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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.
- Duplicating a ProjectCopy a project's search, sequence and settings into a new draft, optionally with its candidates, and reuse a setup that worked.
- 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.
- The Cool-off Period Between SequencesKeep a candidate out of a second project's sequence for a set number of days after their last email or reply, so two conversations never run back to back.
Outreach
- Building a SequenceSteps, delays and send times, weekend and holiday rules, formats, attachments, and the settings that apply to every step.
- Sending a Sequence on a Future DatePick the day your first email goes out, build the project and its candidate list ahead of time, and let the whole list send together on the morning you chose.
- 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 an optional 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 29 tools, grouped by the recruiting workflow they cover, and how they chain together in a typical agent run.
- MCP Credits, Plan and BillingHow the credit model works, how an enterprise plan is activated, and what the Billing page shows.
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