Pause & Review

How It Works #

1. The Candidate reaches the Pause & Review Step.
2. The Journey is paused automatically.
3. The Candidate sees a waiting message.
4. Reviewers assess the Candidate's data and submissions.
5. A reviewer manually resumes the Journey.
6. The Candidate is notified (if configured) and continues.

How to Configure #

1. Open your Agent in the Agent Editor.
2. Go to Path Steps.
3. Click Add Step → select Pause & Review.

Configure Display #

• Enter Display Text (message shown to the Candidate while paused, e.g., "Thank you. Your application is being reviewed.")
• Set Next Button Name (button shown after resume, e.g., "Continue")

Assign Reviewers #

• Select Assigned Reviewers (users who will review this Step)
• Set a Primary Reviewer (optional)

Internal Setup (Optional) #

• Add Internal Instructions (guidance for the reviewer, e.g., "Check submitted documents for completeness")
• Add a Task List (checklist for the reviewer)
• Set Benchmark Timing (expected review turnaround time)

Resume Settings #

• Enter Resume Display Text (message shown to the Candidate after resume, e.g., "Your application has been approved!")
• Enable "Require Resume Reason" if you want reviewers to explain why they resumed

Notifications (Optional) #

• Notify Candidate when the review is completed
• Notify Reviewers when the pause starts

4. Click Save.

What the Candidate Sees #

Step 1: Journey Paused #

• The Candidate sees a message, e.g.: "Thank you for filling out the form. Your application will be reviewed before we proceed to the next stage."
• A Refresh button may be available.
• The Candidate cannot proceed.

Step 2: Waiting State #

• The Candidate remains in a paused state.
• They can leave and return later — the Journey stays locked until review is completed.

Step 3: Review Completed #

• Once the reviewer resumes the Journey, the Candidate sees the resume message, e.g.: "Your application is approved!"
• A button (e.g., "Next") becomes available.

Step 4: Continue Journey #

• The Candidate clicks the button and the Journey proceeds.

What the Admin / Reviewer Does #

This Step requires manual action from the reviewer.

Step 1: Candidate Enters Pause State #

• Candidate status shows: Paused – Awaiting Review
• Internal instructions and task list are visible to the reviewer.

Step 2: Review the Candidate #

The reviewer evaluates:

• Submitted data
• Uploaded documents and responses
• Any internal checklist items

Step 3: Resume the Journey #

1. The reviewer clicks Resume Agent.
2. A modal appears.
3. (Optional) The reviewer enters a Resume Reason, e.g., "The review is complete and the application is approved."

Step 4: Unlock Candidate Journey #

• The Candidate is notified (if configured).
• The next Step is unlocked.
• The Candidate can continue.

Candidate Record #

• Review status is tracked.
• Resume action is logged in the Journey Timeline.
• Resume reason (if used) is stored.

Tips #

• Always assign at least one reviewer
• Use clear "waiting" messaging to reduce Candidate confusion
• Add internal instructions for consistent reviews across team members
• Set benchmark timing to keep reviews on track

Notes #

• This Step requires manual resume action — the Candidate cannot proceed without it
• Resume action fully controls progression
• Use Waiting Period if you need an automatic (timed) pause instead

Related Pages #

• Waiting Period
• Agent Editor
• Understanding the Journey Timeline