What
Utilise Mercury's AI in generating suggested follow-up activities relating to a Client Contact or Candidate Contact following a phone call. Automatically create relevant text relating to the following features which save back to the CRM:
Email
Update
Task
Phone call
Appointment
Info
Additionally, update basic information about a Candidate based on information from the phone call, which also saves back to the CRM. See Example 6 for more information.
Where
The ActivityAI button is accessed within an individual Contact record:
Home > Contacts > select Contact > General > Timeline > Phone Call record > Open Record > ribbon bar > ActivityAI
How
Assist in follow-up activities for Recruiters or prospective Hiring Managers. Pulling in from the Phone Call description, suggested follow-up activities can be edited and reviewed. Follow-up activities generated are saved and added to the Contact Timeline:
Email
Update
Task
Phone call
Appointment
Info records do not show up on the Timeline. To view these, go to Related tab > Info.
NOTE: The types of suggested follow-up activities cannot be selected, they are autogenerated. It is possible to get duplicated activity types (e.g. two tasks with different subjects). By regenerating you may be able to get different activity suggestions each time.
Example 1: Follow-up Activity - Email
Based off of the Phone Call description, an Email is generated. All information returned is editable (including Due Date and Time) and the text can be regenerated in isolation (without impacting any other generated activities).
Select the Create Draft Email tick-box to save this back to the Contact Timeline. Open the email record from the Timeline to edit, add attachments, email signatures, etc., before sending.
Example 2: Follow-up Activity - Update
Based off of the Phone Call description, an Update is generated. All information returned is editable (including Due Date and Time).
Select the Create Update tick-box to save this back to the Contact Timeline.
Example 3: Follow up Activity - Task
Based off of the Phone Call description, a Task is generated. All information returned is editable (including Due Date and Time).
Select the Create Task tick-box to save this back to the Contact Timeline.
Example 4: Follow-up Activity - Phone Call
Based off of the Phone Call description, another Phone Call is generated. All information returned is editable (including Due Date and Time).
Select the Create Phone call tick-box to save this back to the Contact Timeline.
Example 5: Follow-up Activity - Appointment
Based off of the Phone Call description, an Appointment is generated. All information returned is editable (including Duration, Due Date and Time). You have the option to make the appointment a Teams Meeting (as opposed to in-person).
Select the Create and Send Appointment tick-box to save this back to the Contact Timeline.
Example 6: Follow-up Activity - Info
Based off of the Phone Call description, an Info is generated, this is similar to a Spec Send. All information returned is editable, apart from Name which is locked. Type defaults to the Job Title, but includes a drop-drop menu of the three job types (Permanent, Contract, Temporary) if required.
Select the Create Info tick-box to save this back to the Info section of a Contact Record.
Example 6: Update Candidate information
Under the Update tab, there is the option to update the following information about a Candidate only, based on the information in the phone call. Activity AI will attempt to fill in these sections with available information, but it can be overwritten from this screen. This tab does not show for Client Contacts.
Job Title
Latest Employer
Availability [MM/DD/YYYY]
Contractor [Yes/No]
Temporary [Yes/No]
Permanent [Yes/No]
Will relocate [Yes/No]
Current Rate (Temp) [numerical]
Current Salary [Numerical]
END