Settings

The Settings section in Skima AI helps organizations manage workspace access, user permissions, branding, and account-level configurations from one centralized place. It allows administrators to control how teams operate inside the platform while keeping hiring workflows organized and secure.

1. Account

The Account section contains personal profile settings, organization branding controls, team management, and role-based access configuration.

Profile

The Profile tab allows users to manage their personal account information and update login credentials.

1. Navigate to 'Settings' from the left sidebar.

2. Open the 'Account' section and click on 'Profile'.

3. You can now update your:

   • First Name
   • Last Name
   • Email Address

4. To update your password, enter:

   • Old Password
   • New Password
   • Confirm New Password

5. Click on 'Save Changes' or 'Update Password' to apply the updates.

Tip Use a strong password with a combination of uppercase letters, lowercase letters, numbers, and special characters for better account security.

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Organization

The Organization tab allows admins to manage company branding and organization-level settings used across the Skima AI workspace.

1. Navigate to 'Settings' → 'Account' → 'Organization'.

2. Update the 'Organization Name' if required.

3. Upload your organization branding assets.

Organization FavIcon

The favicon appears in browser tabs and supported public pages.

Supported formats include PNG, JPEG, JPG, SVG, and ICO with a maximum file size of 100KB.

Click on 'Upload' to add or replace the favicon.

Organization Logo

The organization logo may appear across career pages and workspace interfaces.

Supported formats include PNG, JPEG, JPG, and SVG with a maximum file size of 100KB.

Click on 'Upload' to add or update the logo.

Info Organization branding helps maintain a consistent experience across public job pages and hiring workflows.

Delete Account

Admins can permanently delete the organization account and related data from this section.

1. Scroll to the bottom of the page to 'Delete Account'.

2. Choose between:

   • 'Delete Account'
   • 'Delete Data and Account'

3. Confirm the deletion request to proceed.

Warning Deleting your account permanently removes jobs, candidates, integrations, and organization data. This action cannot be reversed.

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Team Members

The Team Members section allows administrators to invite users, assign roles, and manage workspace permissions.

You can monitor your current workspace usage under 'Team Members / Seats Purchased'.

Example: '1 / 5' will be shown if only 1 member out of 5 seats purchased has joined the team in Skima AI.

Manage Existing Team Members

The Team Members table displays all users added to the workspace along with their:

• Name
• Email Address
• Assigned Role
• Access Level

You can edit permissions anytime using the three dots menu beside the user.

Edit User Permissions

1. Click on the three dots menu beside a user.

2. Select 'Edit Permissions'.

3. Configure access across different modules.

Candidates

Permissions available:

• Listing
• Candidate Communication
• Candidate Actions

Jobs

Permissions available:

• Listing
• Create/Update Job
• Update Job Workflow
• Update Job Status

Search

Permissions available:

• Inner Search
• Free Text & Job Search

Campaigns

Permissions available:

• Campaigns & Conversations

Integrations

Permissions available:

• All Permissions

Settings

Permissions available:

• Administrative Actions
• Account Management
• Billing

Invite Team Members

1. Navigate to 'Settings' → 'Account' → 'Team Members'.

2. Click on 'Invite Team Members'.

3. Enter the user's 'Email Address'. Only emails with the signed in domain will be accepted.

4. Select a role for the user.

5. Configure permissions using 'Set Permissions'.

6. Click on 'Invite Member' to send the invitation.

Info Only Admin users can edit user roles and permission access across the workspace.

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User Roles

Skima AI includes predefined user roles to simplify access management across recruiting and hiring teams.

Default roles available inside the platform:

• Admin
• Recruiter
• Team Lead
• Hiring Manager
• CEO

Manage Existing Roles

The 'Roles' table allows administrators to edit or remove roles directly from the settings page.

Edit a Role

1. Click on 'Edit' beside the role.

2. Update permissions based on your requirement.

3. Save the changes.

Delete a Role

1. Click on 'Delete Role' beside the selected role.

2. Confirm the deletion request.

Warning Deleting a role may impact users currently assigned to it. Reassign users before removing important access roles.

Create a New Role

1. Navigate to 'Settings' → 'Account' → 'User Roles'.

2. Click on 'Create New Role'.

3. Enter the role name and configure the required permissions.

4. Click on 'Create Role' to create the new role.

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2. Preferences

From managing hiring stages and custom fields to enabling automated outreach and workflow automations, Preferences gives teams centralized control over how recruitment operations function inside Skima AI.

General

The General settings section allows you to control default platform behaviour across candidate matching, ATS syncing, and recruitment automation workflows.

Timezone

Select your preferred timezone from the 'Select Timezone' dropdown.
This timezone is used across activities, scheduling, candidate updates, and platform tracking.

Recruitment Automation Preferences

i. Automatically Rediscover Candidates When a New Job is Created

When enabled, Skima AI automatically searches your existing candidate database whenever a new job is created and surfaces the most relevant profiles instantly. This setting is available only for Growth and Enterprise plans.

ii. Automatically Link Candidates to Relevant Jobs

When enabled, newly uploaded candidates are automatically matched and linked to suitable jobs using AI-based relevance scoring. This setting is available only for Growth and Enterprise plans.

iii. Sync Application Status with ATS

When enabled, application status changes made inside Skima AI are automatically updated in your connected ATS.

This setting remains enabled by default but can be turned off anytime.

Info Keeping ATS sync enabled helps maintain consistent hiring workflows between Skima AI and your external recruitment systems.

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Email Outreach

The Email Outreach section allows recruiters to automate candidate and recruiter communication workflows directly from Skima AI.

You can configure automated emails for candidate engagement, recruiter alerts, and job-based outreach campaigns.

Available Email Automations

1. Send List of Top Candidates When a New Job is Created

Receive an email containing a ranked list of the most relevant candidates from your database whenever a new job is created.

2. Send Bulk Emails to Relevant Candidates

Automatically send outreach emails to relevant candidates whenever a new job is created to assess their interest and availability.

This automation is available only in Growth and Enterprise plans.

3. Send Email to Recruiter Whenever a Candidate Applies

Whenever a candidate applies through a published job posting link, the assigned recruiter receives an automated notification email.

4. Send Automated Email to Shortlisted Candidate

Automatically notify shortlisted candidates regarding the next steps in the hiring process.

Configure an Email Automation

1. Turn on the automation toggle for the workflow you want to activate.

2. Configure the following email settings:

   • 'To'
   • 'Cc'
   • 'Bcc'
   • 'Record Count'
   • 'Template'

3. Under 'Record Count', choose how many candidate records should be included in the email:

   • 5
   • 10
   • 20

4. Under 'Template', select the email template you want to use.

Note Email templates are available only after connecting your email account with Skima AI.

5. Click on 'Update' to activate the automation.

6. Toggle the automation off anytime to disable and reset the workflow.

Tip Use different templates for sourcing, follow-ups, and shortlist communication to improve response quality and candidate engagement.

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Credit Usage Limit

This section helps administrators monitor platform credit usage and receive alerts before limits are reached.

Low Credit Alert

Under 'Send an email when credits below', set the minimum credit threshold.

If your organization’s credits fall below this number, an email notification will automatically be sent.

High Usage Alert

Under 'Send an email when credit usage exceeds', define the monthly usage threshold.

If the organization crosses this limit within a calendar month (UTC), an automated alert email will be triggered.

Info These alerts help teams proactively monitor usage and avoid interruptions during high-volume hiring activity.

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Hiring Stage

The Hiring Stage section allows recruiters to create, manage, reorder, and customize hiring workflows across jobs inside Skima AI.

I. Create a Hiring Stage

1. Click on '+ Create New Stage'.

2. The 'Add Stage' modal will appear.

3. Configure the following details:

   • 'Name'
   • 'Color'
   • 'Application Status'
   • 'Tracking Stage'

4. Under 'Tracking Stage', select one of the following:

   • Applied
   • Interview
   • Offer
   • Joined
   • Submission

Note This helps Skima AI track analytics and hiring progression accurately.

5. Configure optional controls:

   • 'Hide Stage'
   • 'Apply for New Jobs'
   • 'Apply for Existing Jobs'

6. Click on 'Create'.

II. Edit a Hiring Stage

1. Click on 'Edit' beside an existing stage.

2. The 'Edit Stage' modal will appear.

3. Modify:

   • Stage name
   • Color
   • Tracking stage
   • Visibility
   • Edit permissions
   • Job application settings

4. Click on 'Save' to apply changes.

5. Click on 'Reset' to discard changes.

Delete a Hiring Stage

1. Click on 'Delete' beside the stage you want to remove.

Manage Application Statuses

1. Click on the '+' icon beside a hiring stage.

2. You can:

   • View existing application statuses
   • Edit statuses
   • Delete statuses
   • Reorder statuses
   • Add new statuses using 'Add New Application Status'

Reorder Hiring Stages

Double-click and drag the dots icon beside any stage to reorder stages.

Tip Keep your most frequently used stages at the top to speed up recruiter workflows and candidate movement actions.

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Notifications

The Notifications section allows users to manage communication preferences and control which platform updates and alerts they receive from Skima AI.

Marketing Notifications

Enable or disable them using the checkbox: 'Send me marketing tips and news about Skima updates'

Notification Preferences

The Notification Preferences section allows you to:

• Subscribe to notifications
• Unsubscribe from notifications
• Manage push notification preferences

Recruiters can control which updates they want to receive across hiring activities and platform events.

Tip Disable unnecessary notifications to reduce noise while keeping important hiring alerts active.

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Custom Job Status

The Custom Job Status section allows recruiters to create and manage custom job statuses for better hiring workflow visibility and reporting.

Create a New Job Status

1. Click on '+ Create New Status'.

2. The 'Add Job Status' modal will appear.

3. Configure the following:

   • 'Name'
   • 'Color'
   • 'Mark Job as Open in Analytics'
   • 'Mark Job as Closed in Analytics'

These analytics settings help Skima AI prioritize and track active hiring requirements more accurately.

4. Click on 'Save' to create the status.

Edit a Job Status

1. Click on 'Edit' beside the status.

2. Update:

   • Status name
   • Color
   • Analytics behaviour

3. Click on 'Save' to apply changes.

Delete a Job Status

Click on 'Delete' beside the status you want to remove.

Reorder Job Statuses

Double-click and drag the dots icon beside a status to reorder it for your preferred workflow view.

Info The status order affects how recruiters view and manage jobs across the platform.

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Custom Fields

The Custom Fields section allows organizations to create additional fields for Jobs, Candidates, and Applications based on internal hiring workflows and data requirements.

Inactive fields remain visible but cannot be edited according to workspace rules.

Create a Custom Field

1. Select the entity where you want to add the custom field.

2. Click on 'Create Your First Field' or 'Add Field'.

3. The 'Create Custom Field' modal will appear.

4. Configure the following:
   • 'Label'
   • 'Placeholder'
   • 'Field Type'
   • 'Active'
   • 'Min Characters'
   • 'Max Characters'

Available Field Types

You can create fields using:

• Text
• Long Text
• Number
• Date
• Yes/No
• Single Select
• Multi Select

5. Click on 'Save' to create the field.

Edit a Custom Field

1. Click on 'Edit' beside the custom field.

2. Update the required configuration.

3. Save the changes.

Custom Field Visibility

Created custom fields automatically appear as columns inside Jobs, Candidates & Applications, depending on the entity selected during creation.

Tip Use custom fields to standardize internal hiring data collection across recruiters and teams.

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3. Billing

The Billing section helps organizations manage subscriptions, monitor credit usage, configure billing information, and track payment history inside Skima AI.

Overview

The Overview tab gives administrators a quick snapshot of subscription status, available credits, seat usage, and recent platform activity.

Available Credits

This section displays the total credits currently available in your organization workspace.

You can:

• View remaining credits
• Monitor platform usage
• Purchase additional credits and seats using 'Add Credits' & 'Buy More Seats'

Active Subscription

This section displays your currently active subscription plan.

Example:

• Premium Plan - Yearly
• Seats Used: 1 / 1

You can click on 'Buy More Seats' to expand workspace access for additional recruiters or hiring managers.

Recent Credit Usage

This section provides visibility into recent credit consumption activity across the organization.

It helps administrators understand Which workflows consume credits, Hiring activity trends, Platform utilization patterns and more.

Info Credits may be consumed through AI screening, rediscovery, outreach workflows, automation actions, emails and candidate processing activities depending on your plan.

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Saved Payment Modes

The Saved Payment Modes section allows organizations to securely manage cards used for subscriptions, seat upgrades, and credit purchases.

Add a New Card

1. Navigate to 'Settings' → 'Billing' → 'Saved Payment Modes'.

2. Click on 'Add New Card'.

3. Enter your card details securely.

4. Save the card for future transactions.

Saved Cards

All previously added cards will appear under the Saved Cards section.

You can:

• View saved payment methods
• Use cards for future purchases
• Manage organization billing methods

Tip Using saved payment methods speeds up subscription upgrades and credit purchases during urgent hiring requirements.

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Invoices

The Invoices section provides a complete billing history for your organization.

View Invoices

This section displays: download invoice link, date, time of payment, status & amount.

Administrators can use this section to:

• Track subscription payments
• Download billing records
• Maintain financial documentation

Info Invoices are generated automatically for subscription renewals, seat upgrades, and credit purchases.

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Billing Settings

The Billing Settings tab allows organizations to configure invoice and billing information used across subscriptions and payment records.

Organization Billing Information

You can configure:

• Organization Name: The name that will appear on your invoices.
• Billing Email: The email address where invoices and billing notifications are sent.
• Billing Address: The physical address of your company, used for calculating sales tax. This includes fields for street address, city, state, zip code, and country.

Note Ensure your billing information is always updated to avoid payment failures and invoice discrepancies.

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4. Other Integrations

The Other Integrations section helps organizations connect external services, automate profile syncing, and extend recruitment workflows across platforms used alongside Skima AI.

Cloud Sync URL

The Cloud Sync URL section allows recruiters to automatically sync candidate folders from cloud-based sources directly into Skima AI.

Recruiters can connect shared candidate repositories and automate recurring profile imports every 24 hours.

Configure Cloud Sync

1. Navigate to 'Settings' → 'Other Integrations' → 'Cloud Sync URL'.

2. Enter the following details:

   • 'URL Name'
   • 'Sync Frequency'
   • 'Source'
   • 'Job'
   • 'Paste URL'

3. Under 'Sync Frequency', choose whether the sync should run:

   • One-time
   • Recurring

4. Select the associated job if required.

5. Paste the shared folder or profile URL.

6. Click on 'Add New'.

Once configured, Skima AI automatically retrieves candidate profiles from the connected source.

Tip Recurring sync is useful for continuously updating candidate pools from external sourcing repositories.

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Chrome Plugin Domains

The Chrome Plugin Domains section allows organizations to request support for external recruitment platforms inside the Skima AI Chrome Extension.

Request a New Domain

1. Navigate to 'Settings' → 'Other Integrations' → 'Chrome Plugin Domains'.

2. Under 'Request a Domain', enter the platform domain.

Example:

• lever.com
• recruit.zoho.in

3. Add the corresponding platform URL.

4. Submit the request.

Domain Approval Status

Requested domains appear with their approval status.

Example:

• Approved
• Pending

Once approved, recruiters can use the Skima AI Chrome Extension directly on supported recruitment platforms.

Info

The Chrome Extension helps recruiters use Skima AI capabilities directly inside external ATS and hiring platforms without switching tabs. Learn more

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Meeting Provider

The Meeting Provider section allows recruiters to connect video conferencing tools like Zoom for interview scheduling and collaboration workflows.

Connect Zoom

1. Navigate to 'Settings' → 'Other Integrations' → 'Meeting Provider'.

2. Under the Zoom provider row, click on 'Connect'.

3. Sign in using your Zoom account.

4. Approve the required permissions for Skima AI.

5. Once connected, the provider status will display as connected.

Disconnect Zoom

To remove the integration:

1. Click on the red 'Disconnect' button under the 'Action' column.

2. Confirm the disconnection request.

Info

For detailed setup instructions, permission scopes, troubleshooting, and interview workflow usage, refer to the dedicated Zoom Integration guide.

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5. Email

The Email section allows organizations to configure campaign sending infrastructure, manage outreach templates, and connect recruiter email accounts for hiring communication workflows inside Skima AI.

Campaign Email Configuration

This tab includes: Email sending infrastructure, Domain authentication, SMTP configuration, Reply tracking, Deliverability & setup Outreach analytics

I. Current Email Accounts

This section displays a table of all connected sending accounts showing their : Email Account ID, Created On, Management Type, Sending Method & Status

If no email account has been configured yet, Skima AI will display:

'No Email Account Found'

II. Create an Email Account

1. Click on 'Create Email Account'.

2. The setup wizard will open.

Step 1/4 — Choose Your Sending Configuration

You will be presented with two sending methods.

Option A — Skima AI Managed Sending

Skima AI manages the email sending infrastructure using a dedicated high-reputation sending service.

This option requires:

• SPF setup
• DKIM authorization
• Domain verification

Option B — Use Your Own Infrastructure

This option allows organizations to send emails using:

• Google Workspace
• Microsoft Outlook
• Custom SMTP

No Skima AI SPF/DKIM authorization is required for this option.

Step 2/4 — Configure Sending Setup

For Option A

You must configure:

• Sending domain
• From email address

For Option B

You must connect:

• Google Workspace
• Outlook
• Or Custom SMTP credentials

For Custom SMTP, recruiters must provide: SMTP Host, SMTP Port, SMTP Username, SMTP Password, Primary Sending Domain & From Email Address.

Info

For complete setup walkthroughs, DNS configuration examples, SMTP troubleshooting, and deliverability best practices, refer to the dedicated SMTP Integration guide.

Step 3/4 — Authorization & Deliverability

• If using Skima AI Managed Sending, DNS records such as SPF, DKIM, and Return Path records must be added to your domain provider.

  After DNS setup:

  1. Click on 'Verify Record'.
  2. Skima AI will validate the configuration.

• If using your own infrastructure, Skima AI skips DNS authorization but still validates email connectivity.

Step 4/4 — Configure Reply Handling

Skima AI uses a dedicated reply subdomain to automatically track campaign replies, process candidate responses efficiently, maintain cleaner recruiter inboxes, and provide more structured response analytics inside the platform.

You must configure:

• Reply subdomain
• Reply-to address

Before submission:

1. Click on 'Send Test Email'.
2. Verify successful email delivery.
3. Click on 'Submit'.

Once completed successfully, the account status becomes: 'Active'

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Templates

The Templates section allows recruiters to create reusable email templates for outreach, shortlisting, interview communication, and candidate engagement workflows.

Create a New Template

1. Navigate to 'Settings' → 'Email' → 'Templates'.

2. Click on 'Create New Template'.

3. Configure the following:
   • 'Template Name'
   • 'Subject'
   • 'Email Body'

Template Type

The Template Type determines where the template can be used inside Skima AI workflows. Select a type

Examples include:

• Jobs
• Interview Feedback
• Application Reviews

Dynamic Variables

These are dynamic Buttons that insert "smart tags" into your email. Different variables are shown as per the type of template chosen. When the email is sent, these tags automatically pull real data:

• Applications: Includes the specific Application ID for tracking (eg; APPLICATION_ID).

• Links: Adds functional buttons like (eg; ACCEPT_LINK or REJECT_LINK).

• Candidates: Inserts the person's name or email. (eg; Candidate_First_Name)

• Jobs: Inserts the specific job title, location, or company name. (eg; Job_Title)

Save and Edit the Template

1. Click on 'Create' to save the template.

2. Recruiters can click on the pencil icon beside a template anytime to modify it.

Default Templates

Skima AI includes default system templates for:

• Candidate shortlisting emails
• Search query outreach workflows

Default templates are not editable. Recruiters must create a new template if customization is required.

Tip Use dynamic variables wherever possible to personalize outreach at scale without manually editing every email.

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Personal Accounts

The Personal Accounts section allows recruiters to connect their personal email providers for direct communication workflows inside Skima AI.

Connected Accounts

Supported providers include: Google & Microsoft

Connect an Email Provider

1. Click on 'Connect' beside the provider.

2. Sign in using your email account.

3. Approve the required permissions.

4. Once connected, the provider status updates automatically.

Disconnect an Email Provider

1. Click on 'Disconnect' beside the connected provider.

2. Confirm the disconnection request.

Note Only one personal email provider can be connected at a time inside Skima AI.

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6. API Keys

The API Keys section is for teams who want to integrate Skima AI's core technology directly into their own systems. An API key is a unique credential that allows your external applications, such as your company's career page or internal database, to securely communicate with Skima AI's services.

The primary use of the API key is to access the Resume Parsing API, which lets you automatically send resumes to Skima AI and have key candidate information extracted and returned in a structured format.

API Keys and Usage

Where to Find Your API Key

1. Navigate to 'Settings' from the left sidebar.
2. Click on 'API Keys'.
3. Your key will be displayed, partially hidden for security.

Managing Your Key Securely

Treat your API key like a password. If you believe your key has been compromised or you are updating your security policies, click 'Rotate Key' to instantly deactivate the old key and generate a new one.

Warning Rotating your API key immediately deactivates the previous key. Any existing integrations using the old key will stop working until they are updated with the new one.

API Functionality

The API key grants access to a set of endpoints that automate the resume parsing process.

Parse a Single Resume handles one-off resume uploads. When a candidate applies through your website and submits their resume, your system can use this endpoint to send that resume to Skima AI for parsing. It instantly extracts contact details, work experience, and skills and returns them in a structured format.

Parse Multiple Resumes processes large batches at once. If you have hundreds of resumes from an event or a previous campaign, you can send them all in a single request instead of one by one, saving significant processing time.

Check the Status of a Parsing Job lets your system query the progress of a bulk parsing request. Since large jobs take time to complete, this endpoint allows you to check when results are ready without waiting for the entire process to finish.

Get the Overall Status provides a high-level view of all your current parsing tasks so you can monitor API usage and ensure your automated workflows are running as expected.

Info For detailed API documentation, endpoint references, and integration examples, contact support@skima.ai or reach out to your account manager.

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7. Career Page Settings

The Career Page Settings section allows organizations to configure and customize their public careers page inside Skima AI. From branding and company information to domain setup and appearance customization, this section helps create a professional hiring experience for candidates visiting your careers page.

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You can configure:

• Basic company information
• Career page domain setup
• Branding assets such as logo, favicon, and banner
• Career page appearance and colors

Once configured, click on 'Save' to apply the changes to your public careers page.

Info

For a complete step-by-step setup walkthrough, domain configuration guide, and branding best practices, refer to the dedicated Careers Page setup guide.

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8. Audit Logs

The Audit Logs section provides a chronological history of important activities performed across the Skima AI workspace. This helps organizations maintain transparency, monitor changes, and track operational activity across recruiters and administrators.

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Filter Audit Activity

You can filter audit logs to quickly locate specific platform activities and operational changes. Use 'All Members' to track actions performed by specific recruiters, hiring managers, or administrators. The 'All Actions' filter helps narrow logs based on activities such as Create, Update, or Delete actions for faster investigation and tracking.

You can also use the 'Date Range' filter to review activities performed within a selected timeframe, making it easier to monitor historical changes and user actions across the workspace.

Audit Log Table

The audit table displays a detailed activity trail for workspace operations.

• Name: Displays the user’s name and email address associated with the action.
• Event: Identifies the type of event performed inside the platform.
• Actions: Shows the exact activity completed, such as creating a job, updating a candidate, or logging in.
• Created On: Displays the date and timestamp of the activity.
• Description: Provides additional context about the action performed and any related updates.

Info Audit Logs help organizations maintain accountability by creating a transparent history of recruiter and administrator activity across the workspace.

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9. WhatsApp

The WhatsApp section is the Content Template Builder inside Skima AI. It lets you create, manage, and submit WhatsApp message templates for Meta approval so they can be used in campaign outreach sequences.

Navigate to 'Settings' from the left sidebar and click on 'WhatsApp'.

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Connect Your Facebook Business Account

Before you can create or use WhatsApp templates, you need to connect your Meta (Facebook) Business account.

If no account is connected yet, the Content Template Builder will show an empty state with the message:

"No account connected yet. Login with Facebook to start launching campaigns with WhatsApp."

1. Click 'Login with Facebook'.

For the complete step-by-step account setup including phone number requirements, Meta Business authentication, and business verification, refer to the Setting Up WhatsApp guide.

Once connected, the Content Template Builder will load and display your existing templates.

Warning A connected Facebook Business account with an active WhatsApp Business profile is required before any WhatsApp templates can be created or used in campaigns.

Create a New WhatsApp Template

1. Click 'Create New' in the top-right corner of the Content Template Builder.

2. The General Information form will open. Enter a Template Name (up to 450 characters) and select a Template Language.

3. Under Content Type, select one of the six message types available:

• Text for plain text messages with no media or interactive elements.
• Media for messages that include an image, video, or document.
• Quick Reply for messages with pre-defined reply buttons the candidate can tap.
• Call To Action for messages with buttons that open a URL or trigger a phone call.
• Card for structured card-style messages.
• WhatsApp Card for WhatsApp-native card format messages.

4. Click 'Create' to proceed to the full template editor where you can build and configure the message content.

Note WhatsApp templates generally take 24 to 48 hours to be reviewed and approved by Meta before they can be used in campaigns. Plan ahead when building campaign flows that include WhatsApp steps.

Manage Existing Templates

Once your account is connected and templates have been created, they appear in the templates table on the Content Template Builder page.

Use the Language dropdown to filter templates by language. Use the Content Type dropdown to filter by message type. Use the Search Templates bar to find a specific template by name.

The templates table displays each template's Name, Language, Content Type, WhatsApp eligibility status, and an Actions column with a delete option.

The WhatsApp eligibility column shows the current approval status for each template.

• Approved means the template has been reviewed and can be used in campaigns.
• Unsubmitted means the template has been created but not yet submitted to Meta for review.
• Rejected means Meta has declined the template and it cannot be used until it is revised and resubmitted.

Click on any template name to open and edit it.

Tip Only Approved templates are available for selection inside the campaign flow. Make sure your templates are submitted and approved before building a campaign that includes WhatsApp steps.

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10. Uploads

The Upload Batches section helps recruiters monitor and track all resume upload activities performed inside Skima AI.

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The table displays the details of each upload, including the batch name, upload date, associated job, success/failure counts, and overall status.

Filters

Use the Filter button to search by Status, Client or Job. You can also search for a specific Batch name. This helps teams monitor upload progress and troubleshoot failed imports more efficiently.

View Candidate Upload Logs

Click on the batch name to open detailed upload logs for that batch.

Inside the logs, recruiters can:

• Check individual candidate upload status
• Identify failed uploads
• Review processing errors
• Validate successful candidate imports

Tip Use clear batch names such as the job title or sourcing campaign name to make upload tracking easier across hiring teams.

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