Guides

Step-by-step guides for the most common platform workflows.

Sourcing

• Candidate Search — AI-powered candidate sourcing with streaming results
• Job Matching — AI matching, scoring rubrics, ATS pipeline management
• Prospecting — discover new client prospects through job and client searches

Outreach

Campaigns live in the Multi-Channel Outreach module in the app. See Campaigns for the product walkthrough.

• Email Sequences — build multi-step email campaigns
• LinkedIn Outreach — automate LinkedIn messaging
• Campaign Management — multi-channel outreach with email and LinkedIn steps

AI & Automation

• AI Agent — threaded conversations, streaming chat, and approval workflows

Collaboration

• Client Portal — client-facing dashboard for job requests and candidate review

Data

• Documents — upload, parse, and attach CVs and files