The Reconnect Dashboard gives you a centralised view of all your active reconnect campaigns and their performance metrics.
Use it to track how many candidates have been invited, connected, and completed, and to manage your campaigns from one place.
Use the Reconnect Dashboard
Reconnect Metrics
At the top of the Reconnect Dashboard, five metric tiles show performance data for the selected date range.
Metric | What It Shows |
Hours Worked | Hours saved reconnecting with your candidate pool in the last 7 days. |
Users | Candidates reconnected in the last 7 days. |
Connected | Percentage of candidates that connected relative to total invites sent. |
Completed | Percentage of candidates that completed the reconnect conversation. |
Resumes/Docs | Resumes and documents collected by the chatbot in the last 7 days. |
📌 Note: Hover over the ⓘ icon on any metric tile to see a plain-language description of what that figure represents.
Switch the Dashboard View
You can toggle between a card view and a list view of your Active Campaigns.
Go to Reconnect, then locate the view toggle buttons in the top-right area of the Active Campaigns section.
Click the grid icon to switch to card view, or click the list icon to switch to list view.
📌 Note: The list view displays additional columns, including Profile, Invite Time, Connect To, Auto Reconnect, Invite Source, Active, and Created By & Date, which are not visible in card view.
Filter the Campaign List
You can filter your Active Campaigns list using the column filters available in list view.
Go to Reconnect, then switch to list view using the list icon in the top-right of the Active Campaigns section.
Click the filter icon next to any of the following columns to apply a filter.
Select one or more options from the dropdown, then the list updates automatically to show matching campaigns.
Column | Filter Options |
Connect To | Candidate, Contact, Anonymous |
Auto Reconnect | ON, OFF |
Invite Source | Email, SMS, WhatsApp |
Active | Inactive |
🤓 Tip: Use the Search bar above the campaign list to find a specific campaign by campaign name or profile name.
Add a Reconnect Campaign
You can create a new campaign to reconnect with candidates or client contacts.
Go to Reconnect, then click Add Campaign.
Select either Connect Candidates or Connect Client Contacts from the dropdown.
In the Campaign Details form that opens, enter a Campaign Name.
Select a Profile from the dropdown — this determines the chatbot script used for the campaign.
Set the Invite Send Time and Reminder Send Time, then select the correct Time Zone.
Select the Days the campaign should run. Tick Select All to include every day of the week, or select individual days.
Enter a Reminder Interval and the Number Of Reminders to send if a candidate does not respond.
Optionally, enter one or more email addresses in the Send Notifications To field to receive campaign alerts.
Click Invite source at the bottom of the form, then select all channels you want to use — Email, SMS, or WhatsApp — as candidates can be invited via multiple sources.
Click Save to create the campaign.
📌 Note: The Active toggle at the top of the form defaults to Yes. Toggle it to No if you want to save the campaign without activating it immediately.
Click on the Options button to add Addtitional Questions.
🤓 Tip: You can also select a specific Office from the dropdown at the top of the form to assign the campaign to a particular office location.
Edit a Campaign
You can update the settings of an existing campaign at any time.
Go to Reconnect, then locate the campaign you want to edit in the Active Campaigns list.
Click the settings (gear) icon on the campaign card or in the Settings column of the list view.
The Campaign Details form opens with the current settings pre-filled. Update any fields as needed.
Click Save to apply your changes.
View Campaign Candidate Details
Click into any campaign to see a full list of candidates who have been invited, along with their current status and chat history.
Go to Reconnect, then click on the name of a campaign in the Active Campaigns list.
The campaign opens and displays a table of candidates with the following columns: User ID, Name & Email, Mobile, Location, Status, Chat Date, Invite Date, Availability, Current Position, and Update.
Use the Status filter to narrow the list by candidate status. The available status options are:
Status | Meaning |
Invite Sent | The chatbot has sent an invite to the candidate. |
Connected | The candidate has engaged with the chatbot. |
Completed | The candidate has finished the full reconnect conversation. |
Drop Off | The candidate started but did not complete the conversation. |
No Response | The candidate did not respond to the invite. |
Use the Search bar to find a specific candidate by name, User ID, email, mobile, or location.
Click on a candidate row to open the candidate detail panel on the right. This panel shows:
Applicant — candidate contact details and current position.
Chat transcript — the full conversation between the chatbot and the candidate.
Summary — a snapshot of the candidate's responses, including availability, work preferences, and transport.
Events — a log of when the candidate was invited and reconnected.
📌 Note: Click the ⓘ icon next to a candidate's status badge to see a quick activity summary for that candidate, including:
Email Invite — the date and time the invite email was sent.
Email Delivered — the date and time the email was successfully delivered.
Email Click — the date and time the candidate clicked the email link.
Email Open — the date and time the candidate opened the email.
From this popup you can also take quick actions without opening the full candidate panel:
Click Stop Reminder to halt any further reminder messages to that candidate.
Click Send Invite to manually trigger a new invite to that candidate.
Send Invites in Bulk
You can manually trigger invites for multiple candidates at once from within a campaign.
Open a campaign from the Reconnect dashboard, then click on the active campaign.
Tick the checkbox next to each candidate you want to invite, or tick the header checkbox to select all candidates on the page.
Click the Selected dropdown that appears in the top-right corner, then select Send Invite.
📌 Note: The Export option at the bottom of the campaign list allows you to download the candidate data for the current campaign as an Excel file.
FAQs
Q1: What is the difference between Connect Candidates and Connect Client Contacts?
Answer: Connect Candidates creates a campaign that sends chatbot invites to candidates in your database. Connect Client Contacts creates a campaign targeting your client contacts instead.
Q2: What does the Connected percentage mean on the dashboard?
Answer: The Connected percentage shows the proportion of candidates who engaged with the chatbot relative to the total number of invites sent during the selected date range.
Q3: How do I stop a campaign from running without deleting it?
Answer: Open the campaign settings by clicking the gear icon, then toggle the Active switch to No and click Save. The campaign will remain saved but will not send any further invites.
Q4: Can I send invites via more than one channel in the same campaign?
Answer: Yes. When creating or editing a campaign, click Invite source at the bottom of the Campaign Details form and select all the channels — Email, SMS, and WhatsApp — that you want to use.
Q5: Why can't I see all candidate columns in card view?
Answer: Card view only shows summary information for each campaign. Switch to list view using the list icon in the top-right of the Active Campaigns section to see all available columns and filters.
Q6: How do I view the full chat transcript for a candidate?
Answer: Open the campaign, then click on the candidate's row in the table. The candidate detail panel opens on the right and includes the full chat transcript, a response summary, and event history.