Setup
How to set up ai agents for ats resume checker
How to set up ai agents for ats resume checker — answered from your own docs. How Applicant Tracking Software teams use Chatref (ai agents, ai agents) to solve
Set up a Chatref AI agent for your ATS resume checker in three steps: add your resume checker docs and FAQs, drop the widget onto your help site, and test with real candidate scenarios. The agent will answer common questions about uploads, formatting, and rejection reasons – grounded only in your content. Then use Chatref's insights panel to spot the most-asked topics and strengthen your knowledge base over time.
Before you start
You need a Chatref account (you can start with the $50 free credit – no card needed) and your own content that explains how your ATS resume checker works. Gather:
- The public-facing help articles, setup guides, and FAQ pages you already have for the resume checker.
- Internal support docs that explain why resumes get rejected (e.g., file type limits, keyword matching rules).
- Any policy pages that cover accepted formats, file sizes, and scanning criteria.
If you are running an Applicant Tracking Software platform, this agent will handle the repeat queries that come from candidates and hiring managers who get stuck during submission.
Step-by-step setup
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Create your agent
Log into Chatref and create a new AI agent. Give it a name like “Resume Checker Help” and choose a primary color that matches your brand. -
Add your resume checker content
Go to the agent’s training section and upload your documents. You can add PDFs, page URLs, or even a sitemap of your help center. Include every article that covers:- How to upload a resume
- Supported file types and size limits
- Common rejection reasons (missing keywords, unreadable formatting, wrong file)
- How the checker scores or ranks resumes
Chatref trains the agent on this material – nothing from the open web. Every answer will be grounded in your own docs, so it won’t guess about your specific checker.
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Customize the agent’s behaviour (optional)
Set a welcome message that helps candidates jump straight to their question: “Ask me anything about submitting or fixing your resume.” You can also add a fallback response for when the agent can’t find a matching answer – for example, “I couldn’t find that in our guides. Try contacting support.” -
Embed the widget
From the agent’s settings, copy the embeddable snippet. Paste it onto the pages where candidates interact with your resume checker: the upload page, the status page, and your help center. The widget appears as a small chat bubble – one snippet works across all your origin-allowlisted domains. -
Turn on insights (so you know what’s being asked)
In the agent’s settings, make sure the insights module is active. This will automatically tag conversations by topic (for example, “file format,” “rejection reason,” “upload error”) and surface the most frequent questions later.
Check it works
Use the built-in playground inside Chatref to test without touching your live site. Ask the agent a few realistic candidate questions:
- “Why was my PDF rejected?”
- “What file types do you accept?”
- “Do you check for keywords?”
- “How long does it take to get a score?”
Each answer should pull directly from the docs you uploaded. If an answer feels generic or misses a specific policy detail, open that doc in your content library and check whether the phrasing matches the question – the agent leans heavily on exact wording.
Then visit your live page and try the widget as a candidate would. Open it on mobile and confirm it loads quickly and the answers read well in the chat window.
Common issues
The agent gives a vague or incorrect answer
Check that you have a doc that answers the exact question. If your help articles say “We accept .pdf, .docx, and .txt files” but a candidate asks “Can I upload a .pages file?” the agent may not infer that .pages is unsupported. Add a dedicated FAQ entry: “macOS Pages files are not accepted – convert to .pdf first.”
The agent can’t answer a frequent question about resume scoring
Add a document that explains your scoring algorithm in plain language. Even a short bullet list of what the checker looks for – “keywords from the job description, work-history completeness, education section present” – will help the agent give a useful answer.
Candidates keep asking the same thing after hours
If the agent answers but candidates still escalate, the wording in your docs might be too technical. Re-write the explanation in a more direct, step-by-step format and re-train the agent by re-uploading the updated file.
The agent is not triggered on your site
Confirm the snippet is placed on the exact pages where you want the widget, and that those domains are allowlisted in the agent’s security settings.
FAQ
What causes ats resume checker problems for Applicant Tracking Software?
Most problems come from missing or unclear content in the knowledge base. If your docs don’t explicitly spell out accepted file types, size limits, or the reason a resume was rejected, the agent has nothing to draw from. Candidates then get stuck, leave, or flood your support inbox. Other issues include outdated help articles (describing an older version of the checker) and a mismatch between how candidates phrase a question and the language in your training material.
How do I improve ats resume checker for Applicant Tracking Software?
Start by reviewing Chatref’s insights panel – it shows the exact queries that led to an unhelpful or missing answer. Add new training documents that address those gaps directly. Write the answer in the same language a candidate would use, not internal jargon. Then re-test and monitor the insights weekly to catch new patterns. If a question requires a human, the shared inbox lets you take over and then feed that resolution back into the knowledge base for next time.
Related guides
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.