Table of Contents
The Overview tab provides a consolidated, at-a-glance view of a candidate's key information and history.
Candidate details
On the left side of this tab, you can view essential candidate details, including the following:
- Candidate Name – The name of the candidate.
- First Contact Date – The first day that either the candidate or the AI assistant has reached out to the candidate, including campaigns, events, talent communities, and applications.
- Last Heard From – The most recent date of any interaction from the candidate, such as a message sent, a filled out form, or a scheduled interview.
- Last Contact Date – The most recent date of communication sent or received from the candidate or the AI assistant. This includes workflow communications or any automated message.
- Phone Number (if provided) – The phone number of the candidate.
- Email (if provided) – The email address of the candidate
- Contact Preference – The candidate’s preferred method of communication.
Candidate history
The Candidate History section on the right side of this tab displays a chronological timeline of all primary events related to the candidate, sorted from most recent to oldest by default.
The following milestones appear on the timeline:
- All campaigns sent to the candidate.
- Event registration and event interview scheduling.
- When the candidate was assigned to a job, hired, or moved to a different job.
A Most Recent Activity tag is attached to the milestone with the latest interaction from the candidate.