The Sourcing Agent is your AI-powered helper that automatically searches for the best candidates for your open jobs. Instead of spending hours on multiple platforms, you can set up the agent once, and it will find profiles from your database, the web, competitor companies, referrals, and even social media.

How to Use the Sourcing Agent

  1. Open the Sourcing Agent
    Go to Agent Screen → Sourcing Agent.

  2. Choose the Job

    • Select the active job you want to source candidates for (required).

  3. Select Sourcing Options

    • Search on Web
    • Update Open To Work
    • Store Unmatched Candidates For Future Opportunities


  4. Select Precision filters

    • Strictly Check Location

    • Strictly Check Experience

    • Strictly Check Industry Type

  5. Run the Agent

    • Click Run Agent.

    • When you click Run Agent, the system will first ask for confirmation before starting.

    • If you click Yes  The agent will start running in the background and you’ll get a notification once the task is complete.

    • If you click No  The agent will not run, and no actions will be taken.

What Happens Next

The agent works in the background and finds candidates.

Once finished, you’ll get a notification:
Agent sourcing in progress. Check the Candidates tab under the Job dialog for updates.

Results will appear in the History tab with the status marked as Completed.

After each run, users can view the total candidates sourced (excluding rejected) and directly access them via a new “View Sourced Candidates” button. 

Important Notes

  • You can run up to 3 sourcing agents per domain.

  • Each campaign can include up to 2 job titles.

  • If you choose Connected Email but haven’t linked your account, you’ll see:
    “Please connect your email account in Profile Settings.”

Quick Access to the Sourcing Agent

You can now launch the Sourcing Agent directly from key job screens for a faster and more convenient workflow.

Where You’ll See the Run Agent Icon

The Run Agent icon is now available in:

  • Job List

  • Job Dialog

In the Job Dialog, it appears next to the Job Description (JD) icon, and it also replaces the old Add Note icon.

What Happens When You Click the Icon

Clicking the Run Agent icon opens a small dialog:

Dialog Name: Run Agent
Options Inside:

  • A dropdown where you can choose between:

    • Sourcing Agent

    • Head Hunting Agent

  • Run (Green) button

  • Close (Gray) button


Running the Sourcing Agent

If you select Sourcing Agent and click Run:

  • You’ll be redirected to the Sourcing Agent page.

  • The Job Name will be auto-filled for you.

  • You can start sourcing candidates immediately.

Summary

The Sourcing Agent makes hiring easier by:

  • Automating candidate searches across multiple platforms
  • Helping you discover hidden talent
  • Saving you time with instant notifications and a clear results view