Agents

​

Agent Overview

Juicebox Agents are automated sourcing assistants that continuously source for talent based on the criteria you define. Instead of running the same search manually every day, Agents work in the background to monitor the market and surface new, relevant candidates as they appear. By setting up an Agent, you can:

• Calibrate naturally through conversation and profile feedback that aligns the Agent with your hiring preferences
• Autonomously search based on your calibrated role, location, and team requirements to surface stronger candidates faster
• Continuously refine results using learnings from approved and rejected profiles to improve candidate quality over time
• Automatically send outreach sequences from a connected mailbox with customizable messaging and timing (optional based on the Agent’s configuration)

​

Use Cases

To keep Agents running and drive the most ROI, Agents are best utilized for roles that are repeatable, evergreen, or high-volume. These use cases include but are not limited to:

1. Streamlined job titles and backgrounds that are consistent across companies / industries
   1. Examples: Find Technical Recruiters in the Bay Area; Find Account Executives in NYC
2. Rediscovering past ATS talent
   1. Examples: Find candidates from my ATS who have 3+ yoe in LLMs; Find all silver-medalists or candidates who made it to X stage
3. Market mapping and competitive intelligence
   1. Examples: Find VPs or Directors at X competitors; Find all SWEs who just went through a layoff; Find any candidate skilled in AI/ML within the Bay Area
4. Business development or hyper-targeted prospect lists
   1. Examples: Find Operation leads at emerging companies; Find VPs of Talent in Healthtech at a company of 200 or less

​

Setting up an Agent

To set up an Agent, please follow the below steps:

1. Navigate to the Agents page, and click Create new agent

1. Title the Agent after the role you wish to setup

1. Tell the Agent what your are looking for by utilizing one of the four methods below:
   1. Describe the type of candidate using your natural language
      1. Example: I’m looking for a senior product designer with 5+ years of experience in B2B SaaS, based in SF or NYC, who has worked on design systems
   2. Input a link to the Job Description for the Agent to source against
      1. Example: Find candidates for this role: [insert public JD link]
   3. Replicate a candidate profile by inputting the candidate’s LinkedIn URL
      1. Example: Find similar candidates to [insert candidate’s LinkedIn URL]
   4. Copy the job description or an intake meeting’s transcript for the Agent to analyze and parse

Once submitted, the Agent will review your request to automatically configure the initial filters and search criteria. Depending on the request, your Agent may provide you with its top picks to review or ask follow-up questions for additional context, similar to how you would typically collaborate with a recruiter.

1. Review your filters and criteria to confirm that all requirements are included, or provide the Agent with any additional details

1. Review the selected profiles to provide feedback and further refine your results

If a profile has the right experience and skills, select Looks Good. If the candidate is misaligned, select Give Feedback, and leave any reasons why the candidate is not a fit (i.e., average tenure should be at least 3 years) within the feedback pop up.

1. Continue to configure the Agent based on your workflow by selecting Outreach Settings
2. From here, you will move on to finalize the Agent’s settings, where you can configure how many leads the Agent sources each day and choose whether the Agent should automatically contact those leads or simply send them for further review.

The first setting available is your daily sourcing target, where you can choose how many leads you would like the Agent to source each day. Please note that configuring an Agent to deliver 50 or 75 leads per day will consume multiple Agent seats, as the Agent is performing substantially more sourcing activity compared to an Agent configured to source 35 leads per day. After selecting your daily lead target, click Next, outreach settings to configure how your Agent will handle its sourced candidates. Please note that Agents will only contact candidates using a sequence that has been created and reviewed by you. During setup, you can choose from the following options:

• Use Existing Sequence to select a previously created sequence
• Generate AI Sequence to create a personalized outreach sequence based on your conversation with the Agent and the role requirements
• Add to Shortlist if you would prefer to review and approve candidates before any outreach is sent

After you’ve selected your outreach settings, click Next, approval type to control how your leads are processed after sourcing. Here, there are two options available which will perform the following actions based on your workflow:

• Automatic, if you’d like the Agent to shortlist leads on your behalf
• Manual, if you’d like to continue approving/rejecting candidates to help the Agent capture additional learnings

Once all settings are finalized, click Start sourcing to activate the Agent and collect your first batch of leads!

​

Reviewing Leads

Once your Agent has sourced its daily batch of leads, you can open the Agent to review both pending and approved candidates. To review leads awaiting approval, click Review Leads in the top-right corner or select a candidate’s name directly to open their profile and evaluate their fit. During the review process, you can leave additional feedback to help the Agent continue learning and improve the quality of future leads. All feedback submitted during reviews is also stored within the Calibrate chat, allowing you to reference the Agent’s full history and decision-making context in one place. If you’d like to revisit any previously approved profiles, please select Profiles Approved from the top navigation bar within the Sourcing tab. From there, you can review each candidate’s match summary or open their Juicebox profile directly.

​

Contacting Leads

Just like our Projects, each Agent will have a dedicated shortlist where you can manage candidate outreach and track candidate statuses. Whether your Agent is configured for manual review or automatic outreach, the shortlist can help you select candidates to share, export, or follow up with, similar to how you would from your Project’s shortlist. For more information on shortlists, please view our help article here.

​

Recalibrating an Agent

When an Agent runs out of leads, the Agent will be tagged as Out of Leads. If this message occurs you can:

1. Select Calibrate agent from the Agents homepage to review and apply the Agent’s recommendations, or edit your filters and criteria directly.

1. Close your Agent to free up a seat and spin up a new role!

​

Viewing Insights

Similar to projects, Agents also include an Insights report that provides a breakdown of the Agent’s leads by location, job title, skills, years of experience, and more. To access your Agent’s Insights report, select View Insights from the right-hand side of the Agent’s Calibrate screen.

​

Starting an Agent from a Project

Already have a project created that seems like a strong fit for an Agent? From your project’s search results, select Agent to create an Agent using your existing filters and search criteria.

​

Glossary

Understand the key terms associated to an Agent and its current status:

• Sourcing: An Agent that is actively sourcing or contacting leads, and takes up a seat.
• Paused: An Agent that is paused manually or due to four days of inactivity, and takes up a seat.
• Out of Leads: An Agent that has finished running and should either be recalibrated or closed, and takes up a seat.
• Calibrating: An Agent that is being set up or calibrated, but has not yet started sourcing, and does not take up a seat.
• Closed: An Agent that is turned off and cannot be restarted, and does not take up a seat.