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Staff Guide for creating an express phone interview by text message

This guide walks you through creating and setting up an express phone interview for your clients.

Overview of the Express Phone Interview

The Express Phone Interview streamlines mock interview practice by allowing staff to set up interviews and send a text message directly to the client. The client receives an AI‑powered phone screening that simulates real interview dynamics.

Staff can customize the interviewer’s attitude (friendly, neutral, tough, supportive) to replicate different real‑world scenarios. This feature reduces technical barriers and increases accessibility for job seekers.


Example in Practice

A client without regular computer access is preparing to apply for a retail role. Staff set up an Express Phone Interview, selecting a supportive interviewer attitude.

The client receives a text message to join the phone interview, responds, and completes the session. Shortly thereafter, the client receives immediate feedback on their interview performance. Staff review the interview report, noting improved confidence and identifying areas for further coaching.


Step-by-step instructions

  1. Open Mock Interview

  • From Home or the left‑hand navigation, click Mock Interview.

  • On the Dispatch Mock Interview page, search for an existing client or click + Create Client to add a new one.


2. Choose Delivery Method

You can now send interviews by text or email.

  • Text: Enter the client’s phone number in the Interviewee Phone field. Once a valid number is entered, the Send Text to Interviewee button at the bottom of the form will become active. Click to dispatch the interview by text.

  • Email: Enter the client’s email address in the Interviewee Email field.

(For detailed steps on sending an express interview by email, click here.)


3. Add Interview Context

Personalize the interview by providing key details:

  • Enter the Job Title (search LinkedIn, Indeed (real job posting) or type any job title).

  • Optionally, attach the client’s resume by clicking Add or Select a Resume.


4. Configure Interview Setup

Define how the interview will run:

  • Select the Interview Stage (e.g., Screening).

  • Assign an Interviewer.

  • Choose the Interviewer Attitude.

  • Review or edit the Screening Questions as needed.


5. Client Text Workflow

  • The client receives a text invitation with a link.

  • When they reply READY, the system launches the latest scheduled interview.

  • When they reply POST, the system shares the job posting set up by staff.

  • The client completes the phone interview and receives immediate feedback via a report.

Once the interview is complete, staff can:

  • Review the interview report.

  • Track client progress and confidence.

  • Identify areas for further coaching.


Common Questions

  • If a client receives multiple text invitations, the most recent interview link will overwrite previous ones.

  • When the client replies READY, the system launches the latest scheduled interview.

  • When the client replies POST, the system will share the job posting that the staff member has set up for them.

  • Express Phone Interview assignments are linked to the staff member who created them. To view all phone interview assignments, follow the same steps to access the Express Interview creator. From there, you can open the Express Interview Summary section, which displays the clients who have received a phone call and their progress.


Video Instruction

  • Watch the video walkthrough.

Screenshot-Based Instruction

  • Download the screenshot guide for detailed steps.

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