Getting Started
Search & Prompt
Agents
Shortlist
Effectively manage your team, account and billing details.
To manage your Juicebox account, click on your name/organization at the bottom of the left-hand menu, then select ‘Account Settings.’ This opens up your account menu, which is organized into three main sections:
Here, you can manage your avatar, update your display name, confirm your login email, reset your password, and manage your cookie and tracking preferences.
Here, you can connect or switch your mailbox, add a custom signature, and enable candidate reply notifications. These updates will be sent to your inbox and include the candidate’s profile (not visible to the candidate).
You can also enable automated reminders, link tracking or limit outreach to verified domains only — reducing bounce rates.
When exporting talent profiles to CSV, you can choose to include up to 15 optional fields — such as GitHub, Behance, or personal websites (when available).
Learn more about how to export profiles.
If another organization has invited you to join their Juicebox workspace, you'll find pending invitations here.
View and update organizational settings. These settings affect all users in the workspace. Organization settings include:
Invite teammates or hiring managers to your Juicebox organization. Set their permissions to either:
Learn more about inviting Hiring Managers.
In this tab, you can:
See your available credits for contacting, exporting, or generating Smart Reports. If you run out, you’ll be able to request more.
View a log of your previous exports along with the fields configured in your export preferences.
Manage existing agent limits or add new agents to your organization from this section. Learn more about what agents can do in your workflows.
Add companies to your organization's DNC list to exclude contacts working at selected companies from email sequences and search results.You can also enable auto exclude, which automatically filters out profiles from these companies for the entire team.
Add selected countries to exclude them from email sequences and search results. Enable auto exclude to automatically filter out profiles from these countries for the entire team.
Manage reusable preset lists for search filters here. Presets let you save and reuse commonly used search criteria so you can launch searches faster and keep requirements consistent across roles. Use Juicebox’s pre-built presets or create your own custom presets for the types of candidates your team searches for most often.
Use this page to keep Juicebox projects, Agents, and ATS workflows aligned. ATS Settings let admins manage their ATS connection, configure automated exports, and control how candidates move from Juicebox into the right ATS job or stage. ATS integration is available on the business plan.
Manage the preferences and guidance Juicebox uses to personalize AI-generated work across your workspace. Memory Settings help Juicebox remember your team’s preferences, feedback, and instructions so future searches, Agents, and AI-generated outreach are more aligned with how your team works.
