Steps Configuration Guide

Options

Presents one or more choices to the Candidate and routes them to the appropriate next step based on their selection.

How It Works #

  1. The Candidate reaches the Options Step.
  2. A question and list of choices are displayed.
  3. The Candidate selects one or more options.
  4. The system records the response.
  5. The Candidate is routed to the next Step based on configured rules.

How to Configure #

Step Configuration #

  1. Open your Agent in the Agent Editor.
  2. Go to Path Steps. Choose Options.
Choose options
  1. Click Configure on an Options Step.
Configure options
  1. Enter Display Text (your question).
  2. Choose Selection Mode:
    • Single — Candidate selects one option only
    • Multi — Candidate can select multiple options
  3. Set the Proceed Button Name (e.g., "Continue").
  4. Click Save.

Adding Options #

  1. Scroll to the Options section.
  2. Click Add Option.
  3. Enter:
    • Label — What the Candidate sees (e.g., "Full-time")
    • Value — What is stored internally (e.g., "full_time")
  4. (Optional) Set a Compatibility Score for this option.
  5. Repeat for all options.

Save Response #

Configure where the selected value is stored:

  1. Select a Destination field (the Candidate data field where the response will be saved).
  2. The selected option's value will be stored in that field.
  3. This allows reuse in:
    • Merge Fields (e.g., personalise emails)
    • Filtering (e.g., filter Candidates by their selection)
    • Reporting (e.g., analyse responses)

Navigation Rules control where the Candidate goes next based on their selection.

  1. Click Add Rule.
  2. Define:
    • When Option — The selected value (e.g., "full_time")
    • Go to Step — The target Step to navigate to
  3. Rules are evaluated top to bottom — the first match is applied.
  4. If no rule matches, the Journey continues to the next Step by default.

What the Candidate Sees #

  • A question (your Display Text)
  • A list of selectable options
  • A button to proceed

Depending on setup:

  • Single selection — Choose one option
  • Multi selection — Choose multiple options

Example #

Configure options 2

Scenario: You want to understand the Candidate's availability and route them accordingly.

Display Text: "When are you available to start?"

Configure options 3

Options:

  • Immediately
  • Within 1 month
  • 1–3 months

Navigation Rules:

  • "Immediately" → Go to Fast Track Review
  • "Within 1 month" → Go to Standard Process
  • "1–3 months" → Go to Talent Pool / Follow-up

Outcome: Candidates who are available immediately move faster through the process. Others are placed into appropriate flows based on their timing.

Tips #

  • Keep options clear and concise
  • Avoid too many choices (3–5 is ideal)
  • Use meaningful values (for logic and reporting)
  • Always configure Navigation Rules for branching flows
  • Use this Step to guide the Journey, not just collect data

Notes #

  • Options can be used for routing, filtering, and scoring
  • Navigation Rules are evaluated in order (top to bottom)
  • If no rules are set, the Journey continues normally
  • Works well with Compatibility Match when scoring is enabled

Last updated May 4, 2026