go out within seconds staying in the loop with slack if you've set autopilot to ask you via slack, autopilot uses its slack app to keep you informed (the slack integration must first be installed by a pin admin under settings → slack integration ) status updates autopilot sends a direct message when it takes a scheduling step, such as offering times or booking an interview most of these are heads ups only; reply only if you want to change something open questions when a candidate asks something autopilot can't answer from what it has on file, the question appears under open questions on the autopilot app's home tab in slack answer it in the dm thread, and autopilot will follow up with the candidate faq why is my pipeline empty? candidates only appear in the pipeline after they reply to outreach if you're viewing my pipeline , switch to all pipeline to see candidates assigned to other team members autopilot placed a candidate in the wrong stage can i fix it? yes drag the card to the correct column i want to review autopilot's replies before they're sent set answer candidate questions to create drafts can one job use different settings from the rest of my team? yes open the job, go to outreach → edit sequence → outreach automations , and turn on override team's global settings autopilot isn't booking meetings check that schedule a meeting if candidate qualifies is set to schedule meeting , your calendar shows connected , and your schedule time window has at least one day turned on also check dates to skip scheduling for paused dates autopilot keeps asking me questions it should know add the missing details to your company information under settings → hiring for , and review the job's knowledge base can i customize the pipeline? not at this time