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AI screening evaluates candidates against criteria you set, so you can compare them quickly. It works on any group of candidates in your CRM, not only the results of one AI Search.

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Watch it live

  1. Define the group. Filter Contacts to the segment you want, or open a shortlist, tag, or pipeline. You can also select candidates in AI Search results.
  2. Start AI screening from the Contacts action bar.
  3. Generate criteria. Create them from a prompt, a job description, or an existing job. Keep only the criteria that actually decide the hire.
  4. Refine them. Set an importance and category for each criterion (up to 20), and reorder them.
  5. Run the screening. You can keep working while it runs.
  6. Review in Contacts. Combine the results with your usual filters, for example to look only at people you haven’t contacted yet.
  7. Open a profile to read that candidate’s AI screening report.
  8. Act on it. Move the best candidates into the job’s pipeline or into outreach.

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What you can screen

Start screening from the Contacts action bar. You can screen:
  • Candidates you’ve selected in Contacts or in AI Search results.
  • Saved shortlists and filtered contact segments.
  • Contacts with a particular tag.
  • Everyone in a recruitment pipeline.

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Set your criteria

Before screening starts, you decide what to evaluate.
  • Generate criteria from a prompt, a job description, or an existing job.
  • Customize up to 20 criteria, each with an importance and a category.
  • Reorder and refine the criteria before you start.

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Review the results

  • In Contacts. Open screening results in the Contacts list and apply your usual filters while you review.
  • Switch between sources. Move between recent AI Search assessments and on-demand screening runs without rebuilding the search. For AI Search results you can see the must-have and nice-to-have criteria used.
  • Revisit earlier runs. Previous screening runs are available from the Contacts filters.
  • On each profile. A candidate’s AI screening report stays available on their contact profile.

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How-to guides

Quick, step-by-step answers for common tasks:

AI Search

Source candidates from a role description.

Contacts

Work with the candidates you’ve screened.