Requesting Assessments
Requesting AI Assessments
Get comprehensive candidate evaluations by requesting AI agent assessments.
When to Request Assessments
Ideal timing:
- After uploading complete candidate information
- When resume and key details are verified
- Before scheduling interviews
- When comparing final candidates
Wait if:
- Candidate information is incomplete
- Resume is missing or unclear
- Still gathering additional context
More complete information = more accurate assessment.
How to Request Assessment
Single Candidate
- Open candidate profile - Navigate to the candidate
- Click "Request Assessment" - Button in top right
- Confirm campaign requirements - Ensure job requirements are current
- Start assessment - Click "Begin Evaluation"
Assessment starts immediately and takes 2-3 minutes.
Multiple Candidates
- Select candidates - Use checkboxes on candidate list
- Click "Bulk Actions"
- Select "Request Assessments"
- Confirm - All selected candidates will be assessed
Assessments run in parallel—50 candidates still complete in ~3 minutes.
Automatic Assessments
Enable auto-assessment in campaign settings:
- Open campaign settings
- Go to "Assessment" tab
- Toggle "Auto-assess new candidates" to ON
- Save
New candidates are automatically assessed when added.
Assessment Process
What Happens During Assessment
- Information extraction - System processes resume and profile data
- Requirement matching - Candidate info is matched against campaign requirements
- Agent evaluation - Each of the 6 AI agents analyzes the candidate independently
- Score calculation - Overall compatibility score is computed
- Report generation - Detailed assessment report is created
Monitoring Progress
Watch assessment status in real-time:
- Queued: Waiting to start
- Extracting: Processing resume/profile
- Analyzing: AI agents are evaluating
- Completing: Generating final report
- Complete: Assessment ready to view
- Failed: Error occurred (see troubleshooting)
Click candidate name to see live progress.
Assessment Types
Standard Assessment
- All 6 agents evaluate
- Full written analysis
- Takes ~2-3 minutes
- Included in all plans
Quick Assessment
- Abbreviated evaluation
- Scores only, minimal written analysis
- Takes ~30 seconds
- Useful for initial screening
Deep Assessment
- Extended agent analysis
- Additional verification steps
- Takes ~5-7 minutes
- Available for final candidates
Choose assessment type when requesting.
After Assessment Completes
You'll receive:
- Notification - Email or in-app alert
- Overall score - 0-100 compatibility rating
- Agent breakdowns - Individual scores from all 6 agents
- Detailed reports - Written analysis from each agent
- Key insights - Strengths, concerns, and recommendations
Re-Assessment
Request a new assessment when:
- Candidate updates their resume
- You modify campaign requirements
- You need fresh analysis
- Previous assessment failed
To re-assess:
- Open candidate profile
- Click "Request New Assessment"
- Previous assessment is archived (still viewable)
- New assessment begins
Assessment Credits
Understand your usage:
- View remaining credits - Check in organization settings
- Credit cost - Standard assessment = 1 credit, Deep assessment = 3 credits
- Automatic renewal - Credits refresh monthly based on plan
- Purchase additional - Buy credit packs if needed
Best Practices
Complete profiles first: Ensure resume, experience, and key details are added before assessment.
Batch assessments: Request multiple assessments at once rather than one-by-one for efficiency.
Campaign requirements matter: The more specific and clear your requirements, the more accurate the assessment.
Don't over-assess: One assessment per candidate is usually sufficient unless significant changes occur.
Assessment Failed?
If an assessment fails:
- Check error message (click candidate to view)
- Common issues:
- Missing or corrupted resume
- Empty or insufficient candidate data
- System temporary issue (retry)
- Fix the issue
- Request assessment again
See Assessment Troubleshooting for detailed help.
Next Steps
- Interpret assessment results effectively
- Understand each agent's insights
- Compare assessed candidates
Quick Tip
Keyboard shortcut: Press 'A' while viewing a candidate profile to instantly request assessment.