The Sourcing Hub is where you find, evaluate, and organise candidates using AI-powered search. This guide walks you through the four core tasks you will perform every day.

How do I run a candidate search?

You have two ways to start a search: the AI chat agent or the structured search form.

Option A — AI Prompt (recommended for most searches)

1. In the left navigation, go to Sourcing.
2. The page opens the Sourcing agent chat. Type what you are looking for in the message field — for example: “Senior Account Executive in London with 5+ years in SaaS”.
3. Press Enter or click the send button. The agent reads your message, builds a search, and navigates you to the results automatically.

Option B — Candidate Search form

1. In the left navigation, go to Sourcing → Candidates.

2. If you have no previous searches, the empty-state screen appears. Click New Search (top-right) or start from the empty state.

3. The search page opens under the heading Search with AI. You will see two mode tabs at the top:

   • AI Prompt (sparkles icon) — a free-text composer labelled “Source with a command”. Type a natural-language description. Example placeholder: Senior recruiter @OrganizationName !City #hospitality +3y. The bar shows coloured token chips as you type — blue for company, green for location, violet for skill, amber for experience years. You can also click any of the suggested token chips (e.g., @YourOrg, !City, #React, +5y) to insert them.
   • Manual Filters (filter icon) — a structured form with fields for Location, Job Titles, Skills, Industries, Min Years, and Max Years. Job Titles and Skills fields accept multiple values and show AI-suggested completions as you type.

4. Use the results limit control (layers icon, bottom-left of the composer) to choose how many candidates to return: 10, 20, 30, or 50 results.

5. When you are ready, either press Enter in the AI Prompt composer or click the Search button in the Manual Filters form.

6. A loading modal labelled “Analyzing your request” / “Searching for candidates…” appears while the search runs. You can click Abort to cancel at any time.

Credit note: Each candidate returned uses one search credit. A banner at the top of the page alerts you when your balance is low. If your account has no credits the send button is disabled.

How do I read and interpret the streamed results?

Results appear on the Candidate Search Details page, which opens automatically after a search completes.

Understanding the page header

• Candidate Search Details — the page title, with breadcrumb back to Sourcing Hub.
• The AI Optimized Search badge appears next to the prompt summary when the AI rewrote your query for better matching. Click Show original search to see exactly what you typed.
• Filter Badges below the summary show the structured filters the AI extracted: location, job titles, skills, industries, and experience range.

Reading each candidate card

Each result appears as a Contact Card row. From left to right:

• Checkbox — tick to select the candidate for bulk actions.
• Avatar and name — the candidate’s profile picture (or initials) and full name. Newly found candidates show a pulsing NEW badge.
• Most recent role — title, company, and location from their latest position (e.g., Account Executive at Acme Inc in London).
• AI summary — a one-line explanation, prefixed with a sparkles icon, of why this candidate matches your search. Highlighted words appear in purple. While the AI is still generating summaries, a skeleton loader is shown; once the search is marked Completed any card without a summary shows “No summary available”.
• Match score dial — a circular gauge (labelled Match underneath) showing the percentage relevance score. Hover over it on desktop to see the AI’s reasoning text.
• Relevance Analysis (collapsible) — click the Relevance Analysis row (brain icon) to expand a breakdown of the candidate’s past roles ranked by similarity to your search. Roles marked Relevant are highlighted in green.

Status badges on the search list

When you return to Sourcing → Candidates, each past search shows a status badge:

Version navigation

If you have refined a search and run it more than once, a version bar appears above the results:

• Version X of Y — shows which iteration you are viewing.
• ← / → chevron buttons — move between previous and current versions.
• Each version shows the number of candidates found and the date/time it was run.

How do I save candidates to a list?

You can save one or more candidates from any search result into a named Candidate List.

Saving a single candidate

1. On the Candidate Search Details page, hover over a candidate card. Two quick-action icons appear in the top-right corner of the card:
   • Add to ATS (person-plus icon) — promotes directly to your ATS.
   • Remove Candidate (trash icon) — removes from this search.
2. To save to a list instead, tick the checkbox next to the candidate’s name.
3. The Selected Items action bar appears at the bottom of the screen. Click Add to List (folder-plus icon).

Saving multiple candidates at once

1. Tick the checkboxes next to each candidate you want to save. Use Select all (top-left checkbox) to select every candidate on the current page.
2. The action bar at the bottom shows the count of selected candidates and four actions:
   • Add to ATS
   • Export Contacts
   • Add to List
   • Remove
3. Click Add to List.

Completing the “Add Candidates to List” modal

1. The Add Candidates to List modal opens. The subtitle confirms how many candidates are selected.
2. Use the Search lists… field to filter your existing lists by name or description.
3. Click any list name to select it. The modal shows how many of your selected candidates are already in that list and how many are new.
4. If you need a new list, click New List (top-right of the modal) to create one inline.
5. Click Add to List to confirm. A success notification appears and the selection is cleared.

How do I open a saved list or expand a search?

Opening a saved Candidate List

1. In the left navigation, go to Sourcing → Candidate Lists.
2. The Candidate Lists page shows all your lists in a table with columns for name, number of candidates, and status. The header shows Active Lists or Archived Lists depending on the selected quick filter.
3. Click any row to open the list, or click View in the row-action menu (eye icon).
4. The list detail page opens under the list’s name. It contains a filterable table of every candidate saved to that list. You can filter by name, company, job title, email, phone, or industry using the quick filter bar, or click Advanced Filters for additional options.
5. Row actions per candidate include: view contact details, search email, search phone, export, add to ATS, and remove from list.
6. To go back, click Back to Lists (top-right).

Expanding a search to get more candidates

When you are on the Candidate Search Details page and want more results from the same search:

1. Click Expand Search (expand icon, visible in the page actions and at the bottom of the results list).
   • For searches imported from Sales Navigator the button reads Get More from Sales Navigator.
2. The Expand Search modal opens. It shows your current credit balance and the number of Available Candidates still in the result pool.
3. Click one of the preset quantity buttons — +20, +30, +50 — or click Custom and enter a specific number.
4. Click Add X Candidates to confirm. The new candidates stream in and are appended to your results. Any brand-new additions are highlighted with a NEW badge.

Editing a search and running a new version

1. On the Candidate Search Details page, click Edit Search (pencil icon).
2. An Edit Search Filters panel expands in-page (Manual Filters form with Location, Job Titles, Skills, Industries, Min Years, Max Years).
3. Adjust the filters and click Search.
4. A highlighted blue panel labelled New Search Ready appears, showing the updated filter badges. Review the filters; if Job Title or Location is missing, a warning is shown and you must fix them before proceeding.
5. Click Start Search to run the new version. While it runs, a loading modal shows “Searching for candidates…”. Click the ← / → version navigation to switch between this run and previous ones.