Other actions you can take from the candidate's chat
Copy the phone number, step in with a template, view the CV, copy the chat link or text, and refresh it.
Updated on Oct 12, 2026
At the top of the candidate's chat you'll find a few icons. Use them to copy information, refresh the chat, or write to the candidate with a template.
Where to find it: Inbox → open the chat → icons at the top right (the same ones appear when you open the chat from View conversation in the campaign)
Icons at the top
- Quick actions (lightning icon): force an action on the chat. They're explained in "How to manage a campaign's candidates: filters and quick actions".
- Copy: copies the chat link or the chat text. Useful to share it with a colleague or with support.
- Update chat: reloads the messages.
- ⋮ menu: opens the actions below.
- Copy phone number: copies the candidate's number.
- Intervene with a template: sends the candidate an approved template, for example to reopen an expired chat.
- View CV: opens the candidate's CV, if there is one.
Good to know
- The arrows at the top left take you to the previous or next chat in the list.
- To send a template with an image, read "Create a WhatsApp template with an image".
Common issues
I need to send a conversation to support. Use the Copy icon and paste the link into your request. Read How to contact Klaaryo support.
I can't write to the candidate. If there have been more than 24 hours of inactivity, the chat has expired. Use Intervene with a template or Choose template.
Related articles
- How conversations work: threads, channels and multiple campaignsIn Klaaryo there's only one conversation per person, split into threads, even if the candidate is in several campaigns or changes channel.
- How to leave feedback on an agent conversationRate an agent conversation, positive or negative, or the individual generated messages, to point out what worked.
- How to step into a conversation manuallyTurn off the agent and write to the candidate yourself; if the chat has expired after 24 hours of inactivity, reopen it with a template.
- Manual or automatic interview invitation: what's the differenceWith Automatic invitations the agent invites the eligible candidate right away; with Manual, the interview manager first decides whether to invite them.
- How to search and filter conversations in the InboxSearch by name, filter by campaign, chat status and candidate status, and keep simulated chats separate.
- What the Inbox is and what you'll find in itThe Inbox collects your chats with candidates and interview managers from the campaigns you're part of, with status filters and simulated chats.
- Candidate statuses: what they mean and how to correct themList of candidate statuses, the rules the agent uses to update them, how to correct a wrong status or "Not interested", and why a candidate stays "To contact".
- How to read the candidate's evaluationThe Evaluation tab shows outcome, reasons, score, criteria and questions: it explains why the agent considered the candidate a fit or not.