AI Client Status Update Agent

How Cassidy automates status updates using AI

Step 1: Trigger on ATS record changes

The Workflow activates when your ATS detects a status change—new job opened, candidate submitted, interview scheduled, offer extended, or placement confirmed—pulling all relevant details including client contacts, job title, and candidate information.

Step 2: Route and personalize communications

Cassidy determines the appropriate channel (email, SMS, or WhatsApp) based on client tier, opt-in status, and message urgency, then assembles a personalized update using merge tokens for client name, req ID, candidate details, and portal links.

Step 3: Deliver updates and track engagement

The message sends through the selected channel with proper compliance handling—unsubscribe links for email, opt-out keywords for SMS, quiet-hour delivery rules—while logging opens, clicks, and portal views back to the client record.

Step 4: Capture feedback and close the loop

When clients respond or interact with the portal, Cassidy captures structured feedback (shortlist, hold, decline with reason), writes it back to your ATS, and triggers the next appropriate action—whether that's a sourcing adjustment, interview confirmation, or escalation alert.

Step 5: Monitor SLAs and escalate when needed

Cassidy tracks time-based milestones and sends automated nudges if hiring managers haven't viewed slates or provided feedback within your defined windows, escalating to account managers or directors after configurable thresholds.