The Candidate Re-Engagement AI Agent is able to automatically scan your ATS candidate pool, score your past applicants against newly opened roles, and surface a ready-to-review shortlist of matches. With this, you can view suggested candidates, message them, or add them directly to the open job without ever leaving the ATS to start a new search.

Agents Menu

The "Agents" grid will provide the following columns:

• Actions
  • Eye Icon - Review agent results.
  • Edit
  • Trash Can
• Agent Name
• Last Run
• Status

Creating an Agent

1. Click Add. 

2. Enter the parameters for the agent:

   • Agent Name -  The name they would like to give to the agent
   • Global Instructions - Provide any context or information the agent should refer to.  For example, if they only want the agent to consider people who have applied to a past job in the last year, the recruiter can add this instruction here.
   • Active/Inactive - If the agent is deactivated, it will no longer review open jobs in the company's ATS instance or find candidates.

   

3. Click Add. When the agent is created, the template and scope are set for the agent and cannot be changed.

Reviewing Results

A single re-engagement agent runs automatically for every open job assigned to the user, keeping setup and ongoing management simple.  On-hold or closed jobs are not included in the agent's scope.  Once the agent has been created, the user can click on the view details icon to see the jobs it is considering when searching for candidates.

The agent details will show a list of your open jobs, most recent at the top.

The details will provide the following columns:

• Actions - A recruiter can click the icon to see potential matches from their ATS candidate pool for this job.
• Location - The primary location associated with the open job.
• Job Name - The name of the job in the ATS.
• Opened - The creation date of the open job.
• Strong - The number of candidates from the candidate pool who were found to be strong matches for the open job.
• Possible - The number of candidates from the candidate pool who were found to be possible matches.

Automated Candidate Matching

Once a user finds the job they would like to source for, they will click into the details to see the candidates selected from the candidate pool and review them.  You will see the following screen after they click into a job.

The "Add Instructions" button allows you to add additional instructions for a job.

The details will provide the following columns:

• Actions 
  • View Details
  • Send
  •  
  • Remove
• Candidate
• Match
• Distance
• Past applications
• Status

How the Agent Works

 The agent completes its search for candidates in two basic stages:

Stage 1

The agent finds past candidates to review based on several different criteria:

• Prior Job Title Similarity - the agent looks at the jobs a candidate has applied to in the past and tries to understand if the previous application is to a job similar to the one in question.
• Label Tags - the agent looks for labels added to the candidate by recruiters in the past
• Prior Application Status and Outcome - the agent looks to see how the candidate's prior application ended 
• Candidate Location - the agent looks at the candidate's stated location in their application record
• Recruiter Star Rating - the agent looks to see what (if any) star rating exists for the candidate
• Recency of Last Application - the agent looks at when they last applied and favors more recent past applicants

In some cases, candidates are not considered for the job.  We exclude those candidates who match these criteria:

• Anyone who was ever hired
• Anyone whose old status or disposition reads like "do not contact"
• Anyone who already applied to the open job
• Anyone the recruiter has already dismissed from the re-engagement list before
• Anyone outside the recruiter's business units

Stage 2 

After the agent finds past candidates to review in Stage 1, they move to Stage 2 - ranking the candidates.  Candidates are ranked and categorized into strong and possible matches by looking at the following criteria.

*Candidates that receive a low ranking are left out of the shortlist.

• Location - where the candidate is located in relation to the job site
• Label Tags - if the recruiter labeled them in a specific way previously
• When They Applied Last - looks at recency of the last application
• Which Similar Job They Came From - the agent looks at how similar the job they applied to previously was
• Any Signs of Recruiter Interest From Past Applications - such as star rating or if they moved forward
• Credentials and Education - pulled from the candidate's resume
• Notes From Past Interviews - interviewer and hiring manager comments
• Work History and Resume Summary - pulled from the candidate's resume

Job-Specific Instructions

Recruiters can add instructions for an individual job, such as requiring a specific certification, to refine matching for that role by clicking the "Add instructions" button. These instructions can be added by typing a rule in plain language into the text area, then clicking "Add".  The instruction will be added, which can then be removed if the recruiter feels it is necessary.

Recruiter Review and Action

From the matching candidates list, recruiters can open the contact, summary, work history, education, notes, and the agent's reasoning for matching the candidate.  Recruiters can also have the agent generate a personalized outreach message, add a candidate directly to the job, or dismiss a candidate from the list.

• When a recruiter opens the candidate profile, this is what they see:
  
  
• When a recruiter chooses the "re-engage" icon, the agent creates a personalized message that can be copied into a separate email to the candidate.  *NOTE - Recruiters cannot send the message from the tool.
  
• When a recruiter chooses to add a candidate to a job, this is what they will see:
  
• When a recruiter chooses to dismiss a candidate, they will be removed from the candidate list for any job that recruiter is managing.  The recruiter will be given the option to undo the action.