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Handbook

Prepare and send an invitation

Check the recipient, reservation and delivery method before creating access.

Owner · Recruiter2 min readGuided walkthrough
Before you begin

A ready interview, completed company setup and enough available credits. Connected mail accounts are optional.

On this page
Check, reserve, deliverSynthetic example

A guided view of the actual product controls. Move step by step or play the walkthrough.

Step 1 of 3

Verify the recipient

The invitation dialog identifies the candidate and job before any delivery action.

Fictional data · Local example only · No account changes, messages, payments or device recordings
  1. Verify the recipient

    The invitation dialog identifies the candidate and job before any delivery action.

  2. Read the reservation

    Capacity is reserved when an invitation is created. Consumption follows a valid report.

  3. Choose how to deliver

    Email sends an invitation. Create a link gives you a private URL to deliver yourself.

Read the complete walkthrough
  1. Verify the recipientThe invitation dialog identifies the candidate and job before any delivery action.
  2. Read the reservationCapacity is reserved when an invitation is created. Consumption follows a valid report.
  3. Choose how to deliverEmail sends an invitation. Create a link gives you a private URL to deliver yourself.

Step by step#

  1. Choose Prepare invitation

    Open the interview’s invitation control. Verify the candidate’s name, email, role and duration in the dialog.

  2. Read the reservation

    The dialog shows the credits required and those currently available. A reservation holds capacity for this interview; it is different from consumption.

  3. Choose Delivery

    Select Send by email to send an invitation, or Create a link to obtain a link for your own delivery. For email, choose VANTA or an available connected sender.

  4. Create or send once

    Use the final action that matches your choice. With a link, use Copy link and share it privately with that candidate. A generated link has not been emailed automatically.

A time-limited candidate entry#

The invitation is valid for up to seven days. The candidate follows the link to the preparation and consent flow, not directly into an unannounced recording.

Invitation preparation is disabled#

Check the visible error, your role, job readiness and available credits. Ask the owner about billing restrictions. Do not purchase a second plan or create duplicate interviews to bypass a reservation.

Put it into practice.

Prepare a private invitation link. Work through the controls with local sample data.

Try the exercise
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