Agents

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Agent Overview

Juicebox Agents are automated sourcing assistants that continuously source for talent based on the criteria you define. Every agent lives inside a project alongside searches for the role you’re hiring for. 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)

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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

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Setting up an Agent

Every Agent in Juicebox lives inside a project. To set up an Agent, please follow the below steps:

1. Navigate to Create new project and click Project, or open an existing project you’d like to add an Agent to.
2. Name the project after the role, configure collaborators, and link it to your ATS job (business plans only).
3. From the project setup page, toggle to Agent to hand this role off to an Agent instead of running a manual search. If you’re already inside a project without an Agent, you can setup a new Agent by toggling to Agent at any time.

1. Tell the Agent what you 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. Select a job from your ATS to calibrate a new Agent

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 sourcer.

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

2. 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. Agents can deliver up to 25 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!

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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.

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Contacting Leads

Profile leads you shortlist will be found under your project shortlist alongside profiles found manually through the search.

Review the Owner column in your shortlist to identify leads you found manually vs. profiles that was sourced through the Agent. 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.

For more information on shortlists, please view our help article here.

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Recalibrating an Agent

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

1. Click into your Agent and apply the Agent’s recommendations, or edit your filters and criteria directly.

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Closing and Reopening an Agent

Closed an Agent within your project? Reopen it anytime within the Agent with the button above the Agent’s settings.

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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.

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Switching an existing search to an Agent

Already have a project running a manual search that seems like a strong fit for an Agent? From your search, click the Agent button to use your existing filters and search criteria to calibrate an Agent. The Agent lives inside the same project as your search, so any leads it surfaces and any candidates you shortlist stay together with your manual work.

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Trying Agents without an Agent seat

If your plan doesn’t currently include Agent seats, you can still start an Agent to see exactly how one works before deciding to buy. Here’s how to try an Agent:

1. Name the role and describe what you’re looking for.
2. The Agent walks you through calibration - explaining what it’s about to do, and narrating each step so you can see how it thinks.
3. The Agent surfaces a batch of three profiles. You can review each one to get a real feel for the match quality and leave feedback.
4. Once you successfully approve three leads, you can setup your outreach or shortlist preferences, but only paying Agent users can start automatic daily sourcing.

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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.
• Action Needed: 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.