Interview Templates

Interview Templates are reusable interview configurations you can apply to new roles in seconds.

Why Use Interview Templates?

Save Time: Create and reuse interview setups so you don't have to start from scratch every time.

Consistency Across Hiring

Ensure all candidates for similar roles are evaluated using the same criteria and questions, leading to fairer and more comparable assessments.

Best Practice Sharing

When you discover an interview configuration that works well, save it as a template so your entire team can benefit from your expertise.

Rapid Scaling

Quickly spin up multiple agents for high-volume hiring campaigns using proven templates.

Where to Find Interview Templates

From your HeyMilo dashboard:

• In the sidebar, go to AI > Interview Templates

This is where you create, manage, and reuse templates.

A template saves:

• your interview flow (voice, SMS, resume, forms)

• questions and scoring logic

• qualification rules and tags

• agent behavior defaults + budget settings

• evaluation and integrity settings

Think of templates as ready-made interview playbooks for roles you hire over and over again.

Creating an Interview Template

There are two ways to create an interview template:

Method 1: Create from Scratch

1. In the sidebar, go to AI > Interview Templates

2. Click Create Template

3. You'll be taken through the standard agent creation flow

4. Configure your interview questions, scoring criteria, and workflow steps

5. When you finalize, a template will be created automatically

Method 2: Create from an Existing Agent

Default Interview Template

You can set one template as your workspace's default. When you create a new interviewer, HeyMilo automatically applies that template's settings so you don't have to configure from scratch each time. This keeps new agents consistent and speeds up creation.

How auto-apply works

When you create a new interviewer, the system checks if your workspace has a default template. If it does, the new agent is created using that template's settings, including:

• Interview stages (form, resume, SMS, voice)

• Question configurations

• Evaluation criteria

• Workflow settings

This happens automatically when you start creating a new agent from the main creation page.

Setting a default template

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Step 1 Create or choose a template

Use one of the methods above to create a template, or pick an existing one from AI > Interview Templates.

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Step 2 Set as default

• Go to AI > Interview Templates

• Find the template you want as default

• Click the Star icon next to the template

• Confirm your choice

Only one template can be default at a time. When you set a new default, any existing default is automatically unset.

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Step 3 Verify the default

The default template shows a filled Star icon (amber) and a Default badge.

Managing the default template

Change the default

Click the Star icon on a different template. The previous default is automatically unset.

Remove the default

• Find the current default (filled star and "Default" badge)

• Click the Star icon to unset it

Use a template without making it default

You can create agents from any template by clicking Use Template on that template. You don't have to set it as default.

Important: Auto-apply only applies when creating a new interviewer, not when cloning or editing existing agents. If no default is set, you'll see the normal creation flow. You can unset the default anytime.

Using a Template

Once you have templates saved, using them is simple:

1. In the sidebar, go to AI > Interview Templates

2. Find the template you want to use

3. Click Use Template

4. A new agent will be created with all the template's settings

5. Customize the job-specific details (title, description, flow) as needed

6. Finalize and activate your new agent

Tip: Templates copy the configuration at the time of use. Changes to a template won't affect agents already created from it.

Managing Templates

Template actions

On the Interview Templates page, each template offers:

• Use Template: Create a new agent from this template

• View: See the full template configuration

• Edit: Change the template settings

• Star icon: Set or unset as default template

• Delete: Remove the template permanently

Viewing template configuration

Click View on any template to see its full configuration, including:

• Interview questions and their scoring weights

• Workflow steps and their order

• Agent settings and behavior configurations

Editing a template

1. Click Edit on the template you want to modify

2. Make your changes in the agent configuration flow

3. Save to update the template

Note: Editing a template only affects future agents created from it. Existing agents remain unchanged.

Renaming a template

Click the edit icon next to the template name to rename it inline. Press Enter to save or Escape to cancel.

Deleting a template

1. Click the delete button on the template

2. Confirm the deletion in the dialog

Warning: Deleting a template is permanent and cannot be undone. However, agents already created from the template will continue to work normally.

Template Codes

Each template is assigned a unique template code (e.g., sales-voice-screen, technical-interview). These codes can be used for:

• ATS Integration: Reference templates programmatically when creating agents via API

• Quick Identification: Easily identify templates across your organization

• Automation: Use template codes in workflows and integrations

Click on the template code badge to copy it to your clipboard.

Best Practices

Name templates descriptively

Use clear, descriptive names that indicate the role type and interview style:

• "Sales Rep - Voice Screen"

• "Software Engineer - Technical Interview"

• "Customer Support - SMS + Video"

Create role-specific templates

Rather than one generic template, create specific templates for different role categories:

• Entry-level vs. senior positions

• Technical vs. non-technical roles

• Full-time vs. hourly positions

Default template tips

• Create templates for your most common interview types (technical, behavioral, screening)

• Test a template before setting it as default

• Keep your default template updated with your latest standards

• You can still change the agent after it's created from the default template

Review and update regularly

Periodically review your templates to ensure they reflect:

• Current hiring standards

• Updated job requirements

• Lessons learned from recent hiring cycles

Start with your most common roles

Begin by creating templates for roles you hire for most frequently. This gives you the biggest time savings and ensures consistency where it matters most.

Frequently Asked Questions

Can I share templates across workspaces?

Templates are workspace-specific and cannot be directly shared across workspaces. However, you can recreate similar templates in other workspaces.

What happens to my templates if I change my subscription?

Your templates remain saved regardless of subscription changes. You can continue to use them when your subscription is active.

Is there a limit to how many templates I can create?

There is no limit to the number of templates you can create. Create as many as you need to cover your different hiring scenarios.

Can I duplicate a template?

Yes! Use an existing template to create a new agent, then save that agent as a new template with your modifications.