Quickstart

Create a job

Go to Jobs and click Post Your Job. Setup has five steps: Job Details, Screening Questions, Pipeline, Scheduling, and Review & Activate.

On Job Details you can upload or paste an existing job description to pre-fill the form, or enter a title and click Generate with AI. Click Save & Continue to save the job as a draft and move on.

See Creating a Job for the full walkthrough.

Review your screening questions

CONFIRM generates a starting set of screening questions from your job details. Edit, reorder, or remove them, and add your own. Mark true must-haves — work authorization, a required license — as Knockout questions.

See Screening Questions and Knockout Criteria.

Shape the pipeline

Choose what happens after a candidate passes screening: add interview rounds, review steps, or assessments in the order you want. The pipeline decides whether passing candidates wait for your approval or go straight to interview booking.

Then set interview availability on the Scheduling step.

Activate the job

On Review & Activate, check the readiness checklist and the summary of your job. Tick I’ve reviewed this job posting and confirm all details are accurate, then click Activate Job. The job moves from Draft to Active and starts screening applicants.

If you leave before activating, the job stays a draft. Use Continue setup on its row in the Jobs list to pick up where you left off.

Get candidates in

There are two ways to fill the pipeline:

• Post to job boards. On the job’s row in the Jobs list, click Promote Your Job on Job Boards to buy placements on boards such as Indeed and LinkedIn, or to post to your own board account. Applicants flow into the job automatically. See Posting to Job Boards.
• Add candidates yourself. On the Candidates page, click Add. Upload the candidate’s résumé (required), fill in their details, and pick the job. With Screen by phone now on (the default), a screening call is queued as soon as the candidate is added. See Adding Candidates.

Candidates get screened

Every active job screens its applicants automatically. The AI agent calls each candidate, asks your screening questions, checks knockout requirements, and answers candidate questions using your knowledge base. Candidates can also call back on their own schedule.

See How Screening Works.

Review results

Open a candidate from the Candidates list to see their fit tier, per-question answers, the transcript, and the call recording. From there you move the candidate forward, reject them, or message them.

See Reviewing Results.

Schedule interviews

When a candidate reaches an interview round, they get a booking link by text and email so they can pick a time. You can also send the link yourself or book a time on their behalf from the candidate’s profile. Bookings land on the job’s connected calendar.

See Scheduling Interviews and Calendar Integration.