What
Utilise Mercury's AI in summarising information relating to a Candidate within the CRM. Automatically create relevant text relating to the following features which save back to the Candidate on the CRM:
Summary
Email
Done to Date
Where
The Summarise button is accessed within an individual Candidate:
Home > Contacts > select Contact > ribbon bar > Summarise
How
Assist in the parsing of Candidate information for Recruiters or prospective Hiring Managers. Input some basic details about the Candidate and generate information that can be edited and reviewed. Information generated is saved and added to the Candidate under Experience.
Basic Information
Summarise will automatically generate information specific to the selected material type selected from the tabs available. The more basic information given, the more relevant the generated output. Certain generated information can be manually edited, or regenerated, including automatic change of word count (i.e. made shorter or longer).
Include: Select what information source to generate from - either Use Data? which includes the toggles of Work History, Education and Tags, or CV.
Further Information: Use this field to add additional detail about the Candidate. Keep sentences short and separate with a full stop. Character limit of 150.
Language: Change the language the information is generated in. Default is English (US).
Review and Saving Generated Text
Before creating Candidate information, please be aware of the steps required to save and publish text to the Candidate. A review is required for the Summary and Email tabs. Once the responses are generated, a RAG status underneath the tab will indicate if it has been reviewed or saved back to the Vacancy:
- Red - Not Reviewed or Saved to the Vacancy
- Amber - Reviewed but not Saved to the Vacancy
- Green - Reviewed and Saved to the Vacancy
Summary
Summarise AI automatically generates a Candidate summary, bringing through key information from either the associated CV, or from data saved against the Candidate within the CRM. Information created for a Summary includes (but is not limited to): Current professional background, Achievements and Awards, Skills and Proficiencies. The information returned is editable but cannot be made shorter or longer.
Example 1: Using the Candidate's CV, create a Summary.
Example 2: Using the Candidate's Data from the CRM, create a Summary.
NOTE: Work History, Education and Tags toggles operate separately.
Create an email description / introduction, which can be used to send to prospective Hiring Managers, by bringing through key information from either the associated CV, or from data saved against the Candidate within the CRM. Please note the text generated will not include any salutations or signatures. This means that it can be taken into the Email Editor as a merge field, once saved to the Candidate. The information returned can be edited, regenerated, made shorter or made longer. There is also the option to Anonymise the email to remove any mention of the Candidate name. An email can be generated using a Candidate's CV, or CRM data.
Example 1: Using the Candidate's CV, create an Email to send to prospective hires. This example was enhanced by clicking the Make Longer button.
Example 2: Using the Candidate's Work History Data (only) from the CRM, create an anonymous Email to send to prospective hires. This removes all mentions of the Candidate's name, and also only uses non-gendered pronouns (they/them) throughout.
Done to Date
Generate a recap of what the Candidate has done to date by bringing through key information from either the associated CV, or from data saved against the Candidate within the CRM. The information returned can be edited or regenerated, but cannot be changed in length.
Example 1: Using the Candidate's CV, create a recap of what they have done to date.
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