Getting Started Checklist

Getting Started Checklist

Complete this one-time setup before creating your first job. Skipping any step limits what Hansa can do.

Step	Where to Go	What to Do
Add your team	Others > User Management	Add everyone involved in hiring — interviewers, reviewers, HR. Assign data access.
Connect calling	Settings > Integrations	Connect Exotel or Plivo so Hansa can make calls to candidates.
Connect messaging	Settings > Integrations	Connect WhatsApp Business and/or Gmail or Outlook for candidate messaging.
Connect calendar	Settings > Integrations	Connect Google Calendar or Microsoft Calendar for interview scheduling.
Set up Agent Profile	Settings > Agent Profile	Give your AI agent a name, voice, and personality. Run a test call before going live.

Tip: Always run a test screening call from Settings > Agent Profile before publishing your first job. It takes 30 seconds and shows exactly what candidates will hear.