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Navigating the App


The sidebar

  • New project: the home screen, where every project starts.
  • Projects: every project in your workspace, yours and your teammates', as a table or grid. See The Projects Page.
  • Search: source candidates with filters and boolean search. See Search.
  • Inbox: your calls, with the dialer and AI call summaries. See Dialer Setup and Making Calls.
  • Jobs: your job postings and their applicants. See Posting and Editing a Job.
  • Insights: workspace-wide performance, for Admins. See Insights and PDF Export.
  • Help: this help center.
  • Settings: your profile, mailboxes, and the workspace pages.
The sidebar and the Projects page

Starred sits between the navigation and the bottom of the sidebar: the projects you've starred, with a status dot and the name. Hover a row and click × to unstar. Star a project from its page header or from the Projects page.

Collapse the sidebar with the arrow at its top to get more room for a candidates table.

The command menu

Press ⌘K (Ctrl+K on Windows) anywhere. Type a project name to jump to it, or "Go to Settings", "Go to Projects" and so on.

The command menu

Notifications

The bell shows a badge with your unread count. Open it to see:

The notification bell
  • Interested reply and Not interested: a candidate answered your outreach; "View candidate" opens them in the project.
  • Call summary ready, New voicemail and missed inbound calls, opening the call in your Inbox.
  • Sending temporarily paused when a mailbox needs attention, with a link to Settings.
  • Import complete or CSV import failed for file imports.

Clicking a notification opens the item and marks it read; Mark all read clears the badge.

Frequently asked questions

Can I see my teammates' projects?

Yes. Projects shows every project in the workspace; filter by owner to see one person's.

Why don't I see Inbox or Jobs?

They appear when your workspace has those capabilities. Ask your account manager if you'd like them enabled.

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