Review & Activate Workflow
Before candidates start moving through your pipeline, take a moment to review everything you've configured. This is your final check before the system goes live.
By this point, you've set up your job, matching strategy, prescreening, AI interview, and automation rules. The review step is your opportunity to confirm that all of these are correctly configured and connected before flipping the switch.
Once activated, the workflow is live and the system begins processing candidates automatically — so it's worth taking a few minutes here to make sure everything looks right.
1. Review your workflow
The review page shows you all the agents set up in your workflow at a glance. Each agent is listed with a summary of its configuration — you can scan through and confirm that everything looks the way you intended.
Go through each agent and confirm the summary matches what you set up. If anything looks off or incomplete, you can click on "Edit" and you'll be redirected to the specific agent configuration page.
2. Edit an agent, if needed
If you spot something that needs updating, maybe a question you want to change, a criteria you missed, or a rule threshold that's off, click the "Edit" option next to that agent. This takes you directly to that agent's setup tab, right where you need to be.
You're taken directly into the agent's setup tab, the same screen you used when you first configured it. Make whatever changes you need: edit questions, adjust scores, update rules, or tweak any other settings.
Each agent's Edit button takes you to that specific setup tab — you won't have to navigate through the full workflow again. Just go straight to the section you need.
3. Approve or skip to move to the next agent
After editing an agent, click "Approve" in the top right to save your changes. The system then moves you to the next agent in the sequence. If you're happy with an agent as-is and don't need to make any changes, just click "Skip" — this moves you forward without affecting that agent's existing configuration.
The agents are presented in a fixed sequence. You can't jump ahead or go back mid-flow — but since skipping is always an option and has no side effects, you can move through quickly if most agents don't need changes.
4. Activate the workflow
After stepping through all the agents, you'll land back on the review page. Once you're satisfied with the full setup, click "Activate" in the top right corner. The workflow goes live immediately and the system begins processing candidates automatically.
You're all set!
Your workflow is live and your hiring pipeline is fully automated. Head to the Candidates tab to monitor applicants as they move through each stage.