# Ashby

> Integrating **HeyMilo** with **Ashby** enables powerful conversational AI candidate engagement and screening capabilities within your hiring workflow. HeyMilo lets you automatically engage talent via SMS/WhatsApp/Email, automate resume screenings, and invite candidates to complete AI voice interviews.

## Agents Supported in Ashby

| SMS Agent                                                                                                                                                                                                                                                                            | Resume Agent                                                                                                                                                                                                                                                                                                                       | Voice/Video Agent                                                                                                                                                                                                                                                                                                                                                                                                                 |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ✅                                                                                                                                                                                                                                                                                    | ✅                                                                                                                                                                                                                                                                                                                                  | ✅                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| <p><strong>How does it work?</strong></p><p>As soon as candidates apply, they get a text from Milo with your questions. They respond directly in the thread, just like a real conversation. Once they finish, Milo sends over the voice or video interview invite automatically.</p> | <p><strong>How does it work?</strong><br>Please be advised that the data is not automatically pulled from ATS. You can add resume screening to your agent workflow once the integration is live and your job is connected. Candidates will then be asked to upload their resume to get screened for fit before moving forward.</p> | <p><strong>How does it work?</strong></p><p>After integration and job posting mapping, when a candidate applies to your Ashby job posting, the candidate's email address is pulled from the application form and the candidate is engaged through email to take the voice/video assessment. Once the candidate has completed it, the candidate's detailed assessment report is attached to their profile in the Ashby portal.</p> |

{% hint style="info" %}
💡**HeyMilo supports SMS screening across all ATS platforms—as long as a valid phone number (with country code) is provided.** Since most ATSs don’t collect phone numbers by default, be sure to make the mobile number a required field in your job post.

Alternatively, you can enable both resume and SMS screening on your HeyMilo job, ensuring candidates are screened even if their phone number or resume isn’t accessible via your ATS.
{% endhint %}

Below is how you can easily add AI candidate engagement and screening to your job postings, track candidate progress, and review interview results and candidate evaluations—all within Ashby.

## Follow These Easy Steps to Set Up the HeyMilo Integration With Ashby

Watch this video, click through the interactive demo, and follow the steps below to learn how to connect HeyMilo in Ashby:

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbKCgmPgkC7X1VTl62ocK%2Fuploads%2Fegl8ZhKO8Sf5bGMRYo9w%2FRachel%20Valentino_s%20Video%20-%20Jul%2014%2C%202025-VEED.mp4?alt=media&token=176a1503-1f92-419c-85a8-599b422bfce2>" %}

{% embed url="<https://app.storylane.io/share/1n8arzn9xgcy>" %}

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> Start by Getting **API Details** from HeyMilo Portal

* Log into the **HeyMilo** portal.
* Copy the HeyMilo **API key** and the **Staging Base URL.** Keep these details handy in another tab for the next steps.

<figure><img src="/files/mZ5rfQ42Nm47NeeFlaoR" alt=""><figcaption><p>Integrations in HeyMilo</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Get the **API Key** from Ashby

* Go to **Admin** in Ashby → navigate to **Integrations**

<figure><img src="/files/XPE9KcJ707IjKw8aVawx" alt=""><figcaption><p>Admin in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> → select **HeyMilo**

<figure><img src="/files/zZzrj9I0rwB7AUl0enbm" alt=""><figcaption><p>Enable integration in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 4**</mark> Paste the **HeyMilo API Key** and **Staging Base URL** here.

<figure><img src="/files/UGXocap5MXW15JpqV8ZF" alt=""><figcaption><p>Paste API details in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 5**</mark> Generate the **Ashby API Key**. Ensure the generated **Ashby API key** has at least `jobsRead`, `candidatesRead`, and `candidatesWrite` permissions.
{% endstep %}

{% step %} <mark style="color:blue;">**Step 6**</mark> Return to the HeyMilo Portal and → **Paste** Ashby API Key and click **Connect**.

<figure><img src="/files/ge155n0Imub3RR7GhSL1" alt=""><figcaption><p>Connect integration in HeyMilo</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 7**</mark> Upon successful connection, you’ll see it listed in → **Active Integrations**.

<figure><img src="/files/2BYRdZUh8DKDOZIK44eo" alt=""><figcaption><p>Active integrations in HeyMilo</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 8**</mark> Link a HeyMilo Agent to a job Using the **Job ID (not to be mistaken with the Job Posting ID)**

* Now that the API is connected, you can link the HeyMilo interview agent to your jobs in Ashby. → Just select your HeyMilo agent and link the Ashby **Job ID** to this agent. Your Ashby **Job ID** can be found by navigating to the specified job in your Ashby account and copy the ID from the url there (not the Job Posting ID from the link that appears in the job board that candidates see)

<figure><img src="/files/Xmddldri0E3BaX8lvQMk" alt=""><figcaption><p>Link job ID to HeyMilo agent</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 9**</mark> After entering job IDs, → click **Save Configuration** to finalize the linkage.

<figure><img src="/files/ZxnnAqhIoDzSLxkc6TsQ" alt=""><figcaption><p>Save configuration</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 10**</mark> You can easily view active mappings for your agents in the same section.
{% endstep %}

{% step %} <mark style="color:blue;">**Step 11**</mark> Add HeyMilo AI Assessments to Ashby Job Postings

* In Ashby, navigate to the specific job posting and click **Interview Plan** → **Add Activity**.

<figure><img src="/files/aGDbEeL5n2MvI4BnmDAf" alt=""><figcaption><p>Interview plan in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 12**</mark> Then → select **HeyMilo** under **Integrations**

<figure><img src="/files/FPO388lPn3YmlDfWvOS3" alt=""><figcaption><p>Integrations in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 13**</mark> Choose the assessment (e.g. AI interview) you'd like to add, and → click **Add**.

* This ensures the HeyMilo assessment is linked to your job posting.

<figure><img src="/files/7IHOgi67yJ8sisgy7dCv" alt=""><figcaption><p>Add activity in Ashby</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 14**</mark> To automate dispatch of the HeyMilo interview, click **Edit** beside the HeyMilo integration, navigate to the **Automation** tab and select “Automate on Stage Entry”

<figure><img src="/files/eYe4p6FJOL6OAExUajWd" alt=""><figcaption><p>Modify interview plan</p></figcaption></figure>

<figure><img src="/files/Tuaq3QJRDlxrewqQQEP7" alt=""><figcaption><p>Automate on stage entry</p></figcaption></figure>
{% endstep %}
{% endstepper %}

## (Optional) Manually Add Assessments For Specific Candidates

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> → Go to the **Candidate Pipeline** in your Ashby job posting dashboard.

* Select the candidate you'd like to add a HeyMilo assessment for, click → **Add New Activity**

<figure><img src="/files/mi4bOHNVpf4h1XzhM8Mz" alt=""><figcaption><p>Add new activity</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> and → choose **Start Assessment**.

<figure><img src="/files/YeOSFNS9EI95p1h5j2fj" alt=""><figcaption><p>Start assessment</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> Once initialized successfully, you'll see the assessment link sent to the candidate displayed in the Ashby interface.

<figure><img src="/files/dWTqgBPZJunW7kIqx5E9" alt=""><figcaption><p>Current activities</p></figcaption></figure>
{% endstep %}
{% endstepper %}

## How Do I Review Screening Results in Ashby?

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> After the candidate completes their interview, the results will automatically be available on their candidate profile in Ashby.

* **Viewing Interview Data**: Assessments will be marked as completed, and the score will be updated along with a detailed report and interview media link(s) to audio/video screenings.

<figure><img src="/files/lrVjEg4zMXxN35EuWKMQ" alt=""><figcaption><p>Assessment status</p></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Viewing Completed Interviews

* In the assessments tab, you will also see the assessment results clearly noted, indicating the candidate has completed the interview.

<figure><img src="/files/X11BYmbHJPSeSPbOl61B" alt=""><figcaption><p>HeyMilo assessment completed</p></figcaption></figure>
{% endstep %}
{% endstepper %}

**Give your recruiters the power of 100.**

By connecting HeyMilo with Ashby, you’ll screen more candidates in less time—without sacrificing quality. Scale your team’s output, move faster on top talent, and keep the experience smooth for everyone.

Need help? We’ve got you—our 24/7 multilingual support team is here for both you and your candidates.

Happy hiring!

## Additional resources

For additional information not covered here, reach out to <support@heymilo.ai>.


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