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To screen candidates with AI, select them in Contacts (or in AI Search results), start AI screening from the action bar, set your criteria, and review the results in Contacts.

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What this gets you

  • You compare large groups of candidates against criteria you choose, without reading every profile.
  • It works on any segment: a shortlist, a tag, a filtered list, or a whole pipeline, not only one AI Search.
  • You keep the final decision. Each candidate’s screening report stays on their profile.

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Steps

  1. Define the group: filter Contacts to the segment you want, open a shortlist, tag, or pipeline, or select candidates in AI Search results.
  2. Start AI screening from the Contacts action bar.
  3. Generate criteria from a prompt, a job description, or an existing job.
  4. Refine the criteria. You can have up to 20, each with an importance and a category, and you can reorder them.
  5. Run the screening. You can keep working while it runs.
  6. Review the results in Contacts, and combine them with your usual filters.
  7. Open a candidate’s profile to read their AI screening report.

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Tips

  • Revisit earlier screening runs from the Contacts filters.

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Ideas to get more from it

  • Screen everyone in a pipeline stage before an interview round.
  • Generate criteria from the job description to start quickly, then tighten them to what really decides the hire.
  • Screen a saved shortlist before you share it with a client.