Pipeline and Stages

Every job has a pipeline — a kanban board of stages that candidates move through from first contact to hire.

The pipeline at a glance#

Open any job and click Pipeline. You'll see a column for each stage, with candidate cards you can drag between them. Each card shows the candidate's name, role snapshot, and any recent activity (last email, interview score, etc.).

Moving a card to a new stage is the primary way candidates progress. Some stages also trigger automation on entry — for example, sending an AI screening invitation.

The default pipeline#

New jobs start with this pipeline:

1. Leads — Inbound or sourced candidates you haven't yet qualified.
2. Application Review — Candidates whose resume is being reviewed by AI.
3. AI Interview — Candidates scheduled for or completing an AI voice screening.
4. Hiring Manager Interview — Handed off to the hiring manager for a live interview.
5. Final Interview — Final-round interview before an offer decision.

You can customize this pipeline per job — adding, removing, reordering, and renaming stages.

Stage types#

Every stage has a type that determines what happens when candidates enter it:

• Leads — A holding area. No automation runs.
• AI Application Review — Each candidate's resume is auto-reviewed against the job; a summary appears on the card.
• AI Interview — Candidates are invited to a voice screening (see the Interviewer section).
• Human Interview — A human interview stage. Meeting records attach automatically.

Adding, reordering, and removing stages#

In the pipeline view, click Edit stages (or the equivalent settings icon).

• Add — Choose a type and name.
• Reorder — Drag stages into the order you want.
• Remove — Stages are soft-deleted; candidates in a deleted stage are moved to the previous stage.

Stage settings#

Each stage has settings you can tune, accessible from the stage header in the editor:

• AI Application Review — The review prompt and what to emphasize (e.g., seniority, specific skills).
• AI Interview — Interview duration, question list, scorecard template, auto-email toggle. See Setting Up AI Interviews.
• Human stages — Email templates, scheduling defaults, scorecard template.

Moving candidates between stages#

Drag a card to move a candidate. For stages with automation (AI Application Review, AI Interview), the automation runs immediately on entry — including sending invitation emails, if enabled.

You can also move candidates in bulk from the Candidates list. See Candidates for bulk actions.

Next steps#

• Candidates →