Guide

JobsAI Enterprise Guide

Everything you need to get the most out of JobsAI Enterprise — from setting up your workspace to sourcing, screening, interviewing, and hiring. Pick a topic, or start at the beginning.

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Getting started

Set up your workspace and run your first hire.

🚀Welcome to JobsAI EnterpriseWhat JobsAI Enterprise is and how the platform fits together.🧑‍💼Set up your workspace & brandingAdd your logo, brand color, and company details so everything is white-labeled.👥Invite your team & set rolesAdd recruiters and hiring managers, and control what each can do.💼Post your first jobCreate a role, generate a job description with AI, and publish it.🎨Appearance & preferencesSwitch between light, dark, and system themes.

Sourcing & candidates

Find, score, and organize candidates with AI.

✨AI SourcingFind the best-fit candidates from your database using plain-English search.🗂️Candidate database & talent poolsBrowse every candidate and group them into reusable pools.🎯AI Candidate Scoring & Top PicksLet AI rank applicants against each role so the best rise to the top.⚖️Compare candidatesPut shortlisted candidates side by side to decide faster.

Pipeline & screening

Move candidates from applied to hired.

🧭Manage your pipelineTrack candidates through stages on a Kanban board.🤖AI screeningAuto-screen applicants and generate interview kits.

Outreach Campaigns

Nurture candidates with multi-step email sequences.

📣Create an outreach campaignBuild a multi-step email sequence with custom delays.🪄AI-personalized emailsHave the AI tailor each email to each candidate at send time.📈Enroll candidates & track resultsAdd candidates to a campaign and watch opens, replies, and per-step performance.

Interviews & scheduling

Screen and schedule with AI.

🎙️AI voice & avatar interviewsRun automated interviews with scoring (AI Interview Suite add-on).📅Schedule interviewsConnect your calendar and let candidates self-book.

Offers & hiring

Close candidates and automate the busywork.

📄Offer letters & e-signatureGenerate, approve, and collect signatures on offers.✅Hiring Manager WorkspaceA focused space for hiring managers to review and decide.⚡Workflow automationAutomate stage moves, emails, and follow-ups.

Agencies & clients

Tools for staffing and recruiting agencies.

🤝Recruiting CRMManage client companies, contacts, job orders, deals, and candidate submissions in one workspace.🏷️Client portals & white labelGive each client a branded view of their pipeline.

Integrations

Connect your ATS, email, and calendar.

🔌ATS integration (Greenhouse, Lever, Loxo, Workday & more)Sync candidates and jobs with your existing ATS via Merge — or connect Loxo directly.🔗CRM integration (Pipedrive & more)Push your recruiting CRM — companies and contacts — into your sales CRM so both teams work from one set of records.📬Connect email & calendarLink Gmail/Google or Microsoft 365 for sending and scheduling.📥Candidate intake & your email domainRun candidate email on your own domain — receive resumes, send messages, and handle replies from the address candidates know.

Analytics & compliance

Measure performance and stay compliant.

📊Analytics & reportingSee funnel health, hiring performance, and recruiter productivity.🛡️Compliance centerGDPR tools, audit logs, retention policies, and legal hold.

Account & billing

Manage your plan, add-ons, and seats.

💳Plans & billingView your plan, upgrade, and manage your subscription.🧩Add-onsTurn premium capabilities on or off anytime.

Partner program

Refer customers and earn recurring commission.

🤝Partner program — earn cash for referralsEarn 20–30% recurring cash commission for 12 months, paid monthly via Stripe.📜Partner Program termsThe simple terms you agree to as a JobsAI Enterprise Partner.