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Communication Settings

An overview of Settings → Communications, where candidate messaging, team notifications, and your sending mailbox are configured.

The Communications page (Settings → Communications) controls what CONFIRM sends to candidates automatically, the templates those messages use, who on your team is notified, and which mailbox candidate email comes from. Admins, Recruiters, and Viewers can open it; only Admins and Recruiters can edit rules and templates.

This page is a short orientation. For a full walkthrough of editing rules, steps, and variables, see Templates & Automation.

The four tabs

TabWhat it holds
Communication RulesEvery automated candidate-facing message, grouped by purpose. Each rule has a trigger and one or more steps.
TemplatesReusable email and SMS templates, including built-in system templates you can view but not change.
Team NotificationsWho gets notified: the team members who get an email when a candidate needs action.
Sending MailboxWhich connected Google or Microsoft mailbox candidate email is sent from.

If you have unsaved edits on Communication Rules or Templates and switch tabs, the page asks whether to save or discard them first.

Communication Rules

Rules are organized into groups:

GroupWhat it covers
Interview lifecycleConfirmations and rescheduling around a booked slot
Interview remindersTime-based nudges before the interview
Candidate outreachFollow-ups when a candidate goes quiet
EvaluationsSending external assessments and skills tests
RecoveryOptional re-engagement after a missed step
Background checksThe link a candidate gets once a background check has been ordered

Each step sends by SMS, Email, or Call, at a set time relative to its trigger. You can filter the list by status (Active or Paused), by channel, and by whether a rule is Customized or still the Default. Edits and on/off toggles apply to your whole organization.

The Background checks group only matters if background checks are turned on for your organization. See Background Checks Overview.

Templates

The Templates tab holds your Email and SMS templates. Create, edit, and delete your own; system templates are read-only. Templates can be linked from rule steps and used when messaging candidates directly.

Team Notifications

The Who gets notified list controls which team members get an email when a candidate needs action, for example a finished screening, a reply, or an interview that needs an outcome. Everyone in your organization can view the list; only Admins can add or remove people. If nobody is on the list, no notifications are sent. See Team Notifications for which events send an email.

Sending Mailbox

The Sending Mailbox tab shows the mailbox candidate email is sent from. Connecting, reconnecting, and removing accounts happens on Connect Email & Calendar, which the tab links to.

Exporting your communication package

Click Export package (top right) to download a Word document of every communication rule and what it sends, which is useful for reviewing copy with your team. Choose what the variables should show:

  • Filled-in preview: example values (such as a sample first name, your company, and the job) so it reads like a real message.
  • Show placeholders: keeps {{variables}} visible, which is best for editing copy.

Candidates who shouldn’t be contacted at all are handled through the candidate’s status (Do Not Contact) or the Blocklist, not through rules on this page.