Playbook · AI text screeningBack to the case study

The topic list and rules we use to screen field techs by text

The AI writes the texts. The useful part is the setup around it, and you can copy all of it without any of our code.

The first text

It says up front that it's our automated hiring assistant with a few quick questions before the GM meets them in person, then asks where they're based. Before it said so, people kept asking "are you an AI?". Once it does, they don't mind.

Topics, in order

The AI words each one and reacts to the last answer.

One question goes out word for word

"Quick one, do you have a valid driver's license? Our crews drive company vans to job sites, so this is a hard requirement."

Same wording every time, so we can search transcripts for who confirmed it.

Rules the AI follows

Knockouts are plain rules, not AI

Scoring

Follow-up, checked daily

How a screen ends

A wrap-up text says the GM will reach out by the next business day to set up an in-person meeting. In practice the GM can text back from the same line right away, and a good applicant from 8pm can be in an interview the next morning.

Referral bonuses get flagged for payroll once the hire passes 90 days.

Set it up yourself

You need a texting tool with automation (we use Quo), an LLM given this list plus your van spots and schedule, plain rules for the knockouts, and a daily check for the 48-hour timers. No code needed.

To see the whole flow running, watch the 3.5-minute walkthrough.

Try it yourself (845) 303-2097 Text the hiring line and you'll get the screener. It's a live hiring line, so a person will see your replies.

If you're setting this up and get stuck, email me and I'm happy to compare notes. More on how I work at kopczynski.us.