What
Instantly find Contacts within Mercury with matching Work Histories. Network AI will look to find Candidates who are potential Hiring Managers but you do not see them as that yet. This will surface hidden Client Contacts, that you can engage with and prioritise business development with those individuals.
Additionally, Network AI creates relevant information relating to the following features which save back to the CRM:
Tasks (Candidate & Client Contact)
Email
Where
The Network AI button is accessed within an individual Contact Record:
Home > Contacts > Contact record > ribbon bar > Network AI
How
Help a Candidate get a job by connecting with people they have previously worked with, or may have crossed path with in similar roles (both Client Contacts and Candidate Contacts). Input some basic details about the Candidate to start building connections and create actions.
Basic Information
Network AI will automatically return contacts specific to the selected material type from the tabs available. The more basic information given, the more relevant the generated output. Depending on the action, generated information can/cannot be manually edited.
Location (Distance): Filter results based on distance from Contact's home address. Free-text is available for Town/City, select a Country from a drop-down list, and add a Radius (toggle between miles and kilometres).
Worked At: Where the Candidate has previously worked. To include where they currently work, switch the ‘Include Current Client’ toggle. To provide a greater list of returned Contacts, AI is used to normalise the names of the Clients e.g. 'Barclays Investment Banking', 'Barclays PLC' will become 'Barclays'.
Job Titles Held: All the previous Job Titles the Candidate has previously held. To improve the Contacts being returned, AI is used to provide a list of similar Job Titles.
Target Job Title: Filter the list of returned Contacts by their Current Job Title, assisting you in finding Contacts who are in hiring positions. AI is used to generate a list of Job Titles that would hire the ‘Current Job Title’ of the Candidate. NOTE: If no results are returned, remove some of values within ‘Target Job Title’. Once the results are updated, more Contacts should be returned, then these can be further filtered as required.
Key Skills: upcoming functionality Boost contacts to the top of the results based on their key skills, or remove contacts who do not have this skill.
Work History: Work history for the Contact is listed from most recent. This field is not editable.
CV: Optionally add a CV - this will be attached to any emails created and sent. NOTE: Only currently accepted format is Word Document (.docx).
Update Results: When making initial or further refining changes to these fields (excluding Work History and CV), click this button to update the results.
Hiring Candidates
Contacts in Mercury who are Candidate Contacts. If a person is both a Client Contact and a Candidate Contact, they will only appear under Hiring Contacts. If this Candidate is hiring, they may need to be converted to a Client Contact within Mercury.
1 Name of the Contact with a hyperlink to their record in Mercury
2 Current Job Title and Current Employer
3 Personal Contact Details. The email icon will be red if there is no email associated in Mercury
4 Matching information with the original Candidate work history: 'Company'⦁ 'Job Title' 'Date - Date'
5 Current Candidate shortlist status
6 Current Candidate status
7 Create as Task toggle - only action available for contacting Candidates (Email Template option is not available)
Hiring Contacts
Contacts in Mercury who are Client Contacts. If a person is both a Client Contact and a Candidate Contact, they will only appear under Hiring Contacts, but will include the ⚠ Active Candidate tag (see point 7).
1 Name of the Contact with a hyperlink to their record in Mercury
2 Current Job Title and Current Employer
3 Distance between the Candidate's home address and the Hiring Contact's work address
4 Work Contact Details. The email icon will be red if there is no email associated in Mercury
5 Matching information with the Candidate work history: 'Company'⦁ 'Job Title' 'Date - Date'
6 The number of vacancies in Mercury where this person is the Hiring Manager. Green = Active Vacancies, Grey = Total Vacancies
7 Indicates that the Client Contact is also a Candidate Contact
8 Current shortlist status if they are also a Candidate Contact
9 Contact status if they are also a Candidate Contact
10 Drop-down list for Email Template selection. NOTE: Templates are filtered by those specific to Network AI, so you might see fewer than expected.
11 Create as Task toggle will show when there are no associated email address
Creating actions
When at least one action has been selected you will be able to click the Generate button at the bottom of the screen.
1 The subject and description of the email can be edited.
2 Toggle Create to On to use the email (e.g. in the case of 4 emails being created, you may only want to use 3 of them).
3 Toggle Send Email to On to send the email after saving; toggle to Off to save it as a draft.
NOTE: The CV selected will be added to the emails as an attachment.
Tasks
The subject and descriptions of tasks (Client Contact and Candidate) cannot be edited. Toggle Create to Yes to select what tasks to make, then click Save.
Confirmation
A pop-up window will confirm any Emails to be sent (not including drafts) and Tasks to be created. Click Cancel to return to the previous screen or Confirm. Once confirmed, Network AI will close and you will be taken back to the Contact record.