Help Center
Step-by-step guides to Betterleap.Can't find what you need? Email [email protected].
Getting Started
- Getting Started with BetterleapWhat Betterleap does, how a project works from prompt to reply, and the three things to set up before your first outreach.
- Your First Project from a PromptType who you're looking for, choose how much the agent should do on its own, and launch.
- Navigating the AppThe sidebar, starred projects, the command menu and the notification bell.
- Signing In and Joining Your WorkspaceIf you have a seat on Betterleap, signing in with your work email is all it takes. What to do if you land on the pending page instead.
Projects
- Project Types, Launching, Pausing and DeletingAgent vs Manual projects, Supervised vs Full agent mode, and what Launch, Pause, Resume, Restore and Delete actually do.
- Agent ProjectsOne search per project, run by the agent. You shape the instructions, launch, and review; the agent finds and emails the candidates.
- Manual ProjectsYou find the candidates, as many searches as you like; the agent handles the outreach.
- Reviewing CandidatesThe Candidates tab, outreach statuses, the profile drawer, notes and files, and the bulk actions.
- Hiring StatusesTrack where each candidate stands in your process with a shared set of pipeline stages.
- Importing Candidates from a FileUpload a CSV or Excel file, map its columns, handle duplicates, and let the import run in the background.
- The Projects PageEvery project in your workspace, filtered, sorted and starred the way you left it.
- SearchFind candidates with filters and boolean logic, save searches, and add people to projects.
- Cross-Project Contact Rules and Sourcing SettingsDecide whether a candidate can be in two projects at once, whether business emails are used as a fallback, and which contact details a Search result must have.
Outreach
- Building a SequenceSteps, delays and send times, weekend and holiday rules, formats, attachments, and the settings that apply to every step.
- Plain Text, HTML and HTML BlocksThe three email formats a sequence step can use, what each one is good at, and how to choose per step.
- Building an Email with HTML BlocksAssemble a branded email from blocks, with your logo, a banner, images and a call-to-action button, without writing code.
- Personalization VariablesThe tokens you can drop into a subject or body, where each value comes from, and what to check before you rely on one.
- Sequence TemplatesSave a sequence you like as a template and apply it to new projects, so the whole team starts from proven outreach.
- Writing Outreach That Gets RepliesHow to edit the agent's draft into an email a clinician answers: length, specifics, subject lines, and the follow-up that works.
- Deliverability BasicsKeep your outreach in the inbox: daily limits, warming up a new mailbox, content, and the signals to watch.
- Replies, Bounces and Auto-PausingWhat happens when a candidate replies, how replies are tagged, what a bounce does, and how to keep a conversation going.
- Opens, Replies and Engagement MetricsWhat the Overview tab measures, how each rate is calculated, and where to look per step and per candidate.
- Unsubscribes and Opt-OutsEvery outreach email carries an unsubscribe link. Here is what the candidate sees, what happens when they use it, and how it differs from your Do Not Contact list.
- Do Not Contact ListsKeep specific email addresses and whole domains out of sourcing and outreach for your entire workspace.
- Troubleshooting Email SendingWhy emails didn't go out today, what the mailbox badges mean, and what to check first.
Calling
Jobs
ATS & Talent Rediscovery
- What Talent Rediscovery Is and Getting ConnectedRe-engage the candidates already in your ATS, past applicants and near-misses, with the same search and outreach you use for new candidates.
- Running a Talent Rediscovery ProjectSource from your own ATS on the New project screen or in Search, and read the application history Betterleap shows on each rediscovered candidate.
Workspace & Settings
- Your Profile, Time Zone and Email SendingSet up how you appear to candidates, connect the mailboxes you send from, and control your daily sending volume.
- Workspace SettingsYour organization's name and sign-in domain, the logo used in outreach emails, and the organization aliases that keep your own employees out of outreach.
- Team, Roles and Removing a MemberHow people join your workspace, what Admins and Recruiters can do, how teams work, and what happens when you remove someone.
- Insights and PDF ExportThe admin dashboard for adoption and outreach performance across your workspace, and the PDF you can hand to leadership.
MCP Developer Platform
- What the Betterleap MCP Platform IsAgent-native access to Betterleap's candidate search, enrichment and outreach, for teams building their own AI recruiting agents.
- Your MCP Account and API KeysCreate your MCP workspace, mint an API key with the right scopes, and rotate or revoke keys without downtime.
- Connecting an MCP ClientAdd the Betterleap server to Claude Code, Cursor, Codex or Windsurf, or call the tools directly over REST.
- What the MCP Tools Can DoThe 22 tools, grouped by the recruiting workflow they cover, and how they chain together in a typical agent run.
- MCP Credits, Subscription and BillingHow the credit model works, what the subscription includes, and where to manage payment.
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