What is an interview template?
A template saves your interview configuration — including voice, evaluation criteria, pre-screening settings, widget customizations, and more — so you can reuse it when creating new interviews. Templates are useful when you hire for similar roles repeatedly and want consistent settings without configuring everything from scratch each time.
What templates save
When you save a template, it captures:
Voice and language settings
Evaluation config — Standard metrics, custom criteria, language proficiency, and resume evaluation toggles
Pre-screening settings — Resume screening, questionnaire, pass rate thresholds, and rejection messages
Widget customizations — Skip overview, processing step, done action behavior
Interview flow settings — Interview style, enthusiasm, pacing, opening/closing messages
Settings — Duration, max attempts, candidate info collection, share feedback, auto-triage, notifications, webhook URL, branding overrides, share link privacy
Questions (optional) — You can choose whether to include your interview questions in the template
Saving an interview as a template
To save an existing interview's settings as a reusable template:
Open the interview and go to the Settings tab.
Click Save as template in the top-right corner.
Enter a Template name that describes the use case (e.g., "Customer Support — Standard" or "Engineering — Technical Screen").
Optionally add a Description for the template.
Toggle Include questions if you want to save this interview's questions with the template.
Click Save template.
The template appears in your templates list and is available to your entire organization.
Creating an interview from a template
When creating a new interview:
Click Create interview on the dashboard.
Choose Use a template.
Select a template from the dropdown.
The wizard opens with the template's settings pre-filled (and questions, if they were included).
Add or adjust your job title, description, and questions as needed.
Review and publish.
All the saved settings (voice, evaluation, pre-screening, etc.) are applied automatically.
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Tip: Using a template doesn't lock you in — you can still adjust any setting before publishing the new interview.
Managing templates
To view and manage your templates:
Go to Settings in the left sidebar.
Open the Interview Templates section.
Each template shows its name, optional description, question count (if questions were saved), and creation date.
Available actions:
Rename — Click the pencil icon to enter inline editing mode. Type the new name and click the check icon to save.
Delete — Click the trash icon. Confirm deletion in the dialog by clicking Delete template.
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Note: Deleting a template does not affect interviews that were previously created from it. Those interviews keep their settings.
Tips for using templates effectively
Create templates for each role type — e.g., "Sales," "Engineering," "Customer Support" — with evaluation criteria tailored to that function.
Include questions for roles where the same questions are reused across multiple job openings.
Add descriptions to help team members understand when to use each template.
Standardize pre-screening — If you always require a resume for certain roles, save that in the template.