Getting Started
Search & Prompt
Agents
Shortlist
Juicebox agents are autonomous AI-powered assistants designed to streamline talent sourcing and outreach.
This guide will cover what agents are, and how to create, configure, and manage agents effectively.
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Note: Agents are an optional add-on to your Juicebox subscription.
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Juicebox agents are automated sourcing assistants that continuously source for talent based on the criteria you define. Instead of running the same search manually every day, agents work in the background to monitor the market and surface new, relevant candidates as they appear.
By setting up an agent, you can:
To keep agents running and drive the most ROI, agents are best utilized for roles that are repeatable, evergreen, or high-volume. These use cases are inclusive of:
To set up an agent, please follow the below steps:
Title the agent after the role you want to setup.
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For business plan customers, link the agent directly to your ATS job and enable auto-exports to keep a central source of truth across systems
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Describe the role that you are currently working on in 1-2 sentences, including suggested criteria such as:
Location
Job title
Years of experience
Industry
Skills
Edit the filters or review profiles to configure the agent.
For more information on filters, please review our AI Filters article here.
This is the configuration workflow, where you will tell the agent which profiles meet your expectations and which do not. If a profile has the right experience and skills, click the approve button. If you want to reject a profile, click the reject button and always leave specific feedback that the agent can learn from.
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Best Practices
Continue to edit criteria to include any descriptive, nuanced or inference based requirements. When editing, pin the criteria that are non-negotiable!
When you reject a candidate, the agent will recalibrate, and you will have to approve 3 new profiles in order to move on to the next step </aside>
Select the sequence you’d like the agent to use to contact candidates, or click ‘Don’t use sequences, I just want to create a shortlist’ if you want to review the agent’s leads before contacting.
If you have not created a sequence for the agent to use yet, you can do so from the dropdown or the Sequences tab in the left-hand panel. You can also change this step at any time, if you want to review leads individually to continue the feedback loop and then switch to sequencing once you feel confident in the leads.
Select how many candidates you want to shortlist on a daily basis.
Agents are always running and do not take weekends or PTO, so the number of leads selected should represent how many leads you will have time to review on a daily or weekly basis.
