Back to Help Center
Managing Candidates
View, search, filter, and manage your candidate database.
1
Viewing the Candidate List
- 1.Navigate to Candidates in the sidebar to see all candidates.
- 2.Use the search bar to find candidates by name, email, or phone.
- 3.Apply filters for status, source, or tags to narrow results.
2
Creating a New Candidate
- 1.Click the "Add Candidate" button at the top of the list.
- 2.Fill in required fields: name, email, and phone number.
- 3.Optionally upload a resume — the system will parse it automatically.
3
Viewing a Candidate Profile
- 1.Click any candidate row to open their full profile.
- 2.The profile shows contact info, resume, activity timeline, and pipeline status.
- 3.Use the agent panel on the right to take actions or ask questions about the candidate.