Email Outreach

Sending Emails

1. Open a candidate's profile
2. Click Send Email
3. Choose a template or write a custom message
4. Use AI Generate to create personalized content based on the candidate's profile
5. Send immediately or schedule for later

Email Templates

Create reusable templates for common communications:

• Application received confirmation
• Interview invitation
• Assessment instructions
• Offer letter
• Rejection (with feedback)

Templates support variables like {{candidate_name}}, {{job_title}}, and {{interview_date}}.

Reference Requests

Automate reference collection:

1. Click Request References on a candidate profile
2. Enter referee email addresses
3. The system sends a structured reference form
4. Responses are collected and summarized by AI

Email Intake

Configure an email address that automatically creates candidates when applications are forwarded:

1. Go to Recruiting → Settings → Email Intake
2. Set up your intake address
3. Forward application emails to this address
4. Candidates are created with resume attachment parsed automatically