Overview

What is a Step? #

A Step is a single action point in a Journey. Depending on the Step type, it may:

Each Step is configured individually in the Agent Editor.

Ask yourself: What do I need to happen at this point in the Journey?

I need to...	Use this Step
Show a message or instructions	Text & Confirmation
Ask the Candidate to confirm their contact details	Contact Details Confirmation
Collect structured information via a form	Form
Give the Candidate choices and route based on selection	Options
Ask for a video response	Candidate Video Response
Request a CV or LinkedIn profile	Request CV / LinkedIn
Exchange documents (upload or download)	Document Exchange
Send an SMS	Send SMS
Send an email	Send Email
Show a video	Brand Video
Ask about motivations or intent	Explore Motivations
Ask about timing or availability	Explore Timing
Ask about background or experience	Explore Background
Check location or distance	Distance
Require identity verification	Require Sign-In
Pause for manual review	Pause & Review
Add a timed delay	Waiting Period
Generate an invoice	Invoice
Let the Candidate book a meeting	Schedule Meeting
Request a digital signature	Sign Document
Send data to an external system	Webhook

Steps are grouped into five categories, matching the platform interface:

Steps that display information or ask the Candidate to confirm existing data.

Text & Confirmation — Displays information or instructions and optionally requires the Candidate to acknowledge before continuing.
Contact Details Confirmation — Lets the Candidate review and confirm their contact details to ensure future email and SMS communication is correct.

Steps that collect structured data, files, or responses from the Candidate.

Form — Displays a configurable form to collect structured information from the Candidate.
Options — Presents one or more choices and automatically routes the Candidate to the most appropriate next Step based on their selection.
Candidate Video Response — Asks the Candidate to record a short video response, providing richer insight than text alone.
Request CV / LinkedIn — Allows the Candidate to upload a CV and/or provide a LinkedIn profile link.
Document Exchange — Allows Candidates to upload required documents and download files provided by the Brand.

Steps that send messages or media to the Candidate.

Send SMS — Automatically sends a predefined SMS message to the Candidate at this point in the Journey.
Send Email — Automatically sends a predefined email to the Candidate and records it against their Journey.
Brand Video — Displays a Brand-controlled video that can be required viewing before proceeding.

Steps that explore the Candidate's intent, readiness, and background to support evaluation.

Explore Motivations — Asks the Candidate why they are interested or applying, helping you understand intent and fit.
Explore Timing — Captures when the Candidate is ready or available to move forward.
Explore Background — Collects high-level background information without requiring a full CV.
Distance — Collects location information to determine distance from key locations.

Steps that control the flow, timing, and actions within the Journey.

Require Sign-In — Requires the Candidate to sign in or verify their identity before continuing.
Pause & Review — Pauses the Candidate's Journey until Brand staff review progress and manually resume it.
Waiting Period — Applies a timed delay before the Candidate can continue.
Invoice — Generates structured invoice PDFs and stores them on the Candidate Journey.
Schedule Meeting — Allows the Candidate to book a meeting directly within the Journey.
Sign Document — Presents a document for digital signing and continues the Journey once completed.
Webhook — Sends Candidate and Journey data to external systems in real time, with retries and full audit logging.