When a Hiring Manager receives a Sendout email, it may include a Quick Actions block for each candidate - displaying candidate details, profile links, and depending on your setup, AI-powered insights and disposition buttons.
When Quick Actions Are Included
Quick Actions only appear when both of the following are true:
The email is sent to a single Hiring Manager (no CC or BCC recipients)
That Hiring Manager has Workbench access
If either condition isn't met, the email is delivered without the Quick Actions block.
What's Always Included (When Quick Actions Are Present)
For every candidate, the Hiring Manager will always see:
Candidate vitals — title, current company, and location
View Candidate Profile — opens the candidate's full profile in the ATS
Hiring Manager Workspace — opens their Engage channel or dashboard, depending on your setup
Additional Content: Wiz AI Summary & Disposition Buttons
To include a Wiz AI summary (fit synopsis and radar chart) and action buttons (Recommend Hire, Decline, Mark in Review, star rankings, etc.), all of the following must be true:
1. The Sendout originates from a job's submittal table The Sendout must be initiated from the job submittal tab - not from a candidate profile or general candidate list. Without job context, AI summaries and disposition buttons are not included.
2. Your company has Wiz AI enabled If Wiz AI is not active on your account, the email will display a message indicating it is not enabled in place of any summary or chart.
3. The candidate has a Wiz evaluation for that job If no evaluation exists yet, the email will note that one is not available. Once an evaluation is complete and includes a summary, the synopsis and radar chart (when scores are present) will appear.
4. The Hiring Manager has the appropriate permissions Which buttons appear is determined by their assigned permissions:
Button | Required Permission |
Applicant star ranking (1–5) | Edit Applicant |
Submittal star ranking (1–5) | Rank Applicant Submittal |
Recommend Hire / Decline | Accept Applicant Immediately / Decline Applicant Immediately |
Mark in Review / Unmark in Review | Interview Applicant Immediately |
If a button doesn't appear for a Hiring Manager, they likely don't have the corresponding permission. Contact your admin to review their role configuration.
5. The submittal is in an eligible status Recommend Hire, Decline, and Mark in Review only display when the candidate's submittal is in a status configured for "report as submittal." If the submittal isn't in that state, those buttons are hidden.
Open Engage Channel appears only when the Sendout is in job context, the Hiring Manager has Access Engage and Create Channel permissions, and your company has Engage SMS configured.
Quick Reference
Use the table below to confirm what the Hiring Manager will see based on your setup and how the Sendout was initiated.
Situation | Vitals + Profile & Workspace Links | Wiz Content | Star Rankings | Recommend Hire / Decline / Mark in Review | Open Engage |
No Workbench access, or email has CC/BCC | — | — | — | — | — |
Sendout not from a job (e.g. candidate profile) | ✓ | Not included | Applicant stars only (if permitted) | No | No |
Sendout from a job — Wiz AI not enabled | ✓ | "Wiz AI not enabled" message | Applicant + submittal stars (if permitted) | Yes, if status and permissions allow | Yes, if permitted and configured |
Sendout from a job — Wiz AI on, no evaluation yet | ✓ | "No Wiz evaluation available" message | Applicant + submittal stars (if permitted) | Yes, if status and permissions allow | Yes, if permitted and configured |
Sendout from a job — Wiz AI on, evaluation exists | ✓ | Synopsis + radar chart | Applicant + submittal stars (if permitted) | Yes, if status and permissions allow | Yes, if permitted and configured |
The Quick Actions block is designed to give Hiring Managers everything they need to evaluate and act on candidates without leaving their inbox. What they see is determined by a combination of how the Sendout was initiated, your company's configuration, and their assigned permissions. When all conditions are met, it's a seamless experience - from AI-powered insights to one-click disposition. Use the reference table above to confirm your setup any time you want to ensure a specific outcome.