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Seven20 Assist suggesting a notice period update on a candidate record, from 3 months to 1 month, with the email line it came from and approve, edit and reject buttons

The record updates when the candidate does.

Assist · AI field updates

Assist reads the activity already on the record, from emails, calls and messages, and suggests updates to the fields your team relies on. Each suggestion shows where it came from. Nothing changes until a recruiter approves it.

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Clean data without the data entry.

features and benefits

Records go stale between conversations, because nobody re-keys what a candidate said in an email. Assist does the reading and leaves the decision with the recruiter.

Fields Seven20 Assist can update: notice period, salary expectations, job title, current employer and availability

Suggestions from what was actually said.

Notice period, salary expectation, availability, current employer and job title, proposed from the emails, calls and messages on the record.

Seven20 Assist suggestion showing the old value, the new value and the email it came from

Every suggestion shows its source.

The old value, the new value and the words it came from, side by side. A recruiter can check a suggestion in seconds, and a manager can see six months later why a field changed.

Seven20 Assist flagging a field with no clear source instead of guessing

Nothing invented.

If the source is unclear, Assist doesn’t suggest a value. A missing field flagged is better than a confident wrong one.

Pending Seven20 Assist suggestion with approve, edit and reject options

One click to approve.

Approve, edit or reject from the record or from a queue of pending suggestions.

Admin settings choosing which fields Seven20 Assist can suggest updates to

You decide what it can touch.

Admins choose which fields Assist can suggest updates to, and which teams use it, with standard Salesforce permissions.

Seven20 Assist auto-approve switched on for a field with a high approval rate

Auto-approve, once you trust it.

If a team approves almost every suggestion for a field, switch that field to auto-approve. It’s a setting, not the default.

How it works

From the conversation to the field, with a recruiter in between.

AI that writes straight to your records spreads bad data as fast as your team creates activity. Assist adds one step, and it’s the step that keeps your reporting honest.

01

The activity arrives.

An email reply, a Notetaker call summary, a Sequencer reply or a logged message lands on the record, as it already does.

02

Assist reads it.

 It looks for changes to the fields you’ve switched on, such as a new notice period or salary expectation.

03

The suggestion appears with its source.

Old value, new value and the words it came from, on the record and in the recruiter’s queue.

04

The recruiter decides.

Approve, edit or reject. The change is written as an ordinary Salesforce field update, so field history records it.

The AI suggests. The recruiter decides. Salesforce logs it.

Field history, sharing rules and permission sets apply as standard. Admins scope Assist by team and by field, and every approved change can be traced back to the conversation it came from.

The full Seven20 solution.

Other product areas

Every part of your business in one place. No integrations to maintain, no data gaps between teams.

Seven20 applicant tracking system showing candidate applications and recruitment stages

ATS
Every stage of the candidate journey, configured per job type.

Seven20 flow builder showing automated job advert generation

Automation
Workflow triggers you can build, change or switch off.

Seven20 recruitment portal where candidates can log in and manage their profile and timesheets

Portal
A secure, branded window into your CRM for candidates, clients and suppliers.

Seven20 dashboard showing recruitment activity and key performance insights

CRM
Sales, pipeline, and accounts built on the world’s best CRM.

Seven20 compliance manager displaying candidate documents, passport details and compliance status

Mid and back office
Billing, timesheets, payroll data and compliance on the same records as the placement.

Seven20 AI assistant displaying selectable AI tools for recruitment tasks

AI
Agents with open prompts and a review step before anything saves.

ready to get started?

Bring your stalest records and we’ll show you what’s changed.

Pick the candidates nobody has updated in a year. We’ll run Assist over the activity already on those records and show you every suggestion it makes, with the source next to each one.

Book a demo
Seven20 Assist reviewing four stale candidate records, suggesting a current employer update with the email it came from, awaiting recruiter approval

Frequently asked questions

  • No. It suggests changes and a recruiter approves them. Auto-approve is available once a team is consistently approving suggestions for a field, but that’s your decision, not the default.

  • Out of the box, it reads notetaker transcripts, but it is capable of reading anything you want it to read.

  • Any field your admins switch on. Most teams start with notice period, salary expectation, availability, current employer and job title.

  • Notetaker turns a call into a summary and tasks on the record. Assist proposes the field updates from that call and from every other activity on the record, so suggestions from calls and emails arrive in one place.

  • Yes. Approved suggestions are ordinary Salesforce field updates, so field history, sharing rules and audit trails all apply. You can see what changed, who approved it and which conversation it came from.

  • The recruiter edits or rejects the suggestion before anything saves. If a field is consistently wrong, an admin can switch it off for that field.

  • You need the Utilities package, but nothing else. Seven20 Assist is available as a standalone product.

  • AI runs on records in your own Salesforce org.

  • Consultants. What the candidate said reaches the record without anyone re-keying it.

    Leadership. Reports run on current data rather than whatever was last typed in.

    System admins. You choose the fields, the teams and when auto-approve is switched on.

    Everyone using Search and Sequencer. Both depend on fields like availability and notice period being right.

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