# Add Profiles to a Sequence
Source: https://docs.juicebox.ai/add-profiles
A step-by-step guide to add profiles to sequences: individually, or in bulk.
### Introduction
Once you have set up your [email sequence](/sequences), you can move on to enrolling profiles in the sequence. You can do so in two ways:
* **Bulk Actions:** add profiles to a sequence from the Shortlist page in bulk.
* **Individual:** add profiles to your sequence individually from the profile menu.
### Bulk add to sequence
First, ensure you have shortlisted profiles. You can then select profiles in bulk and click the “Add to Sequence” button at the bottom of the screen.
### Add profiles to sequences individually
You can also add profiles to sequences one-by-one. To do so, while searching, select the “Add to Sequence” option on the profile card.
### Sequence configuration: emails and template
Next, select your preferred sequence, as well as the type of contact data you’d like to use. You can choose between personal emails, professional emails, or a combination of the two.
If you choose a combination option — e.g. “Prefer personal emails, fallback to professional emails” — Juicebox will search for a verified personal email. If none is available, it will search for a verified professional email instead. This option is recommended to increase email coverage.
### Email preview
Finally, you will see a preview of the emails for your selected profiles. If you added an AI command, the emails will also include the personalization. This menu allows you to make any one-off edits to different campaign contacts. For example, you could change the outreach personalization for a specific contact.
In case there are any errors or warnings, you will be shown a error icon, alongside an explanation of any actions you have to take.
### Errors
*These cannot be skipped and must be resolved or removed.* 🛑
* A profile is already in any active sequence
* Missing contact details (emails)
* Missing variables in the profile, e.g. Current Company doesn’t exist
### Warnings
*These require review but can be skipped.* ⚠️
* A profile was emailed within your organization's recently contacted window (90 days by default). The warning shows who emailed the candidate, when, and in which sequence. Admins can change the window in [organization settings](/manage-account#recently-contacted-window).
* A profile is shortlisted in another project
### View email history
To view the email history that exists with a candidate (all emails sent via Juicebox previously), select “Sequences” when viewing a candidate profile. You can also see emails that have been scheduled but not yet sent, and make any edits to them, if applicable.
### Maximizing deliverability
Juicebox takes automatic actions to improve your email deliverability. Specifically, the service includes the following measures:
* **Email Verification:** we run an [email waterfall](/contact-data) with multiple email providers, including automated bounce-checks.
* **Intervals:** emails are automatically spaced out in 120-second intervals. For example, if you schedule 30 emails to send at 9.30am, they will send in two-minute intervals, e.g. 9:32, 9:34, \[…], until the 15th email is sent by 10am.
* **Daily Limit:** by default, up to 100 emails can be sent per day. You can increase that limit to up to 200 emails / day in the settings page. If you exceed the limit, you will receive an error message.
We recommend against sending more than >100 emails per day per connected account. If you have strong open and replay rates, you may be able to further increase your email usage without effecting deliverability.
# All About Credits
Source: https://docs.juicebox.ai/all-about-credits
Details on Contact and Export Credits.
### Introduction
As a Juicebox user, you have access to two different sets of credits:
1. **Contact Credits** are used to get a profiles’ contact information. On the starter, growth, and business plans, you can access personal and professional email addresses, as well as phone numbers.
2. **Export Credits** are used to export profiles. On the starter and growth plan, you can export profiles via a CSV or PDF file. On the business plan, you can export profiles via a CSV, PDF or directly to your ATS/CRM.
### Credits: Overview
| | **Starter Plan** | **Growth Plan** | **Business Plan** |
| - | - | - | - |
| Contact Credits | 500/month | 1,500/seat/month | Custom |
| Personal Email | ☑️ | ☑️ | ☑️ |
| Professional Email | ☑️ | ☑️ | ☑️ |
| Phone Numbers | ☑️ | ☑️ | ☑️ |
| Export Credits | 500/seat/month | 1,500/seat/month | 2,250/seat/month |
For details on the number of contact and export credits available in your plan, please navigate to **Account** [Settings > Credits](https://app.juicebox.ai/account?tab=credits) via your Juicebox account. Please note, credits **do not roll over** on the monthly plan. For annual plans, the full year quantity of credits are granted upfront.
### Using Contact Credits
Contact credits can be used in one of four ways:
1. Clicking “Reveal email” (1 credit)” in a user profile OR
2. Clicking “Reveal number (3 credits) OR
3. Exporting a profile with contact information OR
4. Adding a profile to a sequence
To learn more about each of these four ways, please continue reading.
1. **Reveal email (1 credit)**
This method will provide you with a candidate’s email addresses.
![Reveal Email]()
2. **Reveal number (3 credits)**
This method will provide you with a candidate’s phone numbers.
![Reveal Number]()
3. **Export with Contact Info**
When exporting profiles, you can choose whether to export with contact information or without contact information. If you choose to export with contact information, Contact Credits are only used when contact information is successfully found or unrevealed.
4. **Adding profiles to a sequence**
When adding contacts to an email sequence in the profile view or via bulk selection, clicking "Add to sequence" reveals the contact information of these profiles, and you will be charged one Contact Credit for every *new* contact information revealed.
You will never be double-charged for contact credits. For example, if you use a credit to get email addresses via the “Reveal email (1 credit)” button, and then export the same profile with contact information, you will only use one (1) credit in total.
### Using Export Credits
Export credits allow you to access and download detailed candidate profile information in a scalable format. For a full overview of available export options, please refer to our Exports article [here](/exports).
Similar to Contact Credits, each exported profile will only use one (1) export credit. For example, exporting 50 profiles will consume 50 export credits.
If you do choose to include contact information in your export, one contact credit per profile will also be used unless that information has already been revealed. Please see below for example scenarios detailing how many contact and export credits are used across each.
### Using Contact & Export Credits Simultaneously
When exporting profiles and selecting “Include contact information,” you will utilize both contact and export credits simultaneously.
**Example 1:** Exporting a list of 50 profiles, of which 20 have contact information
| | Contact Credits | Export Credits |
| - | - | - |
| Starting Credits | 100 | 450 |
| **Credits Used** | 20 | 50 |
| Remaining Credits | **80** | **400** |
**Example 2:** Exporting a list of 50 profiles, of which 20 have contact information. However, you already clicked “Reveal Contact Information” for all 20 profiles previously.
| | Contact Credits | Export Credits |
| - | - | - |
| Starting Credits | 100 | 450 |
| **Credits Used** | 0 | 50 |
| Remaining Credits | **100** | **400** |
*In this example, only export credits were used. No contact credits were charged, as you already retrieved the profiles’ contact information previously.*
### Monitoring Credit Usage
To view your remaining Contact and Export Credits, open the [Credits tab](https://app.juicebox.ai/account?tab=credits) from your Juicebox Settings.
If you want to learn more about your detailed credit usage, we can provide usage logs of contact usage data including the timestamp and the number of credits used.
# Analytics
Source: https://docs.juicebox.ai/analytics
Get insights on how your team, projects, agents, and outreach efforts are performing over time.
## Analytics overview
As a Juicebox Enterprise Admin, you have visibility into how your team is utilizing Juicebox across projects, agents, outreach, and individuals. These analytics can help you understand how to optimize workflows, strengthen collaboration or adoption, and maximize the value of Juicebox.
To make these insights easy to navigate, analytics are exportable for sharing and organized into four core categories:
* **Usage:** Understand team activity and feature adoption
* **Projects:** See your funnel performance by project
* **Outreach:** Track performance across sequences and outreach
* **Agents:** Manage and track activity across your AI Agents
**To understand your analytics, select one of the dropdowns below to learn more.**
### 📊 Usage analytics
Usage analytics helps admins and team leads understand where value is being generated by breaking out metrics on how the platform is being used over time and by whom.
**This view is designed to answer questions like:**
* Who is actively sourcing in Juicebox?
* Which features are driving the most usage (search, autopilots, exports)?
* How are credits being consumed across the team?
* Are there opportunities for enablement or optimization?
**With key metrics including:**
* **Searches run:** Total number of searches created
* **Autopilots run:** Total number of autopilots ran
* **Profiles viewed:** Total number of individual profiles reviewed
* **Profiles shortlisted:** Total number of profiles saved / qualified across projects for further engagement or sharing
* **Profiles exported:** Total number of profiles exported back to your ATS and/or downloaded via a CSV
* **Credits used:** Total number of contact credits used
**For a more granular breakdown, filter usage analytics by:**
* User
* Date range
* Time period (e.g., days, weeks, months)
### 📈 Projects analytics
Project analytics provides visibility into recruiting performance at the project level. This view helps you understand how each project is progressing or where efforts may need to be prioritized.
**This view is designed to answer questions like:**
* How many projects have been created in Juicebox?
* How many candidates have been shortlisted for each project?
* How quickly are candidates being contacted?
* How is a specific project performing, and where should efforts be prioritized?
* Which projects is a particular user actively working on?
**With key metrics including:**
* **Total projects:** Total number of projects created
* **Shortlisted:** Total number of candidates shortlisted
* **Contacted:** Total number of candidates contacted
* **Average time to contact:** How long it takes to contact a candidate
* **Replies:** Total number of candidate replies
* **Interests:** Total number of interested candidate replies
**For a more granular breakdown, filter project analytics by:**
* Project
* User
* Date range
### 💌 Outreach analytics
Outreach analytics helps you measure and optimize the performance of your email sequences and outreach efforts. These insights show how candidates engage with your messaging, where drop-off occurs, and how consistently your team is engaging with talent.
**This view is designed to answer questions like:**
* Are my email sequences performing well overall, or only within certain projects?
* Where are candidates disengaging?
* Which messages or sequences need to be updated or tested?
* Is my team generating enough interested candidate responses across projects?
**With key metrics including:**
* **Profiles contacted:** Number of candidates who have been sent at least one sequence step. The card also shows the number of sequence runs behind that count.
* **Open rate:** Percentage of contacted sequence runs that candidates opened
* **Click rate:** Percentage of contacted sequence runs where candidates clicked a link
* **Reply rate:** Percentage of contacted sequence runs that candidates replied to
* **Interest rate:** Percentage of contacted sequence runs where candidates replied that they were interested in your project / opportunity
* **Bounce rate:** Percentage of contacted sequence runs that were undeliverable. Project and user tables count each bounced run once, even if more than one email in the run bounced.
* **InMail Replies:** Total number of LinkedIn Recruiter InMail replies received from candidates, counted separately from email replies
Juicebox detects InMail replies through the email notifications LinkedIn sends when a candidate responds to an InMail. Detection works only if both of the following are true:
1. The mailbox connected to Juicebox is the same mailbox where you receive LinkedIn's InMail reply notifications.
2. Email notifications for InMail responses are turned on in your LinkedIn settings.
If either condition is not met, Juicebox cannot detect the reply. Check both for each connected mailbox.
#### How outreach rates are calculated
Open, click, reply, interest, and bounce rates all use contacted sequence runs as the denominator. A run counts as contacted once Juicebox has sent its first step. Juicebox excludes the following runs from the denominator:
* Runs that were cancelled or stopped early, including runs cancelled because the mailbox was disconnected
* Active or paused runs that are still waiting on their first step
The numerators don't change. Opened, clicked, and replied counts still include every run where that engagement happened. Each rate card shows the raw counts in parentheses, for example `(42/180)`, where the second number is the contacted total.
Rates may look higher than in earlier reports if your team has many cancelled runs or runs scheduled but not yet sent. Those runs no longer lower your rates.
**For a more granular breakdown, filter outreach analytics by:**
* Sequence
* Project
* Started by
* Inboxes
* Date range
* Time period (days, weeks, months)
View our [Optimizing Response Rates](/maximize-replies) article to learn how to enhance outreach efforts and reply rates
### 🤖 Agent analytics
Agent analytics give you visibility into agent-led sourcing and outreach as you scale your hiring efforts. This view helps you ensure automation is driving results while maintaining control over candidate quality, approvals, and outcomes.
By monitoring how agents source, qualify, and surface leads, you can confidently scale automation, fine-tune agent configurations, and identify opportunities to improve efficiency without sacrificing relevance. To focus on just your agent-backed projects, use the **Show agents only** filter on the projects home screen.
**This view is designed to answer questions like:**
* How effective are my agents at finding relevant candidates?
* What is my approval rate across agents, and how does it trend over time?
* How many interested candidates are agents generating?
* Are agents correctly configured based on approved vs. disapproved leads?
* How many leads are pending approval or still awaiting action?
**With key metrics including:**
* **Leads approved:** Total number of agent sourced candidates approved
* **Leads disapproved:** Total number of agent sourced candidates rejected
* **Approval rate:** Percentage of all agent sourced candidates approved
* **Interested replies:** Total number of agent sourced candidates who replied that they are interested
* **Number of agents:** Total number of agents created
* **Paused agents:** Total number of paused agents
* **Active agents:** Total number of active agents
* **Pending leads:** Total number of candidate reviews outstanding
**For a more granular breakdown, filter agent analytics by:**
* Agent
* Date range
* Time period (days, weeks, months)
### **Sharing analytics**
To share or export your analytics, please select the arrow icon in the top right hand corner of the corresponding metric.
### **Access analytics**
Analytics are included on the Enterprise plan in an admin-only configuration. Upon request, usage analytics can be added to Team plans. Please reach out to our sales team at [sales@juicebox.work](mailto:sales@juicebox.work) or your CSM for more details.
# ATS Integrations
Source: https://docs.juicebox.ai/ats-integrations
Learn how to export profiles, connect your ATS or CRM, and export with or without contact information.
## ATS + CRM
Juicebox integrates with 50+ ATS and CRM systems, as well as Google and Outlook. To view a current list of available integrations, open the “Integrations” tab on the left hand menu of [Juicebox](https://app.juicebox.ai/).
![ATS integrations overview]()
*Note: the screenshot above shows an excerpt of all available integrations.*
Integrating with your ATS or CRM allows for three primary features:
1. **Import Project from ATS**: Import a job description from your ATS into Juicebox to automatically kick off a search using the job description. This also includes linking your Juicebox project to an ATS job, which makes exporting profiles to your ATS easier.
2. **Export Profiles to ATS**: Save profiles directly into your ATS, including contact details, current company and job, profile URLs, and more. On some plans, this can be customized further based on your preferred fields. Juicebox also has the ability to auto-export jobs to your ATS, including exporting all shortlisted profiles or exporting only interested profiles.
3. **Rediscovery**: Filter and view profiles already in your ATS within Juicebox, including filtering by tags, jobs, and stage. Avoid reaching out to the same profile twice, and instantly view your relationship history. To learn more about Rediscovery, visit the Talent Rediscovery article [here](/talent-rediscovery).
ATS integrations are used for providing the above described services, only. Juicebox **does not** use customer data for our candidate/profile database in any way.
### Profile deduplication
When profiles already exist in your ATS or CRM, they will be shown as such within Juicebox. Profiles that already exist in your ATS will show an icon next to them in the search results. You’ll also see a box at the top of the profile card with additional details.
*ATS icons for profile deduplication in the search. If the ATS logo is highlighted in a dotted line, Juicebox was able to find a partial match for that candidate using their first and last name. Full logos without a dotted line represent a full candidate match across names and platforms.*
*Expanded view showing additional details about the candidate’s profile in your ATS.*
### Import a job from ATS
If your ATS is connected, you will be able to see jobs from the ATS when first creating a project. You can select a job to automatically import it and start a search with the associated job description.
To link a project after creation, select “…” next to the project > Edit Project > Select Job.
### Exporting to a specific job
With some ATS integrations, you have the option to export to a specific job. After selecting “Export to ATS”, you can select the specific job you’d like to export to. Profiles will enter the first candidate stage. Often, this is the “lead” stage in your ATS.
*Contact your Juicebox Account Executive to determine whether your integration supports exporting to a specific job.*
You can also export a candidate to a specific job (or, when the ATS supports it, to the general talent pool) directly from Slack. See [Export a candidate to your ATS from Slack](/juicebox-for-slack#export-a-candidate-to-your-ats-from-slack).
### One-click re-export
Once you've exported at least one profile to an ATS integration, you’ll see a “1-Click Export” button with the ATS icon appear on subsequent profiles. This allows you to export new profiles in bulk directly to your job/project without needing to reselect it each time.
This feature works with any supported integration and streamlines high-volume exports.
Note: If the “1-Click Export” button isn’t visible, it means no profile has been exported yet in the current session.
*Export profiles to a role or project in your ATS directly from Results.*
*Export profiles from the profile view directly to your previous ATS project.*
*Export profiles in bulk directly to your previous ATS project.*
### Auto-export
Auto-Export to ATS lets you seamlessly connect your Juicebox projects or AI Agents directly to your ATS jobs or projects.
With this, candidates are automatically pushed into your ATS based on your preferred workflow. That can be the moment a candidate is shortlisted in a Juicebox project, contacted, or once they’ve responded with positive interest.
There is a 5 second delay between when the trigger action takes place and when the export initiates, to give you a grace period to cancel. An auto-export can be cancelled by undoing the action that initiated the export (ie, unshortlisting or removing "interested" status).
**Setup**: [Organization-level ATS settings](https://app.juicebox.ai/account?tab=ats):
The **Automated ATS Exports** (enabled by default) toggle will enable/disable auto-exports for any project in the org.
The **Auto-Export Trigger** setting determines when to export a candidate(s) for all projects linked to an ATS job, with the current trigger points being:
* **After Shortlisting:** candidates will be exported immediately after they are added to the project’s shortlist. This includes adding to the shortlist, importing to the shortlist, or adding to a sequence from the project.
* **After Adding to Sequence:** candidates will be exported immediately after they are added to an outreach sequence.
* **After Positive Response or “Interested” Status** (Default): candidates will be exported only after they respond positively to outreach, or after being manually marked as interested.
**Include Contact Information** (Enabled by default) will automatically reveal candidate emails and phone numbers, and export with them included. We recommend keeping this setting active to avoid duplicate profiles in your ATS.
**Contact fields to export** lets you choose which contact fields automated exports reveal and send to your ATS. Use it if your team only wants emails or only phone numbers in the ATS, so you don't spend contact credits on fields you never use. The options are:
* **Emails and phone numbers** (Default): Juicebox reveals and exports every available email and phone number.
* **Emails only**: Juicebox reveals and exports emails. Phone numbers are not revealed or added to the ATS record.
* **Phone numbers only**: Juicebox reveals and exports phone numbers. Emails are not revealed or added to the ATS record.
When you narrow the selection, Juicebox only looks up the selected field, so contact credits are spent only on that field. If strict filtering is on, Juicebox skips a candidate who has none of the selected contact info instead of exporting them with only a name.
**Phone numbers only** is not available for SmartRecruiters or Pinpoint, which require an email to create a candidate. The setting is disabled when **Include Contact Information** or **Automated ATS Exports** is turned off.
**Project-level Job Linking** allows for the ability to link to an ATS job, as well as an interview stage, when creating or editing projects or agents. For Ashby, you can also link to a sourcing project instead.
### Automatically apply project configuration suggestions
When you name a new project, Juicebox matches the title against your synced ATS jobs. It can then pre-fill the project configuration card with the linked ATS job, collaborators, and (if Automated ATS Exports is on) the export stage and auto-export toggle. The **Automatically apply project configuration suggestions** setting in [Organization-level ATS settings](https://app.juicebox.ai/account?tab=ats) controls whether those matches are written to the project silently or held back for the owner to review.
The setting is only visible when your org is on the Business plan and has an ATS integration with job sync enabled. It defaults to on, matching the previous behavior.
* **On (default):** As soon as Juicebox finds a match, the project configuration card fills in the linked job, collaborators, and (where applicable) the auto-export stage. The card shows an **Auto configured your project** banner with an **Undo** button for 15 seconds so you can revert the change.
* **Off:** Naming the project still runs the match, but nothing is written to the project. The project configuration card shows a **Suggested a configuration** banner with the proposed job title, collaborators, and export stage rendered as dashed preview values. The suggestion only persists after you select **Apply**. Ignore the suggestion and the project stays in whatever state you set manually.
Turn this off when your team wants to review Juicebox's guesses before they flow into an ATS auto-export pipeline. Only organization admins can change the setting.
### Activating an integration
Most integrations can be set up in a self-serve capacity. To do so, please select the “Activate Integration” field and follow the steps in the pop-up window. After successfully connecting your ATS or CRM, your account manager will reach out to you with next steps, if necessary.
**Supported Plans:** ATS and CRM integrations are included on the [Business](https://juicebox.ai/pricing) plan. Contact [sales@juicebox.work](mailto:sales@juicebox.work) for more details.
### ATS integrations (two-way)
To view the most up-to-date integration list, please use the “Integrations” tab on the left-hand menu of your [Juicebox](https://app.juicebox.ai/) account.
Supported Applicant Tracking Systems (**ATS**) as of Sep 2026:
| Ashby | Greenhouse v3 | Greenhouse |
| - | - | - |
| Lever | Bullhorn | Recruiterflow |
| Teamtailor | Crelate | Gem |
| Workable | Loxo | JazzHR |
| Workday | JobAdder | JobDiva |
| SmartRecruiters | Jobvite | Zoho Recruit |
| BambooHR | Pinpoint | iCIMS |
| Recruit CRM | Recruitee | Spott |
| Eightfold | Fountain | ApplicantStack |
| Mercury | Personio | SAP SuccessFactors |
| TrackerRMS | Breezy | Avature |
| Homerun | Oracle Fusion - Recruiting Cloud | Cornerstone TalentLink |
| UKG Pro Recruiting | Infinite BrassRing | Sage HR |
| Welcome to the Jungle | Join | Onlyfy |
| d.Vinci | Oracle Taleo | Paycor |
| Traffit | Eploy | Taleez |
| Flatchr | Dayforce | Phenom |
| SparkHire Recruit (Comeet) | Manatal | Ceipal |
| Paradox | CEGID TalentSoft FrontOffice | Abacus Umantis |
| TalentAdore | Digital Recruiters | HR4YOU |
| Coveto | OTYS | Kula |
| ADP Workforce Now | PageUp | BITE |
| Jobylon | CareerPlug | Laura |
| Compleet | HR Office | P\&I Loga |
| Logic Melon | rexx systems | AFAS Software |
| Perview | Carerix | Paylocity |
| Apploi | GuideCom | Heyrecruit |
| Atlas | Asymbl | MHM HR |
| Talent Clue | RECRU | Factorial |
| Talention | Connexys by Bullhorn | Softgarden |
| Databites | Odoo | Talent360 |
| eRecruiter | Emply People | InRecruiting by Zucchetti |
| Mysolution | ReachMee | Cornerstone OnDemand |
| Zvoove Recruit | UKG Ready | Ubeeo |
Note: the team continuously adds new integrations. Contact your Juicebox sales contact with any questions, or enter your requested integration [here](https://xmy7g1zp2xj.typeform.com/to/i4aINVTD).
### CRM integrations (two-way)
To view the most up-to-date integration list, please use the “Integrations” tab on the left-hand menu of your [Juicebox](https://app.juicebox.ai/) account.
Supported Customer Relationship Management systems (**CRM**) as of Feb 2026:
| Salesforce | HubSpot | Affinity |
| - | - | - |
Note: CRM integration functionality is more constrained than ATS integrations. Please contact the sales team to learn more.
**Juicebox does not use customer CRM or ATS data to train AI models. More details in the [Trust Center.](https://juicebox.work/trust)**
# Contact Data
Source: https://docs.juicebox.ai/contact-data
Verified, real-time contact data.
### Contact Data Overview
Juicebox provides emails and phone numbers by partnering with contact data providers. Available contact data includes:
* Personal Email
* Professional Email
* Mobile Phone Number
* Other Phone Numbers
Verified email data is subject to our **95% deliverability guarantee** (scroll down for more details).
### Contact Data Waterfall
When requesting contact data, Juicebox automatically requests contact data from multiple different data providers, including [ContactOut](https://contactout.com/), [RocketReach](https://rocketreach.co/), and more. Each email requested then gets verified by our email verification partner, [Kickbox](https://kickbox.com/).
### Access Contact Details
There are three ways to access the contact details for a given profile:
1. **Profile View**: get contact data within the profile side-menu.
Additionally, you can click the contact information to see a full view, including verification statuses.
If it has been 30 days or more since the contact info was first revealed, you can refresh it by clicking **>Refresh Contact Info**.
1. **Email Sequence**: retrieve and select emails as part of your email sequence.
2. **Export**: export to CSV, PDF, ATS, or CRM and include contact details.
When you reveal contact details for a given profile, you use [contact credits](/all-about-credits). You will not be double-charged contact credits if someone else in your organization accesses the same contact data.
### Email Verification
Juicebox collaborates with multiple reputable providers to ensure optimal email deliverability. For clarity and ease of understanding, we utilize three distinct icons to signify the deliverability status of each email:
**Verified Email Icon**
Represented by a purple shield accompanied by a checkmark, this icon signifies that the email has been successfully verified. Emails marked with this icon benefit from our 95% deliverability guarantee.
**Unknown Deliverability Icon**
This icon, depicted as a grey circle, indicates uncertain deliverability status. While the email might likely be delivered successfully, we have been unable to confirm its validity.
**Low Deliverability Icon**
Symbolized by a yellow warning sign, this icon suggests a heightened risk of email bounce-backs. We advise against reaching out to email addresses flagged with this status.
### Deliverability Assurance: 95%
We guarantee 95% deliverability for emails verified with Juicebox. Guidelines:
* Deliverability guarantee only applies to emails with a “verified” icon shown on Juicebox.
* Emails have been revealed on Juicebox within 48 hours of sending.
* Only applies to emails sent within Juicebox (not exported emails).
In case our assurance is not met, we will provide you with account credits. Please reach out to your Juicebox sales representative with any questions about the deliverability assurance.
In case our assurance is not met, we will provide you with account credits. Please reach out to your Juicebox sales representative with any questions about the deliverability assurance.
# Contact Support
Source: https://docs.juicebox.ai/contact-support
For support, you can either reach us at support@juicebox.ai or use the in-app support feature, located at the bottom left hand corner of the search page.
### Direct link: [support@juicebox.ai](mailto:support@juicebox.ai)
# Contact Page
Source: https://docs.juicebox.ai/contacts-page
Get a comprehensive list of all the talent profiles across all your projects.
To access, navigate to the contacts page on the left side bar of the Juicebox platform.
## How to Use the Contacts Page
### View All Profiles
The Contacts Page consolidates all candidate profiles you’ve ever shortlisted or reached out to across different projects or sequences.
### Filter by Key Metrics
Use the filters to find candidates based on different criteria:
* **Projects**: Filter candidates by the projects they’re assigned to. A candidate can be in multiple projects.
* **Status**: See where each candidate stands in your recruitment process (e.g. ‘Not Contacted,’ ‘Interested,’ ‘Not Interested’) — will autoupdate if you reached out to them via a sequence
* **Tags**: Use custom tags to organize candidates based on qualities you define (e.g., ‘To Reach-Out’ ‘Follow-up,’ etc.)
* **Owner**: Filter by the user who interacted with the candidate’s profile to manage who’s responsible for each candidate
### Add Tags
Add custom tags to profiles for easier filtering and organization. Just click ‘**+Add’** to tag candidates, or remove tags that are no longer relevant.
### Using Actions on Candidate Lists
You can select candidates and use ‘Actions’ (found on the top right of the page) to export, shortlist in a project, or add to sequence.
* Export: Candidates can be exported in PDF, CSV, CSV for LinkedIn Recruiter, or ATS formats. Exports count toward your export credits, which can be found under Settings → Organization → Export Credits.
* Shortlist: You can shortlist candidates into additional projects.
* Add to sequence: You can directly add candidates to email sequences from here.
# Criteria
Source: https://docs.juicebox.ai/criteria
Use criteria to rank your search results by describing more nuanced or inference based requirements.
### Launching criteria
When running a prompt, you will see the option to configure or review the criteria initially populated by Juicebox.
While configuring your criteria, consider:
* Criteria are natural language instructions. You can describe anything that may be applicable.
* Be clear and concise. If a colleague wouldn’t understand the criteria, the AI won’t either.
* You can edit, add, and remove criteria as needed.
* Juicebox uses all [30+ data sources](/data-sources) when assessing each profile against the criteria.
* They are ranked from most to least important, and can be re-ranked using the left-hand selector.
Some criteria may be suggested by [Knowledge Vault](/knowledge-vault), based on what Juicebox has learned from your past searches and preferences. These appear as **criteria added by memory**. Hover the memory icon next to a criterion to see what influenced it. You can turn this off at any time from the **Memory** tab in your account settings.
### Creating a preset
Presets are pre-defined sets of sourcing criteria that can be reused across multiple projects or searches to save you time and keep searches consistent. You can start with one of Juicebox’s pre-built presets or create your own custom preset. This helps you quickly launch criteria for projects with similar requirements or ongoing, evergreen roles.
To create a preset:
1. From your project’s search, head into your criteria
2. Create the list of criteria you would like to use across all roles related to that project
3. Select “Save Preset” in the top right corner of the criteria screen
4. Name the criteria based on the role, and add a description if helpful
5. Select “Save Preset”
To reuse a preset saved by you, your team, or Juicebox:
1. From your project’s search, head into your criteria
2. Select “Select Preset” in the top right
3. From the list available, select the preset you would like to reuse
4. Select “Apply Preset” in the top right
5. Select “Update” to run your results
## Evaluating results
Once you update your criteria and run your results, candidates will appear in a ranked view, giving you the best matched candidates right off the bat. Each profile will receive a score against the set criteria, and will be shown as:
1. **Good Match (Green thumbs up):** signifies that the criteria are fulfilled, either through explicit mention on the candidate’s profile or through AI inference.
2. **Potential fit (Yellow thumbs up):** suggests that the criteria are likely met but with some ambiguity, or that there is some evidence missing. \*\*
3. **Not a match (Red stop sign):** indicates that there is no evidence that the criteria are met based on the information available. \*\*
AI features may have errors or inaccuracies. Confirm key information.
To gain a deeper understanding of the candidates in your search results, select **Review** or the candidate’s name to open a detailed evaluation page.
### **Review**
When “reviewing” candidates, your criteria will populate next to each candidate’s profile. From here, you can interact with each criteria listed to see exactly where in the profile that candidate’s experience is coming from to help you make a quicker, more data backed decision.
If you like the candidate and think they are qualified, you can add the candidate to your project’s shortlist (recommended) or sequence them directly. If you want to come back to the candidate, you can skip them and move on to the next.
### **Candidate profile**
Selecting a candidate’s name opens their full profile in Juicebox.
On the left-hand side of the profile, you will find (in order of appearance):
* Candidate name
* Linked platforms (e.g., LinkedIn, Github, etc.) to the right of the candidate’s name
* Contact information
* Criteria match analysis
* A comprehensive overview of the candidate’s work experience, education, and skills
On the right-hand side of the profile, you will find (in order of appearance):
* Individual and team notes
* Sequences the candidate has been enrolled into
* Overall team profile activity (e.g., who else has viewed this candidate, who revealed their contact information, etc.)
* Projects this candidate is shortlisted across
* Overdue and upcoming tasks tied to your account for this candidate
To action on individual or multiple candidates, you can also switch between the Classic and Table views provided.
## **Classic view**
Use Juicebox’s classic view to individually review candidates and their match analysis.
### Bulk select
Bulk select the top 5, 10, 50+ matches by selecting the checkbox next to “Matches” and identifying how many profiles you want to bulk select and action off of (i.e., add to your shortlist, sequence or export to your ATS).
## **Table view**
Use Juicebox’s table view to efficiently review or action off of candidates based on their overall match percentage.
In addition to the Review button and selecting a candidate’s name to open their full profile, you can also set up this table to fit your preferred view by interacting with the four icons on the right-hand side.
In order of appearance, these icons have the following functionality:
1. **Magnifying Glass:** Search for a candidate’s profile directly
2. **People Plus:** Pull in more candidates by evaluating more in batches of 500. Please note, this is only for search pools of 500+, and does max out at 5,000 profiles.
3. **Columns:** Tailor the columns shown to only show the information you care about (e.g., Job Title, Company, Education, and Location)
4. **Rows:** Hide or dim candidates from the table that have already been viewed
### Evaluated count
When your search returns more matches than Juicebox has evaluated for the table, you’ll see an **N evaluated** label next to the view toggle. Select the info icon to open a popover that reads *“Evaluated N of X total matches. Evaluate more to view additional candidates in the table.”* Select **Evaluate more** to open the same Evaluate More dialog as the People Plus icon, which pulls in candidates in batches of 500 up to a cap of 5,000 profiles.
Use this label to understand why some candidates in the total match pool aren’t yet visible in the table, and to expand the evaluated set on demand.
The evaluated count only appears when:
* You’re in table view and the initial rerank has finished, so the count is final.
* The total match pool exceeds the 500-profile evaluation cap.
* Your search has at least one ranking criterion.
Juicebox hides or disables this label for free plans, similar-profile searches, and searches with no ranking criteria. This matches the disabled treatment on Review and the Evaluate More icon.
### Bulk select
Bulk select the perfect (100%), strong (75%+), average (50%+), and weak (25%+) matches by selecting the checkbox next to “Matches.” You can then add candidates who meet that match rate or above to your shortlist, a sequence, or directly to your ATS.
**Reminder:** You can edit your filters or criteria at any time to change your results!
# Data Sources
Source: https://docs.juicebox.ai/data-sources
Juicebox uses publicly available profile data to help our customers discover and engage with job candidates.
### Sources & Linking
Juicebox collaborates with various partners to compile profile data from a variety of compliant sources. We are continually expanding our data. Contact [sales@juicebox.work](mailto:sales@juicebox.work) for further information.
### Contact Data (Email + Phone)
Juicebox provides contact data of candidates. Over 200mm profiles have contact data available, including personal emails, professional emails, and phone numbers. See our [Contact Data](/contact-data) page for more details.
### Data Updates
We consistently refresh profiles to maintain contact accuracy and provide the most recent information available. Please contact us for further details.
### Privacy & Legal
As a company that runs on data, we take privacy seriously at Juicebox. We understand the importance of transparency and control when it comes to your data and we are committed to safeguarding the personal information of our users.
For any questions regarding our privacy practices, data procedures, data protection measures, user rights & more, please refer to the following links:
* [Trust Center](https://juicebox.ai/trust)
* [Privacy Policy](https://www.juicebox.work/privacy)
* [Privacy Center](https://www.juicebox.work/privacy-center)
* [Cookies Policy](https://www.juicebox.work/cookies)
* [Terms and Conditions](https://www.juicebox.work/tac)
Our privacy team stays up-to-date with the latest developments in data protection to ensure that our practices remain compliant with evolving regulations.
We encourage you to review the links above to our privacy statements for more detailed information on our privacy practices. In the case of any further questions or concerns, please do not hesitate to reach out to our support team at [privacy@juicebox.work](mailto:privacy@juicebox.work). We are committed to being proactively transparent in addressing any privacy-related issues that may arise. Your privacy matters to us at Juicebox, and we will continue to prioritize the protection of your data as we grow and evolve as a company.
### AI Trust
Please visit our [AI Trust Center](https://juicebox.ai/trust) for more details.
# Do-Not-Contact List
Source: https://docs.juicebox.ai/dnc
Use the DNC List to prevent outreach to candidates who work at specific companies.
There’s two ways to add prevent outreach on Juicebox — (1) adding all profiles at a company to the DNC list, or (2) adding individual profiles to the DNC list.
## 1. Company-level DNC
### How to add companies to your DNC list
1. Go to Settings — In the left-hand navigation panel, select **Settings** > **DNC Companies**
2. Search for a Company — In the "Companies in DNC List" field, start typing the name of the company you want to exclude
3. Select the Company — Select the correct version(s) of the company from the dropdown (e.g. Juicebox, Meta, OpenAI, etc)
### DNC enforcement
When a company is added to your DNC List, Juicebox will do two things:
**1) Prevent emails from being sent**
* Juicebox will prevent users from adding profiles currently working at this company to their email sequences.
* Note: this setting cannot be overridden by individual users. The only ways to change it are for an admin to adjust the DNC list, or to add specific people to the [DNC override list](#3-contact-level-dnc-overrides).
**2) Exclude in search**
* Juicebox will exclude contacts from that company in your searches — so you don’t accidentally reach out to current or past employees.
* **Auto exclude DNC companies in searches** is on by default for every organization, including existing organizations that never changed the setting. New searches, Agents, intakes, and searches started from Slack automatically exclude profiles from companies on your DNC list.
* To turn auto exclusion off for your whole organization, an admin can switch off **Auto exclude DNC companies in searches** in **Settings** > **DNC Companies**. Once an admin turns it off, it stays off until an admin turns it back on.
* Individual users can still turn off DNC exclusion for a single search by unchecking the option while searching.
* Country auto exclusion works differently. **Auto exclude DNC countries in searches** is off by default, and an admin must turn it on.
Are you on a Business plan and require assistance with bulk uploads to the DNC Companies page?
Reach out to your Juicebox account manager for assistance. If you have your DNC Companies list in a CSV or table format, we will be able to assist.
## 2. Individual DNC
### How to tag profiles as “Do not contact”
1. In the left-hand navigation panel, select **Contacts**
2. In the **Tags** column for a candidate, select **Add**
3. Add the tag “Do not contact” to the candidate to prevent outreach to them
### DNC enforcement
When a profile is labeled “Do not contact”, Juicebox will prevent any user in your organization from adding the profile to an email sequence.
### Reversing the tag
Remove the “Do not contact” tag from a profile to add the candidate to any email sequence.
### Reasons for using DNC tags
Contacts may be excluded due to profile opt-out requests, internal company policies, or other relevant considerations.
## 3. Contact-level DNC overrides
Admins can add specific people to a DNC override list. An overridden person still appears in search results and can be added to email sequences, even if their current company or country is on the DNC list.
This is useful when a profile still lists a DNC employer that the person no longer works at. It also helps when you have permission to contact a specific person at a DNC company. Instead of removing the whole company from the DNC list, add just that person as an override.
### How to manage the DNC override list
1. In the left-hand navigation panel, select **Settings** and open the **DNC override** section
2. Search for a person by name or LinkedIn URL and select them to add them to the override list
3. To bulk add people, select **Upload CSV** and upload a CSV of LinkedIn URLs
4. You can also export the override list to a CSV, remove individual people, or clear the entire list
Only admins can manage the DNC override list.
### DNC enforcement
* Overrides apply to both the company DNC list and the country DNC list.
* The individual “Do not contact” tag takes precedence. If a person has the tag, they remain blocked from sequences even if they are on the override list.
Juicebox is rolling out contact-level DNC overrides gradually. If you don’t see the DNC override section in your Settings yet, reach out to your Juicebox account manager.
# Email deliverability
Source: https://docs.juicebox.ai/email-deliverability
Protect your sender reputation and get more of your emails into the inbox.
Deliverability comes down to your domain, your mailbox, and how you send. This guide covers the fundamentals that apply anywhere, then the Juicebox settings that let you tune them.
## Outside Juicebox
The most important deliverability work happens on your domain and in your sending habits, regardless of which tool you use to send.
### 1. Authenticate your sending domain
Authentication is the single most important step, and it happens in your DNS, outside of any sending tool. Without it, most modern inbox providers will silently deprioritize or block your mail.
Configure all three of the following records on the domain you send from:
* **SPF (Sender Policy Framework):** A DNS record that lists which servers are allowed to send on behalf of your domain. Prevents attackers from spoofing your address.
* **DKIM (DomainKeys Identified Mail):** A cryptographic signature added to every message you send, proving it was not altered in transit and that it really came from your domain.
* **DMARC (Domain-based Message Authentication, Reporting, and Conformance):** A policy that tells receiving servers what to do when SPF or DKIM checks fail. Start with `p=none` for monitoring, then move to `quarantine` or `reject` once you're confident in your setup.
Your domain administrator or IT team manages these records. If you use a dedicated recruiting domain (for example, `talent.yourcompany.com`), each subdomain needs its own authentication.
### 2. Warm up new domains and mailboxes
A brand-new domain or mailbox has no sending history, and providers treat sudden high volumes from unknown senders as a strong spam signal.
* **New domains:** start at the minimum daily cap (20 emails/day in Juicebox) and increase gradually over 4–6 weeks.
* **New mailboxes on an established domain:** start at 20–30 emails/day and ramp up over 2–3 weeks.
* **Recovering from a sending issue:** drop back to 25–50 emails/day and rebuild slowly once your domain recovers.
The goal during warm-up is a steady, low-volume pattern of real conversations, not bulk sends. Positive engagement (opens, replies, and messages moved out of spam) during this period is what actually builds reputation.
### 3. Respect daily sending limits
Scale sending volume to match how much your domain has proven it can handle. As a general rule:
* **100 emails/day per mailbox** is a safe steady-state for most established domains; this is the Juicebox default.
* **200–500 emails/day** is achievable on an established domain with strong open and reply rates. Scale up gradually as your reputation holds, and do not jump straight to the ceiling.
* **New or recovering domains** should stay well below these numbers until sending history is built up.
If you need more capacity, adding more mailboxes is generally safer than pushing a single mailbox to its ceiling. Distributing load across several senders spreads reputation risk and helps avoid provider-side errors like "Daily Message/Recipient limit exceeded."
In Juicebox, the per-mailbox daily cap is adjusted per mailbox from [Email integrations](/email-integrations); see the [Per-mailbox daily send limit](#per-mailbox-daily-send-limit) section below for defaults and ceilings.
### 4. Keep your list clean
Every bounce and every spam complaint costs you reputation. Two habits that reduce both:
* **Verify email addresses before sending.** Sending to invalid addresses is the fastest way to get flagged. Juicebox does this for you automatically: every address is run through an [email waterfall with multi-provider verification](/contact-data) before it can be used in a sequence, and turning on **Email strict mode** enforces verified-only sending as a hard gate.
* **Prefer personal addresses where appropriate.** Personal inboxes tend to have lower bounce rates and higher reply rates than professional addresses, which are frequently filtered by corporate spam systems or become stale when someone changes jobs. Juicebox defaults to *Prefer personal emails, fallback to professional* when you add profiles to a sequence, and you can enforce personal-only sending organization-wide from account settings.
* **Suppress bounced and unsubscribed contacts.** Never re-send to an address that hard-bounced or opted out. Juicebox does this automatically: bounced emails are re-enrolled only via [an explicit action](/help/deliverability/re-enroll-bounced-emails), and unsubscribes are enforced across every sequence.
### 5. Write emails that get replies
Engagement is not just a nice-to-have; it's a direct deliverability signal. Providers watch how recipients interact with your mail and adjust your reputation accordingly.
* **Personalize the subject line and opening.** A relevant reference to the recipient's background dramatically increases open and reply rates.
* **Keep it short.** Long emails to strangers rarely get read, and low read time is a negative signal.
* **Avoid spam triggers.** Excessive links, all-caps subject lines, "FREE" language, and heavy image-to-text ratios all raise flags. Plain-text-style messages perform best.
* **Include a clear opt-out.** An unsubscribe link is legally required in most jurisdictions and materially improves deliverability, because it gives uninterested recipients an alternative to marking your email as spam.
In Juicebox, [Sequences](/sequences) handle most of this for you:
* **AI-generated sequences** produce short, plain-text-style outreach that follows the patterns above by default, a good starting point if you're not sure how to phrase a first message.
* **AI Commands** insert per-candidate personalization (a one-line reference to their experience, skills, or background) into every step, so every message reads like it was written specifically for that person rather than a template blast.
* **Snippets** let you reuse blocks of copy across sequences without copy-pasting entire messages, which helps avoid the "identical text over and over" pattern that inbox providers flag.
### 6. Send at a human pace
Bulk sends to hundreds of recipients in a single minute look nothing like real human behavior. Space messages out across the day, and avoid sending to your entire list at exactly the same time. A steady drip of a few emails per minute over several hours is far safer than a single burst.
Juicebox does this automatically: sequence steps from the same mailbox are spaced roughly **2 minutes apart**, so a scheduled batch goes out at a human pace instead of all at once.
### 7. Monitor and iterate
Deliverability is not a one-time setup. Watch these metrics over time:
* **Bounce rate** should stay below \~3%. Higher rates indicate list quality issues.
* **Open rates** below your baseline suggest your mail is being filtered.
* **Spam complaints** above \~0.1% will damage reputation quickly; pause and review immediately.
* **Reply rates** are the strongest positive signal. Tune content, targeting, and timing to keep them high.
Tools like Google Postmaster Tools and Microsoft SNDS provide visibility into how the two largest providers view your domain.
## Inside Juicebox
Juicebox does not send email through a shared third-party relay or a Juicebox-owned domain. When you connect a mailbox, you authenticate directly with your email provider (Gmail, Microsoft 365, or IMAP) via OAuth, and every message goes through **your** mailbox using **your** domain.
This is the same path a message takes when you send it from Gmail or Outlook yourself. There is no intermediate sending infrastructure, no shared IP pool, and no Juicebox domain in the headers.
The upside: recipients see mail from you, not from a marketing tool, which is generally better for both deliverability and candidate experience.
The tradeoff: **every deliverability signal is tied directly to your domain and your mailbox.** There is no shared reputation to fall back on. Bounces, spam complaints, and engagement all accrue to your domain, so everything in the section above matters more, not less, when you send through OAuth.
### Settings that affect deliverability
Juicebox exposes the levers that shape deliverability directly in your account. The tradeoff is almost always the same: **stricter settings = better deliverability, but less data and lower throughput.** Below is what each setting does and how to tune it.
#### Per-mailbox daily send limit
Each connected mailbox has its own **Max emails per day** setting, edited from **Account → Email integrations → Manage mailboxes**.
Open: [app.juicebox.ai/account?tab=email-integrations](https://app.juicebox.ai/account?tab=email-integrations)
![Edit mailbox settings dialog showing sender name and max emails per day fields]()
* **Default:** 100/day
* **Maximum:** 500/day on Business plans, 200/day on self-serve plans
* **Deliverability guidance:** the *lower* this number, the better the signal to inbox providers. Brand-new domains should start well below the default (20–30/day) and ramp up over weeks. Established domains with strong reply rates can push higher.
Most teams leave this at 100 and add more mailboxes when they need more capacity, rather than pushing a single mailbox to its ceiling.
#### Email strict mode
Under **Account → Email settings**, **Email strict mode** controls how conservative Juicebox is about which addresses it will send to.
Open: [app.juicebox.ai/account?tab=email-settings](https://app.juicebox.ai/account?tab=email-settings)
![Email settings section with toggles for strict mode, open tracking, and click tracking]()
* **On:** sequences and ATS exports only use email addresses Juicebox has independently verified. Bounce rates drop sharply, and your sender reputation is protected.
* **Off:** all sourced emails are eligible to send to, including unverified addresses. Your email data coverage is higher, but so is your bounce risk.
Turn strict mode **on** if you are on a new domain, recovering from a deliverability issue, or seeing bounce rates above \~3%.
If an org admin has turned on **Enforce Email strict mode** (see [Enforce Email strict mode across the organization](#enforce-email-strict-mode-across-the-organization)), your toggle stays on and disabled. A tooltip explains that your admin has enforced strict mode for everyone. You can't turn it off until the admin turns the org setting off.
#### Open and click tracking
The same **Email** panel controls open tracking and link-click tracking.
Open: [app.juicebox.ai/account?tab=email-settings](https://app.juicebox.ai/account?tab=email-settings)
* **Track when emails are opened**: inserts a tracking pixel so you can see open rates.
* **Track link clicks in emails**: rewrites links so you can see who clicked what.
Both features rely on inserting tracking mechanics into your emails, which is one of the signals inbox providers use to distinguish personal mail from bulk/marketing mail. Disabling them makes your outbound look more like a hand-written email.
* **For maximum deliverability:** turn both off. This is the recommendation for brand-new domains or when you are actively repairing sender reputation.
* **In practice:** most Juicebox users leave both on, because open and click data is useful for tuning sequences and scaling volume as their domain proves reliable. Once your domain has a strong reputation and your reply rates are healthy, the deliverability cost of tracking is small.
The "strictest possible" deliverability configuration in Juicebox is: **strict mode on, open tracking off, click tracking off, and a low per-day limit**. This maximizes inbox placement at the cost of engagement data and throughput. It is worth using while you warm up a new domain, and then relaxing as your reputation stabilizes.
#### Mailbox connections and per-day team limits
**Account → Email integrations** shows all mailboxes you have connected personally, and, on **Your team's mailboxes**, every mailbox connected across your organization. Each row shows the provider, sender name, address, connection status, per-day cap, and signature.
Open: [app.juicebox.ai/account?tab=email-integrations](https://app.juicebox.ai/account?tab=email-integrations)
![Email integrations page showing your mailboxes and team's mailboxes with per-day sending limits]()
From here you can:
* **Connect additional mailboxes** to spread sending load across multiple senders. Distributing volume across mailboxes is safer than pushing any single mailbox to its limit.
* **Adjust the per-day cap** on any mailbox to trade throughput for deliverability. Lower caps = safer for reputation.
* **Add a SOBO (send-on-behalf-of) mailbox** so a hiring manager's name appears on outreach without them having to manage the sequences themselves.
Defaults and ceilings for the per-mailbox daily cap:
| Plan | Default | Max |
| - | - | - |
| Self-serve | 100 | 200 |
| Business | 100 | 500 |
#### Signatures, sender name, and drafts
Also from **Manage mailboxes**, you can set the **Sender name** that appears in the "From" field and choose whether Juicebox should **create drafts in your mailbox** for replies. Neither directly changes deliverability, but a recognizable sender name meaningfully improves open and reply rates, which do feed back into reputation.
Open: [app.juicebox.ai/account?tab=mailbox-settings](https://app.juicebox.ai/account?tab=mailbox-settings)
![Mailbox section showing Connected mailbox and Email signatures rows]()
Attach a signature under **Email signatures** to give sequence messages the same personal footer your one-off mail has.
#### Automation settings
Under **Account → Automation**, you can control what Juicebox does when candidates reply.
Open: [app.juicebox.ai/account?tab=automation](https://app.juicebox.ai/account?tab=automation)
![Automation section with toggles for receiving candidate profile emails and creating follow-up reminders]()
These affect your workflow rather than deliverability directly, but keeping **Automatically create follow-up reminders** on helps you re-engage warm replies quickly, which lifts reply rates over time.
#### Calendar
Under **Account → Calendar**, **Don't request calendar access** stops Juicebox from asking for calendar permission when members connect a mailbox. While the setting is on, Juicebox drops the calendar scope from every Google and Microsoft mailbox connect and reconnect. Mailboxes connected under it can still send email normally, but they lose calendar-based features: AI-suggested meeting times, daily briefing summaries, and sequence auto-stop when a meeting is booked. Turning the setting off does not restore calendar access on existing mailboxes. A member has to reconnect the mailbox to regain the scope.
Open: [app.juicebox.ai/account?tab=calendar](https://app.juicebox.ai/account?tab=calendar)
![Calendar section with toggle to disable calendar access]()
#### Email drafts
Under **Account → Email Drafts**, **Don't request draft access** stops Juicebox from asking for draft-compose permission when members connect a mailbox. While the setting is on, Juicebox drops the compose scope from every Google and Microsoft mailbox connect and reconnect. Mailboxes connected under it can still send and receive email, but Juicebox won't create response drafts in them. The **Create drafts in my mailbox** option is hidden on both the mailbox settings dialog and the sequence onboarding card. A member cannot re-enable drafts by reconnecting an affected mailbox while the setting is on.
### Admin settings for deliverability
Organization admins have a few additional levers under **Account → Organization settings** that apply across the whole team. These are the highest-leverage controls for deliverability because they set defaults and ceilings that every member operates within.
Open: [app.juicebox.ai/account?tab=organization-settings](https://app.juicebox.ai/account?tab=organization-settings)
#### Organization email sending limit
Under **Email limits**, **Organization email sending limit** sets the maximum daily emails per mailbox for everyone in the organization. Individual mailbox caps (set on the Email integrations page) can be lower, but never higher, than this ceiling.
![Organization email sending limit field set to 500]()
* **Business plan:** up to 500/day
* **Self-serve plans:** up to 200/day
Lowering this org-wide ceiling is the fastest way to enforce a conservative sending posture across the whole team. It's useful when you are warming a new domain, or recovering from a deliverability incident and want to cap volume before individual members can push it back up.
#### Default mailbox access
Under **Mailboxes**, **Default mailbox access** controls the privacy setting applied to newly connected mailboxes:
![Default mailbox access setting with Public and Private options]()
* **Public**: everyone in the organization can send from new mailboxes (useful for SOBO workflows).
* **Private**: only mailbox owners and users the owner shares with can send from new mailboxes.
This does not directly change deliverability, but it shapes how many people can send from any given mailbox. That affects how easy it is to keep per-mailbox volume within a healthy range. This setting does not affect existing mailboxes; owners can change their own privacy settings from the Integrations tab.
#### Enforced footer addendum (Enterprise)
Under the org-wide sequence controls, **Enforced footer addendum** appends default text to the footer of every outbound sequence email. Users can't disable or edit it.
![Enforced footer addendum toggle with text input for default footer content]()
This is an Enterprise feature, primarily used when legal or compliance requires that a specific notice (privacy policy link, regulatory disclosure, unsubscribe wording) appears on every message regardless of who sends it. When enabled, the addendum is force-appended to every sequence email, and members can't turn it off, edit it, or omit it on individual sends.
The related **Force include unsubscribe link** toggle on the same page ensures every sequence email includes an unsubscribe link, which is legally required in most jurisdictions and materially improves deliverability.
#### Enforce Email strict mode across the organization
Under **Outreach and sequences**, **Enforce Email strict mode** turns on Email strict mode for every user in the organization and prevents them from turning it back off. Only org admins can change this setting.
Open: [app.juicebox.ai/account?tab=organization-settings](https://app.juicebox.ai/account?tab=organization-settings)
When it's on:
* Sequences, agent outreach, and ATS exports only send to email addresses Juicebox has independently verified. This applies to everyone in the organization, regardless of each user's personal **Email strict mode** setting under **Account → Email settings**.
* The per-user **Email strict mode** toggle stays on and disabled, with a tooltip explaining that an admin has enforced strict mode for everyone.
* Agents and other automated workers that would otherwise pass a non-strict flag are also forced to strict mode, so their outreach follows the same verified-only rule.
* The API rejects any attempt to turn a user's strict mode off with a `403 locked-by-admin` response until the org setting is turned back off.
Use this when you want a single, enforced verification standard across the whole team. It's the strongest deliverability guarantee Juicebox offers, because it removes the possibility of any individual member sending to unverified addresses. The tradeoff is the same as strict mode at the user level. Bounce rates and sender reputation improve, but total email coverage drops because unverified addresses are excluded.
When you turn the org setting back off, each user's individual **Email strict mode** setting takes effect again. Users who never explicitly turned strict mode off remain in strict mode by default.
#### Available email preferences
Under the **Email Preferences** section at the bottom of the General settings tab, **Available email preferences** lets admins turn off specific email-preference options for the entire organization. Members can only pick from the options that remain enabled when adding contacts to a sequence.
Open: [app.juicebox.ai/account?tab=organization-settings](https://app.juicebox.ai/account?tab=organization-settings)
The four options that can be toggled on or off are:
* Prefer personal emails, fallback to professional emails
* Prefer professional emails, fallback to personal emails
* Only use professional emails
* Only use personal emails
At least one option must stay enabled. The last remaining checkbox is locked so an organization can never disable all four. New organizations start with every option enabled.
Use this to enforce a house policy without asking members to re-select the right preference in every sequence. For example, an organization that only wants outbound going to personal addresses can leave **Only use personal emails** on and switch the other three off. A team that has decided professional-only is safer for their domain can do the reverse.
Disabled options still appear in the sequence enrollment dropdown, greyed out with a tooltip explaining that an admin turned them off. Members can see the option exists and why it's unavailable. Contacts already enrolled in a sequence keep the email address they were enrolled with. If a member's saved default preference has been disabled, new drafts automatically fall back to the first allowed option.
### What Juicebox does automatically
On top of your settings, Juicebox applies several safeguards regardless of configuration:
* **Email verification.** We run an [email waterfall](/contact-data) across multiple providers with automated bounce checks before sending. When strict mode is on, this becomes a hard gate.
* **Sending intervals.** Messages in a sequence are automatically spaced out, typically \~120 seconds between sends from the same mailbox, so a scheduled batch goes out at a human pace instead of a burst.
* **Daily caps enforcement.** Sequences that would exceed a mailbox's per-day cap automatically defer to later days rather than pushing volume through.
* **Multi-mailbox distribution.** Sequences can be tied to different connected mailboxes to spread load without over-sending from any single one.
* **Unsubscribe enforcement.** Admins can require an unsubscribe link on every sequence email from [organization settings](/manage-account#general).
### Recommended setup checklist
Before you start sending at volume through Juicebox:
1. Confirm SPF, DKIM, and DMARC are configured on your sending domain.
2. Connect your mailbox via OAuth from **Account → Email integrations**.
3. If the mailbox or domain is new, keep the per-day limit low (20–30) and ramp up over weeks.
4. Turn on **Email strict mode** so sequences only send to verified addresses.
5. Decide on tracking: leave open/click tracking **off** while warming a new domain, and turn them on once your reputation stabilizes and you want the engagement data.
6. Include an unsubscribe link on every sequence.
7. Monitor bounce and reply rates weekly during your first month, then monthly.
## Related reading
* [Email integrations](/email-integrations): connect and manage your mailboxes
* [Minimize bounces](/help/deliverability/minimize-bounces): reduce bounce rate on your sequences
* [Contact data](/contact-data): how Juicebox sources and verifies emails
* [Maximize replies](/maximize-replies): write outreach that gets responses
# Email Integrations
Source: https://docs.juicebox.ai/email-integrations
Learn how to connect your mailbox and send on behalf of others.
## Email integration overview
Juicebox supports integrations with Gmail, Microsoft and IMAP providers. To connect a new email address or update an existing integration, please navigate to the **Integrations** tab on the left-hand menu. From there, you can connect or disconnect an email account by securely signing in via your email provider.
Juicebox **does not** use customer data for our candidate/profile database in any way. Email integrations are used **only** for the following purposes:
1. Sending email sequences to candidates
2. Stopping sequences when a candidate replies to a thread
3. Auto-drafting replies to candidate responses
For more details, please see our [privacy policy](https://juicebox.ai/privacy-policy#other-sites-and-services)
## Internal and SOBO (send on behalf of) setup
Juicebox also supports integrating **internal** (your own) and **SOBO** (external) mailboxes. Each mailbox will be able to send anywhere from 20-500 emails per day (plan dependent), and is a great method to utilize to maximize candidate outreach and deliverability.
**To add an additional mailbox:**
1. Select **Integrations** from the left-hand menu
2. Select **Add a mailbox**
1. To connect your own email address, select **Connect a Gmail account,** **Connect an Outlook account** or **Connect via IMAP** depending on your email provider
2. To connect an external/SOBO mailbox, select **Add a SOBO mailbox** (The external user will then receive an invite from Juicebox that they have to accept in order for their mailbox to be available for use)
3. Once accepted, status will change from **Pending** to **Connected**
*If the email status is stuck pending after an invite is accepted, please ensure that user’s email is not currently in use by another Juicebox account.*
### **Internal mailboxes**
Internal mailboxes are email addresses you personally own or actively manage and use in your day-to-day work. These mailboxes are ideal for recruiter-led outreach and hands-on candidate engagement.
Common internal mailbox use cases include:
* Your primary work email
* Client-specific or branded domains
* Mailbox aliases
### **SOBO mailboxes**
SOBO mailboxes allow you to send on behalf of other stakeholders, such as hiring managers, executives, or teammates, without them having to be hands on in the outreach process. This makes it easy to personalize outreach at scale while maintaining full visibility into candidate conversations and reply history.
With SOBO mailboxes, emails will appear to come directly from that external address. If a candidate replies to that message, **Juicebox notifies both the external mailbox owner and the user who initiated the message**, ensuring no response is missed.
Common SOBO use cases include:
* Sending on behalf of a hiring manager to boost reply rates
* Executive-led or founder-branded outreach
* Coordinated recruiting efforts where recruiters manage execution, but stakeholders stay informed
For more information on how many mailboxes can be connected to your account, please refer to your plan below:
| | **Free** | **Starter** | **Growth** | **Business** |
| - | - | - | - | - |
| **# of Mailboxes** | - | 1 mailbox | 3 per seat | 6 per seat |
## Mailbox settings
To edit the settings of a specific mailbox, select the three horizontal dots on the far right side of the integrated mailbox.
From the mailbox settings page, you can:
* Change the sender name to reflect who the email address or mailbox belongs to
* Increase or decrease the max emails sent per day (daily send limit must be between 20 and 500 depending on your plan)
* Manage auto-drafted responses
* Change the email’s access level
* Manage sequence behavior when a meeting is booked
For more information on auto-drafts, access levels and sequence behavior, please continue reading below.
### Auto-drafts
Juicebox has the ability to create auto-drafted responses in your mailbox or Juicebox directly. The quality of these drafts will improve over time, as it learns from your edits, interactions and sent responses.
To turn auto-draft on, select the checkbox next to **Create drafts in my mailbox.** This can be turned on or off at any point in time, and will only create a drafted message in response to your candidate.
On Enterprise plans, an admin can turn on **Don't request draft access** under **Account → Email Drafts**. This stops Juicebox from asking for draft-compose permission on every mailbox connect and reconnect. When the setting is on, the **Create drafts in my mailbox** checkbox is hidden, and reconnecting the mailbox won't restore drafts.
**To view your drafted response in Juicebox, you can:**
1. Open the replied candidate’s profile > select **Sequences** > select **Draft available**
2. From the Juicebox email notification, select **Your AI draft response is ready — click to review and respond.**
**To view your drafted response within your mailbox, you can:**
1. Select **reply** and the draft will appear!
These responses are only drafts, and Juicebox **will not** send them out automatically. You must select **Send** for these responses to officially send out.
### Public and private mailboxes
Control who can send a sequence from a mailbox with public and private access levels. Anyone will be able to create or edit a sequence using a mailbox, but only users with access to that mailbox can initiate a sequence run.
* **Public (default):** Anyone in the organization can send sequences using this mailbox
* **Private (and shared):** Only the mailbox owner and explicitly shared users can send sequences using this mailbox
### Sequence behavior
To automatically stop sequences and archive any pending tasks from this mailbox when a candidate books a meeting, please select the checkbox next to **Stop sequences when meeting is booked.**
## Admin email settings
Manage email settings for your entire organization from **Settings > Organization** with your Juicebox account.
### Organization email sending limit
While you can increase your daily email limit up to 200, org admins can override this limit from **Settings > Organization > Organization Email Sending Limit** and set a maximum daily limit of up to 500 emails per mailbox (depending on your plan).
Once an admin sets that limit, you can go back to your Integrations tab and change your max daily emails up to that new limit.
### Default mailbox access
As a Juicebox admin, you can also set a default access level for all *newly* connected mailboxes through **Settings → Organization → Default Mailbox Access**. Please note, existing mailbox integrations will not be affected and mailbox owners can change privacy settings through the Integrations tab.
# Exports
Source: https://docs.juicebox.ai/exports
Learn how to export profiles as a CSV, PDF, or into your ATS/CRM, both with or without contact information.
Juicebox supports multiple different export methods, including:
* CRM Export (direct [integration](/ats-integrations))
* ATS Export (direct [integration](/ats-integrations))
* CSV Export
* PDF Export
* Custom-format CSV Export (for LinkedIn)
This guide will cover each export method. To skip to a specific section, please use the slider on the left.
### Exporting from the Search Page
On the search page, click the “select” button under the search bar.
Once you click the button, a pop-up window will appear. You can choose between the following options:
1. **All Profiles:** Select all profiles shown on the page (typically 15 on the search page).
2. **Custom Number:** Select a custom number of profiles you’d like to select. Can be as high as the limit of your plan.
3. **Skip Profiles:** You can choose to skip a determined number of initial profiles in your selection.
After you have selected the profiles, a new banner will appear at the bottom of the search page. Select the export icon to proceed with the export process.
To learn about selecting your export method, skip to the “Select your Export Method” section of this article.
### Exporting from the Shortlist Page
On the shortlist page, you can choose between the following options:
1. **All profiles:** To select all profiles for an export, simply click the “Export All” button in the top-right corner.
2. **Custom profiles:** To select a certain number of profiles, manually select the profiles you wish to export. Once you have selected your candidates, click the export button in the top-right corner, which will indicate the number of exports.
### Select your Export Method
As a final step, you can choose between your preferred export method — covered in more detail in the later sections of this guide. Your export will be delivered to you within the platform and via email.
### Exporting with Contact Details
After selecting your export method, you will be asked to select whether you’d like to export with contact details, or without. You can choose between: A) export with contact information or B) without contact information. Both methods will charge export credits, while you can choose whether you’d also like to use contact credits.
| | **Export Credit** | **Contact Credit** |
| - | - | - |
| A) Export **with** Contact Information | ☑️ | ☑️ |
| B) Export **without** Contact Information | ☑️ | |
When exporting without contact information, the email / phone fields will simply state “TRUE” or “FALSE” to indicate whether they exist. Please see the [All About Credits](/all-about-credits) section for further details on credits.
### Viewing Past Exports
To view past exports, select your account icon in the bottom left corner. Then, select the “Profile Export History” option. You will be able to view all previous exports, as well as download profiles previously exported.
### Exporting a network from the Network page
From the Network page, opening an employee's connections or overlaps sidebar surfaces a **Download** icon that exports the full list to CSV. This bypasses the standard select-and-export flow above and does not use export or contact credits.
* Each download includes up to 10,000 rows. If more exist, Juicebox exports the first 10,000 and surfaces a snackbar with the truncation count.
* The Connections CSV uses LinkedIn's `Connections.csv` header format so the file can be re-uploaded for another employee.
* The Overlaps CSV adds an **Overlap Strength** label and a **How they overlap** description derived from shared company or school date windows.
* Email and phone appear only when they were already revealed or manually added to that profile.
See [Network Sourcing](/network-sourcing) for the full workflow.
### Integrate with CRM or ATS
Please view our [Integrations page](/ats-integrations) for more details on CRM and ATS integrations.
# Filters
Source: https://docs.juicebox.ai/filters
Use filters to narrow your search results by matching all hard requirements that are more traditional or keyword based.
## Getting Started
Use Juicebox’s filters to effectively narrow down your search based on your must-have criteria. To get started with filters, you can begin a search in one of five ways:
1. **Recommended:** Prompting
2. Find Similar
3. Job Description
4. Boolean
5. Select Manually
### Prompting
The below section briefly covers each of the five methods, before diving deeper into the edit filters menu.
80%+ of searches on Juicebox use our AI prompting to get started. A prompt is a description of the type of candidate you’re looking for, written out in a short paragraph or sentence.
For example, here are some well-written initial prompts:
* Marketing Manager in Europe, German-speaking, working at a large enterprise, skilled in SEO
* Senior Scientist in Australia, experience in Biotech, 10+ years of experience
* Consultant in London with 2+ years experience at top consulting firms
What makes a prompt well-written? A good prompt will explicitly describe what you’re searching for, mentioning specific requirements.
That can include fields like: location, job title, company experience, industry experience, skills, years of experience, university attended, degree held, and more.
### Find Similar
The Find Similar feature helps you quickly discover profiles with similar backgrounds, skills, and attributes. From the search bar, type in a candidate name or LinkedIn URL to pull up their Juicebox profile, and replicate the criteria you like.
Please note, you can select up to 5 profiles and 8 traits at once.
### Search by Job Description
If you prefer to search by job description, you can do so by selecting the “Job Description” button. To enter your job description, you can choose from three methods:
* **ATS:** Import the job description directly via your ATS integration (business plans only)
* **Text**: Copy-paste from your source. No need to adjust formatting.
* **Upload**: Upload a PDF, plain text, Word document, Google Doc, or similar.
Juicebox will then configure a search query for you using your job description. It will analyze suggested filters to match by, which can still be adjusted at any time.
### Boolean Filters
Use the boolean expression for any pre-configured search strings.
### Select Manually
Selecting filters manually advances you to the **Edit Your Search Filters** page directly, allowing you to configure your search from scratch. In most cases, utilizing the prompting method will help you set up your filters faster.
No matter how you get started, you can use the **Edit Your Search Filters** page to review your initial search setup or make refinements.
## Editing Filters
### ATS
Juicebox business plan users can search against the candidates who are already in their ATS. For more information on Talent Rediscovery, please visit our Talent Rediscovery article [here](/talent-rediscovery).
### Smart AI
Many of the edit query search bars are smart AI search fields. That means you can enter a specific entity, or describe what you are trying to search for. For example, in the companies search bar, you can enter:
* \*\*A specific company: “\*\*Google” → Select Google from the dropdown menu
* \*\*A description of companies: “\*\*energy companies in New York” → Select the “Ask AI” field to activate our smart AI search
Looking for a specific company, but it isn’t appearing in the drop-down? You can also **paste in the company LinkedIn URL into the search bar.** Then, select the “Search for \” option.
Smart search fields aren’t just limited to companies! Try them in other fields, too, like Company Industries, Investors or Universities.
### Pinned Skills
By default, Juicebox treats skill requirements differently depending on the number of skills entered:
* When you enter a **single skill**, Juicebox will treat it as a must-have. Only candidates with that skill will appear.
* When you enter **multiple skills**, Juicebox will show results that meet at least one of the required skills. By default, this is using an OR logic.
* In cases where you have multiple must-have skills, you can click on the pin icon to turn the pin purple and make those skills mandatory. Any pinned skills will now be using an AND logic.
In the example below, the search will run as follows: show candidates that are skilled in JavaScript, React.js, or Agile Methodologies (one or more) and Node.js (mandatory).
### Excluded Fields
Juicebox has a multitude of smart search fields — including expanding job titles to help find best fit candidates. For example, entering “Software Engineer” will also help you find Principal Software Engineers. However, in some cases, you may want to restrict how broad the search is.
You can solve for this by using our “Exclude” field, which is a stop-sign icon that appears when hovering over a job title, skill, industry, or location. In the search below, we are searching for:
* **Location:** Someone in California, who is not in Los Angeles ![Screenshot 2026-02-13 at 3.51.20 PM]()
* **Job Title:** Software Engineer, who is not a Software Engineering Manager ![Screenshot 2026-02-13 at 3.52.42 PM]()
## Additional Filters
Advanced company filters allow you to construct complex searches based on data such as company funding stage, funding amount raised, investors, and revenue. They work the same as other filters, but contain some additional configuration options.
### Investors, Funding, Revenue, and Funding Stage \*\*\*\*
You can combine a variety of advanced fields to power even more complex searches, such as profiles at a company with $50-$100m in revenue, that has raised $10-$50m in funding, and has worked at a company backed by Sequoia Capital.
If you included a Funding & Revenue field in your search’s prompt — like 'Software Engineers at Series B startups' — those filters will already be applied.
Remember that “Current” versus “Current + Past” configurations can have major impacts on your search results.
### Company + Funding Stage
Want to find profiles who were early at certain companies? Enter your preferred companies, select the “Funding Stage” drop-down, and configure your desired funding stage. This will show you profiles that were at your selected companies during that specific stage or year.
### Combining Multiple Company Groups
Some searches need more than a single set of companies with one shared timing rule. For example, you may want people who were at one company during a specific funding stage **and** at another company during a specific date range. You may also want to combine alternative company histories with OR.
To support this, a search can combine up to **4 company groups**. Each group has its own:
* Companies (current, past, or current+past)
* Tenure or leaving dates
* Funding-stage timing
Groups are joined with AND/OR connectors using a per-group connector control, and connectors follow AND-before-OR precedence. For example, `Group 1 AND Group 2 OR Group 3 AND Group 4` evaluates as `(Group 1 AND Group 2) OR (Group 3 AND Group 4)`.
You can build company groups two ways:
* **From a natural-language prompt.** Queries like *“worked at Uber during Series A and Airbnb during 2014, or Stripe in 2015 and Databricks in seed”* are routed into the 4-group form automatically, with each company and its timing placed in the correct group.
* **From the strategy editor.** Add up to four company group cards, configure the companies and timing for each, and pick the AND or OR connector between adjacent cards.
Once configured, filter summaries show each group inline. For example, a group might appear as *“worked at Uber during Series A–C”* instead of separate “Year Left” chips per company.
### Developer Data
Want to source technical talent using real-world engineering signals like programming languages, frameworks, repositories, open-source activity, and technical experience? Use our Developer Data filter to surface developers based on what they’ve actually built, their tech stack expertise, and the environments they’ve worked in.
### University Filters and Degree Requirements
In the **Education** tab of the filter panel, you can refine your search based on university background, fields of study, graduation years, and degree level.
You can enter one or more universities into the search bar, apply exclusions, limit by university location, or only select specific fields of study (e.g., all engineering majors, natural sciences, CS).
A key feature of this section also lies in the **Degree Requirements** setting where you can choose between two modes:
* **Regular:** Finds candidates who have the specified degree, regardless of where they earned it.
* **Nested:** Restricts the search to candidates who earned the degree *from one of the selected universities*. This is ideal when searching for candidates with, for example, a bachelor’s degree, specifically from one of the selected universities (e.g., Ivy League schools, top engineering programs, etc.).
You can further narrow results by minimum and maximum graduation year to target recent grads or experienced alumni.
### Power Filters
Juicebox also provides access to Power Filters, which can be used in combination with other search fields. The drop-down at the top allows you to select between “Match Any” and “Match All”, which will treat your power filter selections as OR or AND searches, respectively.
Power filters are split into five primary categories: Diversity, Career Growth, Experiences, Sales Experiences, and Security Clearance. They are continuously expanded and if you have any additional requests for power filters specifically, please submit them [here](https://xmy7g1zp2xj.typeform.com/to/IcMf2TWG?typeform-source=chat.juicebox.work).
### Likely to Switch
The 'Likely to Switch' feature offers six different indicators to help assess how open someone may be to new opportunities. You can toggle these signals individually or enable them all at once— perfect for zeroing in on candidates who are most likely to respond with interest. If you hover over any of these with your cursor, you'll see a quick explanation of what AI is doing behind the scenes to generate each signal.
## Creating a Preset
Presets are pre-defined sets of sourcing criteria that can be reused across multiple projects or searches to save you time and keep searches consistent. You can start with one of Juicebox’s pre-built out presets or create your own custom preset to quickly launch criteria for projects with similar requirements or ongoing, evergreen roles.
To create your own:
* Click **Select Preset** next to Locations, Job Titles, Companies, Company Tags, Skills, Repositories, or Universities
* Click **Create New Preset**
* Name the preset and give it a brief description
* Add fields by:
* Uploading a CSV file
* Typing manually
* Pasting in LinkedIn URLs
* Asking Juicebox AI to build a list using the filter > Save Preset
All members of your organization will then be able to use your custom preset in any project or search.
## Hiding Inactive Filters
At the bottom of the filter panel, you’ll find a checkbox labeled **“Hide inactive filters.”** When enabled, this option collapses all unused filter sections, allowing you to focus only on the criteria that are actively applied in your search.
# Filters vs Criteria
Source: https://docs.juicebox.ai/filters-vs-criteria
Learn the difference between filters and criteria, and when to use each.
## Introduction
The initial set up of a search in Juicebox is crucial in order to achieve the best results. The more information we provide upfront, the better our search results will be as those requirements will be used to auto-populate the filters and criteria to refine our search pool, and rank candidates accurately.
If you're not sure whether to use a filter or criteria in Juicebox, use the guide below!
| | **Filters** | **Criteria** |
| - | - | - |
| **Purpose** | To **narrow** your search results | To **rank** your search results |
| **Nature** | Hard requirements that are more traditional or keyword based | Natural language that describe requirements a bit more nuanced or inferred |
| **Best for** | **Yes / No criteria:**
• Location
• Job Title
• Years of Experience
• Company
**Nested criteria:**
• Bachelor's degree from Top 20 University
• Software Engineer at Google
• Founding AE at a Series A, B, or C startup | **Inferences or soft skills:**
• **Time-based experience:** 3+ years at a SaaS company and 2+ years in a closing role
• **Ownership & impact:** Built or led first-of-function initiatives (e.g., first PM, first sourcer, first RevOps hire); experience pushing Python-based models to production
• **Soft skills:** Clear, high-signal async communicator; strong collaboration with product teams
• **Proven results:** Consistent record of hiring senior technical talent, 100%+ quota attainment, \~\$50k average deal size; experience as a player-coach (formal management a plus)
• **Nice to have:** Open to remote, with preference for candidates based in San Francisco |
To learn more about the filters provided by Juicebox, please visit our AI Filters article [here](/filters).
To learn more about criteria, please visit our Criteria article [here](/criteria).
# Fraud Detection
Source: https://docs.juicebox.ai/fraud-detection
Juicebox audits every profile for suspicious or fraudulent signals, removes the clearly fake ones, and flags the unclear ones for your review.
***
Juicebox Fraud Detection helps your team stay focused on real profiles. Every profile is audited for suspicious signals. Profiles with strong evidence of fraud are removed from results, and unclear ones are flagged so your team makes the final call. Over 800M profiles have been individually evaluated for fraudulent signals.
## What Fraud Detection does
* **Automated profile audit**: Juicebox reviews profiles for suspicious signals.
* **Suspicious profile flags**: See which profiles are flagged, and why, directly in your search results.
* **Human-in-the-loop reviews**: Confirm, remove, or add a flag on any profile for your team.
* **Agent safeguards**: Flagged profiles are automatically kept out of Agent results.
![Clean Shot 2026 09 23 At 2 06 32 Pm@2x 1]( "Clean Shot 2026 09 23 At 2 06 32 Pm@2x 1")
## How profiles are assessed
Each profile goes through five checks:
1. **URL verification**: The profile URL matches the person, and the account is still live.
2. **Career history**: The work history is plausible, not empty or copied from another profile.
3. **Account activity**: The profile has real connections, some account age, and filled-in details.
4. **Duplicate detection**: The same career history is not repeated across multiple profiles or attributed to someone else's job.
5. **Outside evidence**: A verified email, GitHub account, publications, or professional license confirms the person is real.
### How Juicebox avoids flagging real people
Fraud Detection is designed to be conservative:
* A profile is only flagged when several signals point to fraud.
* A sparse or incomplete profile alone will not trigger a flag.
* Evidence outside the public professional profile, such as GitHub activity or publications, counts in a profile's favor.
* Industries where public professional profiles are less common, such as healthcare and skilled trades, are not penalized for thin profiles.
Only profiles with the strongest evidence of fraud are removed from results. Borderline profiles are flagged so your team makes the final call.
## Reading a flag
Flagged profiles appear in your search results with a flag icon next to the candidate's name.
Open a flagged profile to see the reasons it was flagged:
* **Unverified individual:** We couldn't verify that this person or profile exists.
* **Sparse professional network:** Profile has limited professional connections.
* **Recently created profile:** Profile was created within the past year.
* **Possible profile mismatch:** URL may belong to a different person.
![Clean Shot 2026 09 23 At 2 36 39 Pm@2x]( "Clean Shot 2026 09 23 At 2 36 39 Pm@2x")
## Reviewing flags as a team
A flag is a starting point for review. After doing your own due diligence on a flagged profile, record your decision. Every decision lands in the activity log and carries across your organization:
* **Confirm flag**: Tags the profile for everyone in your workspace, along with your reasoning. Confirming a flag does not remove the profile on its own. What happens next depends on your org settings.
* **Remove flag**: Clears the flag for your workspace, along with your reasoning. If a flagged candidate looks real and worth pursuing after your review, remove the flag and reach out.
* **Add a flag**: Mark any profile as fraudulent, even if Juicebox has not flagged it, so your team and future you do not run into it again. Open the **...** menu on the profile and choose to flag it.
* **Org settings**: Control what happens when a profile is flagged for your team.
![Clean Shot 2026 09 23 At 2 36 26 Pm@2x]( "Clean Shot 2026 09 23 At 2 36 26 Pm@2x")
## Hiding flagged profiles from searches
Use **Search Filters** to focus only on profiles Juicebox did not deem suspicious. Under **Exclude Profiles**, choose who flagged them:
* **Juicebox and anyone in your organization**: Hide anything Juicebox or your team flagged.
* **Anyone in your organization**: Only hide profiles your team flagged.
* **You**: Only hide profiles you've flagged. Use **Save as default** in **Settings > Search** so every new search you run starts without flagged profiles. You can still switch it off on any single search.
![Clean Shot 2026 09 23 At 2 10 31 Pm@2x]( "Clean Shot 2026 09 23 At 2 10 31 Pm@2x")
### Personal vs. org-wide defaults
**Save as default** applies to your own searches only. To hide flagged profiles for everyone, an admin sets it in [**Org > General > Search**](https://app.juicebox.ai/account?tab=organization-settings). An org-level exclusion applies to every search in the workspace, and members can't override it on a single search or in their own settings.
![Image (3)]()
# Getting Started
Source: https://docs.juicebox.ai/getting-started
Signing up for Juicebox takes seconds. Sign in via email or SSO, create your organization, and you’re ready to go.
### Introduction to Juicebox
Watch the 2-minute video below for a high-level overview of how Juicebox works and what you can expect as you get started.
### Create an account
The first step to getting started with Juicebox is creating your account! To do so, click the [Sign In](https://app.juicebox.ai/) button in the top right hand corner of the [Juicebox.ai](https://juicebox.ai/) webpage.
From there, you will have three different options to sign-in:
* Continue with Google
* Continue with Email
* Continue with SSO / SAML\*
\*SSO / SAML is available on the Business plan. Please reach out to your Juicebox representative to learn more.
### Verify your email address
When creating an account, you will be prompted to confirm your email address. Head to your inbox and verify your email address by clicking on the link sent to you.
Can’t find the link to verify your email? Please be sure to check your spam folder. You can also request a new email by selecting “resend email.”
If you are facing any issues with email verification, please [contact support](/contact-support).
### Select your organization name
You will be prompted to choose your organization name. This is used internally, only. Most customers use the name of their company or team, for example Pied Piper or Pied Piper Recruiting.
You can change your organization name later, too, so don’t worry if you’re unsure.
### Integrate your email
To access the entire Juicebox platform, integrate your email from the **Integrations** tab on the left-hand menu. Then sign in with your email provider, and once your email status says **Connected**, you are all good to go!
# Healthcare Data (Beta)
Source: https://docs.juicebox.ai/healthcare-data
Healthcare Data is currently in beta. Features, filters, and data coverage are still expanding and may change.
Juicebox is piloting healthcare data for millions of US healthcare professionals. You can search by clinical credentials, review each provider's clinical background on their profile, and run outreach without leaving Juicebox.
This includes providers who may not appear in traditional searches, such as clinicians with no LinkedIn profile.
## What you can do
* **Search millions of US healthcare professionals**, including providers who never showed up in your searches before.
* **Filter on the clinical credentials that qualify them**, such as state license, specialty, board certification, training, and hospital privileges.
* **Reach out knowing their practice.** Every profile carries the clinical record, so your message lands on their specialty.
## How to search
Describe who you are looking for in plain language. For the best results, name the role, the state, and the credential that decides the hire. Start broad, review the pool, then narrow.
Example searches:
* "Physicians certified in family medicine, licensed in Texas, with experience in senior living or value-based primary care"
* "Dentists licensed in Arizona who are in private practice"
* "Nurse practitioners licensed in Florida who work in cardiology"
Juicebox turns your search into filters and ranking criteria automatically. You can review and adjust them any time.
![Clean Shot 2026 08 31 At 16 35 21@2x]()
## Filter on clinical credentials
Open the **Healthcare** filter group in Search to filter on:
| Filter | Examples |
| - | - |
| **Role** | RN, Nurse Practitioner, Physician |
| **Licensed in** | Texas, California, New York |
| **Practicing in** | Los Angeles, Rochester, Minnesota |
| **Specialty & training** | Emergency Medicine, Oncology, Cardiology Fellowship |
| **Subspecialty** | Pediatric Neurosurgery, Interventional Radiology |
| **Clinical credentials** | Board certified, ACLS, CCRN |
| **Affiliated with** | Mayo Clinic, UCSF, Cleveland Clinic |
| **Requirements** | Hospital privileges, nursing compact license, private practice background, travel or contract background |
**Licensed in** and **Practicing in** are different filters. Licensed in is where a provider holds a state license to practice. Practicing in is where they actually work. A provider can be licensed in a state where they do not currently practice.
### Match any or all license states
When you select more than one state in **Licensed in**, use the toggle next to the filter to choose how Juicebox matches them:
* **Any (OR)**: Matches providers licensed in at least one of the selected states. This is the default.
* **All (AND)**: Matches only providers with license evidence in every selected state.
Use **All (AND)** when a role requires coverage across several states, such as a telehealth nurse who must be licensed in Texas, Florida, and Georgia. When **All (AND)** is on, the search summary shows the filter as **Licensed in (all)**.
You can also ask for this in plain language, for example: "RNs licensed in both Texas and Florida."
### Filter on nursing compact licenses
Select **Has nursing compact license** under **Requirements** to find RNs and LPN/LVNs who hold an active, unencumbered Nurse Licensure Compact (NLC) multistate license. Juicebox excludes compact privileges that are expired, inactive, suspended, restricted, or otherwise encumbered.
Use this filter when you need nurses who can practice across participating NLC states without a separate license in each one. You can also ask for it in plain language, for example: "Travel RNs with a multistate compact license."
When you filter by **Licensed in**, Juicebox also counts an active nursing compact license as an alternate way to match any selected state that participates in the NLC. For example, a search for RNs licensed in Texas also returns RNs who hold a compact license from another NLC state.
![Clean Shot 2026 08 31 At 16 21 52@2x]()
## Review the healthcare profile
Every healthcare professional's record includes a **Healthcare** tab with a birds eye view of their clinical background:
* Specialty
* Credentials and certifications
* Specialties and training
* Practice authorization, including license status and expiration. Nurses with an active NLC multistate license show a **Multi-state compact privilege** badge, which links to the [Nurse Licensure Compact website](https://www.nursecompact.com/).
* Practice relationships, such as hospital privileges
![Clean Shot 2026 08 31 At 16 26 51@2x]()
## Reach out from Juicebox
Once you have found the right providers, add them to a shortlist or a sequence directly from the search results. Because each profile carries the clinical record, you can tailor your outreach to their specialty without switching tools.
## Who this is for
* **Health systems and hospitals** hiring clinical staff against license and privilege requirements
* **Digital health, Pharma, Biotech, and Medical device companies** hiring clinicians, medical affairs, and regulatory roles
* **Healthcare staffing and recruiting firms** placing travel nurses, locums, and permanent clinical roles
If you would like access to Heatlhcare Data, please reach out to [support@juicebox.ai](mailto:support@juicebox.ai).
# How to Change the Admin User for Your Organization
Source: https://docs.juicebox.ai/help/account/change-admin-user
Transfer admin access to another member of your organization.
Organizations can have one admin user who has special permissions to manage the workspace. If you need to transfer admin access to another team member, our support team can help make this change.
## Requesting an admin change
To change the admin user for your organization:
1. Contact our support team via the in-app chat or at [support@juicebox.ai](mailto:support@juicebox.ai).
2. Specify which team member should receive admin access.
3. If the new admin is not yet a member of your organization, provide their email address so we can invite them.
Organizations can only have one admin user at a time. The previous admin will retain regular user access unless specifically removed from the organization.
## What happens during the transfer
When the admin access is transferred:
* The new admin will receive full administrative permissions.
* The previous admin's access will be converted to regular user status.
* All organization content and data remains unchanged.
If the new admin isn't currently a member of your organization, they'll receive an email invitation to create an account before being granted admin access.
To learn what each role can do, see [Account roles and permissions](/help/account/roles-and-permissions).
# How can I change the email address associated with my account?
Source: https://docs.juicebox.ai/help/account/change-email-address
Switch your Juicebox login to a new email address, with or without an account merge.
You may need to update your login email after a domain change, company rebranding, or when transferring account ownership. Both methods below require support assistance, and both retain all projects, searches, contacts, sequences, and account information.
If you only want to **send outreach** from a different email — without changing your login — you don't need to change your account email at all. Connect the additional mailbox from the Integrations tab instead (up to 3 mailboxes per user on the Growth plan). See [Email Integrations](/email-integrations).
## Option 1: Direct email update (recommended)
This approach preserves all account data while updating the login email on your existing workspace.
1. Create a new free Juicebox account with your desired new email.
2. Before contacting support, remove any integrated mailboxes from your **Integrations** tab to avoid disrupting active sequences.
3. Contact support with both your current and new email addresses, requesting an admin email update.
4. Refresh your browser after the update and verify the change in **Settings > Account**.
5. Log in with your new email and the password from your new free account.
6. Re-integrate your outreach emails to resume sequences.
## Option 2: Account merge
This option transfers your plan and data to a newly created account.
1. Create a new free Juicebox account with your desired new email (if you haven't already).
2. Remove integrated mailboxes before the merge, as all active sequences will be cancelled.
3. Contact support requesting a plan transfer, providing both email addresses.
4. Support will merge the accounts and transfer all data while deactivating the old account.
5. Log in with your new email and password.
6. Re-integrate your outreach emails to resume sequences.
7. Request an updated invoice if needed via **Settings > Plan and Billing**.
## Contacting support
Reach us by emailing [support@juicebox.ai](mailto:support@juicebox.ai) or via the **Contact Support** button in-app. Once we receive your request, we can quickly make the switch for you.
# How can I change my organization name?
Source: https://docs.juicebox.ai/help/account/change-organization-name
Update your organization's name from your account settings.
To change your organization name, click on your name/organization at the lower left corner of Juicebox, then select **Account Settings > Organization > General**.
![Open Organization settings]()
Then, click into the box with the current name of your organization, make any needed changes, and click **Save Changes**.
![Edit the organization name and save]()
For a full overview of organization settings, see [Manage Account](/manage-account). If you have any further questions, reach out to us at [support@juicebox.ai](mailto:support@juicebox.ai).
# How can I change my password?
Source: https://docs.juicebox.ai/help/account/change-password
Reset your Juicebox password from your account settings.
You can only change your password if you signed up with the "sign up with email" option. If you signed up using Google, you'll need to change your password through Google.
If you signed up with your email, follow these steps to change your password:
1. Select your profile in the bottom left of the screen.
![Open your profile menu in the bottom left corner]()
2. Select **Account Settings > Account > Password > Reset Password**.
![Reset Password in Account Settings]()
3. Check your inbox — a reset link is sent to your login email address.
If you're locked out of your account entirely, see [Troubleshooting login issues](/help/account/login-issues).
Still running into issues? Reach out via the in-app support button or email [support@juicebox.ai](mailto:support@juicebox.ai).
# How can I delete my account?
Source: https://docs.juicebox.ai/help/account/delete-account
Permanently delete your Juicebox account and its data.
Deleting your account will permanently delete all searches, shortlisted contacts, and profile data.
To delete your account, reach out to us using the in-app support button or by emailing [support@juicebox.ai](mailto:support@juicebox.ai).
![Contact support to delete your account]()
If you only want to stop being charged, you can [cancel your subscription](/help/billing/cancel-subscription) instead — your data stays intact in case you return later.
# Troubleshooting Login Issues and Password Reset
Source: https://docs.juicebox.ai/help/account/login-issues
Steps to regain access to your Juicebox account when you can't log in.
If you're having trouble logging into your Juicebox account, follow these steps to regain access.
## Reset your password
1. Visit the login page.
2. Click the **Forgot Password** link.
3. Enter your email address.
4. Follow the password reset instructions sent to your email.
5. Create a new strong password.
If you originally signed up using Google OAuth, you can use the password reset process to set up email/password authentication for your account. This allows you to log in with either method.
## Already logged in?
1. Head to **Account Settings**.
2. Go to **Account**.
3. Select **Reset password**.
4. The link will be sent to your email address.
![Reset password from Account Settings]()
## Still can't log in?
If a password reset doesn't resolve the issue, try these additional steps:
1. Clear your browser cache and cookies.
2. Try using an incognito or private browsing window to reset your password.
3. **Verify you're logged into the correct email account.** If you have multiple Juicebox accounts (for example, a free trial and a paid account, or personal and work emails), you may be logged into the wrong one:
* Check which email you're currently logged in with in [your account settings](https://app.juicebox.ai/account?tab=user).
* If you're logged into the wrong account, click on your name at the lower left side of the screen and select **Sign out**.
* Log back in using the correct email address and password.
* If needed, use the password reset steps above for the correct account.
4. Try using a different browser.
5. If you use a password manager, try entering credentials manually.
If you have multiple Juicebox accounts with different email addresses, your browser may automatically log you into the wrong account due to saved credentials. Using an incognito/private window can help bypass this issue.
If you continue to experience login issues after trying these steps, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# How do I remove users from my workspace?
Source: https://docs.juicebox.ai/help/account/remove-users
Free up a seat by removing a user from your Juicebox workspace.
Removing a user from your workspace frees up their seat so another user can take it, but it does not reduce the total number of seats in your billing plan — you will still be charged for the same number of seats. To reduce the number of seats you're paying for, see [How can I reduce the number of seats I'm paying for?](/help/plans/reduce-seats)
To remove a user:
1. Click **Account Settings**.
2. Click **Team members**.
3. Find the user you'd like to remove from the workspace and click the trashcan icon to remove them.
![Remove a user from Team members]()
After removing a user, their seat becomes available for another team member to use. Simply invite the new user and they will automatically take the freed-up seat without requiring a plan upgrade.
# Account Roles and Permissions
Source: https://docs.juicebox.ai/help/account/roles-and-permissions
Understand the Admin, Read-Only Admin, Licensed Seat, and Hiring Manager roles.
Juicebox has multiple roles and permissions, depending on the account type and configuration.
## Default roles in Juicebox
Roles are organized into four permission levels: **Admin, Read-Only Admin, Licensed Seat, and Hiring Manager**. The most commonly assigned role is **Licensed Seat**, which provides full access to Juicebox's core sourcing workflows, including candidate search, project creation and management, candidate review, shortlisting, and outreach execution.
![Role options when inviting a team member]()
The Read-Only Admin and Hiring Manager licenses are view-only, and will not be able to perform any sourcing or outreach activity across candidates or the platform. Learn more about [Hiring Manager seats](/hiring-managers).
### Pausing and closing Agents as a Read-Only Admin
Read-Only Admins can pause, resume, and close Agents. Use the Agent actions menu on the **Projects** list or on the Agent card of a project page.
Read-Only Admins still can't change Agent settings, reopen a closed Agent, or open the Agent pages. Hiring Managers and sequence seats can't pause, resume, or close Agents.
## Special permissions: Agents, tags and analytics
An admin license (including read-only) can grant individual team members access to agents and/or analytics. To manage permissions:
1. Select your name in the bottom left > **Account Settings**.
2. Navigate to [Team members](https://app.juicebox.ai/account?tab=org).
3. Select the settings gear icon for the profile you'd like to change permissions for (first icon under **Actions**).
4. Select or unselect **Analytics** or **Agents**, or assign a tag to any team member as needed.
![Manage member permissions from Team members]()
Each team member can have up to 10 tags.
### Filter and sort team members by tag
Use tags to find groups of team members quickly, such as everyone on one team or in one office.
1. On the **Team members** page, select **Filter** next to the search bar.
2. Open the **Tags** submenu. Each tag shows how many members have it.
3. Select one or more tags. The selected tags appear as chips below the search bar.
To remove a tag from the filter, select the remove button on its chip. Select **Clear all** to remove every tag filter.
To sort members by tag, select the **Tags** column header. Select it again to reverse the order. Members without tags always appear last.
### Add or remove tags in bulk
Admins can add or remove tags for many team members at once.
1. On the **Team members** page, select the checkbox next to each member you want to update. To select every row that matches your current search and filters, use the checkbox in the table header.
2. In the action bar at the bottom of the page, select **Add tags** or **Remove tags**.
3. Pick the tags to add or remove. When adding, you can choose existing tags or create new ones.
4. Review the summary, then select **Add to** or **Remove from** to confirm.
Before you confirm, the dialog shows how many members will change. Members who would go over the 10-tag limit are skipped, and the dialog shows how many will be skipped. You can update up to 1,000 members in one bulk action.
Members hidden by your search or tag filters are removed from the selection. Clearing a filter does not add them back.
To change who the admin is, see [Change the admin user](/help/account/change-admin-user).
# How do I set up single sign-on (SSO) for Juicebox?
Source: https://docs.juicebox.ai/help/account/sso-setup
Connect Juicebox to your identity provider, such as Okta or Microsoft Entra ID, and move your team members to SSO login.
Single sign-on (SSO) lets your team members sign in to Juicebox with your organization's identity provider, such as Okta or Microsoft Entra ID (Azure AD).
SSO is available on the Business plan. Contact your Juicebox representative to get started.
## Before you start
* The person completing the setup needs administrator access to your identity provider.
* The Juicebox team confirms the authorized domain for SSO with you.
* Send the Juicebox team every additional email domain your team members use to access Juicebox.
* The Juicebox team sends you three links for your organization: a one-time setup link, a bookmark link, and a login link.
## Step 1: Open the SSO setup portal
Open the one-time setup link from the Juicebox team. The portal shows configuration instructions for your identity provider.
The setup link works only once. Some email security tools open or scan links automatically, which can use up the link before your administrator opens it. If the link does not work, contact the Juicebox team for a new one.
## Step 2: Configure your identity provider
Follow the instructions in the SSO setup portal to add Juicebox to your identity provider. Depending on your provider, this can include:
* Creating or configuring a SAML application
* Entering the Juicebox service provider details
* Uploading identity provider metadata or certificates
* Assigning the Juicebox application to the right users or groups
Complete every required step in the portal before you close it.
## Step 3: Add a Juicebox bookmark or app tile
In your identity provider, create a bookmark or app tile that points to the bookmark link from the Juicebox team. This gives your team members a direct SSO login path after setup is complete.
## Step 4: Confirm authorized domains
The Juicebox team verifies your authorized domain with you. Send any additional domains to the Juicebox team before your team members try to sign in.
Team members who sign in from a domain that is not authorized may not be able to access your organization through SSO.
## Step 5: Complete the configuration
When your administrator completes the setup, Juicebox signs out all current team members in your organization.
After setup:
* Team members sign in through your identity provider.
* Existing team members confirm their previous Juicebox login method. This connects their existing Juicebox account to their SSO identity and prevents duplicate accounts.
## Step 6: Reconnect existing accounts
Each existing team member follows these steps once:
1. Go to the login link from the Juicebox team.
2. Select **Continue with SSO** or **Sign in with SSO**.
3. Sign in with your identity provider credentials.
4. Confirm your previous Juicebox login method, such as:
* Email and password
* Google sign-in
* Another login method you used before
5. Complete the confirmation.
Your existing Juicebox account is now connected to SSO.
## Sign in after setup
After you reconnect your account, sign in to Juicebox in either of these ways:
* Open the Juicebox bookmark or app tile your IT team set up.
* Go to the Juicebox login page and select **Sign in with SSO**.
## Troubleshooting
Contact the Juicebox team at [support@juicebox.ai](mailto:support@juicebox.ai) if:
* The one-time setup link expired or an email security tool opened it.
* You need to authorize an additional email domain.
* A team member cannot connect their existing account.
* A team member appears to have created a duplicate account.
* The Juicebox application does not appear for an assigned team member.
* You need technical help configuring your identity provider.
# Abacus Umantis Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/abacus-umantis
Connect Abacus Umantis to Juicebox.
![Abacus Umantis logo]()
## About the integration
Connect Abacus Umantis to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
An Umantis administrator must approve the API connection. Check that your settings menu includes **Main settings**.
Open **Integrations** in Juicebox, select **Abacus Umantis**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter your Umantis subdomain
1. Sign in to Umantis and copy the part of the address before `.umantis.com`.
2. Enter that subdomain in the Juicebox connection window and continue.
![Enter your own Umantis subdomain.]()
## Approve the partner API account
1. In Umantis, open the settings menu, then **Settings > Main settings > API**.
2. Find the pending entry under **Partner API account** and select **Accept**.
3. Confirm with **Accept** on the following screen, then continue in Juicebox.
![Accept the pending partner API account in Umantis.]()
![Confirm the authorization.]()
## Configure the source when prompted
1. Open the **How did you hear about us?** page linked from your connection window.
2. Select **Actions > Add selection value**.
3. Enter the exact value supplied by the connection window in each requested language field, save it, and return to Juicebox.
![Add a source selection value.]()
![Use the source value supplied by your own connection window.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Abacus Umantis.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
PDF attachments work by default. Other formats may require additional setup. Up to 14 extra attachments are supported in addition to the CV and cover letter.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Abacus Umantis, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Abacus Umantis connection guide](https://help.kombo.dev/hc/en-us/articles/27669880057873-Abacus-Umantis-How-do-I-link-my-account).
# ADP Workforce Now Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/adp-workforce-now
Connect ADP Workforce Now to Juicebox.
![ADP Workforce Now logo]()
## About the integration
This connection can read jobs and candidates. Creating new candidates is not available through the documented connector.
## Before you start
ADP API access is paid and requires an ADP statement of work and an assigned representative. Coordinate this setup with your ADP representative and technical administrator.
Open **Integrations** in Juicebox, select **ADP Workforce Now**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Arrange certificates and API credentials
1. Start the Juicebox connection window and copy its requested scopes.
2. Work with your ADP representative to provision **Client ID**, **Client Secret**, and the certificate material required for this connection. Follow [ADP’s certificate-signing-request instructions](https://developers.adp.com/learn/how-to-articles/generate-a-certificate-signing-request).
3. Use the current ADP provisioning process for exchanging certificate requests. Enter private-key material only in the secure connection field that requests it; do not copy it into support tickets.
![The scope list is specific to your connection; this screenshot is an example.]()
## Complete the certificate connection
Enter the Client ID, Client Secret, certificate, and any key material requested by the connection window. Preserve the full certificate text, including its boundary lines. Complete the connection and ask your ADP representative to resolve certificate or scope errors.
![Enter the ADP credentials and certificate material in the connection window.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s ADP Workforce Now connection guide](https://help.kombo.dev/hc/en-us/articles/29675977484945-ADP-Workforce-Now-How-do-I-link-my-account).
# AFAS Software Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/afas-software
Connect AFAS Software to Juicebox.
![AFAS Software logo]()
## About the integration
Connect AFAS Software to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use an AFAS administrator account with access to **General > Management > App connector**. This setup uses a production Profit environment and four GetConnector files supplied below.
Open **Integrations** in Juicebox, select **AFAS Software**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Download the GetConnector files
Download all four files before starting:
* [Applications](https://storage.googleapis.com/kombo-assets/connection-guides/afas/CustomApplications.gcn)
* [Vacancies](https://storage.googleapis.com/kombo-assets/connection-guides/afas/CustomVacatures.gcn)
* [Candidates](https://storage.googleapis.com/kombo-assets/connection-guides/afas/CustomSollicitantInclDel.gcn)
* [Application stages](https://storage.googleapis.com/kombo-assets/connection-guides/afas/CustomApplicationStatus.gcn)
If you use Citrix, upload the files into that environment first so AFAS can access them.
## Create the app connector
1. Open **General > Management > App connector** and select **New**.
2. Give the connector a recognizable name, enable **Generate a token automatically**, and choose **Create a new user group based on App connector name**.
3. Choose **Action > Import**, select the four downloaded files, and complete the import.
![Enable automatic token generation for the app connector.]()
![Import the four GetConnector files.]()
## Enable writes and save the token
1. Under **UpdateConnectors**, add **HrCreateApplicant**.
2. Add **KnSubject** as another UpdateConnector, then finish the wizard.
3. Copy the generated token to a secure location immediately; AFAS does not display it again. If using Citrix, use its clipboard controls to transfer the token.
![Add HrCreateApplicant to support candidate creation.]()
![Add KnSubject for attachments.]()
## Unblock the connector and connect
1. Reopen the app connector’s properties. Under **General**, clear **Blocked**, then select **Save and close**.
2. Find the production environment name at the top of Profit. An environment named `O12345AA` uses the service domain `12345.rest.afas.online`. The first character is the letter O.
3. Enter your production service domain and token in Juicebox, then complete setup.
![Clear Blocked before completing the connection.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in AFAS Software.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to AFAS Software, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s AFAS Software connection guide](https://help.kombo.dev/hc/en-us/articles/18770528249105-AFAS-ATS-How-do-I-link-my-account).
# ApplicantStack Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/applicantstack
Enable the two-way integration between ApplicantStack and Juicebox.
## About the integration
Juicebox's integration with ApplicantStack allows you to:
1. **Export Profiles to ApplicantStack**: Save profiles directly into ApplicantStack, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link ApplicantStack Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from ApplicantStack into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in ApplicantStack**: View profiles already in ApplicantStack within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the ApplicantStack integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your ApplicantStack jobs and can select the corresponding option.
### Export profiles to ApplicantStack
Follow the regular [export](/exports) steps and select **Export to ApplicantStack** on either an individual profile or a bulk export. After exporting, you will see the profile created in your ApplicantStack account.
### View profiles already in ApplicantStack
Juicebox will tag profiles that already exist in ApplicantStack. You will see the last modified date, as well as the option to view the profile directly in ApplicantStack by clicking the **View in ATS** button.
## Before you start
* Ensure you have access to the ApplicantStack dashboard as an admin.
* Verify that the API feature is enabled for your ApplicantStack account.
## Setting up the integration
1. Find your ApplicantStack subdomain. Log in to your ApplicantStack account and look at the URL you use to access it (for example, `https://your-subdomain.applicantstack.com`).
![Find your subdomain in the ApplicantStack URL]()
2. Get your API key. In ApplicantStack:
1. Log in as an admin.
2. Visit **Update Settings** in the right-side panel.
3. Locate **API Settings** near the bottom.
4. Copy the **API Access Token** and save it somewhere.
![API Settings in ApplicantStack with the API Access Token]()
3. Navigate to the **Integrations** tab on the Juicebox platform.
4. Select **ApplicantStack** and click **Activate**. You can also use the search bar at the top.
5. Follow the instructions in the connection pop-up, entering your subdomain and API access token when prompted.
![Connection flow for linking your ApplicantStack account]()
6. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated ApplicantStack and Juicebox.
It may take a few minutes for all data to sync between Juicebox and ApplicantStack.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Apploi Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/apploi
Connect Apploi to Juicebox.
![Apploi logo]()
## About the integration
Connect Apploi to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Apploi support or your customer success manager must issue the credentials. Have your company’s legal entity name ready.
Open **Integrations** in Juicebox, select **Apploi**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request API access
Ask Apploi for an **API Key** and **Parent Team ID** for your Juicebox integration through Kombo. Include the legal entity and the requested job-reading and application-creation workflows.
## Enter the credentials
Once Apploi confirms access, enter the **Parent Team ID** and **API Key** in the connection window. Select **Set up integration** and complete the prompts.
![Use the Parent Team ID and API key supplied by Apploi.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Apploi.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Only CV attachments are supported; other attachment types are omitted.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Apploi, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Apploi connection guide](https://help.kombo.dev/hc/en-us/articles/32844713373457-Apploi-ATS-How-Do-I-Link-My-Account).
# Ashby Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/ashby
Enable the two-way integration between Ashby and Juicebox.
This process must be completed by a Juicebox Admin. To check who your Juicebox admin is, click your profile icon in the bottom left corner and select **Organization**.
## Using the integration
Juicebox's integration with Ashby allows you to:
1. **Export Profiles to Ashby**: Save profiles directly into Ashby, including contact details, current company and job, profile URLs, source, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Rediscover Talent**: Filter for and view profiles already in Ashby within Juicebox, including filtering by tags, jobs, and stage. Learn more about [Talent Rediscovery](/talent-rediscovery).
3. **Link Ashby Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Ashby into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
4. **View Profile in Ashby**: View profiles already in Ashby within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Ashby integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Ashby jobs and can select the corresponding option.
![Linking a new project to an Ashby job and selecting a synced job description]()
### Export profiles to Ashby
Follow the regular [export](/exports) steps and select **Export to Ashby** on either an individual profile or a bulk export. After exporting to Ashby, you will see the profile created in your Ashby account.
#### Sourcing tags
Juicebox tags each candidate it exports to Ashby with who sourced them:
| Tag | Applied when |
| - | - |
| `Juicebox-Agent` | A Juicebox Agent sourced the candidate. For example, the Agent found or previewed the profile, or started the export. |
| `Juicebox-Recruiter` | A recruiter sourced the candidate in Juicebox. |
Tags apply to manual exports, auto-exports, and exports from sequences, shortlists, and Slack. Use them in Ashby to filter candidates or report on Agent-sourced versus recruiter-sourced hires.
Sourcing tags require the **Hiring Process Metadata: Write** permission on your Ashby API key. Without it, exports still succeed, but Juicebox doesn't tag the candidates.
### View profiles already in Ashby
Juicebox will tag profiles that already exist in Ashby. You will see the last modified date, as well as the option to view the profile directly in Ashby by selecting the **View in ATS** button.
![Profiles tagged with the Ashby icon in search results]()
![Candidate in Ashby panel on a profile with the View in ATS button]()
## Setting up the integration
1. To connect Juicebox with Ashby, open the **Integrations** tab on the left-hand side of the Juicebox platform.
![Integrations tab highlighted in the left-hand navigation]()
2. Select **Ashby** and select **Connect Ashby**. You can also use the search bar at the top.
![Connect Ashby button on the Ashby tile in the Integrations page]()
3. Follow the steps detailed in [this video](https://tella.video/ashby-integration-demo-2024-1-20j6):
![Ashby integration demo]()
4. When you create the API key in Ashby, turn on the permissions shown below.
![API Scopes step of the Create an API Credential modal in Ashby with the required Read and Write permissions selected]()
**API Keys: Read** lets Juicebox check which permissions your key has. **Hiring Process Metadata: Write** is required for [sourcing tags](#sourcing-tags). To link intakes to Ashby jobs, also turn on **Allow access to non-offer private fields**.
5. After you have signed in, the window will close and you will be redirected to Juicebox. Refresh your page. If successful, you will see a green **Connected** button.
![Ashby tile showing the green Connected status]()
Congratulations! You have successfully integrated Ashby and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Ashby. Wait up to 10 minutes to ensure all data has been synced.
## Check your API key permissions
After you connect Ashby, Juicebox checks your API key's permissions each time you open the **Integrations** page. If something is missing, the Ashby card shows a warning instead of the plain **Connected** status:
* **N limited**: The key is missing permissions that N Juicebox features need.
* **Check permissions**: Juicebox can't read the key's permissions, usually because **API Keys: Read** is off.
Select the warning to open the **Ashby permissions** modal. It has two tabs:
* **By feature**: Lists each Juicebox feature as **Available**, **Limited**, or **Unknown**, with the permissions it's missing.
* **Ashby checklist**: Shows a Read/Write grid for each Ashby module and marks the permissions to turn on.
### Fix missing permissions
You don't need to reconnect Ashby. An Ashby admin can add the missing permissions to the existing key:
1. In Ashby, open **Admin → Integrations → API Credentials**.
2. Edit the key you connected to Juicebox. The modal shows the key's name when Juicebox can read it.
3. Turn on the permissions marked in the checklist, then select **Save**.
4. Return to the **Ashby permissions** modal in Juicebox and select **Check again**.
Only Ashby admins can edit API keys. If you aren't an Ashby admin, send these steps to one. Juicebox can't check the **Allow access to non-offer private fields** setting, so confirm it manually if you link intakes to Ashby jobs.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Asymbl Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/asymbl
Connect Asymbl to Juicebox.
![Asymbl logo]()
## About the integration
Connect Asymbl to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Ask your Asymbl customer success manager for a **Client ID** and **Client Secret**. Your Salesforce administrator may also need to check the connected app’s access.
Open **Integrations** in Juicebox, select **Asymbl**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Find the Salesforce instance URL
1. Sign in to Asymbl and open **Your profile** in the upper-right corner.
2. Copy the instance URL shown in the profile pop-up, usually ending in `.my.salesforce.com`. This can differ from the address used to sign in.
3. Enter this instance URL in Juicebox.
![Find the Salesforce instance URL in your profile.]()
## Enter the client credentials
Enter the **Client ID** and **Client Secret** supplied by Asymbl and select **Set up integration**.
![Enter the Asymbl client credentials.]()
## Resolve Salesforce permissions if needed
If authorization fails, ask your administrator to check the Asymbl-provided app in **App Manager**. Confirm that OAuth is enabled and the selected scopes include **Manage user data via APIs (api)**. Match the remaining app policies and user permissions to your current connection instructions.
![Check the API OAuth scope on the connected app.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Asymbl.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
An existing candidate with the same email is reused; their profile is not updated by creating another application.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Asymbl, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Asymbl connection guide](https://help.kombo.dev/hc/en-us/articles/41623593096977-Asymbl-How-do-I-link-my-account).
# Atlas Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/atlas
Connect Atlas to Juicebox.
![Atlas logo]()
## About the integration
Connect Atlas to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
An Atlas administrator must create the API key. Choose the Atlas user who will own the key and be associated with candidates created by the integration.
Open **Integrations** in Juicebox, select **Atlas**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create an API key
1. In Atlas, open **Settings > Company settings > Developers > API keys**.
2. Create a key named **Juicebox** and select its owner.
3. Match the permissions to the scope list in your Juicebox connection window, including write access where requested.
4. Create and copy the key. If scope changes do not take effect later, create a replacement key with the correct scope.
![Open Developers in Atlas company settings.]()
![Choose scopes that match the current connection requirements.]()
## Set the key and candidate-creation user
Enter the API key in Juicebox. When asked for a default user email for created people, enter the email of the Atlas user selected as the key owner.
![Provide an Atlas user email for candidate creation.]()
## Configure webhooks when prompted
1. Copy the webhook endpoint from Juicebox.
2. In Atlas developer settings, open **Webhooks**, select **Add Endpoint**, and paste the endpoint.
3. Subscribe to the events listed in your connection window and create the endpoint.
4. Reveal and copy its signing secret, paste it into the requested field in Juicebox, and complete setup.
![Add the webhook endpoint in Atlas.]()
![Select the events requested by your connection.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Atlas.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
An existing person with the same email, phone, or LinkedIn is reused without updating the profile. Closed or on-hold projects reject writes. Attachments are stored on the person.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Atlas, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Atlas connection guide](https://help.kombo.dev/hc/en-us/articles/50393356136081-Atlas-ATS-How-do-I-link-my-account).
# Avature Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/avature
Prepare your Avature account for an assisted Juicebox integration.
## About the integration
Connect Avature to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Avature job.
Avature is available through assisted onboarding on eligible Juicebox plans. Contact your Juicebox account team before starting setup.
## Before you start
Avature configures API endpoints separately for each customer. Your Avature administrator and Avature account team will need to help prepare your connection. API access may involve additional fees.
## Prepare your Avature connection
1. Contact [Juicebox Support](mailto:support@juicebox.ai) or your account team to request Avature onboarding. Include your company name and the Avature administrator who will coordinate setup.
2. Agree on the workflows you need: importing jobs, identifying existing candidates, and exporting profiles to a selected job. Let the team know if you also need resume exports or links that open candidates in Avature, as these require additional setup.
3. Ask your Avature account team to work with Juicebox on the custom API endpoints and access needed for those workflows. There is no single API-key setup path that applies to every Avature customer.
4. Once the configuration is ready, use the connection instructions supplied by Juicebox to enter your credentials securely and complete the connection.
## Confirm the integration
Work with your Juicebox contact to verify that the expected jobs appear, an existing candidate is recognized, and a test profile can be exported to the intended job. Confirm any resume or candidate-link requirements before rolling the integration out to your team.
Exporting candidates to Avature without selecting a job is not currently supported.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Avature job.
Juicebox identifies profiles that already exist in Avature, helping your team check for existing records before reaching out.
To send a profile to Avature, follow the [export steps](/exports) and choose the Avature export option for the linked job. Confirm that the profile appears in Avature after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
# BambooHR Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/bamboohr
Enable the two-way integration between BambooHR and Juicebox.
## About the integration
Juicebox's integration with BambooHR allows you to:
1. **Export Profiles to BambooHR**: Save profiles directly into BambooHR, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link BambooHR Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from BambooHR into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in BambooHR**: View profiles already in BambooHR within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the BambooHR integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your BambooHR jobs and can select the corresponding option.
### Export profiles to BambooHR
Follow the regular [export](/exports) steps and select **Export to BambooHR** on either an individual profile or a bulk export. After exporting, you will see the profile created in your BambooHR account.
### View profiles already in BambooHR
Juicebox will tag profiles that already exist in BambooHR. You will see the last modified date, as well as the option to view the profile directly in BambooHR by clicking the **View in ATS** button.
## Find your subdomain
1. Log in to BambooHR.
2. View your subdomain in the URL bar in the form of `https://yourdomain.bamboohr.com`.
![BambooHR subdomain in the browser URL bar]()
## Create a new user for the integration
The permissions of BambooHR's integration depend on the access levels of the user who creates the connection. If you only want to grant minimal permissions, create a new user and assign that user to a newly created access level.
1. Go to **People**, then click **New Employee**.
![New Employee button in BambooHR]()
2. Enter a valid email address for the user that you can access, and make sure you select **Allow Access to BambooHR**. Then click save.
![Allow Access to BambooHR option]()
3. To configure the user's permissions, click the cog button in the top right of BambooHR.
![Settings cog in BambooHR]()
4. On the **Settings** page, click **Access Levels** in the left sidebar.
![Access Levels in the Settings sidebar]()
5. Find the access level the user is in, or click the plus button to create a new one. Make sure you select **Custom Access Level** when creating a new access level.
![Plus button to create a new access level]()
![Custom Access Level option]()
6. Check the permissions the connection pop-up in Juicebox asks for.
![Permissions requested in the connection pop-up]()
Then select the matching permissions in BambooHR:
![Selecting permissions in BambooHR]()
If you do not want the integration to have access to any employee data, select **Direct Reports** in step 3 under **What this Access Level Can See**:
![Direct Reports option under What this Access Level Can See]()
7. Add the new user to the access level.
![Adding an employee to the access level]()
Select the employee and press **Done**:
![Selecting the employee and pressing Done]()
## Connect BambooHR to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **BambooHR** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, press **Sign in with BambooHR**.
![Sign in with BambooHR button in the connection pop-up]()
4. A pop-up window appears. Enter the email and password of the account you created above and press **Log In**.
![BambooHR login pop-up]()
5. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated BambooHR and Juicebox.
It may take a few minutes for all data to sync between Juicebox and BambooHR.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# BITE Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/bite
Connect BITE to Juicebox.
![BITE logo]()
## About the integration
Connect BITE to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Request a **BITE Public API token for an integration via Kombo** from [BITE support](https://www.b-ite.de/kontakt.html). Naming Kombo helps BITE provision the appropriate access. API access may involve a fee.
Open **Integrations** in Juicebox, select **BITE**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Connect with the API token
Once BITE supplies the token, paste it into the Juicebox connection window and select **Set up integration**. Complete any remaining prompts.
![Enter the public API token issued by BITE.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in BITE.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to BITE, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s BITE connection guide](https://help.kombo.dev/hc/en-us/articles/17861516586641-BITE-How-do-I-link-my-account).
# Breezy HR Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/breezy-hr
Enable the two-way integration between Breezy HR and Juicebox.
## About the integration
Juicebox's integration with Breezy HR allows you to:
1. **Export Profiles to Breezy HR**: Save profiles directly into Breezy HR, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Breezy HR Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Breezy HR into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Breezy HR**: View profiles already in Breezy HR within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Breezy HR integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Breezy HR jobs and can select the corresponding option.
### Export profiles to Breezy HR
Follow the regular [export](/exports) steps and select **Export to Breezy HR** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Breezy HR account.
### View profiles already in Breezy HR
Juicebox will tag profiles that already exist in Breezy HR. You will see the last modified date, as well as the option to view the profile directly in Breezy HR by clicking the **View in ATS** button.
## Before you start
* Your company needs to be on the **Custom Pro Plan** of Breezy HR for the Breezy HR API to be enabled. This is Breezy HR's enterprise/custom plan. Contact `support@breezyhr.com` or your account manager to enable API access if you are already on the Custom Pro Plan.
* You need to be an **Admin** in Breezy HR. If you are not an Admin, reach out to your administrator or IT department. You know you are an Admin if you can see your **Company Settings** after clicking the cog in the top left corner.
![Company Settings visible after clicking the cog icon]()
* Recommended: create a new user for the integration in the format `integration-juicebox@your-company-domain.com`. Breezy HR uses your own login information for integrations. If the connection is set up with a personal admin login and that person leaves the company or loses admin access, the connection fails.
## Create an integration user in Breezy HR
1. Log in to Breezy HR, then click the cog in the top left corner.
![Cog icon in the top left corner of Breezy HR]()
2. Click **Invite Members**.
![Invite Members option]()
3. Enter the email you wish to use for the integration user, set their role to **Administrator**, and click **Invite User(s)**.
![Inviting the integration user as an Administrator]()
4. Verify the email of the user you just created. You enter their email address and password into the connection pop-up in the next section.
![Entering the integration user credentials into the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Breezy HR** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the integration user's email address and password when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Breezy HR and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Breezy HR.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Bullhorn Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/bullhorn
Enable the two-way integration between Bullhorn and Juicebox.
## About the integration
Juicebox's integration with Bullhorn allows you to:
1. **Export Profiles to Bullhorn**: Save profiles directly into Bullhorn, including contact details, current company and job, profile URLs, source, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Rediscover Talent**: Filter for and view profiles already in Bullhorn within Juicebox, including filtering by tags, jobs, and stage. Learn more about [Talent Rediscovery](/talent-rediscovery).
3. **Link Bullhorn Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Bullhorn into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
4. **View Profile in Bullhorn**: View profiles already in Bullhorn within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Bullhorn integration
Navigate to the Projects page on Juicebox. On the right side, you'll find your synced jobs from Bullhorn. Simply click on a job to create a new project — this will automatically initiate a search using the job description.
![Synced Bullhorn jobs on the Projects page]()
### Export profiles to Bullhorn
Follow the regular [export](/exports) steps and select **Export to Bullhorn** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Bullhorn account under **Candidates**.
![Export to Bullhorn]()
### View profiles already in Bullhorn
Juicebox will tag profiles that already exist in Bullhorn. You will see the last modified date, as well as the option to view the profile directly in Bullhorn by clicking the **View in ATS** button.
![View in ATS]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
![Integrations tab]()
2. Select **Bullhorn** and click **Activate**. You can also use the search bar at the top.
![Activate Bullhorn]()
3. You will see a pop-up asking to activate your integration. Note that you must be an administrator of Bullhorn in order to link to Juicebox successfully.
![Activation pop-up]()
4. After reviewing privacy information, you will be prompted to log in to Bullhorn via Merge and connect your account.
![Log in via Merge]()
5. After logging into your account in a new window, you will be brought back to the Juicebox platform, where the integration will be completed.
![Integration completed]()
Congratulations! You have successfully integrated Bullhorn and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Bullhorn. Wait up to 10 minutes to ensure all data has been synced.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# CareerPlug Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/careerplug
Connect CareerPlug to Juicebox.
![CareerPlug logo]()
## About the integration
Connect CareerPlug to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Check that **Settings > Integrations > API Applications** is available in CareerPlug. If it is missing, ask [CareerPlug support](mailto:support@careerplug.com) or your representative to enable access for your organization.
Open **Integrations** in Juicebox, select **CareerPlug**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Register an API application
1. Open **Settings > Integrations > API Applications > Add New Application**.
2. Use the help icon beside **Native Redirect URI** to find the redirect URI for your account. Copy it exactly.
3. Name the application **Juicebox**, enter the copied Redirect URI, and create the application.
![Use CareerPlug’s Native Redirect URI help to obtain the correct value.]()
## Connect the application
Open **Credentials** beside the new application. Copy the **Application** and **Secret** values into their corresponding fields in Juicebox and continue.
![Copy the credentials for the application you created.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in CareerPlug.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
A single CV is required when creating a candidate. Other attachment types are not supported.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to CareerPlug, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s CareerPlug connection guide](https://help.kombo.dev/hc/en-us/articles/28145726571665-CareerPlug-ATS-How-do-I-link-my-account).
# Carerix Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/carerix
Connect Carerix to Juicebox.
![Carerix logo]()
## About the integration
Connect Carerix to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Find the subdomain used to access Carerix. For `my-company.carerix.com`, the subdomain is `my-company`.
Open **Integrations** in Juicebox, select **Carerix**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request the API token
Email [Carerix support](mailto:support@carerix.com) to request an API token for your Juicebox integration through Kombo. Include your Carerix subdomain.
## Enter the connection details
Paste the subdomain and API token into the matching fields in Juicebox and complete setup.
![Enter your Carerix subdomain and API token.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Carerix.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Carerix, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Carerix connection guide](https://help.kombo.dev/hc/en-us/articles/22346577290769-Carerix-ATS-How-do-I-link-my-account).
# CEGID TalentSoft FrontOffice Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/cegid-talentsoft-frontoffice
Connect CEGID TalentSoft FrontOffice to Juicebox.
![CEGID TalentSoft FrontOffice logo]()
## About the integration
You can import jobs and export profiles with resumes. Application reads are limited to applications created through Kombo; confirm existing-candidate coverage with Juicebox Support.
## Before you start
This guide is for **FrontOffice**, not the TalentSoft Customer API. TalentSoft support must enable access for your organization.
Open **Integrations** in Juicebox, select **CEGID TalentSoft FrontOffice**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request FrontOffice access
Ask TalentSoft support for the **Front-office URL**, **Front-office Client ID**, and **Front-office Client Secret**. Ask them to enable **application without account in web api**. If you want source attribution on exported applications, also ask support to register the source name supplied by your connection window.
## Enter the FrontOffice credentials
Enter the Front-office URL first, then the Client ID and Client Secret. Use the URL issued by TalentSoft; do not substitute a back-office URL.
![Enter the FrontOffice URL for your organization.]()
![Enter the FrontOffice client credentials.]()
## Finish source setup when requested
Enter the application source or origin provisioned by TalentSoft if the connection window requests it, then finish setup.
![Configure source attribution when requested.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in CEGID TalentSoft FrontOffice.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to CEGID TalentSoft FrontOffice, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s CEGID TalentSoft FrontOffice connection guide](https://help.kombo.dev/hc/en-us/articles/19934224391313-Talentsoft-ATS-How-do-I-link-my-account).
# Ceipal Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/ceipal
Enable the two-way integration between Ceipal and Juicebox.
## About the integration
Juicebox's integration with Ceipal allows you to:
1. **Export Profiles to Ceipal**: Save profiles directly into Ceipal, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Ceipal Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Ceipal into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Ceipal**: View profiles already in Ceipal within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Ceipal integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Ceipal jobs and can select the corresponding option.
### Export profiles to Ceipal
Follow the regular [export](/exports) steps and select **Export to Ceipal** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Ceipal account.
### View profiles already in Ceipal
Juicebox will tag profiles that already exist in Ceipal. You will see the last modified date, as well as the option to view the profile directly in Ceipal by clicking the **View in ATS** button.
## Obtain your API key
1. Log in to Ceipal ATS.
2. Click on your profile in the upper right section of Ceipal.
3. Click **Admin Setup**.
![Admin Setup in the Ceipal profile menu]()
4. Hover over **API Settings**, then click **API Access Configuration**.
![API Access Configuration under API Settings]()
5. Click the copy icon next to **Your API Key** and save the value.
![Copying the API key in Ceipal]()
## Set up the ability to create applicants
You should still be in the **API Settings** section after the previous step.
1. Click **Custom API Configuration**, then click **Add**.
![Custom API Configuration with the Add button]()
2. Give the API a name.
3. Select **Applicants** in the dropdown.
4. Select the **POST(Push to Ceipal)** method.
5. Make sure **Send all fields** is ticked.
6. Click **Save**.
7. Copy the value for **API Full URL**.
![Custom API configuration form with the API Full URL]()
## Connect Ceipal to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Ceipal** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, enter the email and password you use to log in to Ceipal. If you have configured a separate API-only password in the API Access Configuration settings, use that password instead.
![Entering your Ceipal email and password in the connection pop-up]()
4. Enter the API key you obtained in the Admin portal of Ceipal.
![Entering the Ceipal API key]()
5. Enter the custom API URL you generated in the Admin portal.
![Entering the custom API URL]()
6. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Ceipal and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Ceipal.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Compleet Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/compleet
Prepare your Compleet account for assisted setup with Juicebox.
![Compleet logo]()
## About the integration
Connect Compleet to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
This guide applies to **Compleet Pitcher API**. Contact Juicebox Support before starting; this connector requires setup assistance.
## Request Pitcher setup
Tell [Juicebox Support](mailto:support@juicebox.ai) that you want to connect **Compleet using the Pitcher API**. Include your company name, Compleet product, and your administrator’s contact details. Ask the team to coordinate the job-feed and application-submission configuration with Compleet.
## Complete your account-specific connection
Once the configuration is ready, open the connection link supplied by Juicebox and enter the values issued for your Pitcher connection. Follow that window’s instructions and complete the connection with your support contact. The public PersoProfiler instructions apply to a different connector and should not be used for this setup.
## Validate jobs and exports with Support
Confirm that the expected jobs appear. Link a test project to a job, export a profile with a resume, and verify the resulting application in Compleet. Pitcher does not provide the candidate-reading coverage needed to search the full existing candidate database.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Compleet, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
Connector reference: [Kombo’s Compleet coverage documentation](https://docs.kombo.dev/ats/connectors/compleetpitcher).
# Connexys By Bullhorn Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/connexys-by-bullhorn
Connect Connexys By Bullhorn to Juicebox.
![Connexys By Bullhorn logo]()
## About the integration
Connect Connexys By Bullhorn to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use a Salesforce **System Administrator** account for Connexys. The setup menu should include **Administration** and **Platform Tools**. Keep the Juicebox permission list open throughout setup.
Open **Integrations** in Juicebox, select **Connexys By Bullhorn**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Find the instance URL
In Salesforce Setup, open **Platform Tools > User Interface > Sites and Domains > Custom URLs**. Enter the Connexys URL from that page in Juicebox. If no Custom URL is available, ask your Connexys administrator or Juicebox Support to confirm the correct endpoint.
![Locate Custom URLs in Connexys Setup.]()
## Prepare the integration user
Open **Users > Users > New User**. Create a recognizable integration user using your organization’s contact details, with the **Salesforce Platform** license and the **Webservice profiel** profile where available. If that license or profile is unavailable, ask your administrator and Juicebox Support to confirm the appropriate user before proceeding.
![Configure the integration user and its Salesforce license.]()
## Create a connected app
1. Open **Apps > App Manager > New Connected App** and enter the app name and contact information.
2. Enable **OAuth Settings** and **Device Flow**.
3. Add **Manage user data via APIs (api)** to the selected scopes.
4. Enable **Client Credentials Flow**, accept the confirmation, and save the app.
5. Under **Apps > Connected Apps > Manage Connected Apps**, edit the app and select your integration user under **Client Credentials Flow**.
![Select the API OAuth scope.]()
![Enable Client Credentials Flow.]()
![Assign the integration user to the client-credentials flow.]()
## Retrieve client credentials
In **App Manager**, open the app’s **View** page and select **Manage Consumer Details**. Complete Salesforce’s identity check, then copy the **Consumer Key** and **Consumer Secret** into Juicebox.
![Open Manage Consumer Details for the connected app.]()
## Configure the permission set
1. Open **Users > Permission Sets**, create a named permission set, and open **Object Settings**.
2. For each object named in Juicebox, open its object settings, choose **Edit**, and enable the permissions requested by your connection window.
3. Open the integration user’s **Permission Set Assignments > Edit Assignments**, add the new permission set, and save.
4. Continue in Juicebox and resolve any reported missing permissions.
![Open Object Settings in the new permission set.]()
![Set the permissions requested for each object.]()
![Assign the permission set to the integration user.]()
## Add source values if prompted
In **Object Manager**, open **Candidate > Fields and Relationships > Bron**. Under **Values**, add the source supplied by Juicebox and make it available to the requested record types. Repeat for **Job Application > Fields and Relationships > Bron** if requested, save, and finish setup.
![Locate the Candidate source field, Bron.]()
![Add the exact source value from your connection window.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile to a selected job, then verify the application in Connexys By Bullhorn.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Resume attachments are not supported by the documented connector.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Connexys By Bullhorn, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Connexys By Bullhorn connection guide](https://help.kombo.dev/hc/en-us/articles/27683919131025-Connexys-by-Bullhorn-How-do-I-link-my-account).
# Cornerstone OnDemand Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/cornerstone-ondemand
Connect Cornerstone OnDemand to Juicebox.
![Cornerstone OnDemand logo]()
## About the integration
Connect Cornerstone OnDemand to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Have a Cornerstone administrator available and identify the subdomain for your portal. This is the OnDemand connector, separate from Cornerstone TalentLink.
Open **Integrations** in Juicebox, select **Cornerstone OnDemand**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Register the API application
1. Enter your Cornerstone OnDemand subdomain in Juicebox.
2. In Cornerstone, open **Admin > Tools > Edge > API Management**.
3. On **Manage Applications**, choose **Register New Application**.
4. Enter an application name and the ID of an active portal user. Leave **Access Token Validity Period** empty.
5. Add the scopes shown in your current Juicebox connection window and register the application.
![Use the scope list supplied by your connection window.]()
## Enter the client credentials
Copy the registered application’s **Client ID** and **Client Secret** into Juicebox and complete setup.
![Enter the Cornerstone application credentials.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Cornerstone OnDemand.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Each application supports at most one CV and one cover letter. Candidate creation can take up to five minutes.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Cornerstone OnDemand, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Cornerstone OnDemand connection guide](https://help.kombo.dev/hc/en-us/articles/28100174339217-Cornerstone-OnDemand-ATS-How-do-I-link-my-account).
# Cornerstone TalentLink Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/cornerstone-talentlink
Enable the two-way integration between Cornerstone TalentLink and Juicebox.
## About the integration
Juicebox's integration with Cornerstone TalentLink allows you to:
1. **Export Profiles to Cornerstone TalentLink**: Save profiles directly into Cornerstone TalentLink, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Cornerstone TalentLink Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Cornerstone TalentLink into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Cornerstone TalentLink**: View profiles already in Cornerstone TalentLink within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Cornerstone TalentLink integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Cornerstone TalentLink jobs and can select the corresponding option.
### Export profiles to Cornerstone TalentLink
Follow the regular [export](/exports) steps and select **Export to Cornerstone TalentLink** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Cornerstone TalentLink account.
### View profiles already in Cornerstone TalentLink
Juicebox will tag profiles that already exist in Cornerstone TalentLink. You will see the last modified date, as well as the option to view the profile directly in Cornerstone TalentLink by clicking the **View in ATS** button.
## Before you start
You need **admin access** to set up this integration. To make sure you have the required permissions, check that you can view both the **User Management** and the **Integrations Marketplace** pages in your TalentLink settings.
![User Management and Integrations Marketplace pages in TalentLink settings]()
The setup has two main steps:
1. Create a new user for the **username** and **password**.
2. Create an integration for the **API key**.
For sandbox integrations, creating the integration and assigning the user is instant. For production integrations, there is an approval process with Cornerstone TalentLink.
## Create the user
1. Open the **User Management** page in the settings menu.
![User Management page in the settings menu]()
2. Click **Create User**.
![Create User button]()
3. Fill out the form. Make sure you select **API access**.
![Selecting API access on the user form]()
4. Under **Assigned Roles**, assign the following roles for the organization you want to share data for:
* **Webservices**
* **Basic access**, **Functional manager**, and **Standard Recruiter**
5. Copy the **username** and **password** into the connection pop-up.
## Create the integration
1. Open the **Integrations Marketplace** page in the settings menu.
![Integrations Marketplace page in the settings menu]()
2. Click **Add New Integration**.
![Add New Integration button]()
3. Fill out the form. Under **Integration Prerequisites**, enter a description of what the integration should be able to do. For example: "Reading positions, job adverts, applications, and candidates via the REST API. Posting application submissions and attachments to adverts via the Apply API."
4. Click **+ assign integration user** to assign the user created in the previous step.
5. Copy the **API key** into the connection pop-up.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Cornerstone TalentLink** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the username, password, and API key from the sections above.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Cornerstone TalentLink and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Cornerstone TalentLink.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Coveto Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/coveto
Prepare your Coveto account for assisted setup with Juicebox.
![Coveto logo]()
## About the integration
Connect Coveto to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use the **Coveto REST API** connector. The publicly available Coveto connection walkthrough describes the legacy SOAP API, so its SOAP-user steps do not apply here.
## Prepare REST API access
Ask your Coveto administrator and [Juicebox Support](mailto:support@juicebox.ai) to confirm REST API availability for your account and the credentials required by the current connection flow. State explicitly that you are connecting through **Coveto REST API**, not the legacy SOAP connector.
## Connect using the current REST flow
Open the connection link supplied by Juicebox, enter the instance details and credentials requested there, and complete the prompts. Ask Support to help if your account shows SOAP-only instructions or the REST option is unavailable.
## Confirm the configured access
Verify that your expected jobs appear and that a known candidate can be found. Export a test profile with a resume to a selected job and confirm the application in Coveto.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Coveto, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
Connector reference: [Kombo’s Coveto coverage documentation](https://docs.kombo.dev/ats/connectors/covetorest).
# Crelate Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/crelate
Enable the two-way integration between Crelate and Juicebox.
## About the integration
Juicebox's integration with Crelate allows you to:
1. **Export Profiles to Crelate**: Save profiles directly into Crelate, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Crelate Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Crelate into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Crelate**: View profiles already in Crelate within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Crelate integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Crelate jobs and can select the corresponding option.
### Export profiles to Crelate
Follow the regular [export](/exports) steps and select **Export to Crelate** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Crelate account.
### View profiles already in Crelate
Juicebox will tag profiles that already exist in Crelate. You will see the last modified date, as well as the option to view the profile directly in Crelate by clicking the **View in ATS** button.
## Create an API key
1. Log in to Crelate.
2. Click the **Menu** icon in the top left of the page.
![Menu icon in Crelate]()
3. Click **Manage Your Profile & Preferences** in the dropdown.
![Manage Your Profile & Preferences in the dropdown]()
4. Click **API Access** under **PERSONAL SETTINGS**.
![API Access under personal settings]()
5. Make sure **Enable API Access** is set to **On**, and copy the API key.
![Enable API Access toggle and API key]()
## Connect Crelate to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Crelate** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, paste the API key and press **Set up integration**.
![Pasting the API key in the connection pop-up]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Crelate and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Crelate.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Databites Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/databites
Connect Databites to Juicebox.
![Databites logo]()
## About the integration
Connect Databites to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use an account that can manage integration settings in Databites Match. Determine your tenant slug from the first part of your Databites domain.
Open **Integrations** in Juicebox, select **Databites**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create the integration API key
1. Open **Match > Verwaltung > Einstellungen**.
2. Scroll across the settings tabs to **Integrationen**, then select **Neuen API-Key erstellen**.
3. Choose **Kombo** as the provider and use `databites:YOUR_TENANT_SLUG` as the Integration-ID.
4. Give the key a recognizable name. Select **Lesen & Schreiben** for the scope and **Kombo (Unified-API)** as the Default-Source. Fill in the source details that match your integration.
5. Select **Erstellen** and save the key securely; it is displayed only once.
![Open the Integrationen tab.]()
![Configure the provider, integration ID, permissions, and source.]()
## Connect Databites
Enter your tenant slug in Juicebox, followed by the API key and the same Integration-ID you used in Databites. Complete setup.
![Enter the API key and matching integration ID.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Databites.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Databites, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Databites connection guide](https://help.kombo.dev/hc/en-us/articles/47875115266833-Databites-How-do-I-link-my-account).
# Dayforce Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/dayforce
Enable the two-way integration between Dayforce and Juicebox.
## About the integration
Juicebox's integration with Dayforce allows you to:
1. **Export Profiles to Dayforce**: Save profiles directly into Dayforce, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Dayforce Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Dayforce into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Dayforce**: View profiles already in Dayforce within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Dayforce integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Dayforce jobs and can select the corresponding option.
### Export profiles to Dayforce
Follow the regular [export](/exports) steps and select **Export to Dayforce** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Dayforce account.
### View profiles already in Dayforce
Juicebox will tag profiles that already exist in Dayforce. You will see the last modified date, as well as the option to view the profile directly in Dayforce by clicking the **View in ATS** button.
## Before you start
Confirm you have Dayforce **Administrator** permissions before beginning the integration.
## Step 1: Create a new user
Go to **System Admin** > **User** and select **New**. This username and password will be used in the connection pop-up.
## Step 2: Configure a role
1. Open the menu on the left of your screen and click through to **System Admin** > **Roles**.
![Roles under System Admin]()
2. Create a new role and navigate to the **Features** tab. Check the following:
* **HCM Anywhere** > **Web Services** > **Patch/Post Candidate Sourcing and Job Application Sourcing**
* **Recruiting**
![Features tab with the required permissions checked]()
## Step 3: Adjust recruiting properties
Navigate to **System Admin** > **Roles** > **Recruiting Setup** > **Client Properties** and enable the following property:
* **Allow Candidates and Job Application Sourcing from External Job Boards**
## Step 4: Assign the new role to the new user
Navigate to the user created in Step 1 and assign the role you created in Steps 2 and 3.
## Step 5: Allow document types for upload
Navigate to **System Admin** > **Roles** > **Documents** > **Admin** > **Document Types**.
Open the "Resume" document type and add your role to **Roles** in the bottom right panel:
![Adding the role to the Resume document type]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Dayforce** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, enter the username and password from Step 1. You also need to specify your **Client Name Space** and **Environment**.
![Entering the credentials, Client Name Space, and Environment in the connection flow]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Dayforce and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Dayforce.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Digital Recruiters Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/digital-recruiters
Connect Digital Recruiters to Juicebox.
![Digital Recruiters logo]()
## About the integration
Connect Digital Recruiters to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
This integration is in **Closed Beta**. Confirm access with Juicebox Support first, then ask your Digital Recruiters / Cegid HR contact to provision access for your environment.
Open **Integrations** in Juicebox, select **Digital Recruiters**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request the required credentials
Request the **job feed token**, **application feed token**, and **base URL / environment**. If you want to sync the existing candidate database, also request an **API key** and the account credentials needed for candidate export.
## Enter the job-feed details
Use the domain from your Digital Recruiters login. Enter the job-feed access token—the token at the end of `/export/job-ads/TOKEN`—in the corresponding connection field.
![Enter the Digital Recruiters domain and job-feed token.]()
## Enable candidate reading if needed
If your configured scope includes all candidates, supply the API key and candidate-export account credentials when prompted. Complete any application-feed prompts using the credentials issued by Cegid HR, then finish setup.
![Additional credentials are needed for full candidate synchronization.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Digital Recruiters.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Only one attachment is sent, preferring the CV. The vendor API does not report closed-job or duplicate-application errors, so verify the destination before repeating an export.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Digital Recruiters, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Digital Recruiters connection guide](https://help.kombo.dev/hc/en-us/articles/44404331016593-Digital-Recruiters-How-do-I-link-my-account).
# d.vinci Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/dvinci
Prepare your d.vinci account for an assisted Juicebox integration.
## About the integration
Connect d.vinci to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected d.vinci job.
The d.vinci integration is in closed beta. Contact [Juicebox Support](mailto:support@juicebox.ai) before starting so the team can enable access and configure candidate reading and exports for your account.
## Before you start
Use a d.vinci account with the **Administrator** role. Open **Menu** and confirm that **Master Data** (**Stammdaten**) is visible.
Have your d.vinci domain available. Juicebox will provide the connection flow for your account. Follow the steps shown there, including any additional access needed to read existing candidates.
## Set up an application portal, if requested
1. Enter your d.vinci domain in the connection pop-up.
2. In d.vinci, open **Menu > Application Portals** (**Bewerbungsportale**) and click **Create** (**Anlegen**).
3. Copy the **Name** and **URL Path** from your connection pop-up into the new portal.
4. Choose the **Organization Unit** and **Job Publication Channel** containing the jobs you want Juicebox to read. These settings determine which jobs the connection can access.
5. Select the first available **Layout**. Choose the language for the jobs to sync and set the same **Primary Language**.
6. Set **Enable Job Advertisement** and **Fixed Application Questionnaire** to **No**, then select a default **Application Questionnaire**, following the instructions in your connection pop-up.
7. When prompted to configure **Application Import**, select **Secured with Tracking Status** and enter the username and password generated by your connection flow.
8. Complete the remaining settings shown in your flow, including the **Data Protection Layer for Embedded Videos Enabled** setting. Create the portal and continue in Juicebox.
Use the values from your own connection pop-up. Example portal paths and credentials from another account will not work for your connection.
## Configure application statuses, if requested
1. Open **Menu > Application Statuses** (**Bewerbungsstatus**).
2. For each final status, edit **Properties > Additional Information for External Systems**.
3. Set **Tracking Status** to `K_HIRED` for a hired outcome or `K_REJECTED` for a rejected outcome, then save. Use `K_PENDING` for other statuses if the connection flow asks you to track them as pending.
## Complete additional access and source setup
If the flow requests an **API Username**, **Token**, or a new **User Role**, work with Juicebox Support and your d.vinci administrator to configure that access for your selected connection.
If source setup appears, open **Menu > Master Data > Sources**, create the source named in the connection pop-up, and reopen it. Follow the pop-up to either copy its internal name into Juicebox or update the internal name in d.vinci with the supplied value.
Complete the connection flow and check the status in Juicebox with your support contact.
## Confirm the integration
Check that the expected jobs appear, a known existing candidate is identified in Juicebox, and a test profile can be exported to the intended job. If existing candidates are missing, ask Juicebox Support to check the candidate-reading access configured for your account.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant d.vinci job.
Juicebox identifies profiles that already exist in d.vinci, helping your team check for existing records before reaching out.
To send a profile to d.vinci, follow the [export steps](/exports) and choose the d.vinci export option for the linked job. Confirm that the profile appears in d.vinci after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the d.vinci connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/17863050139409).
# Eightfold Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/eightfold
Enable the two-way integration between Eightfold and Juicebox.
## About the integration
Juicebox's integration with Eightfold allows you to:
1. **Export Profiles to Eightfold**: Save profiles directly into Eightfold, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Eightfold Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Eightfold into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Eightfold**: View profiles already in Eightfold within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Eightfold integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Eightfold jobs and can select the corresponding option.
### Export profiles to Eightfold
Follow the regular [export](/exports) steps and select **Export to Eightfold** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Eightfold account.
### View profiles already in Eightfold
Juicebox will tag profiles that already exist in Eightfold. You will see the last modified date, as well as the option to view the profile directly in Eightfold by clicking the **View in ATS** button.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Eightfold** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, choose your **Eightfold API** region. If you are unsure which region to enter here, contact your Eightfold administrator.
![Choosing the Eightfold API region in the connection pop-up]()
4. Log in to your Eightfold dashboard and go to the **Admin Console**. If you don't see this option, contact your systems administrator.
![Admin Console in Eightfold]()
5. Go to the **Eightfold API** section.
![Eightfold API section in the Admin Console]()
6. In the **Eightfold API** section, press the **Generate API Key** button.
![Generate API Key button]()
7. Enter a name for your API key.
![Naming the API key]()
8. Select the scopes requested in the connection pop-up.
![Selecting the requested scopes]()
9. Copy the **Username** and **Password** under the OAuth 2.0 section and paste them into the connection pop-up.
![Username and Password under the OAuth 2.0 section]()
![Pasting the credentials into the connection pop-up]()
10. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Eightfold and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Eightfold.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Emply People Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/emply-people
Connect Emply People to Juicebox.
![Emply People logo]()
## About the integration
Connect Emply People to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
This integration is in **Closed Beta**. Ask Juicebox Support to enable access before setup. An Emply administrator must create or edit the API key.
Open **Integrations** in Juicebox, select **Emply People**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create an API v2 key
1. Open **Settings > Integrations > API** in Emply People.
2. Select **API v2**; a v1 key will not work.
3. Enable the permission areas listed in your Juicebox connection window, save, and copy the API key.
![Use API v2 and the permissions listed in your own connection window.]()
## Connect and check permissions
Paste the key into Juicebox and select **Set up integration**. If a permission area fails validation, enable that area on the same key in Emply and retry; you do not need to generate a new key.
![Enter the Emply API v2 key.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Emply People.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Only the first 50 vacancies and their applications sync because the vendor’s vacancy pagination is currently limited. Candidate details beyond name and email live on application forms. Confirm expected coverage before using the data.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Emply People, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Emply People connection guide](https://help.kombo.dev/hc/en-us/articles/49946596275217-Emply-People-ATS-How-do-I-link-my-account).
# Eploy Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/eploy
Enable the two-way integration between Eploy and Juicebox.
## About the integration
Juicebox's integration with Eploy allows you to:
1. **Export Profiles to Eploy**: Save profiles directly into Eploy, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Eploy Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Eploy into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Eploy**: View profiles already in Eploy within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Eploy integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Eploy jobs and can select the corresponding option.
### Export profiles to Eploy
Follow the regular [export](/exports) steps and select **Export to Eploy** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Eploy account.
### View profiles already in Eploy
Juicebox will tag profiles that already exist in Eploy. You will see the last modified date, as well as the option to view the profile directly in Eploy by clicking the **View in ATS** button.
## Set up an API user
To allow access to the Eploy API, you need to create a special user account that has access to the API.
1. In Eploy, go to **Admin** > **Users**. Here you see all users you can manage.
![Users page under Admin in Eploy]()
2. Click **New** > **User** to create a new standard user.
![Creating a new user in Eploy]()
3. On the form, complete the following fields:
* **User Display Name**: Use a unique name that describes the user, for example "API User".
* **User Name**: Use a unique name for your API user.
* **Roles**: Assign exactly one role to the user. Only one role may be assigned to an API user, and the role's permissions determine which fields and data the API can access.
* **System Email Address**, **Email Display Name**, and **Your Direct / Internal Email Address**: Use a generic email address that is not used by any real users, for example `noreply@yourcompany.com`.
Before saving the user, set up IP restrictions as described in the next section.
## Assign IP restrictions
For the user to be able to access the API, specify at least one IP range in the **Restricted IP Access** section.
1. Click the **Add** button in the Restricted IP Access section.
![Add button in the Restricted IP Access section]()
2. Enter `0.0.0.0/0` and click **Save** to allow access from any IPv4 source.
![Entering the IPv4 range]()
3. Click **Add** a second time, enter `::/0` to allow access from any IPv6 source, then click **Save**.
![Entering the IPv6 range]()
![Both IP ranges added to Restricted IP Access]()
4. Click **Save** at the bottom of the page to create the API user.
## Find your subdomain
The subdomain is the first part of the URL you use to log in to your Eploy account, the word right before `.eploy.net`. For example, if your login URL is `https://acme.eploy.net`, your subdomain is "acme".
![Finding the subdomain in the Eploy login URL]()
Enter the subdomain in the connection pop-up and click **Continue**.
![Entering the subdomain in the connection flow]()
## Create an API key
1. In Eploy, go to **Admin** > **Security Settings** > **API Keys**.
![API Keys section under Security Settings]()
2. In the API Keys section, click the **New** > **REST API** menu link.
![New REST API menu link]()
3. On the Create API Key page, enter a name for your API key, select the user you created earlier, and click **Save**.
![Creating the API key and selecting the API user]()
## Add API permissions
The connection pop-up lists the permissions the integration needs.
![Permission list shown in the connection flow]()
For each permission, repeat the following process:
1. Click the **Add** button under **API Permissions**.
![Add button under API Permissions]()
2. Select a permission type in the **API** dialog.
![Selecting a permission type in the API dialog]()
3. Check the permission boxes as required, then save.
![Checking the permission boxes]()
After all the permissions have been added, double-check that they match what is listed in the connection pop-up.
![Reviewing all added permissions]()
Click the save button to save the API key.
![Saving the API key]()
## Get the Client ID and Client Secret
1. Click the **Generate New Client ID & Secret** button.
![Generate New Client ID and Secret button]()
2. In the dialog that appears, click the **Show** link and copy the **Client ID** and **Client Secret** values.
![Dialog showing the Client ID and Client Secret]()
![Copying the Client ID and Client Secret into the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Eploy** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your subdomain, Client ID, and Client Secret when prompted, then click **Set up integration**.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Eploy and Juicebox.
If you receive an error about missing permissions despite configuring your key correctly, the user who owns the key likely does not have the appropriate permissions. The user owning the key must have at least the same permissions as the key.
It may take a few minutes for all data to sync between Juicebox and Eploy.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# eRecruiter Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/erecruiter
Connect eRecruiter to Juicebox.
![eRecruiter logo]()
## About the integration
Connect eRecruiter to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Ask [eRecruiter customer support](https://www.erecruiter.net/en/p/contact) for your **API Domain**, **Mandator ID**, and **API Secret**.
Open **Integrations** in Juicebox, select **eRecruiter**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the API details
Enter the API Domain, Mandator ID, and API Secret in the matching fields in Juicebox. Select **Set up integration** and follow the remaining connection prompts.
![Use the API Domain, Mandator ID, and API Secret issued by eRecruiter.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in eRecruiter.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to eRecruiter, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s eRecruiter connection guide](https://help.kombo.dev/hc/en-us/articles/18353393847185-eRecruiter-How-do-I-link-my-account).
# Factorial Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/factorial
Connect Factorial to Juicebox.
![Factorial logo]()
## About the integration
Connect Factorial to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
The authorizing account must belong to Factorial’s **Administrators** permission group. In Settings, it should be able to see **Advanced configuration > API Keys**.
Open **Integrations** in Juicebox, select **Factorial**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Authorize Factorial
1. In the Juicebox connection window, select **Sign in with Factorial**.
2. Sign in with the administrator account and approve the requested access.
3. Complete the authorization and return to Juicebox.
![Start Factorial authorization from the connection window.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Factorial.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Factorial, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Factorial connection guide](https://help.kombo.dev/hc/en-us/articles/18743884123409-Factorial-HR-How-do-I-link-my-account).
# Flatchr Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/flatchr
Connect Flatchr to Juicebox.
## About the integration
Connect Flatchr to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Flatchr job.
If Flatchr is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
You need the **Administrator** role in Flatchr. Confirm that the top-right cog opens settings and that **Advanced settings** is visible.
Prepare three values: your **subdomain**, **Company key**, and **API key**.
## Find your subdomain
1. Sign in to Flatchr and click the top-right cog.
2. Open **Advanced settings > Advanced**, or go to [Advanced settings](https://app.flatchr.io/board/settings/advanced/general).
3. Find **Subdomain configuration** and copy the subdomain shown there.
## Find your Company key
1. Open **Advanced settings > Advanced > API**, or go to [API settings](https://app.flatchr.io/board/settings/advanced/api).
2. Under **List of keys**, find and copy the **Company key**.
## Create an API key
1. On the same API settings page, click **Add a key**.
2. Name the key **Juicebox**, then click **Add**.
3. Find the new key in the list and click **Copy**.
## Setting up the integration
1. In Juicebox, open **Integrations**, select **Flatchr**, and click **Activate**.
2. Enter the subdomain, Company key, and API key in the corresponding connection fields.
3. Complete the remaining prompts, then return to Juicebox and confirm that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that the expected jobs appear and that an existing Flatchr candidate is identified in Juicebox.
If the connection is rejected, confirm that the Company key and API key are in the correct fields and that the subdomain belongs to the same Flatchr company.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Flatchr job.
Juicebox identifies profiles that already exist in Flatchr, helping your team check for existing records before reaching out.
To send a profile to Flatchr, follow the [export steps](/exports) and choose the Flatchr export option for the linked job. Confirm that the profile appears in Flatchr after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the Flatchr connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/18567822877457).
# Fountain Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/fountain
Enable the two-way integration between Fountain and Juicebox.
## About the integration
Juicebox's integration with Fountain allows you to:
1. **Export Profiles to Fountain**: Save profiles directly into Fountain, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Fountain Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Fountain into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Fountain**: View profiles already in Fountain within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Fountain integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Fountain jobs and can select the corresponding option.
### Export profiles to Fountain
Follow the regular [export](/exports) steps and select **Export to Fountain** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Fountain account.
### View profiles already in Fountain
Juicebox will tag profiles that already exist in Fountain. You will see the last modified date, as well as the option to view the profile directly in Fountain by clicking the **View in ATS** button.
## Before you start
Fountain One connects using an OAuth **Client ID** and **Client Secret**. Because the keys are tied to a Fountain integration that you assign a role to, you control exactly which permissions the integration is granted.
You need a **Fountain One** account with admin access to **Settings** > **Integrations & API Keys**. If you don't see this option, ask your Fountain administrator to grant you access or to create the API keys for you.
Choose **Fountain One** if you manage credentials under **Settings** > **Integrations & API Keys**. If you instead use a private API key from **Company Settings**, follow the Fountain (legacy) section at the bottom of this page.
## Create API keys in Fountain
1. Log in to Fountain, click your account name in the bottom left corner, and click **Settings**.
![Settings under the account name in Fountain]()
2. In the settings list, find the **Workflows** group and click **Integrations & API Keys**.
![Integrations and API Keys in the Workflows group]()
3. Click **Add integration** in the top right corner. Enter a **Name** (for example, Juicebox), select the **Role** that will be assigned to this integration's API keys, and click **Add**. The role determines the permissions the integration has, so choose one scoped to what you want to share.
![Adding an integration with a name and role]()
4. Find your new integration in the list, click the **…** (more actions) menu on its row, and select **Manage API keys**. Click **Add**, give the key a name, and click **Create**.
![Managing API keys for the integration]()
5. Copy the **Client ID** and **Client Secret** shown in the dialog and keep them somewhere safe.
![Client ID and Client Secret dialog]()
The Client Secret is shown only once and cannot be recovered. If you lose it, create a new API key.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Fountain** and click **Activate**. You can also use the search bar at the top.
3. When asked which version you're connecting, choose **Fountain One (New)**.
4. Paste your **Client ID** and **Client Secret** into the corresponding fields and click **Set up integration**.
5. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Fountain and Juicebox.
### Troubleshooting
* **Invalid credentials**: Make sure the Client ID and Client Secret are copied in full with no extra spaces. The secret cannot be recovered, so if in doubt, create a new API key and try again.
* **Missing permissions after connecting**: The role assigned to the integration may be too restrictive. Assign a role that covers the required data, then reconnect.
* **Wrong version**: If you use a private API key from Company Settings rather than Integrations & API Keys, connect with the **Fountain (legacy)** option instead.
## Fountain (legacy): private API key
Only use this if your account does not have **Integrations & API Keys** under Settings.
1. Log in to the Fountain dashboard.
2. Click your account name in the top right corner and select **Company Settings**.
3. Under **Developer Settings**, click **API**, then **Show API Keys**.
4. Copy the private API key listed under **Primary Key**.
5. In the connection pop-up, choose **Fountain (legacy)**, enter your tenant URL and the private API key, then click **Set up integration**.
It may take a few minutes for all data to sync between Juicebox and Fountain.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Gem ATS Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/gem
Enable the two-way integration between Gem ATS and Juicebox.
## About the integration
Juicebox's integration with Gem allows you to:
1. **Export Profiles to Gem**: Save profiles directly into Gem, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Gem Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Gem into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Gem**: View profiles already in Gem within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Gem integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Gem jobs and can select the corresponding option.
### Export profiles to Gem
Follow the regular [export](/exports) steps and select **Export to Gem** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Gem account.
### View profiles already in Gem
Juicebox will tag profiles that already exist in Gem. You will see the last modified date, as well as the option to view the profile directly in Gem by clicking the **View in ATS** button.
## Connect Gem to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Gem** and click **Activate**. You can also use the search bar at the top.
3. In Gem, click on your profile in the bottom left corner and go to **Admin Settings**.
![Admin Settings in the Gem profile menu]()
4. Go to the **Integrations** tab, scroll down to **Third party applications** and click **Add integration**.
![Add integration under Third party applications]()
5. Select the company that you want to integrate with and click **Add integration**.
![Selecting the company to integrate with]()
6. Copy the **Shareable access key** and paste it into the connection pop-up.
![Copying the shareable access key in Gem]()
![Pasting the access key into the connection pop-up]()
## Add a new source
This step only needs to be completed if it is shown in your connection pop-up.
1. In Gem, click on your profile in the bottom left corner and go to **Admin Settings**.
2. Go to the **Gem ATS** tab, click **Applications** and expand the **Sources** list. Then click **New source**.
![New source under Applications in the Gem ATS tab]()
3. Copy the **Source name** from the connection pop-up.
![Source name shown in the connection pop-up]()
4. Paste it into Gem and select **Other** as the source type. Then click **Save**.
![Creating the source in Gem with type Other]()
It might take 1-2 minutes for the source to appear in the list. Refresh the page until you see it.
## Tracking URL
This step only needs to be completed if it is shown in your connection pop-up.
1. In Gem, click on your profile in the bottom left corner and go to **Admin Settings**.
2. Go to the **Gem ATS** tab, click **Job boards & posts** and expand the **Tracking link** section. Then click **Create tracking link**.
![Create tracking link under Job boards & posts]()
3. Select the same source you created above and click **Create link**.
![Selecting the source and creating the link]()
4. Copy the link and paste it into the connection pop-up.
![Pasting the tracking link into the connection pop-up]()
## Choose a user for actions
Every action executed in Gem, like adding a comment, uploading a CV, or moving an application to another stage, is attributed to a user. Select the responsible user in the connection pop-up. Optionally, you can create a new user in Gem just for this purpose.
![Selecting the user for actions in the connection pop-up]()
After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Gem and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Gem.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Greenhouse Integration
Source: https://docs.juicebox.ai/help/ats-setup/greenhouse
Enable the two-way integration between Greenhouse Recruiting and Juicebox.
This guide covers the Greenhouse Harvest **v3** integration.
Juicebox's integration with Greenhouse Recruiting allows you to:
1. **Export Profiles to Greenhouse**: Save profiles directly into Greenhouse, including contact details, current company and job, profile URLs, source, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Rediscover Talent**: Filter for and view profiles already in Greenhouse within Juicebox, including filtering by tags, jobs, and stage. Learn more about [Talent Rediscovery](/talent-rediscovery).
3. **Link Greenhouse Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Greenhouse into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
4. **View Profile in Greenhouse**: View profiles already in Greenhouse within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
## Setting up the integration on Greenhouse
To configure the Juicebox integration, you'll need to create a Harvest API key. Follow the steps in [Greenhouse's article](https://support.greenhouse.io/hc/en-us/articles/5888163769883) to create the key, and verify that the permissions below are selected when configuring the Juicebox integration.
### Credentials
In the *Create New Credential* box, make the following selections:
* **API Type:** Harvest
* **Partner:** Juicebox or Custom
* **Description:** Juicebox Harvest API Key
### Permissions
Juicebox uses the Greenhouse Harvest v3 API. Verify that the following permissions are selected for the Juicebox integration:
**Applications**
* View applications (`harvest:applications:list`)
* Create applications (`harvest:applications:create`)
* Move applications between stages (`harvest:applications:move`)
* Reject applications (`harvest:applications:reject`)
* Mark applications as hired (`harvest:applications:hire`)
**Candidates**
* View candidates (`harvest:candidates:list`)
* Create candidates (`harvest:candidates:create`)
* Upload candidate attachments (`harvest:attachments:create`)
* View candidate attachments (`harvest:attachments:list`)
* Create candidate notes (`harvest:notes:create`)
* View candidate notes (`harvest:notes:list`)
**Candidate tags**
* View candidate tags (`harvest:candidate_tags:list`)
* Create candidate tags (`harvest:candidate_tags:create`)
* Assign tags to candidates (`harvest:applied_candidate_tags:create`)
* Remove tags from candidates (`harvest:applied_candidate_tags:destroy`)
* View candidate tag assignments (`harvest:applied_candidate_tags:list`)
**Jobs**
* View jobs (`harvest:jobs:list`)
* View job posts (`harvest:job_posts:list`)
* View job hiring managers (`harvest:job_hiring_managers:list`)
* View job owners (`harvest:job_owners:list`)
* View job candidate attributes (`harvest:job_candidate_attributes:list`)
* View job interview stages (`harvest:job_interview_stages:list`)
* View job interviews (`harvest:job_interviews:list`)
**Interviews and scorecards**
* View interviews (`harvest:interviews:list`)
* View interviewers (`harvest:interviewers:list`)
* View scorecards (`harvest:scorecards:list`)
* View scorecard candidate attributes (`harvest:scorecard_candidate_attributes:list`)
* View scorecard questions (`harvest:scorecard_questions:list`)
* View scorecard question options (`harvest:scorecard_question_options:list`)
* View scorecard answer options (`harvest:scorecard_question_answer_options:list`)
* View scorecard answers (`harvest:scorecard_question_answers:list`)
**Offers**
* View offers (`harvest:offers:list`)
**Organization**
* View users (`harvest:users:list`)
* View user roles (`harvest:user_roles:list`)
* View user job permissions (`harvest:user_job_permissions:list`)
* View departments (`harvest:departments:list`)
* View offices (`harvest:offices:list`)
**Configuration and reference data**
* View application stages (`harvest:application_stages:list`)
* View rejection reasons (`harvest:rejection_reasons:list`)
* View rejection details (`harvest:rejection_details:list`)
* View candidate attribute types (`harvest:candidate_attribute_types:list`)
* View focus candidate attributes (`harvest:focus_candidate_attributes:list`)
* View sources (`harvest:sources:list`)
* View pay input ranges (`harvest:pay_input_ranges:list`)
## Setting up the integration on Juicebox
Once you have completed the previous steps and received your Harvest API key, head to the Juicebox platform.
1. On the left-hand sidebar, navigate to the **Integrations** tab and click **Connect Greenhouse (V3)**.
![Greenhouse (V3) card in the Integrations tab]()
2. A pop-up window appears and guides you through the integration steps. Review the data permissions, then click **Continue**.
![Data permissions in the Greenhouse (V3) connection pop-up]()
3. Click **Sign in with Greenhouse (V3)**. An authorization window opens.
![Sign in with Greenhouse (V3) step in the connection pop-up]()
4. Enter the email address connected to your Greenhouse account and click **Log in to Greenhouse**.
![Greenhouse authorization window asking for your email]()
5. Check the **Authorize using a service account** box and click **Authorize**.
![Authorize using a service account option in the Greenhouse authorization window]()
6. Juicebox then asks you to set up a source. In your Greenhouse dashboard, go to **Settings** > **Custom Options** > **Sources**, click **Create New Source**, select **Other** for the Sourcing Strategy, and name the source **Juicebox**. This step is important: it makes every candidate exported from Juicebox show up in Greenhouse with the right source.
![Create a source step in the Greenhouse (V3) connection pop-up]()
7. Click **Set up integration** and you're all set.
## Using the Juicebox integration with Greenhouse Recruiting
There are three main functionalities for the Juicebox integration with Greenhouse.
First, you can export comprehensive candidate profiles, including contact information and work and educational experience, from Juicebox to Greenhouse. To do this, simply select one or more profiles and click the export icon. A pop-up window will appear, allowing you to choose the specific job in Greenhouse to which you want to add the candidates.
![Export profiles to a Greenhouse job]()
Second, you can import a job from Greenhouse Recruiting into the Juicebox platform. This allows you to search using the job description. To import a job, navigate to the **Projects** tab on the left-hand sidebar and select **Import job from ATS / CRM**.
![Import a job from Greenhouse]()
Third, you can easily verify if a candidate on Juicebox already exists in your Greenhouse account. Simply click on any profile, and if the candidate is already registered in your ATS, a note will appear to inform you.
![Candidate already in Greenhouse]()
## Additional resources
For an overview of all integration features — including auto-export triggers and profile deduplication — see [ATS Integrations](/ats-integrations). For additional information or troubleshooting not covered here, reach out to [support@juicebox.ai](mailto:support@juicebox.ai).
# GuideCom Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/guidecom
Connect GuideCom to Juicebox.
![GuideCom logo]()
## About the integration
Connect GuideCom to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Find your company’s GuideCom job portal URL. It commonly follows the format `https://jobs.guidecom.de/jobportal/YOUR_COMPANY/alleAusschreibungen`.
Open **Integrations** in Juicebox, select **GuideCom**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
## Confirm the job portal URL
Open the URL and check that it lists your organization’s jobs. If you cannot find it, ask [GuideCom service](mailto:service@guidecom.de) for the **Job Portal URL** for your instance.
## Connect the job portal
Paste the full Job Portal URL into the Juicebox connection window and complete the prompts. Confirm that the expected public jobs are imported.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in GuideCom.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to GuideCom, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s GuideCom connection guide](https://help.kombo.dev/hc/en-us/articles/27091381099025-GuideCom-How-do-I-link-my-account).
# Haufe Umantis Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/haufe-umantis
Connect Haufe Umantis to Juicebox.
![Haufe Umantis logo]()
## About the integration
Connect Haufe Umantis to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
This guide is for the **legacy Haufe Umantis connector**. New customers should use [Abacus Umantis](/help/ats-setup/abacus-umantis). Have an Umantis administrator available for API approval.
Open **Integrations** in Juicebox, select **Haufe Umantis**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Submit your subdomain
Copy the part of your Umantis address before `.umantis.com`, enter it in the connection window, and continue. The legacy flow may pause while the integration request is processed; wait for Juicebox Support to confirm it is ready before attempting approval.
![Find the subdomain for your legacy Umantis instance.]()
## Approve API access
In Umantis, open **Settings > API**. Find the pending **Partner API account**, select **Accept**, and confirm on the next screen. Return to Juicebox to complete the connection.
![Accept the pending partner API request.]()
![Confirm the API authorization.]()
## Configure the source if requested
Under **Main settings > Selection lists**, edit **How did you hear about us?**. Choose **Actions > Add selection value**, enter the source label supplied by your connection window in each language, select the requested parent category, and save.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Haufe Umantis.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
The legacy connector is deprecated. Use Abacus Umantis for new connections unless Juicebox Support directs otherwise.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Haufe Umantis, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Haufe Umantis connection guide](https://help.kombo.dev/hc/en-us/articles/14885789915025-Haufe-Umantis-How-do-I-link-my-account).
# Heyrecruit Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/heyrecruit
Connect Heyrecruit to Juicebox.
![Heyrecruit logo]()
## About the integration
Connect Heyrecruit to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Request a **Client ID** and **Client Secret** from your Heyrecruit representative.
Open **Integrations** in Juicebox, select **Heyrecruit**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Connect with the client credentials
Enter the Client ID and Client Secret in Juicebox and select **Set up integration**. Finish the connection prompts.
![Enter the Heyrecruit credentials issued to your organization.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Heyrecruit.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Heyrecruit, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Heyrecruit connection guide](https://help.kombo.dev/hc/en-us/articles/25316265423505-Heyrecruit-How-do-I-link-my-account).
# Homerun Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/homerun
Enable the two-way integration between Homerun and Juicebox.
## About the integration
Juicebox's integration with Homerun allows you to:
1. **Export Profiles to Homerun**: Save profiles directly into Homerun, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Homerun Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Homerun into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Homerun**: View profiles already in Homerun within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Homerun integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Homerun jobs and can select the corresponding option.
### Export profiles to Homerun
Follow the regular [export](/exports) steps and select **Export to Homerun** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Homerun account.
### View profiles already in Homerun
Juicebox will tag profiles that already exist in Homerun. You will see the last modified date, as well as the option to view the profile directly in Homerun by clicking the **View in ATS** button.
## Generate an API key
1. Log in to Homerun, then click **Settings** in the left menu.
![Settings in the Homerun left menu]()
2. Click **Integrations** in the left menu on the Settings page.
![Integrations in the Settings menu]()
3. Scroll down to the bottom of the Integration Settings page to the **Homerun API V2** section. Click the **Generate V2 API key** button.
![Generate V2 API key button]()
4. Select all the permissions in the **Scopes** section, and leave **Expiry date** unselected in the popup. Then click the **Generate** button.
![Scopes and expiry date options in the popup]()
5. Copy your newly generated API key.
![Copying the generated API key]()
## Connect Homerun to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Homerun** and click **Activate**. You can also use the search bar at the top.
3. Paste the API key into the connection pop-up and click continue. This validates that the API key was entered correctly and prompts you with next steps.
![Pasting the API key into the connection pop-up]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Homerun and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Homerun.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# HR Office Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/hr-office
Connect HR Office to Juicebox.
![HR Office logo]()
## About the integration
Connect HR Office to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Ask your HROffice customer success manager to create an **API career site** for your Juicebox integration. Wait for confirmation before retrieving its credentials.
Open **Integrations** in Juicebox, select **HR Office**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Find the API career site
Open [Career site settings](https://portal.hroffice.eu/settings/sites), or go to **Settings > Career Sites > Configuration**. Edit the career site whose type is **API**.
![Edit the career site of type API.]()
## Copy the credentials and connect
Copy the **Portal ID** and **API Key** from that site, enter them in Juicebox, and finish setup.
![Use the Portal ID and API key from the API career site.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in HR Office.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to HR Office, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s HR Office connection guide](https://help.kombo.dev/hc/en-us/articles/24727324595345-HROffice-How-do-I-link-my-account).
# HR WORKS Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/hr-works
Enable the two-way integration between HR WORKS and Juicebox.
## About the integration
Juicebox's integration with HR WORKS allows you to:
1. **Export Profiles to HR WORKS**: Save profiles directly into HR WORKS, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link HR WORKS Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from HR WORKS into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in HR WORKS**: View profiles already in HR WORKS within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the HR WORKS integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your HR WORKS jobs and can select the corresponding option.
### Export profiles to HR WORKS
Follow the regular [export](/exports) steps and select **Export to HR WORKS** on either an individual profile or a bulk export. After exporting, you will see the profile created in your HR WORKS account.
### View profiles already in HR WORKS
Juicebox will tag profiles that already exist in HR WORKS. You will see the last modified date, as well as the option to view the profile directly in HR WORKS by clicking the **View in ATS** button.
## Before you start
You must be an admin of your HRworks instance, or have an admin share their access with you. This is necessary for retrieving the API credentials.
## Find your API credentials
1. Log in to your HRworks instance (or that of the admin account that was shared with you).
2. On the sidebar, go to **Administrator \**.
3. In the view that appears, click the **Basics** tile.
![Basics tile in the administrator view]()
4. Click the **Integrations** tile.
![Integrations tile]()
5. Click the **HRworks API** tile.
![HRworks API tile]()
6. On the new page, click the **New key pair** button.
![New key pair button]()
7. Click the **Download** button that appears.
![Download button for the key pair]()
8. Your API credentials download as a `.txt` file. Open the file. You will see an **Access Key** and a **Secret Access Key**.
9. Enter the credentials into the connection pop-up and press **continue**.
![Entering the credentials in the connection flow]()
## Select the required scopes
1. The connection pop-up displays the required scopes for the integration.
![Required scopes shown in the connection flow]()
2. In HRworks, select the key you just generated, check the required permissions at the bottom of the page, and press **save**.
![Checking the required permissions on the key]()
The scopes shown above are just an example. Your required scopes might look different, so always use the scopes shown in your own connection pop-up.
3. If source attribution is desired, a final screen appears describing how to set up jobs in HRworks.
![Source attribution setup screen]()
4. Finally, click **Set up integration** in the connection pop-up.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **HR WORKS** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the credentials from the sections above.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated HR WORKS and Juicebox.
It may take a few minutes for all data to sync between Juicebox and HR WORKS.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# HR4YOU Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/hr4you
Connect HR4YOU to Juicebox.
![HR4YOU logo]()
## About the integration
Connect HR4YOU to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Ask your HR4YOU representative to enable the API. API access may be paid. An HR4YOU administrator must create the integration user and arrange its API assignment.
Open **Integrations** in Juicebox, select **HR4YOU**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter your subdomain
Find your HR4YOU subdomain in the browser address bar and enter it in the Juicebox connection window.
![Identify the subdomain of your HR4YOU instance.]()
## Create and enable the API user
1. Create a new HR4YOU user.
2. Set its level to **Berater** and select the appropriate user group.
3. Fill in the required fields, set **Zugangsstatus** to **Aktiv**, and select **Geschäftsführer** under **Rolle (Zugriffsrechte)**, as required by the documented connection procedure.
4. Select **Registrieren** and enter the user credentials in the connection window.
![Set the integration user’s level and group.]()
![Complete the required access settings.]()
## Ask HR4YOU to assign API access
Contact your HR4YOU representative to assign the new user to the API. This assignment must be performed by HR4YOU. After they confirm it, complete the connection in Juicebox.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in HR4YOU.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to HR4YOU, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s HR4YOU connection guide](https://help.kombo.dev/hc/en-us/articles/27216771733393-HR4YOU-Wie-verbinde-ich-meinen-Account).
# iCIMS Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/icims
Enable the two-way integration between iCIMS and Juicebox.
## About the integration
Juicebox's integration with iCIMS allows you to:
1. **Export Profiles to iCIMS**: Save profiles directly into iCIMS, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link iCIMS Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from iCIMS into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in iCIMS**: View profiles already in iCIMS within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the iCIMS integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your iCIMS jobs and can select the corresponding option.
### Export profiles to iCIMS
Follow the regular [export](/exports) steps and select **Export to iCIMS** on either an individual profile or a bulk export. After exporting, you will see the profile created in your iCIMS account.
### View profiles already in iCIMS
Juicebox will tag profiles that already exist in iCIMS. You will see the last modified date, as well as the option to view the profile directly in iCIMS by clicking the **View in ATS** button.
## Receive your credentials from iCIMS
iCIMS requires an integration project before it issues API credentials. To integrate with iCIMS, complete the following process:
1. Sign a SOW (statement of work) for the integration project. The time from signing the SOW to kicking off the integration project is usually 6-8 weeks.
2. Pay the integration project fee. iCIMS doesn't disclose the usual amount they charge for such projects.
3. Join an integration scoping call between you, iCIMS support, and the service provider. On this call, iCIMS will want to understand the use case and the requirements on both sides.
To kick off the process, reach out to your iCIMS Customer Support Manager to set up the scoping call.
After those steps are completed, iCIMS provides you with the credentials you need for the connection flow:
* Customer ID
* iCIMS Server region
* API Client ID
* API Client Secret
## Setting up the integration
Once you have received the credentials from your iCIMS support contact, connect your account:
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **iCIMS** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, enter your **Customer ID** and select your **iCIMS Region**, then click **Continue**.
![Entering the iCIMS Customer ID and selecting the region in the connection flow]()
4. Enter your API **Client ID** and API **Client Secret**, and click **Set up integration**.
![Entering the API Client ID and Client Secret in the connection flow]()
5. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated iCIMS and Juicebox.
It may take a few minutes for all data to sync between Juicebox and iCIMS.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Infinite BrassRing Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/infinite-brassring
Prepare your Infinite BrassRing account for an assisted Juicebox integration.
## About the integration
Connect Infinite BrassRing to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Infinite BrassRing job.
The Infinite BrassRing integration is in closed beta. Contact [Juicebox Support](mailto:support@juicebox.ai) to confirm access before requesting credentials.
## Before you start
You will need your BrassRing support contact to enable **SearchAPI** access and provide the **Client ID** and **Site ID** for your company's environment.
## Request your BrassRing credentials
1. Ask your BrassRing support contact to enable SearchAPI access for your Juicebox integration.
2. Request the Client ID and Site ID for the environment you want to connect. If you have both production and test environments, specify which one you are using.
3. Once access is enabled, keep both values available for the connection pop-up.
## Setting up the integration
1. After Juicebox confirms beta access, open **Integrations** in Juicebox.
2. Select **Infinite BrassRing** (it may appear as **BrassRing** or **Brass Ring**) and click **Activate**, or use the connection link provided by Juicebox.
3. Enter the **Client ID** and **Site ID** supplied by BrassRing.
4. Click **Set up integration** and complete any remaining prompts.
5. Return to Juicebox and check that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that the expected jobs appear and that a known BrassRing candidate is identified in Juicebox. Export a test profile to the intended job and confirm that it appears in BrassRing.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Infinite BrassRing job.
Juicebox identifies profiles that already exist in Infinite BrassRing, helping your team check for existing records before reaching out.
To send a profile to Infinite BrassRing, follow the [export steps](/exports) and choose the Infinite BrassRing export option for the linked job. Confirm that the profile appears in Infinite BrassRing after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the Infinite BrassRing connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/45799563977745-BrassRing-How-do-I-link-my-account).
# InRecruiting by Zucchetti Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/inrecruiting
Connect InRecruiting by Zucchetti to Juicebox.
![InRecruiting by Zucchetti logo]()
## About the integration
Connect InRecruiting by Zucchetti to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Request the integration’s **Client ID** and **Client Secret** from [InRecruiting support](https://www.in-recruiting.com/en/contact-us/). API access may involve a fee.
Open **Integrations** in Juicebox, select **InRecruiting by Zucchetti**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the client credentials
Enter the Client ID and Client Secret in the Juicebox connection window and continue.
![Enter the InRecruiting client credentials.]()
## Retrieve the vacancies URL
1. In InRecruiting, open **System Settings** using the upper-right gear.
2. Select **Webpage Integration Options > Integrate Vacancies via JSON**.
3. Copy the complete URL under **Get Code**, including all query parameters.
4. Paste that full URL into Juicebox and complete setup.
![Open Integrate Vacancies via JSON.]()
![Copy the complete generated URL.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in InRecruiting by Zucchetti.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to InRecruiting by Zucchetti, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s InRecruiting by Zucchetti connection guide](https://help.kombo.dev/hc/en-us/articles/26071358545681-InRecruiting-How-do-I-link-my-account).
# JazzHR Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/jazzhr
Enable the two-way integration between JazzHR and Juicebox.
## About the integration
Juicebox's integration with JazzHR allows you to:
1. **Export Profiles to JazzHR**: Save profiles directly into JazzHR, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link JazzHR Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from JazzHR into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in JazzHR**: View profiles already in JazzHR within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the JazzHR integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your JazzHR jobs and can select the corresponding option.
### Export profiles to JazzHR
Follow the regular [export](/exports) steps and select **Export to JazzHR** on either an individual profile or a bulk export. After exporting, you will see the profile created in your JazzHR account.
### View profiles already in JazzHR
Juicebox will tag profiles that already exist in JazzHR. You will see the last modified date, as well as the option to view the profile directly in JazzHR by clicking the **View in ATS** button.
## Before you start
Your account must have at least the **Recruiting Administrator** role in your company's JazzHR instance. To check:
1. Log in to JazzHR and click **SETTINGS** at the top of the screen.
![SETTINGS link at the top of JazzHR]()
2. Check that you can see the **INTEGRATIONS** link on the Settings page.
![INTEGRATIONS link on the Settings page]()
If you cannot see the **SETTINGS** link on the home page, or the **INTEGRATIONS** link on the Settings page, your account does not have enough permissions. Find out who has the **Recruiting Administrator** or **Super Administrator** role in your company's JazzHR instance, and ask them to promote you or take over the setup process.
## Find your API key
1. Log in to JazzHR and click **SETTINGS** at the top of the screen.
![SETTINGS link at the top of JazzHR]()
2. Click the **INTEGRATIONS** link on the Settings page.
![INTEGRATIONS link on the Settings page]()
3. Copy the **API Key** shown on the page.
![API Key on the Integrations page]()
4. Paste your API key into the connection pop-up.
![Pasting the API key into the connection flow]()
## Find your career page URL
1. Click the **CAREER PAGE** link on the Settings page.
![CAREER PAGE link on the Settings page]()
2. Click the **VIEW CAREER PAGE** button under the **Career Page Layout** section.
![VIEW CAREER PAGE button]()
3. Copy the URL from your browser's address bar and paste it into the connection pop-up.
![Career page URL in the browser address bar]()
![Pasting the career page URL into the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **JazzHR** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your API key and career page URL, then click **Set up integration**.
![Set up integration button in the connection flow]()
![Completed JazzHR connection]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated JazzHR and Juicebox.
It may take a few minutes for all data to sync between Juicebox and JazzHR.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# JobAdder Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/jobadder
Enable the two-way integration between JobAdder and Juicebox.
## About the integration
Juicebox's integration with JobAdder allows you to:
1. **Export Profiles to JobAdder**: Save profiles directly into JobAdder, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link JobAdder Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from JobAdder into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in JobAdder**: View profiles already in JobAdder within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the JobAdder integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your JobAdder jobs and can select the corresponding option.
### Export profiles to JobAdder
Follow the regular [export](/exports) steps and select **Export to JobAdder** on either an individual profile or a bulk export. After exporting, you will see the profile created in your JobAdder account.
### View profiles already in JobAdder
Juicebox will tag profiles that already exist in JobAdder. You will see the last modified date, as well as the option to view the profile directly in JobAdder by clicking the **View in ATS** button.
## Before you start
Make sure you can sign in to your JobAdder account. Use a JobAdder account that has access to the data and actions you want to use.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **JobAdder** and click **Activate**. You can also use the search bar at the top.
![JobAdder connection pop-up]()
3. Click **Sign in with JobAdder**. If JobAdder asks you to sign in, enter your JobAdder login details.
![Sign in with JobAdder button]()
4. Review the requested permissions and click **Accept**. The permissions shown can differ depending on the data and actions required for your use case.
![Reviewing and accepting the requested permissions]()
5. Once you accept the permissions, the JobAdder window closes and the connection is established. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated JobAdder and Juicebox.
It may take a few minutes for all data to sync between Juicebox and JobAdder.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# JobDiva Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/jobdiva
Enable the two-way integration between JobDiva and Juicebox.
## About the integration
Juicebox's integration with JobDiva allows you to:
1. **Export Profiles to JobDiva**: Save profiles directly into JobDiva, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link JobDiva Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from JobDiva into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in JobDiva**: View profiles already in JobDiva within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the JobDiva integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your JobDiva jobs and can select the corresponding option.
### Export profiles to JobDiva
Follow the regular [export](/exports) steps and select **Export to JobDiva** on either an individual profile or a bulk export. After exporting, you will see the profile created in your JobDiva account.
### View profiles already in JobDiva
Juicebox will tag profiles that already exist in JobDiva. You will see the last modified date, as well as the option to view the profile directly in JobDiva by clicking the **View in ATS** button.
## Get your JobDiva Client ID from JobDiva support
1. Reach out to [JobDiva Support](https://www.jobdiva.com/support) and request a Client ID for this integration.
2. Enter the Client ID in the connection pop-up.
![Entering the Client ID in the connection flow]()
## Set up an API user
1. Log in to your JobDiva portal.
2. Navigate to **Settings** > **My Team** > **Add User**.
3. Add a new user. Make sure to select the **Only allow to access JobDiva API Calls** permission for the user.
4. Enter the API user's username and password into the connection pop-up.
![Entering the API user's username and password in the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **JobDiva** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the Client ID and the API user's credentials from the sections above.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated JobDiva and Juicebox.
It may take a few minutes for all data to sync between Juicebox and JobDiva.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Jobvite Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/jobvite
Enable the two-way integration between Jobvite and Juicebox.
## About the integration
By integrating Jobvite with Juicebox, you can simplify your outbound sourcing strategy, improve quality of hire, and decrease time to hire. You can use the integration for three use cases:
1. **Import Project from ATS**: Import a job description from Jobvite into Juicebox to automatically kick off a search using the job description. This also includes linking your Juicebox project to an ATS job, which makes exporting profiles to your ATS easier. More details [here](/projects).
2. **Export Profiles to ATS**: Save profiles directly into Jobvite, including contact details, current company and job, profile URLs, and more. Juicebox also has the ability to auto-export to your ATS, including exporting all shortlisted profiles or exporting only interested profiles.
3. **Import Candidates**: View profiles already in Jobvite within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Jobvite integration
Navigate to the Projects page on Juicebox. On the right side, you'll find your synced jobs from Jobvite. Simply click on a job to create a new project — this will automatically initiate a search using the job description.
### Export profiles to Jobvite
Follow the regular [export](/exports) steps and select **Export to Jobvite** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Jobvite account under **Contacts**.
You must be a Jobvite Engage user in order to access the Contacts tab.
### View profiles already in Jobvite
Juicebox will tag profiles that already exist in Jobvite. You will see the last modified date, as well as the option to view the profile directly in Jobvite by clicking the **View in ATS** button.
Juicebox can only search through candidates saved in the Jobvite **Candidates** tab, not **Contacts**.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Jobvite** and click **Activate**. You can also use the search bar at the top.
3. You will see a pop-up asking to activate your integration. Note that you must be an administrator of Jobvite in order to link to Juicebox successfully.
4. After reviewing privacy information, you will be prompted to enter your API key and your secret key. To obtain these keys, contact Jobvite support directly.
5. After entering your keys, the integration will be completed.
Congratulations! You have successfully integrated Jobvite and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Jobvite. Wait up to 10 minutes to ensure all data has been synced.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Jobylon Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/jobylon
Connect Jobylon to Juicebox.
![Jobylon logo]()
## About the integration
You can import jobs and export profiles with resumes. Existing-candidate visibility is limited to the configured Partner API workflow and does not cover the full database.
## Before you start
Ask Jobylon support or your customer success manager for the **job feed hash**, **App ID**, and **App Secret** needed to read jobs and create applications.
Open **Integrations** in Juicebox, select **Jobylon**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the feed and application credentials
Paste the job feed hash, App ID, and App Secret into their matching fields in Juicebox and select **Set up integration**.
![Use the job feed and application credentials supplied by Jobylon.]()
## Confirm your candidate-reading scope
If you need to identify existing candidates, ask Juicebox Support to confirm the Partner API workflow configured for your account. That workflow does not expose the entire existing candidate database. Jobylon support may also need to configure application-event webhooks if application-stage updates are required.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Jobylon.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Jobylon, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Jobylon connection guide](https://help.kombo.dev/hc/en-us/articles/25383642309265-Jobylon-How-do-I-link-my-account).
# JOIN Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/join
Connect JOIN to Juicebox.
## About the integration
Connect JOIN to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected JOIN job.
If JOIN is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
You need access to your company's JOIN account and its **API Credentials** section. If you cannot see that section, ask your JOIN administrator to help with setup.
## Find your JOIN API key
1. Sign in to JOIN.
2. Click your profile circle in the bottom-left corner, then choose **User settings**.
3. Find **API Credentials**.
4. Click **Copy to clipboard** to copy the API key.
## Setting up the integration
1. In Juicebox, open **Integrations**.
2. Select **JOIN** and click **Activate**.
3. Paste the API key into the connection pop-up.
4. Follow the remaining prompts to complete setup.
5. Return to Juicebox and confirm that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that your company's jobs appear and that Juicebox identifies a candidate who already exists in JOIN.
If the key is rejected, copy it again from JOIN and confirm that it belongs to the company account you intend to connect. Ask your administrator for help if the API Credentials section is unavailable.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant JOIN job.
Juicebox identifies profiles that already exist in JOIN, helping your team check for existing records before reaching out.
To send a profile to JOIN, follow the [export steps](/exports) and choose the JOIN export option for the linked job. Confirm that the profile appears in JOIN after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the JOIN connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/17658999303441).
# Kula Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/kula
Connect Kula to Juicebox.
![Kula logo]()
## About the integration
Connect Kula to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use a Kula account with access to **Settings > API management**. Ask your administrator to create the key if this menu is unavailable.
Open **Integrations** in Juicebox, select **Kula**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create an Application API key
1. Open **Settings > API management** and select **Create API key**.
2. Name the key **Juicebox**.
3. Select **Application API**, then choose **Generate API key**.
4. Use **Copy to clipboard** to copy the generated token.
![Open API management in Kula.]()
![Select Application API for this connection.]()
## Connect Kula
Paste the generated key into the Juicebox connection window and complete setup.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Kula.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Kula, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Kula connection guide](https://help.kombo.dev/hc/en-us/articles/45705121319313-Kula-How-do-I-link-my-account).
# Laura Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/laura
Connect Laura to Juicebox.
![Laura logo]()
## About the integration
Connect Laura to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Ask your Laura account manager to enable API access through Kombo and issue a separate integration account with the necessary permissions.
Open **Integrations** in Juicebox, select **Laura**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Find your Laura subdomain
Copy the part of your Laura dashboard address before `.rekrytointi.com`. Enter it in the Juicebox connection window.
![Use the subdomain from your Laura dashboard address.]()
## Retrieve the integration API key
Sign in to Laura with the new integration account, open **Personal settings**, and locate the API key labeled **REST API user**. Paste that key into Juicebox and finish setup.
![Open Personal settings using the integration account.]()
![Locate the REST API user key.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile to a selected job, then verify the application in Laura.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Resume attachments are not supported by the documented connector.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Laura, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Laura connection guide](https://help.kombo.dev/hc/en-us/articles/34292498671121-Laura-How-Do-I-Link-My-Account).
# Lever Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/lever
Enable the two-way integration between Lever and Juicebox.
## Using the integration
Juicebox's integration with Lever allows you to:
1. **Export Profiles to Lever**: Save profiles directly into Lever, including contact details, current company and job, profile URLs, source, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Link Lever Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Lever into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profile in Lever**: View profiles already in Lever within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Lever integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Lever jobs and can select the corresponding option.
![Import a job from Lever]()
### Export profiles to Lever
Follow the regular [export](/exports) steps and select **Export to Lever** on either an individual profile or a bulk export. After exporting to Lever, you will see the profile created in your Lever account.
![Export to Lever]()
### View profiles already in Lever
Juicebox will tag profiles that already exist in Lever. You will see the last modified date, as well as the option to view the profile directly in Lever by clicking the **View in ATS** button.
![View in ATS]()
## Setting up the integration
1. To connect Juicebox with Lever, open the **Integrations** tab on the left-hand side of the Juicebox platform.
![Integrations tab]()
2. Select **Lever** and click **Activate**. You can also use the search bar at the top.
![Activate Lever]()
3. You will see a pop-up modal asking to activate your integration. We recommend the pre-selected option, **Use my Lever credentials**.
![Use my Lever credentials]()
4. Select **Use my Lever Data** to link your production account. You can also link a sandbox to test.
![Use my Lever Data]()
5. Confirm the scopes your integration uses and select **Continue**.
![Confirm scopes]()
6. A pop-up will open asking you to sign in to your Lever account. Please ensure you log in with a **Lever Admin account**. You can confirm the requested scopes within Lever.
![Sign in to Lever]()
7. After you have signed in, the window will close and you will be redirected to Juicebox. Refresh your page — if successful, you will see a green **Connected** button.
![Connected status]()
Congratulations! You have successfully integrated Lever and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Lever. Wait up to 10 minutes to ensure all data has been synced.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Logic Melon Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/logic-melon
Connect Logic Melon to Juicebox.
![Logic Melon logo]()
## About the integration
Connect Logic Melon to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Ask your Logic Melon account manager or support team to enable **Multiposter API access** and provide an **API key**, **username**, and **password** for the integration.
Open **Integrations** in Juicebox, select **Logic Melon**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Connect with the Multiposter credentials
Enter all three credentials in the Juicebox connection window and select **Set up integration**.
![Enter the Multiposter API key, username, and password.]()
## Confirm the history range
Kombo defaults to reading the last 365 days. If older candidates or applications are needed, ask Juicebox Support to configure the date range before relying on rediscovery results.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Logic Melon.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
The default history window is 365 days. Only one attachment is submitted, preferring the CV.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Logic Melon, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Logic Melon connection guide](https://help.kombo.dev/hc/en-us/articles/46232530054161-Logic-Melon-How-do-I-link-my-account).
# Loxo Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/loxo
Enable the two-way integration between Loxo and Juicebox.
## About the integration
Juicebox's integration with Loxo allows you to:
1. **Export Profiles to Loxo**: Save profiles directly into Loxo, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Loxo Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Loxo into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Loxo**: View profiles already in Loxo within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Loxo integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Loxo jobs and can select the corresponding option.
### Export profiles to Loxo
Follow the regular [export](/exports) steps and select **Export to Loxo** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Loxo account.
### View profiles already in Loxo
Juicebox will tag profiles that already exist in Loxo. You will see the last modified date, as well as the option to view the profile directly in Loxo by clicking the **View in ATS** button.
## Create an API key
1. In Loxo, click your account name in the bottom left corner, then click **Settings**.
![Settings in the Loxo account menu]()
2. Scroll down to **Workspace**, then click **API Keys**.
![API Keys under Workspace settings]()
3. In the top right, click **+ Add**.
![Add button on the API Keys page]()
4. Copy the created API key.
![Copying the created API key]()
## Connect Loxo to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Loxo** and click **Activate**. You can also use the search bar at the top.
3. Paste the API key into the connection pop-up.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Loxo and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Loxo.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Manatal Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/manatal
Enable the two-way integration between Manatal and Juicebox.
## About the integration
Juicebox's integration with Manatal allows you to:
1. **Export Profiles to Manatal**: Save profiles directly into Manatal, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Manatal Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Manatal into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Manatal**: View profiles already in Manatal within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Manatal integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Manatal jobs and can select the corresponding option.
### Export profiles to Manatal
Follow the regular [export](/exports) steps and select **Export to Manatal** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Manatal account.
### View profiles already in Manatal
Juicebox will tag profiles that already exist in Manatal. You will see the last modified date, as well as the option to view the profile directly in Manatal by clicking the **View in ATS** button.
## Before you start
* You need the **Admin** user role in Manatal. Your Manatal administrator can manage your user role.
* The Open API feature required for this guide is available and enabled by default on the Manatal **Enterprise Plus** plan.
Log in to Manatal and check that you see the **Administration** tab in the side menu. If you cannot see this tab, ask your Manatal account administrator to take over the setup process or change your user role to **Admin**. Without this, the setup process cannot be completed.
![Administration tab in the Manatal side menu]()
## Enable API access
1. Log in to Manatal and click the **Administration** tab in the side menu.
2. Scroll down if necessary and click **Manage features**.
![Manage features on the Administration page]()
3. Scroll down again if needed and click **Open API**.
![Open API under Manage features]()
4. If you see **Open API is not yet active for your account**, click **Contact our support**.
![Open API not yet active message]()
## Generate your API token
1. Go to **Administration** > **Manage features** > **Open API**.
2. Click **Generate new token**.
![Generate new token button]()
3. Copy the API token shown below **Active API tokens**, then paste it into the connection pop-up.
![Copying the API token under Active API tokens]()
## Obtain the client slug
1. Click the **Administration** tab in the side menu, then click **Manage your career page**.
![Manage your career page on the Administration page]()
2. Toggle the switch next to **Enable Career Page**.
![Enable Career Page toggle]()
3. Click the **Career Page Settings** tab.
![Career Page Settings tab]()
4. Click **General**.
![General section in Career Page Settings]()
5. Click **Career Page URL**.
![Career Page URL setting]()
6. Copy the part after the `https://www.careers-page.com/` prefix, and paste it into the connection pop-up.
![Copying the client slug from the career page URL]()
## Connect Manatal to Juicebox
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Manatal** and click **Activate**. You can also use the search bar at the top.
3. Enter the API token and client slug from the steps above in the connection pop-up.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Manatal and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Manatal.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Mercury Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/mercury
Enable the two-way integration between Mercury and Juicebox.
## About the integration
Juicebox's integration with Mercury allows you to:
1. **Export Profiles to Mercury**: Save profiles directly into Mercury, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Mercury Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Mercury into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Mercury**: View profiles already in Mercury within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Mercury integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Mercury jobs and can select the corresponding option.
### Export profiles to Mercury
Follow the regular [export](/exports) steps and select **Export to Mercury** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Mercury account.
### View profiles already in Mercury
Juicebox will tag profiles that already exist in Mercury. You will see the last modified date, as well as the option to view the profile directly in Mercury by clicking the **View in ATS** button.
## Get your tenant ID
Before setting up this integration, contact your Mercury Customer Success Manager (CSM) to authorize API access. The CSM raises an internal request and, once approved, provides you with a **Tenant ID**.
Even if you already know your Tenant ID, the connection fails until Mercury has explicitly granted access.
You can use this email template:
> **Subject:** Mercury Tenant ID Request - \[Your Company Name]
>
> Hi Mercury team,
>
> We are setting up an integration with our Mercury account. As part of this process, we need the Mercury Tenant ID.
>
> Could you please provide us with our Tenant ID and authorize this connection on your side so we can complete the setup?
>
> Thank you!
>
> Best regards,
## Setting up the integration
Before getting started, make sure that you have your **Tenant ID**.
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Mercury** and click **Activate**. You can also use the search bar at the top.
3. Enter the **Tenant ID** and press **Set up integration**.
![Entering the Tenant ID in the connection flow]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Mercury and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Mercury.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# MHM HR Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/mhm-hr
Connect MHM HR to Juicebox.
![MHM HR logo]()
## About the integration
Connect MHM HR to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Request an **API Key** and **API Secret** from [MHM HR service](mailto:service@mhm-hr.com). Include your company name and explain that the integration is through Kombo.
Open **Integrations** in Juicebox, select **MHM HR**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter your domain and credentials
Enter your **Customer Domain**, **API Key**, and **API Secret** in the Juicebox connection window, then select **Set up integration**.
![Enter the MHM HR domain and API credentials.]()
## Confirm the supported workflow
Test job import and candidate export. MHM HR requires applicants to be explicitly exported before its API can read them, and newly created candidates cannot be read back. Do not use this connection as a complete existing-candidate database.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in MHM HR.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Reading existing candidates requires an explicit export inside MHM HR; newly created candidates cannot be read back.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to MHM HR, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s MHM HR connection guide](https://help.kombo.dev/hc/en-us/articles/42595732234385-MHM-HR-How-do-I-link-my-account).
# Mysolution Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/mysolution
Connect Mysolution to Juicebox.
![Mysolution logo]()
## About the integration
Connect Mysolution to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
A Salesforce System Administrator must configure the connection. Keep your Juicebox connection window open while creating the Salesforce connected app.
Open **Integrations** in Juicebox, select **Mysolution**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the Salesforce instance URL
Sign in to the Mysolution Salesforce instance, copy its URL, and enter it in Juicebox.
![Find the Salesforce instance URL for Mysolution.]()
## Create the connected app
1. Open the upper-right gear, select **Setup**, and go to **Platform Tools > Apps > App Manager**.
2. Choose **New Connected App**. Enter the app name, API name, and contact email.
3. Enable **OAuth Settings** and **Device Flow**. Use `https://login.salesforce.com/services/oauth2/success` as the documented callback URL unless your current connection instructions specify a different value.
4. Configure the OAuth scopes and client-credentials settings shown in the connection instructions, then save and continue.
![Configure the connected app’s OAuth settings.]()
![Review the remaining OAuth settings.]()
## Assign the run-as user
Open **Manage > Edit Policies** for the app. Under **Client Credentials Flow > Run As**, select the System Administrator user required by the documented setup and save.
![Configure the run-as user for Client Credentials Flow.]()
## Retrieve and enter consumer details
Return to **App Manager**, open the app’s **View** page, and open **Manage Consumer Details**. Complete any identity check. Copy **Consumer Key** to the Juicebox **Client ID** field and **Consumer Secret** to **Client Secret**, then complete setup.
![Open Manage Consumer Details for the connected app.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Mysolution.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Mysolution, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Mysolution connection guide](https://help.kombo.dev/hc/en-us/articles/17322501611153-Mysolution-How-do-I-link-my-account).
# Odoo Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/odoo
Enable the two-way integration between Odoo and Juicebox.
## About the integration
Juicebox's integration with Odoo allows you to:
1. **Export Profiles to Odoo**: Save profiles directly into Odoo, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Odoo Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Odoo into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Odoo**: View profiles already in Odoo within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Odoo integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Odoo jobs and can select the corresponding option.
### Export profiles to Odoo
Follow the regular [export](/exports) steps and select **Export to Odoo** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Odoo account.
### View profiles already in Odoo
Juicebox will tag profiles that already exist in Odoo. You will see the last modified date, as well as the option to view the profile directly in Odoo by clicking the **View in ATS** button.
## Create an API key in Odoo
1. Navigate to your Odoo main menu.
![Odoo main menu]()
2. Click the menu in the top right corner.
![Menu in the top right corner of Odoo]()
3. Click **My Preferences**.
![My Preferences option in the Odoo menu]()
4. On the preferences page, click the **Security** tab.
![Security tab on the Odoo preferences page]()
5. Under API Keys, click **Add API Key**.
![Add API Key button under API Keys]()
6. Give your API key a memorable name.
![Naming the new API key]()
7. Under "Give a duration for the key's validity", select **Persistent Key**.
![Selecting Persistent Key for the key validity]()
8. Click **Generate key**.
![Generate key button]()
9. Copy the API key and keep it somewhere safe. You paste it into the connection pop-up in the next section.
![Copying the generated API key]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Odoo** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your API key when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Odoo and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Odoo.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Onlyfy Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/onlyfy
Connect Onlyfy to Juicebox.
## About the integration
Connect Onlyfy to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Onlyfy job.
If Onlyfy is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
You need an **administrator** account in Onlyfy to create an API key. Keep the Juicebox connection pop-up open so you can refer to the permissions it requests.
## Create an Onlyfy API key
1. In Juicebox, open **Integrations**, select **Onlyfy**, and click **Activate**. Find the required permissions in the connection pop-up.
2. In Onlyfy, click the cog in the top-right corner to open settings.
3. Go to **Integrations > REST API**.
4. Click **Create new API Key**.
5. Enter a name and reporting name for this connection, such as **Juicebox**.
6. Select the permissions listed in your Juicebox connection pop-up, then save the key.
7. Find the newly created key under the name you chose and copy it.
## Setting up the integration
1. Return to the Juicebox connection pop-up and paste the API key.
2. Complete the remaining prompts.
3. Return to Juicebox and confirm that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that the expected jobs appear and an existing Onlyfy candidate is identified in Juicebox.
If the connection reports missing permissions, compare the key's permissions in Onlyfy with the list in your connection pop-up. Update the key and retry the connection.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Onlyfy job.
Juicebox identifies profiles that already exist in Onlyfy, helping your team check for existing records before reaching out.
To send a profile to Onlyfy, follow the [export steps](/exports) and choose the Onlyfy export option for the linked job. Confirm that the profile appears in Onlyfy after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the Onlyfy connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/21071113161361-Onlyfy-How-do-I-link-my-account).
# Oracle Recruiting Cloud Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/oracle-recruiting-cloud
Enable the two-way integration between Oracle Recruiting Cloud and Juicebox.
## About the integration
Juicebox's integration with Oracle Recruiting Cloud allows you to:
1. **Export Profiles to Oracle Recruiting Cloud**: Save profiles directly into Oracle Recruiting Cloud, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Oracle Recruiting Cloud Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Oracle Recruiting Cloud into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Oracle Recruiting Cloud**: View profiles already in Oracle Recruiting Cloud within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Oracle Recruiting Cloud integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Oracle Recruiting Cloud jobs and can select the corresponding option.
### Export profiles to Oracle Recruiting Cloud
Follow the regular [export](/exports) steps and select **Export to Oracle Recruiting Cloud** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Oracle Recruiting Cloud account.
### View profiles already in Oracle Recruiting Cloud
Juicebox will tag profiles that already exist in Oracle Recruiting Cloud. You will see the last modified date, as well as the option to view the profile directly in Oracle Recruiting Cloud by clicking the **View in ATS** button.
## Before you start
To set up this integration, you must have the necessary permissions (**IT Security Manager**) to access the **Security Console**. The first steps below show how to reach the Security Console. If you don't have access, contact whoever has the necessary permissions in your company before continuing.
Your connection pop-up is personalized. The roles, privileges, and data security policies shown in your pop-up might differ from the ones shown in the screenshots below. Always use the values from your own connection pop-up.
## Find your Oracle Recruiting Cloud address
1. Log in to your Oracle Recruiting Cloud instance.
2. Copy the value of the URL and paste it into the connection pop-up. The URL is cut to the right format automatically for your convenience.
![Copying the instance URL]()
![Pasting the URL into the connection flow]()
## Create a new custom role for this integration
1. Click the 3-bar menu in the top left of your Oracle Recruiting Cloud instance.
![3-bar menu in the top left]()
2. Scroll down to **Tools**, open the menu, then go to **Security Console**. If you don't see the **Security Console** setting, you don't have the right permissions to complete the connection.
![Security Console under Tools]()
3. In the Security Console, click **Create Role**.
![Create Role button in the Security Console]()
4. Follow your enterprise's naming and code conventions for custom roles. You cannot change the code or delete the role after creation. For **Role Category**, select **HCM - Job Roles**.
![Role details with HCM - Job Roles category]()
5. Click **Add Function Security Policy** and add the privileges shown in your connection pop-up.
![Add Function Security Policy button]()
![Adding the privileges from the connection flow]()
6. Navigate to the **Role Hierarchy** step and add the roles shown in your connection pop-up.
![Role Hierarchy step]()
![Adding the roles from the connection flow]()
7. Navigate to the **Summary** step and click **Save and Close**.
![Save and Close on the Summary step]()
8. Wait for the custom role to be created. You can monitor the progress in the **Administration** tab of the **Security Console**.
![Monitoring role creation in the Administration tab]()
## Assign a security profile to the custom role
1. In the top right menu, click **Setup and Maintenance**.
![Setup and Maintenance in the top right menu]()
2. Click the box on the right side and click **Search**.
![Opening the search panel]()
![Search option]()
Or use the global search if you are using Redwood:
![Global search in Redwood]()
3. Search for **Assign Security Profiles to Role** in the search bar, press enter, and select the entry as pictured.
![Assign Security Profiles to Role search result]()
4. Search for the role you created earlier. Select the entry as it appears and select **Edit**.
![Editing the custom role]()
5. Click **Yes** when prompted.
![Confirmation prompt]()
6. Click **Next** to go to step 2.
![Next button on step 1]()
7. The **Security Criteria** shown depend on the roles added in the previous steps. Select the following default criteria if shown:
* **Organization Security Profile**: select **View All Organizations**
* **Person Security Profile**: select **View All People**
* **Position Security Profile**: select **View All Job Positions**
* **Country Requisition Security Profile**: select **View All Job Countries**
* **Payroll Security Profile**: select **View All Job Payrolls**
* **Person Security Profile**: select **View All Job People**
* **Job Requisition Security Profile**: select **View All Job Requisitions**
![Security Criteria selections]()
8. Click **Next** until you reach the **Review** step, then click **Submit**.
![Submit on the Review step]()
9. If you click **Search** again, a green check mark appears.
![Green check mark after submission]()
## Add the data security policies
This step covers candidate email addresses, phone numbers, and job offers. If your connection does not require any of these data points, this step might be skipped altogether.
1. Go back to the **Security Console**.
2. Search for the custom role and click **Edit Role**.
![Edit Role for the custom role]()
3. Navigate to the **Data Security Policies** tab.
![Data Security Policies tab]()
4. Create new policies according to the connection pop-up.
![Creating a data security policy]()
![Policy details from the connection flow]()
5. Click **Summary**, then **Save and Close**.
![Save and Close on the Summary step]()
## Create a new integration user
1. Click the 3-bar menu in the top left of your Oracle Recruiting Cloud instance, scroll down to **Tools**, and go to **Security Console**.
2. Go to **Users**, then **Add User Account**.
![Add User Account under Users]()
3. Fill in the necessary information, saving the **User Name** and **Password** for later. If you have a custom **User Category** for service users without a password expiration policy, make sure to select it.
![User account details]()
4. Click **Add Role**.
![Add Role button]()
5. Add the custom role you created earlier to the user.
6. Press **Save and Close**.
7. Enter the **Username** and **Password** in the connection pop-up, or follow the instructions to set up JWT authentication.
![Entering the username and password in the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Oracle Recruiting Cloud** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your instance URL and the integration user's credentials from the sections above.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Oracle Recruiting Cloud and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Oracle Recruiting Cloud.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Oracle Taleo Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/oracle-taleo
Enable the two-way integration between Oracle Taleo and Juicebox.
## About the integration
Juicebox's integration with Oracle Taleo allows you to:
1. **Export Profiles to Oracle Taleo**: Save profiles directly into Oracle Taleo, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Oracle Taleo Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Oracle Taleo into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Oracle Taleo**: View profiles already in Oracle Taleo within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Oracle Taleo integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Oracle Taleo jobs and can select the corresponding option.
### Export profiles to Oracle Taleo
Follow the regular [export](/exports) steps and select **Export to Oracle Taleo** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Oracle Taleo account.
### View profiles already in Oracle Taleo
Juicebox will tag profiles that already exist in Oracle Taleo. You will see the last modified date, as well as the option to view the profile directly in Oracle Taleo by clicking the **View in ATS** button.
## Create a service user in Taleo
To connect your Oracle Taleo instance, create a new service user in the Taleo Administration Panel. Follow the screenshots below in order:
1. Open the user accounts section of the Taleo Administration Panel.
![Step 1: opening the user accounts section in the Taleo Administration Panel]()
2. Create the new service user account.
![Step 2: creating the new service user account]()
3. Fill in the account details.
![Step 3: filling in the account details]()
4. Complete the user setup.
![Step 4: completing the user setup]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Taleo** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the service user's credentials.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Oracle Taleo and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Oracle Taleo.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# OTYS Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/otys
Connect OTYS to Juicebox.
![OTYS logo]()
## About the integration
Connect OTYS to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
OTYS support issues the API key. Its support service may charge for this request; confirm the current terms with OTYS before ordering work.
Open **Integrations** in Juicebox, select **OTYS**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request an API key with the right services
1. In the OTYS dashboard, select **Configure boards**.
2. Under **Other**, add the **Support** widget if it is not already visible.
3. Select the widget’s **+** button and open a **Question** ticket.
4. Request an API key for Juicebox through Kombo and include the complete service list shown in your connection window.
![Add the Support widget to the OTYS dashboard.]()
![Create a support request for the API key.]()
## Enter the issued API key
When OTYS supplies the key, enter it in Juicebox and finish the connection prompts.
![Enter the API key supplied by OTYS.]()
## Enable consent writing only if required
If your workflow needs to write GDPR consent status and dates, ask the OTYS account manager to enable **Partner permission for updating GDPR due dates** on the key. Identify the OTYS user who created the key. Only OTYS can enable this permission.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in OTYS.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to OTYS, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s OTYS connection guide](https://help.kombo.dev/hc/en-us/articles/18774239421969-OTYS-How-do-I-link-my-account).
# P&I Loga Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/p-and-i-loga
Connect P&I Loga to Juicebox.
![P&I Loga logo]()
## About the integration
Connect P\&I Loga to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Ask your P\&I Loga project manager to create or provide the **XML job feed URL** for your organization’s integration.
Open **Integrations** in Juicebox, select **P\&I Loga**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Connect the XML job feed
After P\&I Loga confirms that the feed is ready, paste the full XML job feed URL into Juicebox and complete setup. Check that it returns the jobs your team expects to use.
![Enter the XML job feed URL supplied by P&I Loga.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in P\&I Loga.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to P\&I Loga, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s P\&I Loga connection guide](https://help.kombo.dev/hc/en-us/articles/27559457965841-P-I-Loga-ATS-How-do-I-link-my-account).
# PageUp Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/pageup
Prepare your PageUp account for assisted setup with Juicebox.
![PageUp logo]()
## About the integration
The supported workflows are confirmed during assisted onboarding for your PageUp environment.
## Before you start
PageUp is in **Closed Beta** and requires assisted onboarding. Contact Juicebox Support before requesting credentials or promising a particular workflow.
## Request PageUp onboarding
Contact [Juicebox Support](mailto:support@juicebox.ai) with your company name, PageUp environment, and PageUp administrator’s contact details. Explain whether you need job import, candidate export, resume export, or rediscovery.
## Confirm access and follow the supplied setup
Work with Juicebox and PageUp to confirm the supported scope for your environment. Once access is approved, use the account-specific connection instructions supplied by Juicebox and enter credentials only in the secure connection flow.
## Validate the agreed workflows
Complete a test of each workflow agreed with your support contact before rolling out the integration. Public Kombo documentation does not currently establish PageUp’s ATS model or candidate-action coverage. PageUp assessment instructions are for a different integration and should not be substituted.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
Connector reference: [Kombo’s PageUp coverage documentation](https://docs.kombo.dev/ats/connectors/pageup).
# Paradox Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/paradox
Connect Paradox to Juicebox.
![Paradox logo]()
## About the integration
Connect Paradox to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use an account that can view **My Profile > Settings** and **Jobs Manager**. You will need the existing Account ID and API Secret, plus a jobs feed URL when job import is in scope.
Open **Integrations** in Juicebox, select **Paradox**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Copy the existing Account ID and API Secret
Open your user menu, select **My Profile > Settings**, and copy the **Account ID** and **API Secret**. Do not generate a replacement secret as part of routine setup: doing so can break other integrations using the existing secret.
![Open Settings within My Profile.]()
## Prepare the jobs XML feed
1. Open **All Apps > Settings > Jobs > Jobs Manager**.
2. In **Job Distribution**, open the menu beside **Standard Job Feed** and select **Copy account level feed**.
3. Open the account-level field configuration and enable **jobreqid** so the feed contains the job identifier.
![Copy the account-level Standard Job Feed.]()
![Enable jobreqid in the feed’s fields.]()
## Enter the credentials and region
Enter the Account ID and API Secret in Juicebox, select the API URL for your environment, and provide the jobs feed URL when requested. Production APIs commonly use `api.paradox.ai` or `api.eu1.paradox.ai`; select the region used by your account.
![Select the correct Paradox API environment.]()
![Provide the jobs XML feed when requested.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Paradox.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Only CV attachments are supported. Uploading a new CV replaces the existing CV. Some job details may be unavailable in the XML feed.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Paradox, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Paradox connection guide](https://help.kombo.dev/hc/en-us/articles/40931059163921-Paradox-How-do-I-link-my-account).
# Paycor Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/paycor
Connect Paycor to Juicebox.
## About the integration
Connect Paycor to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Paycor job.
If Paycor is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
You need a **Paycor Perform HR, Payroll, or Company administrator** account to authorize the connection.
Open **Integrations** in Juicebox, select **Paycor**, and select **Activate**. Keep the connection pop-up open throughout setup.
Some Paycor connections go directly to **Sign in with Paycor**. Complete the developer-portal steps below only if your connection pop-up requests them.
## Create a Developer Portal account, if requested
1. Open [Paycor Developer Portal](https://developers.paycor.com/). For a sandbox connection, use [the sandbox portal](https://developers-sandbox.paycor.com/).
2. If you do not already have a portal account, choose **Sign Up** for existing Paycor clients, then **Get Started**.
3. Sign in with your Paycor account, select the portal administrator, and select **Request Access**. Paycor sends an email to that administrator.
4. Once you have access, return to the connection pop-up and continue.
## Create an application, if requested
1. In the Developer Portal, open **Applications** and select **+ Application**.
2. Give the application a recognizable name, such as **Juicebox**. Select **General** as the application type, then select **Standard Application** and create it.
3. Copy the application OAuth **Client ID** and **Client Secret** into the corresponding fields in the Juicebox connection pop-up.
## Configure the return URL and subscription key, if requested
1. Open the application's **Security Connections** tab.
2. Under **Approved Return OAuth URL**, add the personalized redirect URL shown in your connection pop-up. Save the change.
3. Copy the **APIm Subscription Key** from Security Connections into the connection pop-up and continue.
## Configure data access, if requested
1. Open the application's **Data Access** tab.
2. Enable the access scopes listed in your connection pop-up and save. The required list depends on your connection.
3. On the **General** tab, copy the **Scope Name** into the connection pop-up and continue.
## Authorize Paycor
1. In the connection pop-up, select **Sign in with Paycor**.
2. Sign in and authorize access to the legal entities and ATS accounts you intend to connect.
3. Finish the authorization window and return to Juicebox. Confirm that the integration shows **Connected**.
![Example Paycor connection success screen]()
## Confirm the integration
After the initial sync, check that the expected jobs and existing candidates appear. Export a test profile to a selected Paycor job and confirm that it is associated with the intended job.
If authorization fails, check the return URL, selected entities, and requested scopes against your current connection pop-up.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Paycor job.
Juicebox identifies profiles that already exist in Paycor, helping your team check for existing records before reaching out.
To send a profile to Paycor, follow the [export steps](/exports) and choose the Paycor export option for the linked job. Confirm that the profile appears in Paycor after the export completes.
Resume attachments and exports without a job are not currently supported.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the Paycor connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/39176831015953-Paycor-ATS-How-do-I-link-my-account).
# Paylocity Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/paylocity
Connect Paylocity to Juicebox.
![Paylocity logo]()
## About the integration
This connection imports jobs. Candidate export, resume export, and rediscovery are not available through the documented ATS connector.
## Before you start
This ATS connection imports jobs. Ask your [Paylocity representative](mailto:service@paylocity.com) for your organization’s **job feed URL**.
Open **Integrations** in Juicebox, select **Paylocity**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Connect the job feed
Once Paylocity provides the feed URL, paste the full URL into the Juicebox connection window and complete setup.
![Enter the Paylocity job feed URL.]()
## Verify the imported jobs
Confirm that the jobs shown in Juicebox match the feed. This is separate from a Paylocity HRIS connection; candidate export and full-database rediscovery are not available through the documented ATS connector.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Paylocity connection guide](https://help.kombo.dev/hc/en-us/articles/27558893117201-Paylocity-ATS-How-do-I-link-my-account).
# Personio Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/personio
Enable the two-way integration between Personio and Juicebox.
## About the integration
Juicebox's integration with Personio allows you to:
1. **Export Profiles to Personio**: Save profiles directly into Personio, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Personio Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Personio into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Personio**: View profiles already in Personio within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Personio integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Personio jobs and can select the corresponding option.
### Export profiles to Personio
Follow the regular [export](/exports) steps and select **Export to Personio** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Personio account.
### View profiles already in Personio
Juicebox will tag profiles that already exist in Personio. You will see the last modified date, as well as the option to view the profile directly in Personio by clicking the **View in ATS** button.
## Before you start
To set up the integration with Personio, your account must at least have access rights to the following roles:
* **Account configuration** > **API** (to create the API key)
* **Account configuration** > **Marketplace Integration** (to view the credentials of the created API key)
To make sure your account has access to these roles:
1. Click the **Marketplace** button in the sidebar. If you cannot see this button, you are missing permissions.
![Marketplace button in the Personio sidebar]()
2. Ensure that you can click **See connected integrations**.
![See connected integrations option]()
3. Ensure that you can click **Create custom integration**.
![Create custom integration option]()
If you cannot follow these steps, you will not be able to set up this integration. Ask a system administrator to assign these access rights to your account.
## Find your API domain
Your API domain is the same domain that you use to log in to Personio. Open your Personio login page to view your domain.
![Personio login page showing the domain]()
## Ensure the XML feed is enabled
1. Log in to your Personio account.
2. Open the settings by clicking the gear icon on the bottom left corner of the page.
![Gear icon on the bottom left corner]()
3. From the settings page, select **Recruiting** from the **Recruiting** section.
![Recruiting option in the settings page]()
4. Click the **Career page** tab on the navigation bar.
![Career page tab]()
5. Make sure the **Enable XML feed** setting is toggled on.
![Enable XML feed toggle]()
## Get your Recruiting API credentials
1. Log in to your Personio account.
2. Open the settings by clicking the gear icon on the bottom left corner of the page.
![Gear icon on the bottom left corner]()
3. From the settings page, select **API Credentials** from the **Integrations** section.
![API Credentials option in the Integrations section]()
4. Personio provides system-generated credentials for ATS APIs, so you do not need to generate new credentials. On the API credentials page, the credentials are listed at the bottom as **Recruiting API key**.
![Recruiting API key listed on the API credentials page]()
5. Click the **Recruiting API key** row. A pop-up appears with the credential details.
![Credential details pop-up]()
6. Copy the **Company ID** and **Access token** and paste them into the connection pop-up.
![Pasting the Company ID and Access token into the connection flow]()
## Set up the Recruiting API channel
1. Open the settings by clicking the gear icon on the bottom left corner of the page.
2. From the settings page, select **Recruiting** from the **Recruiting** section.
![Recruiting option in the settings page]()
3. Under the dropdown on the right, select **Channels**.
![Channels option in the dropdown]()
4. Click **Add a new channel**.
![Add a new channel button]()
5. Copy the value from the connection pop-up for the **Name of external channel** and set the pricing type to **None**. Then press **Save & Close**.
![Creating the channel with the provided name]()
6. Go to the created channel and copy the number underneath **Recruiting API channel ID**.
![Recruiting API channel ID on the channel page]()
7. Copy that value into the connection pop-up.
![Entering the channel ID in the connection flow]()
## Generate your Personio API credentials
1. Open the **API credential** page. You can follow the link in the connection pop-up or use `https://.personio.de/configuration/marketplace/connected`.
![Marketplace connected integrations page]()
2. Click **Create custom integration** on the marketplace page.
![Create custom integration button on the marketplace page]()
3. Copy the integration name from the connection pop-up and paste it into Personio.
![Integration name shown in the connection flow]()
![Pasting the integration name into Personio]()
4. Enable the access rights in Personio based on the information provided by the connection pop-up, then click **Create integration**.
![Access rights listed in the connection flow]()
![Enabling access rights and creating the integration]()
5. Copy the **client ID** and **API Secret** from Personio, paste them into the connection pop-up, and click **Set up integration**.
![Client ID and API Secret in Personio]()
![Entering the client ID and API Secret in the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Personio** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the credentials from the sections above when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Personio and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Personio.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Perview Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/perview
Connect Perview to Juicebox.
![Perview logo]()
## About the integration
Connect Perview to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Ask Perview to supply the **Jobs API URL** for public jobs and the **username** and **API key** for the Form API. An administrator must also configure candidate sources.
Open **Integrations** in Juicebox, select **Perview**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the API details
Enter the Jobs API URL in Juicebox, then enter the Form API username and key when prompted.
![Enter the public Jobs API URL.]()
![Enter the Form API credentials.]()
## Create and activate the source
1. Copy the source label from the connection window.
2. In Perview, open **My Company > Company > Add/Sort Sources**.
3. Add the label, move it into **Active Sources**, mark it as **Default**, and save.
![Open Add/Sort Sources in Perview.]()
![Activate the source and make it the default.]()
## Add the source to existing jobs
For the job identified by the connection check, open **Settings > Application Form > Sources > Add Source**, select the new source, and save. Repeat for all existing jobs you will use. Setting the source as default applies it to future jobs, but does not update existing jobs. Finish setup in Juicebox.
![Add the new source to an existing job’s application form.]()
![Select and save the source on the job.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Perview.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Perview, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Perview connection guide](https://help.kombo.dev/hc/en-us/articles/33061016986513-Perview-ATS-How-do-I-link-my-account).
# Phenom Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/phenom
Enable the two-way integration between Phenom and Juicebox.
## About the integration
Juicebox's integration with Phenom allows you to:
1. **Export Profiles to Phenom**: Save profiles directly into Phenom, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Phenom Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Phenom into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Phenom**: View profiles already in Phenom within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Phenom integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Phenom jobs and can select the corresponding option.
### Export profiles to Phenom
Follow the regular [export](/exports) steps and select **Export to Phenom** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Phenom account.
### View profiles already in Phenom
Juicebox will tag profiles that already exist in Phenom. You will see the last modified date, as well as the option to view the profile directly in Phenom by clicking the **View in ATS** button.
## Before you start
Reach out to `api-management@phenom.com` to obtain your API credentials. You can use this template:
> Hi,
>
> We would like to set up an integration to automate reading jobs and creating applications within Phenom. We were told to reach out to you to gain access to the Phenom API.
>
> Could you go ahead and grant us access to the API, and let us know our
>
> * Phenom User ID
> * Login URL
> * Client ID
> * Client Secret
>
> If there are any questions, please let us know.
>
> Thanks in advance!
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Phenom** and click **Activate**. You can also use the search bar at the top.
3. Once you have received your API credentials from Phenom, enter them into the connection pop-up and click the **Set up integration** button.
![Entering the Phenom API credentials in the connection flow]()
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Phenom and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Phenom.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Pinpoint Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/pinpoint
Enable the two-way integration between Pinpoint and Juicebox.
## About the integration
Juicebox's integration with Pinpoint allows you to:
1. **Export Profiles to Pinpoint**: Save profiles directly into Pinpoint, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Pinpoint Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Pinpoint into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Pinpoint**: View profiles already in Pinpoint within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Pinpoint integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Pinpoint jobs and can select the corresponding option.
### Export profiles to Pinpoint
Follow the regular [export](/exports) steps and select **Export to Pinpoint** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Pinpoint account.
### View profiles already in Pinpoint
Juicebox will tag profiles that already exist in Pinpoint. You will see the last modified date, as well as the option to view the profile directly in Pinpoint by clicking the **View in ATS** button.
## Before you start
Your account must belong to the **Administrator** access group in your company's Pinpoint instance.
1. Log in to Pinpoint and navigate to the sidebar on the left side of the screen.
![Sidebar on the left side of Pinpoint]()
2. If you cannot see the **Settings** option on the sidebar, your account does not belong to the **Administrator** access group. Find out who is in the Administrator access group in your company's Pinpoint instance, and ask them to promote you or take over the setup process.
## Create an API key in Pinpoint
1. Log in to Pinpoint.
2. Navigate to the sidebar on the left side of the screen and click **API & Webhooks** under the **Settings** section.
![API and Webhooks under the Settings section]()
3. In the **API Keys** tab, make sure the **Pinpoint API** toggle is enabled and click **CREATE NEW**.
![Pinpoint API toggle and CREATE NEW button]()
4. Enter a name for the key.
![Naming the API key]()
5. Select the permissions as shown in the connection pop-up.
![Selecting the permissions shown in the connection flow]()
6. Scroll down to the bottom of the tab and click **CREATE API KEY**.
![CREATE API KEY button]()
7. Click the copy icon to copy your newly created API key.
![Copying the newly created API key]()
8. Paste the copied key into the connection pop-up.
![Pasting the API key into the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Pinpoint** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your API key when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Pinpoint and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Pinpoint.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# ReachMee Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/reachmee
Connect ReachMee to Juicebox.
![ReachMee logo]()
## About the integration
Connect ReachMee to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Request credentials from [ReachMee / Talentech support](https://talentech-support.freshdesk.com/en/support/tickets/new). Include the personalized scope list from your Juicebox connection window. API access may involve a fee.
Open **Integrations** in Juicebox, select **ReachMee**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request credentials and publishing-place access
Ask support to provide a **Client ID** and **Client Secret** with the requested scopes, and confirm the **publishing place ID** for the jobs you intend to share.
## Enter credentials and publishing place
Enter the issued Client ID and Client Secret in Juicebox. Then supply the publishing place ID.
![Enter the credentials issued by ReachMee.]()
![Select the publishing place to share.]()
## Check the job count
Review the number of job ads found for the publishing place. If the count is unexpected, go back and verify the ID before finishing setup.
![Review the job count before completing the connection.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in ReachMee.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to ReachMee, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s ReachMee connection guide](https://help.kombo.dev/hc/en-us/articles/25096257608209-ReachMee-How-do-I-link-my-account).
# RECRU Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/recru
Connect RECRU to Juicebox.
![RECRU logo]()
## About the integration
Connect RECRU to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
A member of the **Superadmin** user group must retrieve the credentials. The user must be able to open RECRU’s Settings page.
Open **Integrations** in Juicebox, select **RECRU**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the RECRU subdomain
Copy the part of your dashboard address before `.recru.eu`, enter it in the Juicebox connection window, and continue.
![Find the RECRU subdomain in your browser address bar.]()
## Find API credentials
In RECRU, open the settings cog and select **Advanced > API documentation**. Copy the values shown under **Your API credentials** into the matching Juicebox fields and complete setup.
![Open the Advanced settings tab.]()
![Open API documentation to retrieve your credentials.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in RECRU.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to RECRU, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s RECRU connection guide](https://help.kombo.dev/hc/en-us/articles/18775657233169-RECRU-How-do-I-link-my-account).
# Recruit CRM Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/recruit-crm
Enable the two-way integration between Recruit CRM and Juicebox.
## About the integration
Juicebox's integration with Recruit CRM allows you to:
1. **Export Profiles to Recruit CRM**: Save profiles directly into Recruit CRM, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Recruit CRM Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Recruit CRM into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Recruit CRM**: View profiles already in Recruit CRM within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Recruit CRM integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Recruit CRM jobs and can select the corresponding option.
### Export profiles to Recruit CRM
Follow the regular [export](/exports) steps and select **Export to Recruit CRM** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Recruit CRM account.
### View profiles already in Recruit CRM
Juicebox will tag profiles that already exist in Recruit CRM. You will see the last modified date, as well as the option to view the profile directly in Recruit CRM by clicking the **View in ATS** button.
## Before you start
Only the account owner of the Recruit CRM instance can set up a connection.
## Copy your API token
1. Log in to Recruit CRM.
2. Go to **Admin Settings**.
3. Go to **API & Integrations**.
4. Find the **API Token** section.
5. Enable the API token if it is not enabled yet, and confirm the page shows **API Token Is Active**.
6. Click **Copy** next to the API token.
![Copying the API token in Recruit CRM]()
7. Paste the token into the connection pop-up.
![Pasting the API token into the connection flow]()
8. Click **Set up Integration**.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Recruit CRM** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your API token when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Recruit CRM and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Recruit CRM.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Recruitee Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/recruitee
Enable the two-way integration between Recruitee and Juicebox.
## About the integration
Juicebox's integration with Recruitee allows you to:
1. **Export Profiles to Recruitee**: Save profiles directly into Recruitee, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Recruitee Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Recruitee into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Recruitee**: View profiles already in Recruitee within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Recruitee integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Recruitee jobs and can select the corresponding option.
### Export profiles to Recruitee
Follow the regular [export](/exports) steps and select **Export to Recruitee** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Recruitee account.
### View profiles already in Recruitee
Juicebox will tag profiles that already exist in Recruitee. You will see the last modified date, as well as the option to view the profile directly in Recruitee by clicking the **View in ATS** button.
## Before you start
You must be an administrator of your Recruitee instance, or an admin must ensure your hiring role has sufficient permissions.
To verify that you are an administrator:
1. Click your profile picture in the top right corner.
![Profile picture in the top right corner of Recruitee]()
2. Check that you see **Administrator** below your name.
![Administrator label below the user name]()
## Configure a hiring role (admins only)
If you are the administrator of your Recruitee account and want to enable another user to set up the integration, update the permissions of that user's hiring role to match the permissions listed in the connection pop-up.
1. Click the cog icon in the top right corner.
![Cog icon in the top right corner of Recruitee]()
2. In the sidebar under **Company**, click **Hiring roles**.
![Hiring roles option under Company in the sidebar]()
3. Either click **Create new role** to create a new role, or click an existing role to edit it. In either case, make sure the user who should create the API token is assigned to the role you are configuring.
![Creating or editing a hiring role]()
4. Edit the role to include all the permissions listed in the connection pop-up. The screenshot below is an example of possible permissions. Reference your own connection pop-up when selecting the permissions you add to the role.
![Example permissions on a hiring role]()
## Create an API token in Recruitee
1. Click the cog icon in the top right corner.
![Cog icon in the top right corner of Recruitee]()
2. In the sidebar, click **Personal API tokens**.
![Personal API tokens option in the sidebar]()
3. Click **New token** to create a new token.
![New token button]()
![Personal API tokens page after clicking New token]()
4. Give the token any name that helps you remember it.
![Naming the new API token]()
5. Recruitee sends you a code via email. Paste the code and click **Continue**.
![Entering the email verification code]()
6. Copy the **token** and the **company ID**. You paste both into the connection pop-up in the next section.
![Copying the token and company ID]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Recruitee** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your token and company ID when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Recruitee and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Recruitee.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Recruiterflow Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/recruiterflow
Enable the two-way integration between Recruiterflow and Juicebox.
## About the integration
Juicebox's integration with Recruiterflow allows you to:
1. **Export Profiles to Recruiterflow**: Save profiles directly into Recruiterflow, including contact details, current company and job, profile URLs, source, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Link Recruiterflow Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Recruiterflow into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profile in Recruiterflow**: View profiles already in Recruiterflow within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Recruiterflow integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Recruiterflow jobs and can select the corresponding option.
### Export profiles to Recruiterflow
Follow the regular [export](/exports) steps and select **Export to Recruiterflow** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Recruiterflow account under **Candidates**.
![Export to Recruiterflow]()
### View profiles already in Recruiterflow
Juicebox will tag profiles that already exist in Recruiterflow. You will see the last modified date, as well as the option to view the profile directly in Recruiterflow by clicking the **View in ATS** button.
![View in ATS]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
![Integrations tab]()
2. Select **Recruiterflow** and click **Activate**. You can also use the search bar at the top.
![Activate Recruiterflow]()
3. You will see a pop-up asking to activate your integration. Note that you must be an administrator of Recruiterflow in order to link to Juicebox successfully.
![Activation pop-up]()
4. After reviewing privacy information, you will be prompted to enter your API key and your secret key. To obtain these keys, contact Recruiterflow support directly.
![Enter API and secret keys]()
5. After entering your keys, the integration will be completed.
![Integration completed]()
Congratulations! You have successfully integrated Recruiterflow and Juicebox.
It may take up to 30 minutes for all data to sync between Juicebox and Recruiterflow.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# rexx systems Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/rexx-systems
Connect rexx systems to Juicebox.
![rexx systems logo]()
## About the integration
Connect rexx systems to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Find the URL that directly lists your company’s public jobs. Source configuration requires a rexx administrator.
Open **Integrations** in Juicebox, select **rexx systems**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the public job-list URL
Paste the URL of the actual job-list page into Juicebox, rather than the careers homepage, and continue.
![Use the public page that lists your jobs.]()
## Create the candidate source
1. Copy the source label displayed by your Juicebox connection window.
2. In rexx, open **Admin Services > Admin, Ticket** and search for **Wie haben Sie uns gefunden?**.
3. Open that setting, use its dropdown, and select **Neu**.
4. Enter the copied label in **Bezeichnung \[de]**, set **Art** to **intern, extern**, and choose **Speichern**.
5. Return to Juicebox and complete setup.
![Create a new source value in rexx.]()
![Enter the exact source label and select intern, extern.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in rexx systems.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to rexx systems, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s rexx systems connection guide](https://help.kombo.dev/hc/en-us/articles/20045641445521-rexx-ATS-How-do-I-link-my-account).
# Sage HR Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/sage-hr
Enable the two-way integration between Sage HR and Juicebox.
## About the integration
Juicebox's integration with Sage HR allows you to:
1. **Export Profiles to Sage HR**: Save profiles directly into Sage HR, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Sage HR Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Sage HR into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Sage HR**: View profiles already in Sage HR within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Sage HR integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Sage HR jobs and can select the corresponding option.
### Export profiles to Sage HR
Follow the regular [export](/exports) steps and select **Export to Sage HR** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Sage HR account.
### View profiles already in Sage HR
Juicebox will tag profiles that already exist in Sage HR. You will see the last modified date, as well as the option to view the profile directly in Sage HR by clicking the **View in ATS** button.
## Before you start
Your account must have the **Settings Administrator** role in your company's Sage HR instance. To check:
1. Log in to Sage HR and click your username in the top right corner.
![Username drop-down in the top right corner]()
2. If you cannot see the **Settings** item in the drop-down menu, your account does not have the **Settings Administrator** role. Find out who has the **Settings Administrator** role in your company's Sage HR instance, and ask them to grant your account the role or take over the setup process.
## Find your subdomain
1. Log in to Sage HR.
2. View your subdomain in the URL bar, in the form of `https://yourdomain.sage.hr`.
![Subdomain in the URL bar]()
## Create an API key
1. Log in to Sage HR.
2. Click your username in the top right corner, then click the **Settings** item.
![Settings item in the username drop-down]()
3. Click **Integrations** on the side menu.
![Integrations on the side menu]()
4. Click **API** in the drop-down.
![API in the drop-down]()
5. Click **Enable API access** under the **API** section.
![Enable API access button]()
6. Copy the newly created API key after **Your API key**.
![Copying the API key]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Sage HR** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your subdomain and API key from the sections above.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Sage HR and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Sage HR.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# SAP SuccessFactors Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/sap-successfactors
Enable the two-way integration between SAP SuccessFactors and Juicebox.
## About the integration
Juicebox's integration with SAP SuccessFactors allows you to:
1. **Export Profiles to SAP SuccessFactors**: Save profiles directly into SAP SuccessFactors, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link SAP SuccessFactors Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from SAP SuccessFactors into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in SAP SuccessFactors**: View profiles already in SAP SuccessFactors within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the SAP SuccessFactors integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your SAP SuccessFactors jobs and can select the corresponding option.
### Export profiles to SAP SuccessFactors
Follow the regular [export](/exports) steps and select **Export to SAP SuccessFactors** on either an individual profile or a bulk export. After exporting, you will see the profile created in your SAP SuccessFactors account.
### View profiles already in SAP SuccessFactors
Juicebox will tag profiles that already exist in SAP SuccessFactors. You will see the last modified date, as well as the option to view the profile directly in SAP SuccessFactors by clicking the **View in ATS** button.
## Before you start
* You must be an **Admin** of your SAP SuccessFactors instance. If you are not an admin, you won't be able to search for and access the configuration pages described below. Alternatively, contact your SuccessFactors admin and have them take over the setup process.
* The **OData v2 API** must be available and enabled on your SuccessFactors instance. It is enabled by default, so this is usually not something to worry about.
The overall setup takes about 30 minutes and has three main steps:
1. Create a new user and a permission group for that user.
2. Create a new permission role and assign it to the newly created permission group.
3. Generate the API credentials for that permission role.
## Find your API domain
Your API domain depends on which region you are based in. To find it:
1. Open the [SuccessFactors API URLs list](https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM/2abbb39286994389bb0f1f4418773a7c/af2b8d5437494b12be88fe374eba75b6.html?locale=en-US#api-servers).
2. Filter for production environments, unless you're trying to connect a preview instance.
![Filtering the API URLs list for production environments]()
3. Once the filter is applied, find your location and select the API domain. If you are based in Germany, for example, your production URL would be `https://api012.successfactors.eu/`.
![Selecting the API domain for your location]()
The resulting API server URL often looks similar to the SuccessFactors domain you log in on. The API for `pmsalesdemo8.successfactors.com`, for example, is located at `apisalesdemo8.successfactors.com`. If you are unsure which data center to use, contact your SAP SuccessFactors representative.
## Find your Company ID
1. Click the **profile picture in the top right**, then click **Show version information**.
![Show version information option under the profile picture]()
2. Copy the value right next to **Company ID**.
![Company ID in the version information dialog]()
## Create a new user
1. In the admin center, go to the search console, type in "Import Employee Data", and click the action that appears.
![Searching for Import Employee Data]()
2. Click **Import data**, then select **Download Template**.
![Download Template option]()
3. Click the field next to **Select an entity**, then click **Basic Import**.
![Selecting Basic Import as the entity]()
4. Click the **Generate Template** button.
![Generate Template button]()
5. You receive a `.csv` file to download. It likely contains two rows. Add an additional row and fill out at least these fields:
* **Status**: active
* **User ID**: SFAPI\_INTEGRATION (for example; any value possible)
* **Username**: SFAPI\_INTEGRATION (for example; any value possible)
* **First name**: API (for example; any value possible)
* **Last name**: Integration (for example; any value possible)
* **Email**: `integration+user@example.com` (any value possible; doesn't have to be a valid email)
* **Manager**: NO\_MANAGER
* **HR**: NO\_HR
* **Default locale**: en\_US
![Example CSV with the integration user row]()
Generate your own `.csv` template rather than reusing an example file, because your SuccessFactors instance is configured differently.
6. Click **Import Data** to switch back.
![Switching back to Import Data]()
7. Click the field next to **Select an entity**, then click **Basic Import**.
![Selecting Basic Import for the upload]()
8. Click **Browse**, select your `.csv` file, then click the **Validate Import File Data** button.
![Validate Import File Data button]()
9. If you see the **Validation Successful** dialog, click the **Import** button.
![Validation Successful dialog]()
10. You should now see a success dialog.
![Import success dialog]()
11. Keep the `.csv` file open in the background; you need to reference it later. You can confirm the creation succeeded by searching for the employee name or username under the **People** section. The new user can take a few minutes to show up in the search.
![New integration user visible in the People section]()
## Create a permission group
1. Go to your search bar, enter "Manage Permission Groups", and click the action.
![Searching for Manage Permission Groups]()
2. On the new page, click the **Create New** button.
![Create New button on the permission groups page]()
3. Give the group a **name** and click **Pick a category**. Select the category option **Username**.
![Naming the group and picking the Username category]()
4. Search for the user you created earlier by entering its username, tick the box next to it, and click **Done**.
![Selecting the integration user for the group]()
5. You should now see your user in the people pool. Click **Done**.
![User shown in the people pool]()
## Create a permission role
1. Go to the search bar, enter "Manage Permission Roles", and click the action with the same name.
![Searching for Manage Permission Roles]()
2. On the new page, click **Create**.
![Create button on the permission roles page]()
3. Enter a **Name** for the permission role and click **Next**.
![Naming the permission role]()
4. Now assign the correct permissions to the role. The needed permissions are listed in the connection pop-up.
![Example permissions listed in the connection flow]()
This is just an example. To see the permissions required for you, open the connection pop-up yourself.
5. For each bullet, find the permission category in the sidebar. For example, for "Manage System Properties", find the corresponding permission group in the sidebar of the SuccessFactors UI. You can find these more easily by pressing **Ctrl + F** and pasting the permission name.
![Finding the permission category in the sidebar]()
![Permission category selected in the sidebar]()
6. For each sub-bullet, check the matching permission in the category.
![Checking the individual permissions]()
![Permissions checked in the category]()
7. When you have checked all necessary permissions, click **Next**. On the next page, click **Save**.
![Saving the permission role]()
8. In the new window, click **Yes**.
![Confirmation window]()
9. Add a **Name** to the role assignment and click **Next**.
![Naming the role assignment]()
10. In the **Grant Access To** tab, click **Select Groups**.
![Select Groups in the Grant Access To tab]()
11. Enter the name of your permission group, select it, and click **Select**.
![Selecting the permission group]()
12. You should now see your permission group. Click **Next** again.
![Permission group listed in the assignment]()
13. At last, click **Save**.
![Saving the role assignment]()
## Generate OAuth2 client credentials
1. Go to your search bar, enter "Manage OAuth2 Client Applications", and click the action.
![Searching for Manage OAuth2 Client Applications]()
2. In the new window, click **Register Client Application**.
![Register Client Application button]()
3. Enter a **name** and a **valid URL** for the application (this can be any URL, as long as it starts with `https://`), check the **Bind to Users** checkbox, and click **OK**.
![Registering the client application]()
4. Enter the **User ID** of the user you created earlier.
![Entering the User ID]()
5. Do not click "Generate X.509 Certificate". Instead, **copy** the certificate from the connection pop-up.
![Certificate provided in the connection flow]()
6. Paste the certificate and click **Register**.
![Pasting the certificate and registering]()
7. Click **View** in the row at the very top.
![View link on the registered application]()
8. Get the API key.
![API key in the application details]()
9. Paste the API key into the connection pop-up and click **Set up integration**.
![Completing the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **SAP SuccessFactors** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your API domain, Company ID, and API key from the sections above when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated SAP SuccessFactors and Juicebox.
It may take a few minutes for all data to sync between Juicebox and SAP SuccessFactors.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# SmartRecruiters Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/smartrecruiters
Enable the two-way integration between SmartRecruiters and Juicebox.
## About the integration
The SmartRecruiters and Juicebox integration is designed to seamlessly connect both systems in a two-way sync. You can use the integration for three use cases:
1. **Import Project from ATS**: Import a job description from SmartRecruiters into Juicebox to automatically kick off a search using the job description. This also includes linking your Juicebox project to an ATS job, which makes exporting profiles to your ATS easier. More details [here](/projects).
2. **Export Profiles to ATS**: Save profiles directly into your ATS, including contact details, current company and job, profile URLs, and more. Juicebox also has the ability to auto-export to your ATS, including exporting all shortlisted profiles or exporting only interested profiles.
3. **Import Candidates**: View profiles already in SmartRecruiters within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the SmartRecruiters integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your SmartRecruiters jobs and can select the corresponding option.
### Export profiles to SmartRecruiters
Follow the regular [export](/exports) steps and select **Export to SmartRecruiters** on either an individual profile or a bulk export. After exporting, you will see the profile created in your SmartRecruiters account under **Candidates**.
### View profiles already in SmartRecruiters
Juicebox will tag profiles that already exist in SmartRecruiters. You will see the last modified date, as well as the option to view the profile directly in SmartRecruiters by clicking the **View in ATS** button.
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **SmartRecruiters** and click **Activate**. You can also use the search bar at the top.
3. You will see a pop-up asking to activate your integration. Note that you must be an administrator of SmartRecruiters in order to link to Juicebox successfully.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated SmartRecruiters and Juicebox.
It may take up to 30 minutes for all data to sync between Juicebox and SmartRecruiters.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Softgarden Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/softgarden
Connect Softgarden to Juicebox.
![Softgarden logo]()
## About the integration
Connect Softgarden to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
This guide covers the standard Softgarden connector and its newer interface. Use an account with **JUST-HIRE ADMINISTRATOR** or **SUPER-ADMINISTRATOR** access. Check **Settings > User Management > User** if you need to confirm your role.
Open **Integrations** in Juicebox, select **Softgarden**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create the API client
1. Open **Settings > Additional Features > Integrations**.
2. Find **Softgarden API**. Enter a name under **Add API client** and choose **Create**.
3. Copy the new API client value into Juicebox.
![Open the Softgarden integrations settings.]()
![Create a named API client.]()
## Configure source writing if prompted
Open **Settings > Individualisierung > Bewerbungsformulare**. Under **Kanäle für Kandidat/in anpassen**, choose **Kanäle zur Auswahl**, then **Kanal hinzufügen**. Add the source label shown by Juicebox and save. If validation errors appear, have your administrator resolve the highlighted form configuration before saving.
![Open the candidate-channel selection.]()
![Add the source provided by your connection window.]()
## Finish the connection
Return to Juicebox and complete setup. If your Softgarden menus differ, use the [older-interface connection guide](https://help.kombo.dev/hc/en-us/articles/17889584793745) or ask Juicebox Support to help with your version.
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Softgarden.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
The standard connector only reads applications created through Kombo. It does not expose the full existing candidate database for rediscovery.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Softgarden, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Softgarden connection guide](https://help.kombo.dev/hc/en-us/articles/30574515999249-Softgarden-How-do-I-link-my-account-New-Design).
# Spark Hire Recruit Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/spark-hire-recruit
Enable the two-way integration between Spark Hire Recruit and Juicebox.
## About the integration
Juicebox's integration with Spark Hire Recruit allows you to:
1. **Export Profiles to Spark Hire Recruit**: Save profiles directly into Spark Hire Recruit, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Spark Hire Recruit Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Spark Hire Recruit into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Spark Hire Recruit**: View profiles already in Spark Hire Recruit within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Spark Hire Recruit integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Spark Hire Recruit jobs and can select the corresponding option.
### Export profiles to Spark Hire Recruit
Follow the regular [export](/exports) steps and select **Export to Spark Hire Recruit** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Spark Hire Recruit account.
### View profiles already in Spark Hire Recruit
Juicebox will tag profiles that already exist in Spark Hire Recruit. You will see the last modified date, as well as the option to view the profile directly in Spark Hire Recruit by clicking the **View in ATS** button.
## Before you start
Ensure you are a Spark Hire Recruit user with the **Admin** or **Owner** role.
## Copy the API key
1. In your Spark Hire Recruit dashboard, click your **profile** and go to the **settings**.
![Settings under the profile in Spark Hire Recruit]()
2. Go to **Integrations**.
![Integrations section in settings]()
3. Scroll down to **Sourcing Tools**, search for the integration, and click **Integrate**.
![Integrate button under Sourcing Tools]()
4. Click **Allow access**.
![Allow access button]()
5. Click **Copy API key** and click **Save**.
![Copy API key and Save buttons]()
6. Paste the API key into the connection pop-up.
![Pasting the API key into the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Spark Hire Recruit** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your API key when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Spark Hire Recruit and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Spark Hire Recruit.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Spott Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/spott
Enable the two-way integration between Spott and Juicebox.
## About the integration
Juicebox's integration with Spott allows you to:
1. **Export Profiles to Spott**: Save profiles directly into Spott, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Spott Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Spott into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Spott**: View profiles already in Spott within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Spott integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Spott jobs and can select the corresponding option.
### Export profiles to Spott
Follow the regular [export](/exports) steps and select **Export to Spott** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Spott account.
### View profiles already in Spott
Juicebox will tag profiles that already exist in Spott. You will see the last modified date, as well as the option to view the profile directly in Spott by clicking the **View in ATS** button.
## Create an API key in Spott
1. Log in to your Spott dashboard at `app.gospott.com`.
2. Click the Spott logo in the top left corner.
![Spott logo in the top left corner of the dashboard]()
3. Click **Settings**.
![Settings option in Spott]()
4. Click **API** in the bottom left, then click **+ Create API Key**.
![API section with the Create API Key button]()
5. Give the API key a name and click **Create Key**.
![Naming the API key and clicking Create Key]()
6. Click **Copy key** and keep it somewhere safe. You paste it into the connection pop-up in the next section.
![Copy key button for the generated API key]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Spott** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, pasting your API key when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Spott and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Spott.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Taleez Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/taleez
Connect Taleez to Juicebox.
## About the integration
Connect Taleez to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Taleez job.
If Taleez is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
You need access to **API & Webhooks** in your Taleez account settings. If you cannot manage API keys, ask your Taleez administrator to help.
Taleez provides two kinds of key: a **Public Key** for public resources such as job listings, and a **Secret Key** for access to private API resources. Candidate access requires an appropriately scoped secret key.
## Prepare your Taleez API credentials
1. In Juicebox, open **Integrations**, select **Taleez**, and click **Activate**. Review the credentials and permissions requested in the connection pop-up.
2. In Taleez, open your account settings and select **API & Webhooks**.
3. Generate the API credentials requested by your connection flow. Configure each key's scopes to match the access required for the integration.
4. Copy the requested key values and keep the secret key confidential.
## Setting up the integration
1. Return to the Juicebox connection pop-up and paste the requested credentials into their matching fields.
2. Complete the remaining prompts.
3. Return to Juicebox and confirm that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that the expected jobs appear and an existing Taleez candidate is identified in Juicebox.
If jobs appear but private candidate records do not, check the key type and its scopes. A public key alone does not provide access to private candidate data. Contact [Taleez technical support](mailto:tech.support@taleez.com) if you cannot generate the required credentials, or Juicebox Support for help with the connection fields.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Taleez job.
Juicebox identifies profiles that already exist in Taleez, helping your team check for existing records before reaching out.
To send a profile to Taleez, follow the [export steps](/exports) and choose the Taleez export option for the linked job. Confirm that the profile appears in Taleez after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For more about Taleez API keys, see [Taleez's API documentation](https://api.taleez.com/).
# Talent Clue Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/talent-clue
Connect Talent Clue to Juicebox.
![Talent Clue logo]()
## About the integration
Connect Talent Clue to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
This connector requires setup assistance. Confirm access with Juicebox Support before requesting the security token.
Open **Integrations** in Juicebox, select **Talent Clue**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Request the security token
Open your Juicebox connection window and copy the **job board name** it supplies. Ask [Talent Clue support](mailto:info@talentclue.com) for the security token associated with that exact job board name.
## Connect using the token
Enter the issued security token in Juicebox and complete the connection prompts.
![Enter the security token issued for the specified job board.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Talent Clue.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Talent Clue, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Talent Clue connection guide](https://help.kombo.dev/hc/en-us/articles/25732431896209-TalentClue-How-do-I-link-my-account).
# Talent360 Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/talent360
Connect Talent360 to Juicebox.
![Talent360 logo]()
## About the integration
Connect Talent360 to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
A Talent360 **Administrator** must retrieve the API credentials. Confirm your role under **Einstellungen > Benutzer**.
Open **Integrations** in Juicebox, select **Talent360**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Retrieve Client ID and Client Secret
Open **Einstellungen > Lizenzen > API Zugang**. Locate your **Client ID** and **Client Secret**.
![Open Lizenzen in Talent360 settings.]()
![Select API Zugang.]()
## Connect Talent360
Enter the Client ID and Client Secret in the Juicebox connection window and complete setup.
![Enter the Talent360 API credentials.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Talent360.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
Candidates share one status across their applications. Moving a candidate can therefore affect all of their applications.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Talent360, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Talent360 connection guide](https://help.kombo.dev/hc/en-us/articles/49306083738001-Talent360-How-do-I-link-my-account).
# TalentAdore Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/talentadore
Connect TalentAdore to Juicebox.
![TalentAdore logo]()
## About the integration
Connect TalentAdore to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Ask TalentAdore support for an **API key** if you intend to export candidates. Job import also requires an **RSS feed URL** from your Positions page.
Open **Integrations** in Juicebox, select **TalentAdore**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Generate the jobs RSS feed
On the **Positions** page, select **RSS feed**. In the dialog, choose the positions under **Filters** and the information to expose under **Contents**. Copy the resulting feed URL.
![Open the RSS feed dialog from Positions.]()
## Connect the feed and API key
Paste the RSS feed URL into Juicebox. On the next step, enter the API key issued by TalentAdore and finish setup.
![Enter the generated RSS feed URL.]()
![Enter the API key for application creation.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in TalentAdore.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to TalentAdore, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s TalentAdore connection guide](https://help.kombo.dev/hc/en-us/articles/25405971093009-TalentAdore-How-do-I-link-my-account).
# Talention Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/talention
Prepare your Talention account for assisted setup with Juicebox.
![Talention logo]()
## About the integration
Connect Talention to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Arrange setup with your Talention administrator and Juicebox Support. Public connector documentation confirms integration capabilities but does not provide a verified account-connection walkthrough.
## Request the current connection instructions
Contact [Juicebox Support](mailto:support@juicebox.ai) with your company name, Talention instance, and administrator contact. Ask the team to confirm the authentication details and permissions required for your account.
## Complete the supplied connection flow
Open the account-specific connection link supplied by Juicebox, enter the credentials issued for this integration, and complete its checks. Use the instructions in that flow if your Talention menus differ; do not borrow setup steps from Talent Clue or TalentSoft.
## Validate access
Check the expected jobs, a known existing candidate, and an export to a selected job. Include a resume in the test if resume export is part of your workflow.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Talention, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
Connector reference: [Kombo’s Talention coverage documentation](https://docs.kombo.dev/ats/connectors/talention).
# Teamtailor Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/teamtailor
Enable the two-way integration between Teamtailor and Juicebox.
## About the integration
The Teamtailor and Juicebox integration is designed to seamlessly connect both systems in a two-way sync. You can use the integration for three use cases:
1. **Import Project from ATS**: Import a job description from Teamtailor into Juicebox to automatically kick off a search using the job description. This also includes linking your Juicebox project to an ATS job, which makes exporting profiles to your ATS easier. More details [here](/projects).
2. **Export Profiles to ATS**: Save profiles directly into Teamtailor, including contact details, current company and job, profile URLs, and more. Juicebox also has the ability to auto-export to your ATS, including exporting all shortlisted profiles or exporting only interested profiles.
3. **Import Candidates**: View profiles already in Teamtailor within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Teamtailor integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Teamtailor jobs and can select the corresponding option.
![Import a job from Teamtailor]()
### Export profiles to Teamtailor
Follow the regular [export](/exports) steps and select **Export to Teamtailor** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Teamtailor account.
![Export to Teamtailor]()
### View profiles already in Teamtailor
Juicebox will tag profiles that already exist in Teamtailor. You will see the last modified date, as well as the option to view the profile directly in Teamtailor by clicking the **View in ATS** button.
![View in ATS]()
## Setting up the integration
1. Go to the Teamtailor Marketplace and search for the Juicebox integration. In the pop-up, click the **Activate** button in the top-right corner.
![Activate Juicebox in the Teamtailor Marketplace]()
2. After activating the integration, you will receive an integration code, which you can also find in your Teamtailor settings. Click the **Finish installation** button in the bottom-right corner.
![Finish installation]()
3. Now, open your Juicebox platform. To connect Juicebox with Teamtailor, open the **Integrations** tab on the left-hand side.
![Integrations tab]()
4. Select **Teamtailor** and click **Activate**. You can also use the search bar at the top.
![Activate Teamtailor]()
5. You will see a pop-up modal asking to activate your integration. Note that you must be an administrator of Teamtailor in order to link to Juicebox successfully.
![Activation pop-up]()
6. After reviewing privacy information, you will be prompted to enter your API key, which you can find in the Settings of your Teamtailor account. More information on the API key is in [Teamtailor's support article](https://support.teamtailor.com/en/articles/5963369-use-our-teamtailor-api). Please note that an **admin scope key** is required.
![Enter your Teamtailor API key]()
7. After entering the API key successfully, you will be brought to this page, confirming your connection.
![Connection confirmed]()
8. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
![Connected status]()
Congratulations! You have successfully integrated Teamtailor and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Teamtailor. Wait up to 10 minutes to ensure all data has been synced.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# TrackerRMS Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/trackerrms
Connect TrackerRMS to Juicebox.
![TrackerRMS logo]()
## About the integration
Connect TrackerRMS to Juicebox to import jobs and start searches from their job descriptions. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use an account with access to **Tools & Settings**. Check your login URL for the hosting region: `evous` means United States, `evoca` means Canada, and `evogl` means Rest of world.
Open **Integrations** in Juicebox, select **TrackerRMS**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Retrieve an access token
Open your user menu, then **Tools & Settings > Security > Security Settings**. In the **API** section, copy the existing access token, or generate one if there is none. Generating a replacement invalidates the previous token, so coordinate that change if other integrations use it.
![Open Tools & Settings from the user menu.]()
![Locate the API section under Security Settings.]()
## Connect the correct region
Select the region matching your TrackerRMS login URL, enter the Access Token, and select **Set up integration**. If validation fails, check the region and full token before considering token replacement.
![Select the region and enter the access token.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile to a selected job, then verify the application in TrackerRMS.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to TrackerRMS, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s TrackerRMS connection guide](https://help.kombo.dev/hc/en-us/articles/48274202710673-TrackerRMS-Guide).
# TRAFFIT Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/traffit
Connect TRAFFIT to Juicebox.
## About the integration
Connect TRAFFIT to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected TRAFFIT job.
If TRAFFIT is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
Use a TRAFFIT account that can manage **Integration API** settings. Open the cog in the bottom-left corner and check that **Integration API** is available. Ask your TRAFFIT administrator to perform setup if you cannot access it.
## Create a TRAFFIT API client
1. In Juicebox, open **Integrations**, select **TRAFFIT**, and click **Activate**. Keep the required scope list in the connection pop-up available.
![Example of required scopes in a TRAFFIT connection pop-up]()
2. In TRAFFIT, click the bottom-left cog, select **Integration API**, and click **Add client**.
![TRAFFIT Settings menu with Integration API selected]()
![Add client button in TRAFFIT Integration API]()
3. Enter a recognizable **Client name**, such as **Juicebox**.
4. Select the scopes listed in your Juicebox connection pop-up, then click **Save**.
![TRAFFIT Add client form with Client name and Scope fields]()
5. Copy the saved client's **Client name** and **Client secret**.
![Saved TRAFFIT API client showing Client name, Client Secret, and Scope]()
## Setting up the integration
1. Return to the Juicebox connection pop-up.
2. Enter the Client name and Client secret in their corresponding fields, along with any instance details requested by the flow.
![Example TRAFFIT Client name and Client Secret fields in a connection pop-up]()
3. Click **Set up integration** and finish the remaining prompts.
4. Return to Juicebox and check that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that the expected jobs appear and that an existing TRAFFIT candidate is identified in Juicebox.
If the connection reports missing access, compare the API client's scopes with the list in your connection pop-up, save any corrections in TRAFFIT, and retry.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant TRAFFIT job.
Juicebox identifies profiles that already exist in TRAFFIT, helping your team check for existing records before reaching out.
To send a profile to TRAFFIT, follow the [export steps](/exports) and choose the TRAFFIT export option for the linked job. Confirm that the profile appears in TRAFFIT after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the TRAFFIT connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/18294477201425).
# Ubeeo Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/ubeeo
Connect Ubeeo to Juicebox.
![Ubeeo logo]()
## About the integration
Connect Ubeeo to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. This connector does not provide full-database candidate reading for rediscovery.
## Before you start
Ask [Ubeeo customer support](https://ubeeo.nl/en/contact/) for the **Job feed API Token**, **Client ID**, and **Client Secret** for your organization’s integration.
Open **Integrations** in Juicebox, select **Ubeeo**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the three credentials
Enter the job-feed token and application API client credentials in their matching fields in Juicebox and complete setup.
![Use the job-feed token and client credentials supplied by Ubeeo.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Export a test profile with a resume to a selected job, then verify the application in Ubeeo.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Ubeeo, follow the [export steps](/exports) and select the connected ATS and intended job.
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Ubeeo connection guide](https://help.kombo.dev/hc/en-us/articles/26542631592209-Ubeeo-How-do-I-link-my-account).
# UKG Pro Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/ukg-pro
Enable the two-way integration between UKG Pro and Juicebox.
## About the integration
Juicebox's integration with UKG Pro allows you to:
1. **Export Profiles to UKG Pro**: Save profiles directly into UKG Pro, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link UKG Pro Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from UKG Pro into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in UKG Pro**: View profiles already in UKG Pro within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the UKG Pro integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your UKG Pro jobs and can select the corresponding option.
### Export profiles to UKG Pro
Follow the regular [export](/exports) steps and select **Export to UKG Pro** on either an individual profile or a bulk export. After exporting, you will see the profile created in your UKG Pro account.
### View profiles already in UKG Pro
Juicebox will tag profiles that already exist in UKG Pro. You will see the last modified date, as well as the option to view the profile directly in UKG Pro by clicking the **View in ATS** button.
## Get your tenant alias
1. Log in to your UKG Pro environment.
2. Click the **Search bar** and enter "Recruiting Gateway".
![Searching for Recruiting Gateway in UKG Pro]()
3. Copy the URL of your recruiting dashboard and paste it into the connection pop-up.
![Copying the recruiting dashboard URL]()
## Get the remaining credentials from UKG support
The rest of the credentials can only be created by UKG support. Reach out to UKG support or to your success manager with a message like the draft below, including the scopes listed in the connection pop-up:
> Dear UKG Team,
>
> For an integration with our UKG Pro Recruiting instance, we'd like to ask you to provide us with a client id and client secret that contain the following scopes:
>
> \
>
> Let us know if there are any questions. Looking forward to your swift reply!
You will receive an OAuth **client id** and **client secret** from UKG support. Enter them into the connection pop-up.
![Entering the client id and client secret in the connection flow]()
The dynamically generated scopes appear in your connection pop-up and look similar to this:
![Example scopes shown in the connection flow]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **UKG Pro** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your recruiting dashboard URL, client id, and client secret when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated UKG Pro and Juicebox.
It may take a few minutes for all data to sync between Juicebox and UKG Pro.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# UKG Ready Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/ukg-ready
Connect UKG Ready to Juicebox.
![UKG Ready logo]()
## About the integration
Connect UKG Ready to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
A UKG Ready administrator must create a security profile and OAuth application. Keep the required permission list in your Juicebox connection window open.
Open **Integrations** in Juicebox, select **UKG Ready**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Enter the full UKG Ready URL
Copy your entire UKG Ready dashboard URL, including its `/ta/YOUR_COMPANY.home` path, and enter it in Juicebox.
![Copy the full dashboard URL, including the company path.]()
## Create the security profile
1. Search for **security** and select **Security (Profiles / Policies)**.
2. Choose **New Security Profile**.
3. Apply the permissions listed in your connection window. The relevant areas can include **Modules > REST API Resources**, **HR > Recruitment**, **HR > Employee Management**, and **Reports > Reports**.
4. Name and save the profile, then continue in Juicebox.
![Create a new security profile.]()
![Configure the requested REST API Resources permissions.]()
![Configure the requested Recruitment permissions.]()
## Create the OAuth application
1. Open **Global Setup > Company Setup**. If the **OAuth Applications** panel is missing, use **Edit Tabs** to add it from Available Windows.
2. Select **Add OAuth Application**, complete the requested information, and assign the security profile you created.
3. Generate the application secret and copy its **Client ID** and **Secret** into Juicebox.
4. Save the application in UKG Ready first, then complete the connection in Juicebox.
![Add the OAuth Applications panel if it is hidden.]()
![Add an OAuth application, then assign the new security profile.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in UKG Ready.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Limitations
The API returns only publicly visible jobs; closed jobs are not available.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to UKG Ready, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s UKG Ready connection guide](https://help.kombo.dev/hc/en-us/articles/40474524063249-UKG-Ready-ATS-How-do-I-link-my-account).
# Welcome to the Jungle Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/welcome-to-the-jungle
Connect Welcome to the Jungle to Juicebox.
## About the integration
Connect Welcome to the Jungle to Juicebox to import job descriptions into your searches and identify profiles that already exist in your ATS.
You can also export profiles to a selected Welcome to the Jungle job.
If Welcome to the Jungle is not visible in your Juicebox Integrations tab, contact [Juicebox Support](mailto:support@juicebox.ai) to confirm availability for your account.
## Before you start
Your Welcome to the Jungle account needs API access. Kombo's connection guide lists **Pro+** and **Master** as eligible plans; confirm your current plan's eligibility with your Welcome to the Jungle account manager.
You will also need your **Organization Reference** and the API credentials supplied by Welcome to the Jungle.
## Request API access
1. Open **Integrations** in Juicebox, select **Welcome to the Jungle**, and click **Activate**.
2. Find the **Required scopes** shown in the connection pop-up. Keep this list open while preparing your request.
![Example of required scopes in a Welcome to the Jungle connection pop-up]()
3. Ask Welcome to the Jungle support to enable API access for your Juicebox integration with the complete scope list shown in your pop-up. The list is specific to your connection; do not substitute a list from a screenshot.
4. Ask support to provide your **Organization Reference** and the credentials needed to connect.
## Setting up the integration
1. Once Welcome to the Jungle has enabled access, return to the Juicebox connection pop-up.
2. Enter the Organization Reference and API credentials in the corresponding fields.
![Example Welcome to the Jungle Organization Reference and API Key fields in a connection pop-up]()
3. Complete the remaining prompts, then return to Juicebox and confirm that the integration shows **Connected**.
## Confirm the integration
After the initial sync, check that your expected jobs appear and that an existing Welcome to the Jungle candidate is identified in Juicebox.
If access is rejected, ask your Welcome to the Jungle contact to confirm that API access is enabled for the correct organization and includes every scope requested in the connection pop-up.
## Using the integration
To start a search from a job, open **Projects** and select **Import Job from ATS / CRM**, then choose the relevant Welcome to the Jungle job.
Juicebox identifies profiles that already exist in Welcome to the Jungle, helping your team check for existing records before reaching out.
To send a profile to Welcome to the Jungle, follow the [export steps](/exports) and choose the Welcome to the Jungle export option for the linked job. Confirm that the profile appears in Welcome to the Jungle after the export completes.
The initial sync can take time. Data may continue to appear after the connection is established. If you do not see the expected records, contact Juicebox Support.
## Support
For an overview of integration features, see [ATS Integrations](/ats-integrations). If you need help, contact [support@juicebox.ai](mailto:support@juicebox.ai).
For illustrated ATS-side instructions, see [the Welcome to the Jungle connection guide from Kombo](https://help.kombo.dev/hc/en-us/articles/18402550319121).
# Workable Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/workable
Enable the two-way integration between Workable and Juicebox.
## About the integration
Juicebox's integration with Workable allows you to:
1. **Export Profiles to Workable**: Save profiles directly into Workable, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Workable Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Workable into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Workable**: View profiles already in Workable within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Workable integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Workable jobs and can select the corresponding option.
### Export profiles to Workable
Follow the regular [export](/exports) steps and select **Export to Workable** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Workable account.
### View profiles already in Workable
Juicebox will tag profiles that already exist in Workable. You will see the last modified date, as well as the option to view the profile directly in Workable by clicking the **View in ATS** button.
## Before you start
You need an account in your company's Workable instance, or someone must share their access with you.
## Find your subdomain
1. Log in to Workable, open the dropdown menu on the top right of your screen, and select **Settings**.
![Settings option in the Workable dropdown menu]()
2. Click **Company profile** in the menu bar on the left side of the screen. You can find your subdomain under **Subdomain** on the company profile settings page.
![Subdomain on the company profile settings page]()
## Get the API token
1. Log in to Workable, open the dropdown menu on the top right of your screen, and select **Settings**.
![Settings option in the Workable dropdown menu]()
2. Click **Apps** in the menu bar on the left side of the screen.
![Apps option in the left menu bar]()
3. Click the **Generate API token** button under the **API Access Tokens** section.
![Generate API token button under API Access Tokens]()
4. Choose a name and expiration date, and add permissions to your API key. Then click **Generate Token**.
![Choosing a name, expiration date, and permissions for the token]()
5. Once you click the generate button, the new access token appears.
![Newly generated access token]()
6. Copy your API key. You paste it into the connection pop-up later, which validates the key and prompts you with the remaining steps.
![Pasting the API key into the connection flow]()
## Set up an external recruiter
1. Click the profile circle in the top right corner, then click **Settings**.
![Settings under the profile circle]()
2. Click **Account members** in the left sidebar.
![Account members option in the left sidebar]()
3. Click **Add an external recruiter**.
![Add an external recruiter button]()
4. For the recruiter's **Name** and **Email**, copy the values provided in the connection pop-up.
![Name and email values provided in the connection flow]()
5. Enter the values you copied, then click **Add recruiter**.
![Adding the external recruiter]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Workable** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering your subdomain and API token, and adding the external recruiter when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Workable and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Workable.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Workday Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/workday
Enable the two-way integration between Workday and Juicebox.
## About the integration
Juicebox's integration with Workday allows you to:
1. **Export Profiles to Workday**: Save profiles directly into Workday, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Workday Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Workday into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Workday**: View profiles already in Workday within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Workday integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Workday jobs and can select the corresponding option.
### Export profiles to Workday
Follow the regular [export](/exports) steps and select **Export to Workday** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Workday account.
### View profiles already in Workday
Juicebox will tag profiles that already exist in Workday. You will see the last modified date, as well as the option to view the profile directly in Workday by clicking the **View in ATS** button.
## Before you start
Make sure you are an admin of your Workday account:
1. After logging into Workday, search for "**View API Clients**".
![Searching for View API Clients in Workday]()
2. If you cannot see this menu item, you are not an admin of the Workday account.
3. In that case, find out who your Workday Admin is and ask them to give your account sufficient permissions or to take over the integration process.
There are three main steps to set up the integration in Workday:
1. Create a new integration system user (ISU) and a security group for that user.
2. Assign the required permissions to the security group and activate the changes.
3. Generate a new API client.
Estimated, overall setup time: 30 minutes.
## Step 1: Find your Workday service URL
1. Click on the **Search** field at the top and enter "**View API Clients**".
2. Click on the task **View API Clients** that just appeared.
3. At the top of the page that just appeared, find and copy the **Workday REST API Endpoint**. The URL should follow this schema: `https://{domain}/ccx/api/v1/{tenant}`
![The Workday REST API Endpoint on the View API Clients page]()
## Step 2: Add an integration system user (ISU)
1. Click on the **Search** field at the top and enter "**Create Integration System User**".
2. Click on the task **Create Integration System User** that just appeared.
![Searching for the Create Integration System User task]()
3. In the dialog that just opened, enter a username and generate a secure password. You can leave the other fields untouched.
4. At the bottom of the dialog, click **OK**.
![The Create Integration System User dialog]()
## Step 3: Create a security group and assign the ISU to it
1. Click on the **Search** field at the top and enter "**Create Security Group**".
2. Click the task **Create Security Group** that just appeared.
![Searching for the Create Security Group task]()
3. On the page that just appeared, locate the dropdown **Type of Tenanted Security Group** and select **Integration System Security Group (Unconstrained)**.
4. For the **Name**, enter the value of the **User Name** from when you created the ISU earlier (in this example it is test\_isu, but yours will be different).
5. At the bottom of the page, click **OK**.
![The Create Security Group dialog with the type and name filled in]()
6. On the edit page that just appeared, add the ISU you created to the **Integration System Users** field.
7. After that, go ahead and click **OK**.
![Assigning the ISU to the security group]()
## Step 4: Add the required permissions to the security group
1. Click on the **Search** field at the top and enter "**Maintain Permission for Security Group**".
2. Click on the task **Maintain Permissions for Security Group** that just appeared.
![Searching for the Maintain Permissions for Security Group task]()
3. In the window that just appeared, make sure you have the option **Maintain** selected.
4. Click the field **Source Security Group**, enter the name of the group (in this example test\_isu) and hit enter. Then click on the security group to select it.
5. Click **OK**.
![The Maintain Permissions for Security Group window]()
6. In the window that just appeared, add the permissions for the ISU. You can find the list of permissions needed in the connection flow.
![The list of permissions shown in the connection flow]()
For each permission, repeat the following process:
1. Make sure the tab **Domain Security Policy Permissions** is selected.
2. Click on the icon with the **+** on it.
![The Domain Security Policy Permissions tab]()
7. As you're setting up the integration, you will be shown an exact list of permissions to grant to the security group. Enter them into the table as follows:
* The first part is for the column **View/Modify Access**. Select the value (e.g. "Get Only") from the dropdown.
* The second part is for the column **Domain Security Policy**. Type in the name of the policy (e.g. "Manage: Location"), hit enter and click on the item that just appeared in a list.
![Entering a permission's access level and domain security policy]()
The permissions shown in the screenshots are only an example. The permissions may vary in your case. Use the exact list displayed in your connection flow.
## Step 5: Activate your changes
After making any changes to your Workday security policy settings, apply those changes by executing the **Activate Pending Security Policy Changes** task. Without that, none of your changes will take effect.
1. Click on the **Search** field at the top and enter "**Activate Pending Security Policy Changes**".
2. Click on the task **Activate Pending Security Policy Changes** that just appeared.
![Searching for the Activate Pending Security Policy Changes task]()
3. In the window that just appeared, add any comment for applying the changes (for example, "Grant ISU test\_isu necessary permissions for integrations").
4. Click **OK**.
![Adding a comment in the Activate Pending Security Policy Changes window]()
5. In the new window, check the box **Confirm** and click **OK**.
![Confirming the pending security policy changes]()
## Step 6: Create an API client
1. Click on the **Search** field at the top and enter "**Register API Client for Integrations**".
2. Click on the task **Register API Client for Integrations** that just appeared.
![Searching for the Register API Client for Integrations task]()
3. In the window that just appeared, enter a **Client Name**, for example "test\_isu API client".
4. Make sure the option **Non-Expiring Refresh Tokens** is turned on.
5. For the field **Scope (Functional Areas)**, enter the values that are displayed to you within the connection flow.
6. Click **OK**.
![The Register API Client for Integrations form]()
The scopes shown in the screenshot are an example. Use the permissions that are requested inside of your connection flow.
7. In the new window, copy the **Client ID** and **Client Secret** for later use, then do not click **Done**.
![The Client ID and Client Secret shown after registering the API client]()
8. Still on the same page, click the three dots at the top, then **API Client** > **Manage Refresh Tokens for Integrations**.
![Opening Manage Refresh Tokens for Integrations from the API client menu]()
9. In the new window, enter the name of the ISU that you created earlier.
10. Click **OK**.
![Selecting the Workday account in the Manage Refresh Tokens for Integrations window]()
11. In the new window, check the box for **Generate New Refresh Token**.
12. Click **OK**.
![Generating a new refresh token]()
13. In the new window, copy the refresh token and store it for later use.
![The regenerated refresh token]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Workday** and click **Activate**. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the values you collected: your Workday service URL, the ISU username and password, the Client ID and Client Secret, and the refresh token.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Workday and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Workday.
## Troubleshooting "Invalid username or password!" issues
If you are experiencing trouble logging in due to an error "**Invalid username or password!**", try the following:
1. Search for "**Manage Authentication Policies**" in the top bar.
2. Click on **Edit** next to the policy.
3. Create a new **Authentication Rule** by clicking on the **+** in the top left.
4. Assign the security group that was made earlier to this new rule, and name the rule something relevant.
5. Click the **+** next to **Authentication Condition Name**, and name it something relevant.
6. Ensure that the **Allowed Authentication Types** is either set to **Specific: User Name Password** or **Any**.
7. Finally, search for "**Activate All Pending Authentication Policy Changes**" in the top bar, then confirm the changes made.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Zoho Recruit Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/zoho-recruit
Enable the two-way integration between Zoho Recruit and Juicebox.
## About the integration
Juicebox's integration with Zoho Recruit allows you to:
1. **Export Profiles to Zoho Recruit**: Save profiles directly into Zoho Recruit, including contact details, current company and job, profile URLs, and more.
1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. **Link Zoho Recruit Jobs to Juicebox**
1. **Import Job Descriptions**: Import a job description from Zoho Recruit into Juicebox to automatically kick off a search using the job description.
2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
3. **View Profiles in Zoho Recruit**: View profiles already in Zoho Recruit within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.
### Start a project via the Zoho Recruit integration
Open the projects page and select **Import Job from ATS / CRM**. You will then see your Zoho Recruit jobs and can select the corresponding option.
### Export profiles to Zoho Recruit
Follow the regular [export](/exports) steps and select **Export to Zoho Recruit** on either an individual profile or a bulk export. After exporting, you will see the profile created in your Zoho Recruit account under **Candidates**.
### View profiles already in Zoho Recruit
Juicebox will tag profiles that already exist in Zoho Recruit. You will see the last modified date, as well as the option to view the profile directly in Zoho Recruit by clicking the **View in ATS** button.
## Before you start
You need an **Administrator** or **Standard** profile in your Zoho Recruit instance. Without one of these profiles, the connection fails at the end of the setup flow.
To check your profile:
1. Log in to Zoho Recruit and click the profile icon in the top right corner.
2. Click your name on the menu that appears below your profile icon.
![Profile icon menu in Zoho Recruit]()
3. Check that you see **Administrator** or **Standard** next to your name.
![Administrator profile shown next to the user name]()
![Standard profile shown next to the user name]()
## Setting up the integration
1. Navigate to the **Integrations** tab on the Juicebox platform.
2. Select **Zoho Recruit** and click **Activate**. You can also use the search bar at the top.
3. In the connection pop-up, enter your Zoho Recruit domain when prompted and click **Continue**.
![Entering the Zoho Recruit domain in the connection pop-up]()
4. Click the **Sign in with Zoho Recruit** button.
![Sign in with Zoho Recruit button]()
5. If you are not already logged in to your Zoho Recruit account, sign in on the window that appears.
![Zoho Recruit sign-in window]()
6. You will see a list of scopes to grant. Click **Accept**.
![Accepting the requested scopes]()
7. Your Zoho Recruit account is now connected.
![Successful Zoho Recruit connection confirmation]()
8. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green **Connected** button in your Integrations marketplace.
Congratulations! You have successfully integrated Zoho Recruit and Juicebox.
It may take a few minutes for all data to sync between Juicebox and Zoho Recruit.
## Support
For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
# Zvoove Recruit Integration Set-up
Source: https://docs.juicebox.ai/help/ats-setup/zvoove-recruit
Connect Zvoove Recruit to Juicebox.
![Zvoove Recruit logo]()
## About the integration
Connect Zvoove Recruit to Juicebox to import jobs and start searches from their job descriptions. You can also export profiles with resumes to a selected job. Existing candidates can be identified in Juicebox and used for rediscovery, subject to the access granted to the connection.
## Before you start
Use a Zvoove Recruit account with access to API keys and application-source catalogs. Have your instance’s domain ready.
Open **Integrations** in Juicebox, select **Zvoove Recruit**, and choose **Activate**. Keep the connection window open while completing the steps below. If the integration is not visible, ask [Juicebox Support](mailto:support@juicebox.ai) to confirm access for your account.
The screenshots show vendor settings or the connection window provided by Kombo. Use the credentials, source labels, permissions, and URLs from your own connection; screenshot values are examples.
## Create the two API keys
1. Enter your Zvoove Recruit domain in Juicebox.
2. In Zvoove, open your profile menu and select **Einstellungen > Interfaces & Plugins > API-Keys**.
3. Use **+** to create a named key for **OpenBewerber** and save it.
4. Repeat for **OpenStelle**, then enter both keys in their matching Juicebox fields.
![Open API-Keys in Interfaces & Plugins.]()
![Create the OpenBewerber key, then repeat for OpenStelle.]()
## Configure the candidate source
Open **Settings > Adjustments > Catalogs** and edit the application-source catalog. Add the source value shown in your connection window, save, and finish setup.
![Edit the application-source catalog.]()
![Add the source specified in your connection window.]()
## Confirm the integration
Finish the connection window and return to Juicebox. Confirm that the connection has completed, then allow the initial sync to populate your data.
* Check that the expected jobs appear in Juicebox.
* Find a known candidate and confirm that the information available matches your configured access.
* Export a test profile with a resume to a selected job, then verify the application in Zvoove Recruit.
If validation fails, check the credentials, account or region, and permission list shown in the connection window. Contact Juicebox Support if the expected data is still missing.
## Using the integration
Start from an imported job on the [Projects](/projects) page to create a search linked to that job.
To send a profile to Zvoove Recruit, follow the [export steps](/exports) and select the connected ATS and intended job.
Learn how to work with existing candidates in [Talent Rediscovery](/talent-rediscovery).
## Support
For help, contact [support@juicebox.ai](mailto:support@juicebox.ai). For an overview of available workflows, see [ATS Integrations](/ats-integrations).
ATS-side setup reference: [Kombo’s Zvoove Recruit connection guide](https://help.kombo.dev/hc/en-us/articles/29126113468049-zvoove-ATS-How-do-I-link-my-account).
# How does annual billing work?
Source: https://docs.juicebox.ai/help/billing/annual-billing
Understand the discount and upfront credits that come with annual plans.
When you subscribe to a plan on Juicebox, you have the option to subscribe on a monthly basis or annually.
Annual plans have two advantages:
1. **A discount of up to 25%** (depends on the chosen plan — see [current pricing](https://juicebox.ai/pricing)).
2. **All contact credits granted upfront.** Instead of receiving credits month by month, the full year's quantity of credits is immediately deposited in your account.
For example, if a plan costs \$199/month on monthly billing and \$179/month billed annually, subscribing annually saves you 20% of the total annual cost — and your entire 12-month credit allotment is available on day one.
To learn how credits work in detail, see [All About Credits](/all-about-credits). Ready to make the switch? See [How do I switch between monthly and annual billing?](/help/billing/switch-billing-frequency)
# How can I cancel my subscription?
Source: https://docs.juicebox.ai/help/billing/cancel-subscription
Cancel your Juicebox subscription and understand what happens to your data.
To cancel your subscription, click on your name/organization at the bottom left corner of the screen.
![Open the account menu]()
Next, select **Account Settings**, then **Plan and Billing**, then **Manage Billing**.
![Plan and Billing settings]()
From here, you can change your billing information, payment method, or cancel your plan.
![Manage Billing options]()
You now have the option to either cancel your plan or pause it.
Pausing your subscription is different from cancelling it. If you pause your subscription, you will still be charged for renewal after the pause period ends. To fully cancel and avoid future charges, you must explicitly cancel the subscription by clicking **Decline Offer** — not just pause it.
Click **Decline Offer** if you wish to cancel.
![Decline Offer to complete cancellation]()
**What to expect:** When you cancel your subscription, you will not be charged again and your cancellation will take effect at your next renewal date. You will continue to have access to your subscription until that renewal date. Note that cancelling prevents future charges but does not provide a refund for the current billing period.
**What happens to my data?** All your account data, including projects and sequences, remains accessible after cancellation. If you reactivate your subscription in the future, you'll regain full access to all your previous data.
If you have any further questions, reach out to us at [support@juicebox.ai](mailto:support@juicebox.ai). Our support team can also assist with cancelling your subscription and processing refunds for recent charges if needed.
# How can I access my invoice?
Source: https://docs.juicebox.ai/help/billing/download-invoices
Find and download invoices for your Juicebox subscription.
To access your invoice:
1. Select your profile icon on the bottom left of the screen.
![Open the account menu]()
2. Under **Plan and Billing**, select **View Plans** for the relevant invoice.
![View Plans under Plan and Billing]()
3. Click **Download Invoice**.
![Download Invoice button]()
In case you have any further questions, reach out to us at [support@juicebox.ai](mailto:support@juicebox.ai).
# How to Resume a Paused Account or Update Payment Method
Source: https://docs.juicebox.ai/help/billing/resume-paused-account
Regain access when your account shows as paused.
In most cases, you will see an option to **Resume subscription**. If that is not the case — for example, you see a message that your account is paused and the system is "fetching subscription details" — there are a few ways to resolve this depending on your situation.
## If you need to update payment information
If your account was paused due to a payment issue, you can update your payment method through a secure Stripe billing portal link. Contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai) to receive this link.
Once you update your payment information, your account should become accessible again immediately.
## If you previously paused your account
To resume a previously paused account:
1. Try refreshing your browser page first.
2. If you still see the "Account is paused" message, contact our support team.
If refreshing doesn't resolve the issue, our support team can help reactivate your account. Contact us at [support@juicebox.ai](mailto:support@juicebox.ai).
Remember that pausing is different from cancelling — a paused subscription will still renew (and charge you) after the pause period ends. See [How can I cancel my subscription?](/help/billing/cancel-subscription)
# How do I switch between monthly and annual billing?
Source: https://docs.juicebox.ai/help/billing/switch-billing-frequency
Move between monthly and annual billing when signing up or on an existing subscription.
You can choose between monthly and annual billing when signing up for a plan or managing your existing subscription.
## Selecting billing frequency when signing up
On the pricing page, use the billing toggle at the top to switch between monthly and annual billing options. Monthly plans have higher prices than annual plans, as annual plans include a discount. If you accidentally select annual billing instead of monthly, the full annual charge will be processed rather than a single monthly payment.
Ensure you select the correct billing cycle before completing your purchase. If you accidentally select the wrong billing cycle, you will need to contact support to cancel and refund the subscription before switching to the correct plan.
![Billing toggle on the pricing page]()
## Switching from monthly to annual
You can check your current billing frequency in your subscription settings. To switch to annual:
1. Select your profile icon on the bottom left corner of the screen.
2. Go to **Account Settings > Plan and Billing** and select **Modify Plan**.
3. Confirm by selecting the respective button, such as **Switch to Annual**.
When switching from monthly to annual billing, a new billing cycle begins immediately on the date you make the change. You'll be charged a prorated amount for any remaining days in your current monthly cycle, and your billing anniversary date will permanently change to the upgrade date. For example, if you upgrade from monthly to annual on March 8th, your subscription will renew annually on March 8th going forward — not on your original monthly billing date.
**Plan upgrade considerations:**
* If you want to upgrade your plan immediately, choose the annual billing option, which will charge you a prorated amount based on your current billing cycle and create a new billing anniversary on the upgrade date.
* Scheduled billing frequency changes other than monthly-to-annual switches will take effect at the start of your next billing cycle.
Refunds for billing frequency changes can take 5–10 business days to process.
## Switching from annual to monthly mid-cycle
1. Click your name in the bottom-left corner of the screen.
2. Go to **Account Settings > Plan & Billing**.
3. Select **Manage Billing** and update the card on file.
4. Contact our support team to complete the billing change.
Support will refund your annual subscription, switch your account to monthly billing, and send a receipt confirmation.
If you accidentally selected the wrong billing frequency or need immediate assistance, contact us at [support@juicebox.ai](mailto:support@juicebox.ai). To understand the benefits of annual plans, see [How does annual billing work?](/help/billing/annual-billing)
# How can I update my payment method or billing info?
Source: https://docs.juicebox.ai/help/billing/update-payment-method
Change your payment method, edit billing information, or manage your subscription.
To manage your payment method, billing information, or subscription, click on your name/organization at the bottom left corner of the screen.
![Open the account menu]()
Next, select **Account Settings > Plan and Billing**. From here, you can:
* **Manage Billing** — change your billing information or payment method, or cancel your subscription.
* **Change Plan** — upgrade, downgrade, or switch between monthly and annual billing.
![Plan and Billing settings]()
From the **Manage Billing** portal, you can update your card on file and billing details.
![Update billing information]()
Cancelling your subscription from this page prevents future charges while keeping your account active until the next renewal date. See [How can I cancel my subscription?](/help/billing/cancel-subscription) for details.
If your issue is not resolved, reach out to us at [support@juicebox.ai](mailto:support@juicebox.ai).
# How do I export my LinkedIn connections to Juicebox?
Source: https://docs.juicebox.ai/help/data-migration/linkedin-connections
Download your LinkedIn connections and upload them to Juicebox.
To export your connections to Juicebox, follow the steps below:
1. Click this [link](https://www.linkedin.com/mypreferences/d/download-my-data) to navigate to LinkedIn's data export interface. If the link does not work, follow the steps in [LinkedIn's help article](https://www.linkedin.com/help/linkedin/answer/a566336/export-connections-from-linkedin).
2. In the interface, select **Download larger data archive** (option 1) and then click **Request archive**.
![LinkedIn data export interface]()
3. Within 24 hours, you should receive an email from LinkedIn containing a CSV file called "Connections". Download that file and head to the Juicebox platform. On Juicebox, in the **Integrations** tab, select **LinkedIn** and upload the CSV file.
If you receive a ZIP file instead of a CSV file from LinkedIn, this is normal — simply extract the ZIP file to access the `Connections.csv` file inside, then upload that CSV to Juicebox as described.
Juicebox supports up to 500 profiles per upload, so if your connections file contains more than 500 rows, you'll need to split it into multiple CSV files of 500 rows or fewer and upload them separately.
## Troubleshooting CSV import issues
If your CSV import fails, check whether your LinkedIn export file contains a "Notes" section at the top before the connection data. Open the CSV file and verify that the very first row starts with the header:
```
First Name, Last Name, URL, Email Address, Company, Position, Connected On
```
If you see notes or other text above this header, delete those rows so the header becomes the first row, save the file, and re-upload it to Juicebox.
Uploaded connections power [Network Sourcing](/network-sourcing), which surfaces candidates your team already has a path to.
# Migrating your Data to Juicebox (Business Plan)
Source: https://docs.juicebox.ai/help/data-migration/migrate-business
Business plan customers get full assistance migrating contacts and activities from their existing CRM.
Juicebox supports data migration from most major recruitment CRMs.
As a Business plan customer, you have access to full assistance with data migration. If you're not on a Business plan, see [Migrating your Data to Juicebox (Starter & Growth)](/help/data-migration/migrate-starter-growth).
Reach out to your Juicebox representative to help guide you through this process. We'll schedule a call to help understand your data, structure, and options for migration.
For some migrations, an additional fee will apply.
## Process overview
1. **Identify data for migration.** Typically, customers migrate two data types:
* **Contacts**: Profiles you've interacted with previously.
* **Activities**: Interactions such as emails, notes, and calls.
2. **Export data.** Usually available directly from your existing CRM. If direct export isn't possible, contact your current CRM provider.
3. **Import to Juicebox.** Provide your data to your Juicebox representative in **CSV or JSONL format**. If your data structure differs, inform us — we can accommodate special cases. Data import typically takes **2–3 business days**, depending on volume and complexity.
4. **Troubleshooting.** After import, we'll perform live checks to ensure accuracy and satisfaction.
5. **Process completed.** Your data migration is complete, and your Juicebox account is ready for use.
## Get started with data migration
To get started, reach out to your Juicebox representative or sales contact.
If you're not sure who that is, email [support@juicebox.ai](mailto:support@juicebox.ai) and mention that you're interested in data migration.
# Migrating your Data to Juicebox (Starter & Growth)
Source: https://docs.juicebox.ai/help/data-migration/migrate-starter-growth
Self-serve migration of contact data from your existing CRM into Juicebox.
Juicebox supports data migration from most major recruitment CRMs. As a Starter or Growth plan customer, you have access to self-serve data migration.
*If you're on a Business plan, see [Migrating your Data to Juicebox (Business Plan)](/help/data-migration/migrate-business) for fully assisted migration.*
The self-serve migration process allows you to import large-scale contact data to avoid reaching out to profiles you already recently contacted.
## Process
1. **Export contact data.**
* Export your contacts directly from your current CRM as a CSV file, usually labeled "Export all Contacts" or similar.
* **Important:** Ensure your export includes each profile's LinkedIn or GitHub URL. Juicebox uses this URL to identify and match profiles.
* If exporting directly isn't possible, contact your CRM provider for assistance.
2. **Reformat your data.**
* Juicebox accepts CSV format only.
* Your CSV must have one column containing LinkedIn URLs (plus an optional header row).
* To carry over tags and notes from your CRM, add optional columns with the headers `Tags` and `Notes`. Separate multiple tags with commas, semicolons, or pipes. See [adding tags and notes from your CSV](/shortlist-profiles#add-tags-and-notes-from-your-csv).
* Limit uploads to 500 profiles per CSV. You may perform multiple imports if necessary.
* If you plan to import more than 10,000 profiles, email [support@juicebox.ai](mailto:support@juicebox.ai).
3. **Create a new Juicebox project.**
* Create a new project on Juicebox, for example "Past Contacts". This project will store all contacts you've had previous interactions with.
4. **Import to Juicebox.**
* Open the **Shortlist** tab in your project. Then, select the **Import** option to upload a CSV of your contacts. More details on [bulk imports](/shortlist-profiles).
* Note that some contacts may not be resolved in Juicebox. You may need to exclude them from your export.
5. **Testing.**
* After importing your profiles, test adding them to a sequence from a different project. You should see a [warning](/add-profiles) saying "This profile is shortlisted in another project".
* Additionally, you'll be able to see their shortlist status in the **Activities** field of the profile.
To import your personal LinkedIn network rather than CRM data, see [How do I export my LinkedIn connections to Juicebox?](/help/data-migration/linkedin-connections)
# Why does an email bounce?
Source: https://docs.juicebox.ai/help/deliverability/email-bounces
The most common reasons outreach emails bounce, and how bounces differ from errors.
Emails can bounce for a variety of reasons. Most commonly, these include:
* **Invalid email address**: If the email address you are reaching out to is invalid, it will result in a bounce.
* **Domain health**: If your domain has a low reputation, it may be blocked by the receiving mail server.
* **Recipient mailbox settings**: Some organizations have strict anti-spam configurations, making deliverability difficult.
* **DNS record configuration**: Your email DNS records (SPF, DKIM, DMARC) need to be configured correctly. Note that this takes place outside of Juicebox.
"Errors" in Juicebox are distinct from bounces. An error typically occurs when email permissions were not granted successfully — try reconnecting your mailbox from the [Integrations tab](/email-integrations).
Depending on the domain health, spam blocks can also bounce emails.
For verified emails, indicated by a purple check mark, Juicebox provides a 90% deliverability guarantee.
## Next steps
* [How can I minimize bounces?](/help/deliverability/minimize-bounces)
* [How can I re-enroll bounced emails?](/help/deliverability/re-enroll-bounced-emails)
* [Email deliverability](/email-deliverability)
# How can I minimize bounces?
Source: https://docs.juicebox.ai/help/deliverability/minimize-bounces
Settings and habits that keep your bounce rate low and your sender reputation healthy.
## Email strict mode
Strict mode only sends emails to contacts with verified email addresses. This helps reduce bounce rates and maintain a healthy sender reputation, but reduces email data coverage.
![Strict mode setting]()
To turn on strict mode, open your [mailbox settings](https://app.juicebox.ai/account?tab=mailbox-settings).
## Email preference
When adding profiles into a sequence, using **only personal** emails can also help reduce bounce rates.
![Email preference when enrolling profiles]()
Sending to personal inboxes also boosts reply rates — see [Optimizing Response Rates](/maximize-replies).
## Limiting maximum emails per day
Ensure your domain is healthy by limiting the maximum number of emails sent daily, including new sequences and follow-up emails from historic sequences.
![Max emails per day setting]()
To edit the max emails per day, click on the pencil icon and save changes. For recommended daily limits, see [Email deliverability](/email-deliverability).
## For unusually high bounce rates
* Check your email domain health.
* Re-connect your mailbox from the [Integrations page](/email-integrations).
If the issue persists, get in touch with support at [support@juicebox.ai](mailto:support@juicebox.ai).
# How can I re-enroll bounced emails?
Source: https://docs.juicebox.ai/help/deliverability/re-enroll-bounced-emails
Put profiles whose emails bounced back into a sequence.
You can re-enroll emails that have bounced into a sequence.
To do so, go to the sequence menu, select the profiles that have bounced, and click **Actions > Re-enroll in sequence**.
![Re-enroll in sequence action]()
Finally, select the desired sequence, preview, and send.
Before re-enrolling, consider what caused the bounce in the first place — see [Why does an email bounce?](/help/deliverability/email-bounces) and [How can I minimize bounces?](/help/deliverability/minimize-bounces) You can also enable **Auto-enroll with fallback after email bounce** in your [organization settings](/manage-account#general).
# My email account is suspended, what can I do?
Source: https://docs.juicebox.ai/help/deliverability/suspended-email-account
Restore a suspended Gmail account and prevent future suspensions.
Usually, Gmail suspensions can be re-enabled by the Google Workspace admin.
## Re-enable a Google account
1. Log in to the [Google Workspace Admin console](https://admin.google.com).
2. Navigate to **Users**.
3. Find the user whose account is disabled.
4. Click on the user's account and select the option to **Restore** or **Reactivate** the account.
5. Follow Google's prompts to verify and complete the reactivation process.
Make any necessary changes to reduce your email sending volume. Google may suspend accounts that violate email sending limits or spam policies. See [Email deliverability](/email-deliverability) for recommended daily sending limits.
## What if my Google account is permanently suspended?
If Google has permanently suspended your email account (due to repeated policy violations or other reasons), the account may not be restorable through the Google Admin Console.
We recommend:
* Reviewing the suspension notice from Google to understand the reason for the ban.
* Contacting Google Support directly through the [Google Workspace Admin Help](https://support.google.com/a) portal to request more information or appeal the decision.
* Using a different domain or mailbox provider if restoration is not possible, and ensuring compliance with Google's email sending policies to avoid future issues.
# Wrong Company: JuiceBox EV Charging Support vs Juicebox AI
Source: https://docs.juicebox.ai/help/faq/ev-charger-support
Looking for help with a JuiceBox EV charging station? You've reached a different company.
If you're looking for support with a JuiceBox electric vehicle charging station, you've reached the wrong company. Juicebox is an AI recruiting company and is not affiliated with the manufacturer of JuiceBox EV chargers.
## Where to get EV charger support
For support with JuiceBox EV charging stations, contact Enel X (the manufacturer of JuiceBox EV chargers) through one of these channels:
* Visit their support website: [https://www.juiceboxnorthamerica.com/](https://www.juiceboxnorthamerica.com/)
* Email them at the address listed on their website
Common issues like charging interruptions, PIN codes for used chargers, or installation questions should be directed to Enel X support, not Juicebox.
## About Juicebox
Juicebox ([juicebox.ai](https://juicebox.ai)) is an AI recruiting company based in San Francisco. If you need assistance with AI-powered recruiting solutions, you're in the right place and we'd be happy to help — start with [Getting Started](/getting-started) or [contact support](/contact-support).
# What are the free trial limits and duration?
Source: https://docs.juicebox.ai/help/faq/free-trial-limits
Usage limits for the Juicebox free trial, and how monthly billing works if you want to try one month.
The free trial of Juicebox is **usage-based with no time limit** — it allows you to explore the platform's core features until you reach the following usage limits:
* Up to 5 searches (including tweaking search filters and viewing additional pages of results)
* View up to 65 profiles
* 5 contact credits
Your trial will end when you reach **either** the search limit **or** the profile view limit **or** the contact credit limit, whichever comes first.
## What's included in the trial?
During your trial, you'll have access to key features including search functionality and AI filters. See [Getting Started](/getting-started) for a tour of the platform.
## What happens after the trial?
Once you reach any of the usage limits (searches, profile views, or contact credits), your trial will end immediately and you'll need to upgrade to a paid plan to continue using the platform. The trial is usage-based and ends when you reach any of these limits, not after a specific time period. Paid plans are available with both [monthly and annual billing](/help/billing/annual-billing) options.
Paid subscriptions auto-renew on your billing cycle date unless manually cancelled.
## Can I try the product for just one month?
Yes. Our monthly subscription plan allows you to use the product for as little as one month:
1. Sign up for the monthly plan.
2. Use the product for as long as you need.
3. [Cancel through your account settings](/help/billing/cancel-subscription) before your renewal date to avoid being charged for the next month.
Unless you cancel before the renewal date, your subscription renews monthly with a new charge. Cancellation doesn't immediately remove your access — you retain full features through the end of your current billing period.
# How to Get More Export Credits
Source: https://docs.juicebox.ai/help/faq/more-export-credits
Options for adding export credits based on your current plan.
If you need additional export credits, there are several options available depending on your current plan. For the number of export credits included in each plan, see [All About Credits](/all-about-credits).
## On the Growth plan
You can add more credits by purchasing additional seats — each additional seat includes its own monthly allotment of contact and export credits. See [How can I upgrade my plan?](/help/plans/upgrade-plan) for the steps.
Export credits cannot be purchased separately; adding seats is the way to increase your allotment on the Growth plan.
## On the free plan
Free plan users will need to upgrade to a paid plan (Starter or Growth) to receive additional credits.
## For high-volume usage
Consider the [Business plan](/help/plans/business-plan), which includes custom export credit volumes. Contact our sales team at [sales@juicebox.work](mailto:sales@juicebox.work) for more information.
# Help Center
Source: https://docs.juicebox.ai/help/index
Answers to common questions about your account, billing, plans, integrations, and email deliverability.
Quick answers to the most common questions from Juicebox users. For feature guides and walkthroughs, head to the [Documentation](/) tab.
## Browse by topic
Passwords, login troubleshooting, roles and permissions, and managing users.
Payment methods, invoices, cancellations, and switching billing frequency.
Upgrading, adding team members, and everything about the Business plan.
Step-by-step setup for Greenhouse, Lever, Ashby, Bullhorn, and more.
Bring your CRM contacts and LinkedIn connections into Juicebox.
Bounces, domain health, sending limits, and suspended mailboxes.
## Popular articles
* [How can I upgrade my plan?](/help/plans/upgrade-plan)
* [How do I export my LinkedIn connections to Juicebox?](/help/data-migration/linkedin-connections)
* [How can I update my payment method or billing info?](/help/billing/update-payment-method)
* [What are the free trial limits and duration?](/help/faq/free-trial-limits)
* [How to get more export credits](/help/faq/more-export-credits)
## Still need help?
Email [support@juicebox.ai](mailto:support@juicebox.ai) or use the in-app support chat in the bottom-left corner of the app. See [Contact Support](/contact-support) for details.
# How can I add team members to the Growth Plan?
Source: https://docs.juicebox.ai/help/plans/add-team-members
Invite teammates to your Growth plan workspace and purchase additional seats.
The Growth plan allows for **up to five (5) seats**, and each seat comes with an additional set of contact and export credits (see [All About Credits](/all-about-credits) for current amounts). If you would like to add more than five team members, consider upgrading to the [Business plan](/help/plans/business-plan).
The Starter plan only allows for one user. To add team members, you must first [upgrade](/help/plans/upgrade-plan) to the Growth plan.
## Inviting team members
If your team member already has an account on Juicebox (including a free account), you can invite them directly through the **Team Members** settings. When they accept your invite, they will be automatically moved from their current plan to your Growth plan workspace. The same invitation process works for both new users and existing account holders.
If your team member does not have an account on Juicebox yet, click on your name/organization at the bottom left corner.
![Open the account menu]()
Next, select **Invite Members**. You can then send an email invitation to your team member to join the organization with you.
When inviting a team member, a popup will appear indicating you'll be charged based on your contract. Click accept to complete the invitation.
## Adding additional seats
If you need to purchase additional seats before inviting team members, you can do so through your account settings without contacting support:
1. Click on your profile icon at the lower left corner of Juicebox, then select **Account Settings**.
2. Navigate to **Plan and Billing**.
3. Select **Modify Plan**.
4. Increase the number of seats to your desired amount.
5. Confirm the changes.
## After sending invitations
Once you send the invitation, the team member will need to accept it to join your organization. If they log in and see a "free trial" status instead of being part of your Growth plan organization, they should check for [pending invites](https://app.juicebox.ai/account?tab=invites) and accept the invitation.
![Pending invitations]()
### Resend a pending invitation
If a teammate hasn't accepted yet, you can send them a reminder. Any member of your organization can resend an invitation:
1. Go to **Account Settings** > **Team Members** and open the **Pending invitations** tab.
2. Find the invitation and select the **Resend invite** (send) icon on its row.
The teammate receives the same invitation email with "Reminder:" in the subject line. The **Status** column shows when the invitation was sent and when it was last reminded, for example "Invited 2 months ago · Reminded just now".
You can remind each invitation once every 24 hours. During the cooldown, the **Resend invite** icon is disabled and shows "Resent in the last 24 hours".
### Remind all invitations older than 30 days
Admins and view-only admins see a banner at the top of the **Pending invitations** table when any invitations have been pending for more than 30 days. The banner shows how many invitations are older than 30 days and how many can be reminded now.
1. Select **Send N reminders** in the banner, where N is the number of invitations that can be reminded.
2. Confirm in the dialog.
Juicebox resends every invitation older than 30 days that isn't in its 24-hour cooldown. This includes all pending invitations, not only those matching your current search. Each selection sends up to 100 reminders. If more remain, select the button again to remind the rest. If every old invitation was reminded in the last 24 hours, the button is disabled.
Does your team member already have their own paid subscription? See [how to merge team subscriptions](/help/plans/merge-team-subscriptions).
If you have any further questions, reach out to us at [support@juicebox.ai](mailto:support@juicebox.ai).
# Where can I find more information on the Business Plan?
Source: https://docs.juicebox.ai/help/plans/business-plan
Learn more about the Business plan or book a demo.
We would be glad to send you our one-pager, as well as answer any additional questions about the Business plan personally.
Reach out to us at [sales@juicebox.work](mailto:sales@juicebox.work) or by using the **Contact Support** button in-app.
## Book a Business plan demo
You can book an enterprise demo directly using this link:
[**Business Plan Demo**](https://juicebox.ai/demo)
If you run into issues scheduling or have additional questions, contact [sales@juicebox.work](mailto:sales@juicebox.work).
The Business plan includes ATS/CRM integrations, SSO, custom credit volumes, and full data-migration assistance. See [ATS Integrations](/ats-integrations) and [Migrating your data](/help/data-migration/migrate-business) for more.
# How do I add or reduce the number of Agents on my plan?
Source: https://docs.juicebox.ai/help/plans/manage-agents
Buy more Agents, reduce your Agent count, and free up Agent slots.
[Juicebox Agents](/juicebox-agents) are an add-on to your paid subscription. Each Agent on your plan gives you one Agent slot. You can buy more Agents or reduce your Agent count yourself from your account settings.
Only organization admins can change the Agent plan. If you're a member, Juicebox shows a request option instead. Select an admin to send your request to, and they can complete the change.
## Prerequisites
* A Starter or Growth plan. If you're on the free plan, [upgrade your plan](/help/plans/upgrade-plan) first.
* Admin access to your organization.
## Open Manage Agents
1. Select your name/organization in the bottom left corner.
2. Select **Account Settings**.
3. Under **Organization**, select **Agents**.
4. On the **Juicebox Agents add-on** card, select **Manage Agents**. If you haven't bought Agents yet, select **Purchase agents**.
The card also shows **Agents used**, the number of Agents counting toward your limit compared to your plan's total.
## Add Agents
1. In the dialog, use **+** to choose how many Agents you want on your plan.
2. Review the invoice preview:
* **Due today** shows the prorated charge for the added Agents for the rest of your current billing period, before your next renewal. It also shows any promo code or unused account credit.
* **Next bill** shows your next invoice total at renewal, including your plan seats and Agents.
3. (Optional) Enter a promo code and apply it.
4. Select **Add *N* Agents** (for example, **Add 2 Agents**) to confirm. Juicebox charges the amount due today.
The confirm button stays disabled until you choose a number above your current plan size.
### Adding more than 5 Agents
Self-serve purchases cover up to 5 Agents. If you try to go above 5, the dialog asks you to contact sales. Organizations on enterprise or custom Agent limits also see a **Contact sales** option instead of the purchase dialog. Juicebox's team can set up custom Agent limits and pricing for you.
## Reduce Agents
You can't reduce your plan below the number of Agents you're currently using. If you try, Juicebox shows "Close an Agent to reduce your plan further." Select **See all Agents** to open your Agents list and [close the Agents](/juicebox-agents) you no longer need, then try again.
1. Open **Manage Agents**.
2. Use **−** to choose a number below your current plan size.
3. Review the preview. **Due today** shows **No charge today**, and **Next bill** shows your invoice total after the reduction.
4. Select **Confirm reduction**.
Your Agent limit updates right away. Billing adjusts at the end of your current billing period, on the date shown in the dialog. Juicebox doesn't charge or refund anything today.
If you remove all paid Agents, Juicebox also removes any account credit you received from a first-Agent promo. The dialog shows the amount before you confirm.
### Undo a scheduled reduction
A reduction is a scheduled change until your billing period ends. To undo it, open **Manage Agents** again. Juicebox asks whether to override your scheduled subscription change. Select **Override**, then choose the number of Agents you want to keep and confirm.
## When you run out of Agent slots
When every Agent slot on your plan is in use, Juicebox tells you that your organization has reached its active Agent limit. You can:
* **Close an unused Agent.** If an Agent is out of leads, Juicebox shows a callout naming its project and noting it still uses a plan slot. Close it if you don't plan to recalibrate it. Select **Review Agents** or **See all Agents** to find Agents to close.
* **Ask an admin.** If you can't close the Agent or change the plan yourself, select an admin and send a request. The admin can close unused Agents or buy more.
* **Add Agents.** Admins can add Agents from the same dialog, as described above.
# My team member already has a subscription. How can I add them to my team plan?
Source: https://docs.juicebox.ai/help/plans/merge-team-subscriptions
Combine separate paid subscriptions into one team workspace.
If your team member already has a paid subscription on Juicebox, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai) to merge your organizations.
Alternatively, you can ask them to [cancel their current subscription](/help/billing/cancel-subscription). Then, send them an [invite](/manage-account#team-members) to join your organization. They will need to accept the invite in the settings page.
For the full invitation flow, see [How can I add team members to the Growth Plan?](/help/plans/add-team-members)
# How can I reduce the number of seats I'm paying for?
Source: https://docs.juicebox.ai/help/plans/reduce-seats
Downgrade your seat count and understand what happens to credits and billing.
Juicebox accounts manage access through two distinct models:
1. **Seats** — licenses that permit platform use.
2. **Users** — individual accounts/recruiters with platform access via a seat.
The number of seats may exceed the number of users — for example, when you purchase additional seats to increase contact and export credits. To remove users rather than seats, see [How do I remove users from my workspace?](/help/account/remove-users)
## Before you reduce seats
1. **Cancel any pending workspace invitations** — they count toward your total seat count and will block downgrades.
2. **Remove active users to match your desired seat count** — the number of seats cannot be less than active users. Attempting to downgrade below your active user count will produce an error. See [removing users](/help/account/remove-users) for instructions.
## Steps to reduce seats
1. Click your name/organization in the bottom left corner.
2. Click **Account Settings**.
3. Click **Plan and Billing**.
4. Click **Modify Plan**.
A window will appear allowing you to reduce seats and update billing.
If you have a discount applied to your subscription, the system may prevent you from reducing seats through self-service. After removing unnecessary users and cancelling pending invitations, contact [support@juicebox.ai](mailto:support@juicebox.ai) to complete the reduction.
## What happens when you remove a seat
* Seat changes take effect at your next billing cycle.
* Credits associated with removed seats remain available for use.
* No prorated refunds are offered when seats are removed.
* If you re-add a user later, their account data (saved filters and settings) will be preserved.
# Why is my premium subscription not appearing?
Source: https://docs.juicebox.ai/help/plans/subscription-not-appearing
Confirm your subscription is active, and what to do if it isn't.
To confirm that your subscription has been activated, click on your profile icon on the bottom left of the screen.
![Open the account menu]()
Then, under **Your Account**, you will see your active subscription.
![Active subscription under Your Account]()
If you have subscribed to a premium plan but are not seeing it activate, contact us via the in-app **Contact Support** button, or by reaching out to [support@juicebox.ai](mailto:support@juicebox.ai).
If a teammate purchased the plan, make sure you've accepted their workspace invitation — check your [pending invites](https://app.juicebox.ai/account?tab=invites). See [Add team members](/help/plans/add-team-members) for details.
# How can I upgrade my plan?
Source: https://docs.juicebox.ai/help/plans/upgrade-plan
Move from free to premium, or between premium plans, and understand proration.
## Upgrade from a free plan
To upgrade to a premium plan from a free plan, select the **Upgrade Now** button:
![Upgrade Now button]()
## Upgrade or downgrade an existing premium plan
If you are already subscribed to a premium plan, select your profile icon in the bottom left corner:
![Open the account menu]()
From there, select **Account Settings**, then **Plan and Billing**, and finally **Modify Plan**. You can also navigate directly to your [billing settings](https://app.juicebox.ai/account?tab=billing).
![Modify Plan in billing settings]()
This same process can be used to upgrade to a higher-tier plan or downgrade to a lower-tier plan.
**Billing and proration:** When you upgrade to a higher-tier plan mid-cycle (for example, from Starter to Growth), you'll be charged a prorated amount — the difference between what you've already paid for your current plan and the cost of the new plan for the remaining time in your billing period. Your next renewal will charge the full amount for the new subscription. Credits are also prorated mid-cycle — you'll receive a prorated credit allocation for the remainder of your billing period, and the full credit amount at renewal.
## Managing credits through plan changes
### Adding credits on the Growth plan
To add more credits to your account, you can add an additional seat on the Growth plan. Each additional seat includes its own monthly allotment of contact and export credits — see [All About Credits](/all-about-credits) for current amounts per plan.
The charge for the upgrade and the credits you receive are both prorated based on the remainder of your current billing cycle. Once your renewal hits, you'll be charged in full for all seats on the plan and receive the full credit amount for each seat.
### Unlimited credits
For unlimited credit options, the [Business plan](/help/plans/business-plan) is available.
# Hiding Profiles
Source: https://docs.juicebox.ai/hiding-profiles
Customize your discovery workflow by hiding profiles that don’t fit your search.
### Hiding a Profile
To hide a profile, select the eye icon on the right of the profile card. The profile will appear greyed out while remaining on the same page. You can unhide a profile by selecting the “unhide” button.
### Finding Hidden Profiles
A hidden profile will be hidden across all searches on the project. When you refresh the page, or come across the profile in a new search, they will be entirely hidden (not greyed out). You can still identify these profiles by the text at the bottom of the page, shown in the screenshot below, indicating how many profiles were hidden from your search results.
### Unhiding or Reviewing Hidden Profiles
To access hidden profiles, open the “profiles hidden on this page” button. You will be able to see profiles hidden on the specific page, as well as profiles hidden in the project overall. To unhide a profile, select the “unhide” option.
You can also access the hidden profiles menu from the projects page by selecting the drop down menu and clicking “View Hidden Profiles”. The same pop-up will appear.
# Hire for Good
Source: https://docs.juicebox.ai/hire-for-good
Report a hire you made through Juicebox and we donate $50 to a cause of your choice.
Hire for Good celebrates the hires you make through Juicebox. When you report a hire sourced on the platform, Juicebox donates \$50 to a cause you select from an approved list.
![Hire for Good submission dialog]()
## Who can participate
Hire for Good is available on all paid Juicebox plans. Hiring Manager seats cannot submit hires.
## Submit a hire
You can open the Hire for Good form from three places:
* The Hire for Good card on your Home page: select **Submit a hire**.
* The **Hire for Good** button at the top of the Projects page.
* **Settings** > **Hire for Good** > **Submit a hire**.
![Clean Shot 2026 08 31 At 13 58 37@2x]()
Juicebox also prompts you to submit when you close a project after making a hire.
To complete a submission:
1. Under **Choose a cause**, pick a charity from the list.
2. Under **Who did you hire?**, search for the candidate by name or paste a Juicebox profile link. If the profile is no longer in Juicebox, type the candidate's name and select it.
3. Check **I confirm this person was sourced using Juicebox**.
4. Select **Submit hire**.
Each hire can only be submitted once. If you or a teammate has already submitted the same hire, Juicebox shows a notice and counts only the earlier submission — a duplicate won't trigger a second donation.
## Track your submissions
Go to **Settings** > **Hire for Good** to see your submissions and the total Juicebox has donated. Admins see every submission in the organization. Other team members see their own.
Each submission shows one of three statuses:
* **In review**: Juicebox is verifying the hire against platform data and may ask you for more information. Review can take up to 60 days.
* **Donated**: Your submission is approved and the donation is committed. Juicebox batches approved donations and sends them to the charities quarterly, so the charity may receive the funds after this status appears.
* **Rejected**: The submission was incomplete, duplicative, or inconsistent with Juicebox platform data. Approval is at Juicebox's discretion.
## Approved charities
You can direct your donation to any cause on the approved list:
* Khan Academy
* UNICEF USA
* Habitat for Humanity
* St. Jude Children's Research Hospital
* Make-A-Wish
* Doctors Without Borders
* charity: water
* The Nature Conservancy
* Best Friends Animal Society
* Wounded Warrior Project
The list may change over time.
## Good to know
* Donations are made by Juicebox, in Juicebox's name, from Juicebox's own funds. No funds pass through you and no part of your subscription fees is set aside for charitable giving. You won't receive a donation receipt, and donations aren't tax deductible for you.
* Donations are not a credit, discount, or refund, and cannot be exchanged for cash or anything else of value.
* Juicebox reviews every submission and may reject submissions that appear inaccurate, duplicative, or inconsistent with platform data.
* Juicebox may change the donation amount or charity list, or end the program, at any time.
For full details, see the [Hire for Good program terms](https://juicebox.ai/terms/hire-for-good).
# Hiring Manager Seats
Source: https://docs.juicebox.ai/hiring-managers
The streamlined way to bring decision-makers directly into your recruitment process.
**Note:** Hiring Manager seats are currently only available for Business plan users.
## Hiring Manager Overview
Unlike regular seats, Hiring Managers have **view-only access** to Juicebox and can only see the projects and shortlists shared directly with them.
Users frequently use a Hiring Manager seat to:
* Share and review candidate profiles
* Leave feedback or notes
* Approve or reject candidates
* Prioritize candidates for outreach
## Assigning a Hiring Manager Seat
To add a Hiring Manager to your team’s account:
1. Navigate to your account settings (bottom left), and click on **Team Members** under Organization
2. Enter the email address of the Hiring Manager you would like to invite and select “Hiring Manager” from the dropdown
3. Click **Send Invite**!
## Requesting a Review
A key part of the Hiring Manager workflow is sending candidate profiles to a Hiring Manager for review. The process for requesting a review and the Hiring Manager's own workflow are outlined below.
Before proceeding, ensure you have added candidates to your project’s shortlist. If you haven't, please refer to the Shortlist Profiles article [here](/shortlist-profiles).
To share a profile(s) with a Hiring Manager, go to your project’s shortlist and select the profiles you want reviewed. Then select **Request Review** at the top of the page.
*Tip: You can invite multiple hiring managers to the same shortlist if needed, ensuring a comprehensive review process.*
Once you request a review, a new **Review Status** column appears on your shortlist, showing each profile as **Pending** (not yet reviewed), **Approved**, **Not a Fit**, or **Skipped**.
### **Reviewing Requested Profiles**
As the Hiring Manager, you will receive an email every time a team member has requested your review. From the email, you can select **Review Profiles** which will redirect you to the project’s shortlist where you can begin your review process.
Once redirected, a pop-up will appear showing you how many profiles need to be reviewed, who requested the review, and when.
For each profile, you can approve or reject the candidate, as well leave any feedback for the team to review.
After all profiles have been reviewed, you can select **Submit Review** in the top right corner and your process is complete! The team member who requested your review will then receive an email notification letting them know that all profiles have been assessed.
### Addressing Hiring Manager Feedback
Once a hiring manager has completed their review, the hiring team can:
1. Click the **Review Profiles** link in their email to access completed feedback
2. View approval or rejection statuses along with any comments left by the hiring manager
3. Launch an agent with the Hiring Manager insights
4. Add all approved profiles to a sequence
*Tip: Providing visibility into feedback and responses helps build trust and alignment between hiring teams and stakeholders.*
## Sending Emails on Behalf of a Hiring Manager
With Hiring Manager seats, you can add your own email address, enabling your team to send sequences from your inbox on your behalf.
To learn more on how to connect your email provider to Juicebox, please refer to the Email Integrations article [here](/email-integrations).
# Introduction
Source: https://docs.juicebox.ai/index
Juicebox helps you find the right candidates with AI-powered search, rank them against your criteria, and reach out at scale. This help center walks you through every part of the product.
## Start here
Create your account, verify your email, and run your first search.
A guided tour of a Juicebox project from search to outreach.
Use natural-language prompts, filters, and criteria to find talent.
Put sourcing on autopilot with always-on AI agents inside any project.
## Go deeper
Set up multi-step, multi-channel outreach and track replies.
Shortlist candidates, generate Smart Reports, and collect feedback.
Connect your ATS to export candidates and rediscover past applicants.
How contact, export, and Smart Report credits work.
## Need help?
Browse the [Help Center](/help) for quick answers about your account, billing, plans, and integrations. You can also email [support@juicebox.ai](mailto:support@juicebox.ai) or use the in-app support chat in the bottom-left corner of the app. See [Contact Support](/contact-support) for details.
# Insights
Source: https://docs.juicebox.ai/insights
Uncover new data and insights across your searches, shortlists, and talent pools.
## Insights Overview
Insights provide a data-driven view of your talent pool, helping recruiters understand, refine, and optimize their search strategy. It aggregates the data from your search results to surface patterns in experience, skills, geography, and career backgrounds to help turn that raw candidate list into actionable intelligence.
### Use Cases
Rather than reviewing profiles one by one, Insights enable teams to evaluate the entire talent market at a glance to make more informed hiring decisions. From this report, you can:
* **Define your recruiting strategy** by identifying target companies, talent locations, and realistic hiring criteria before sourcing begins.
* **Refine your search** by focusing directly on the talent who have a specific skill, job title, major, etc.
* **Identify market dynamics** to understand talent availability by location, skill, or employer.
Export your Insights report as a PDF to easily share with hiring managers or clients. These are a powerful resource to bring to any intake meeting, sourcing session, or client kickoff that will help you bring clear, data-backed market expertise to every conversation!
## Navigating to Insights
All Insights reports are interactive and tied to an individual search. To view a report, open your project’s search and select **Insights** from the top navigation bar.
For a detailed breakdown of the data included, please see the full report below, organized from the top of the Insights report to bottom.
### Top Locations and Key Takeaways
Identify your talent’s top locations or geographic hotspots.
* **Top Locations:** On the left, you will see the geographical distribution of your talent pool. It will automatically adjust to the geography your talent is located in, showing you up to 10 of the most popular cities. The locations and map are both interactive, in case there is a specific city you want to narrow in on.
* **Key Takeaways:** On the right, the key takeaways will provide you an aggregated overview of your talent pool, including some stats and highlights from each section. These takeaways can be copied or selected to automatically bring you to the relevant chart.
### Years of Experience and Tenure
See the average tenure of your talent, plus their overall years of experience.
* **Years of Experience \[Values]:** Analyze the average, median, and percentile distribution of your talent pool’s overall years of experience. To dive deeper into P25/P75 values, please see the info box below.
* **Years of Experience \[Graph]:** Visually analyze the years of experience distribution across your talent pool. Years of experience is calculated as years of full-time work experience, and does not include internships.
* **Average Tenure**: The average tenure of a profile represents how long they stay at a company before moving to a new company.
**P25, P50 (Median) and P75 Values** P25 represents the first quarter of the data. In the context of years of experience, 25% of profiles will have that number or fewer years of experience. The same applies for P50 (Median) and P75.
### Skills, Employers, and Job Titles
Dive deeper into the employment background and skills of your talent pool.
* **Skills:** The most frequently occurring skills across your talent pool. If you have any skills selected or pinned in your search, they will appear in light purple. Skills selected in the search will always be shown as part of the graph.
* **Current Employers**: The current employers of your talent pool. Please note, this graph may be hidden if there is only one employer identified in your talent pool.
* **Past Employers**: The top companies where your talent has previously worked at some point in their career.
* **Job Titles**: The top job titles *currently* held by your talent pool.
**Percentage of Talent Pool Covered by Top 10** In most cases, the Top 10 companies will not cover the entire talent pool. Use the subtitle to identify the percentage covered. For example, in the Current Employers graph above, the Top 10 largest employers cover 50% of profiles, meaning the other 50% are represented by all other employers.
### Job Title Levels and Roles, Gender Distribution and Industries
Determine the top industries, departments and levels of your talent pool.
* **Job Title Level:** A breakdown of the seniority levels of your talent pool.
* **Job Title Role:** The departments that your talent currently works in, e.g. Engineering or Marketing.
* **Gender Distribution:** The gender diversity breakdown of your talent pool.
* **Company Industries:** The top industries your talent currently works in. Please note, these are based on the companies the individuals work in, so someone working at Bank of America would be classified as working in the Banking industry.
### Company Type, Funding Stages, Tags and Universities
Drill down into the specific company types, funding stages, and universities tied to your talent.
* **Company Type:** The breakdown of your talent’s current employer type, e.g., public, private, or VC backed.
* **Funding Stages:** The distribution of funding stage experience across your talent pool.
* **Company Tags:** The top company tags across your search pool.
* **Universities:** The top universities attended by your talent pool. Please note, if an individual attended more than one university, both may be shown.
### Degree Level, Majors and Languages
Identify the minimum education levels, majors and languages spoken across your talent pool.
* **Minimum Education Level:** The degrees attained across your search pool.
* **Majors**: The fields of study completed by your talent. Please note, this may include multiple fields of study per profile.
* **Languages:** The most commonly spoken languages across your search pool.
## Refining your Search Results
All reports are fully interactive, allowing you to click into any metric to explore further. Selecting a metric will reveal sample profiles that match the criteria and give you the option to start a new search based on that data point.
1. **Sample Profiles:** The pop-up will show up to 15 initial results for your refined search. You can see the total number of matches in the top left of this pop up. For example, in the picture below, there are 459 total matches, but only 15 shown for candidates with the Javascript skill.
2. **Open a New Search:** To view all profiles that match your criteria, select “Open in New Search” to create a new search with the selected filters pre-configured. You will also be able to run another insights report on top of your new search to see that talent pool breakdown as well.
## Exporting your Insights Report
To share your Insights report with a Hiring Manager, client or another teammate, please select **Export Insights** in the top right corner of your Insight page. This will initiate a PDF download that you can share across teams, departments or clients.
# Intake
Source: https://docs.juicebox.ai/intake
Intake is Juicebox's intake system for hiring manager kickoff calls. It records and transcribes the meeting, surfaces real time talent pool insights while you talk, and turns the conversation into context you can use for search and sourcing, all without taking notes by hand.
## Why use Intake
Recruiters in hiring manager meetings are usually heads down taking notes. Intake handles that for you and adds context you would otherwise have to dig up yourself:
* **Live insights.** When a hiring manager sets a requirement, Intake shows you what the talent pool actually looks like in real time. If they ask for a PhD and that narrows the pool to a handful of candidates, you will see that during the call, along with sample profiles you can react to together.
* **Automatic notes and transcription.** Intake captures and transcribes the full conversation so nothing gets lost.
* **Context for agents.** Everything the hiring manager discussed can flow directly into your search and sourcing, so your agents start with the full picture.
* **One place for hiring notes.** Intake keeps the transcript, notes, and insights together instead of scattered across docs and chats.
## 1. Open the Intake tab
Open the project you are hiring for and select **Intake** in the project sidebar. Every intake for that project lives here.
![Clean Shot 2026 08 24 At 17 14 24@2x]()
## 2. Add an intake
Select **Add Intake** to add intake notes to your project. You can start from scratch, clone existing notes, or choose a template.
![Clean Shot 2026 08 24 At 14 34 18@2x]()
* **Start from scratch.** Write your own notes and Juicebox parses the details after your intake call.
* **Clone an existing intake.** Duplicate an intake note you have already written and make edits.
* **Choose a template.** Start your new intake note with a template from Juicebox or from your organization.
Templates guide what Intake listens for and how notes are structured. You can use a Juicebox template or build your own so every intake covers the data points your team needs. Templates can come from Juicebox or from anyone on your team, and they are shared across your organization so everyone can work from the same structure.
![Clean Shot 2026 08 24 At 14 36 02@2x]()
## 3. Pick how you are recording
With your notes in place, choose how the meeting gets captured.
### Record in Juicebox
Select **Start recording** on the intake to record straight from your browser.
![Clean Shot 2026 08 24 At 14 36 42@2x]()
Recording from your browser is built for in-person intakes, where you and the hiring manager are sitting together. For a virtual call, have Intake join the meeting directly so all participants are captured.
### Paste a meeting link
If no meeting is attached to the intake, select paste a meeting link and add your Zoom or Google Meet link. Intake joins that meeting and records it for you.
![Clean Shot 2026 08 24 At 17 16 58@2x]()
### Choose a meeting from your calendar
If your calendar is connected, pick the scheduled meeting from the dropdown on the intake. Juicebox links the event to your notes, and you can swap it any time with **Change meeting**.
![Clean Shot 2026 08 24 At 17 18 39@2x]()
Connect your mailbox from Integrations so Intake can see and join your scheduled meetings. Calendar access uses a subset of the mailbox permissions Juicebox already uses, so if your mailbox is already connected there is nothing extra to approve. Intake works with Zoom and Google Meet.
![Clean Shot 2026 08 24 At 17 15 33@2x]()
When the meeting starts, Juicebox joins the call as a participant named Juicebox Notetaker and begins recording.
![Clean Shot 2026 08 24 At 17 20 40@2x]()
## 4. During the meeting
Once the meeting starts, Intake records and transcribes the conversation so you can stay in the discussion instead of typing. Live insights on the talent pool appear next to your notes as the hiring manager describes the role. They fill in categories like location, job title, and years of experience as they come up, along with pool size and sample profiles you can react to together.
Insights keep refreshing as more requirements surface, and if a few minutes pass without a key detail, Intake suggests which criteria would help narrow or broaden the pool. Your structured intake notes are generated once you end the recording.
You can send an insight or a list of potential matches straight into the meeting chat, so the hiring manager can react to real profiles while you are still on the call.
![Clean Shot 2026 08 24 At 17 22 42@2x]()
You can still take your own notes during the call, including observations you would not say out loud to the hiring manager. When the meeting ends, Intake combines your manual notes with the transcript, so the final notes include both what you wrote and what was discussed. The transcript does not currently identify individual speakers, so you will see everything that was said without names attached to each line.
## 5. After the meeting
When the call ends, everything lands in one place: an AI summary of the conversation, the full transcript, and your intake notes filled in and ready to go. Each note links back to the moment in the transcript where it was discussed, so you can check the original context.
![Clean Shot 2026 08 24 At 17 23 42@2x]()
From there you can:
* **Start an agent** to begin sourcing with the hiring manager's requirements already built in, or calibrate an agent you have already set up
* **Start another recording** if the conversation continues on a follow-up call
* **Reference the notes from Ashby, if the role already exists there**
* **Delete the intake** if you no longer need it
Because the intake already holds the context from the call, you can move from the agent into search and sequences without re-entering what the hiring manager told you.
## Draft a job description from the intake
Once the intake has notes, you can turn them into a job description without leaving Juicebox. Open the agent menu on the intake and choose **Draft job description**. Juicebox streams a JD from the intake's notes into an editor you can revise before you copy it, export it as a PDF, or push it to Ashby.
If your Ashby workspace is connected, Juicebox also seeds the draft with your recent Ashby postings so the tone and structure match the JDs your team already publishes.
### Edit, copy, or export the draft
The draft opens in a rich-text editor. Wait for the typewriter to finish, then edit it inline like any other document. From the footer you can:
* **Copy** the JD as rich text (with a plain-text fallback) to paste into another tool.
* **Export as PDF** to download a formatted copy.
* **Create in ATS** to push the draft to Ashby (see below).
If a draft fails partway through, use **Try again** to regenerate. You can also close the dialog to cancel generation.
### Push the draft to Ashby
With Ashby connected, select **Create in ATS** to create a draft job in Ashby in one step. Juicebox:
* Uses the project name as the posting title.
* Maps the intake notes to one of your existing Ashby departments and offices. Juicebox never creates new departments or offices; it picks from what is already synced.
* Creates the job as a draft and links the intake to the new Ashby posting.
Once the intake is linked, the menu action becomes **Update job description** and the dialog's primary button becomes **Update job description**, which overwrites the linked posting's description with your latest draft. A **View job in your ATS** link in the footer opens the linked posting in Ashby.
Job creation and updates are Ashby-only today. Other ATS integrations still support import, export, and rediscovery. See [ATS Integrations](/ats-integrations).
### Who can draft and push a JD
* **Admins and full-seat recruiters** can draft, copy, export, and push to Ashby.
* **Hiring managers** and other restricted collaborators can draft, copy, and export a PDF, but cannot create or update an Ashby job.
* **Read-only admins** and **sequence-only seats** do not see the Draft job description action.
* Empty or template-only intakes are refused. Add notes or run the meeting first.
* If you're on the free plan, you're routed to the upgrade paywall when you try to draft a JD.
## Permissions
Intakes follow the permissions of the project they belong to. Anyone with access to the project can see its intakes.
## Privacy and data handling
* Audio and video files are deleted automatically 72 hours after the meeting.
* Only the transcript is kept, and it is what informs your notes, search, and agents.
* Intake conversations are not used for training.
## Admin controls
Admins can manage Intake for their organization from **Account Settings → Projects**.
### Turn recording on or off
Admins can turn recording on or off for their organization in Account Settings.
If recording is turned off, you can still use Intake. Start an intake from a template, type your notes during the call, and calibrate an agent from those notes.
### Turn off automatic messages in intake meetings
By default, Juicebox posts two automatic messages into the meeting chat during an intake call:
* A talent pool blurb once enough requirements have been captured, plus follow-up updates when the pool changes.
* A one-time nudge listing the key details still missing from the intake.
Admins on any paid plan can turn these off with the **Automatic messages in intake meetings** toggle in **Account Settings → Projects**. When the toggle is off, Juicebox stops posting automatic messages into intake meeting chats for every user in the workspace. Notes, transcripts, and live insights in the Juicebox app are unaffected, and recruiters can still send an insight or a list of profiles to the meeting chat manually.
Juicebox re-reads the setting before every automatic message, so flipping it during a live call takes effect immediately. Turning it back on resumes automatic messages on future intake calls.
The toggle is locked while the notetaker itself is off, since no automatic messages fire in that case.
# Agents
Source: https://docs.juicebox.ai/juicebox-agents
Juicebox Agents are your 24/7 sourcing partner, built to take manual sourcing off your plate and instantly scale your recruiting team’s capacity.
## 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 any manual 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 with context** — the Agent pulls from your connected tools, your ATS, and your past activity in Juicebox, so you spend less time explaining the role from scratch.
* **Source smarter** — the Agent maps the talent market, tests multiple versions of the search, and self-corrects before surfacing candidates.
* **Improve over time** — the Agent learns from the profiles you approve and reject, so lead quality sharpens with every batch.
* **Build and automate outreach** — ask the Agent to draft or refine a sequence in chat, review it in the side pane, and choose whether to use it for daily sourcing. Outreach sends from a connected mailbox, with messaging and timing you control.
Agents are an optional add-on to your paid Juicebox subscription. Agents that are sourcing, paused, or awaiting action each take up an Agent seat. Agents that are calibrating or closed do not.
### Context intelligence
Your Agent doesn't work in isolation. Before building a search, it researches the role using context it already has access to:
* **Connectors**: Connect tools like Google Drive, Notion, Granola, Metaview, and your ATS, and the Agent can pull intake notes, role docs, candidate sheets, and intake call transcripts to inform the search.
![Clean Shot 2026 08 17 At 18 37 00@2x]()
![Clean Shot 2026 08 17 At 09 09 35@2x]()
* **Organizational memory**: The Agent references your past searches, previous Agents for similar roles, and past hires in Juicebox, so learnings carry over instead of being lost when an Agent finishes sourcing. It also uses the company and user context stored in your [Knowledge Vault.](/knowledge-vault)
* **ATS data**: With your ATS connected, the Agent can pull related open roles and past hires to understand what a successful candidate looks like for your team.
Manage connectors from the **Integrations** tab in Settings. ATS connections are available on the Business plan. Connected tools can provide context for your sourcing Agent and for AI-generated sequences in Composer chat.
### Market mapping
Instead of building a search directly from your request, the Agent first maps the talent market. It analyzes the full candidate pool — common employers, job titles, seniority, and years of experience — and tests different iterations of the search criteria to find the strategy that produces the strongest pipeline, not just a few good first profiles. If the data suggests a change in approach, the Agent will proactively adjust its criteria or ask you a clarifying question.
![Clean Shot 2026 08 17 At 09 41 51@2x]()
### Qualified leads estimate
Alongside the total talent pool size (controlled by your filters), the Agent shows a **qualified leads** range: an estimate of profiles that meet your search filters and pass the quality screen against your full requirements. The more you calibrate and give feedback, the more accurate this estimate becomes, giving you a realistic view of how long the Agent can source for the role.
### Chat stays with you while sourcing
The Agent chat remains available throughout the Agent's lifecycle, from calibration through active sourcing, and sourced leads appear in a side panel next to it. You can use the chat at any time to:
* Ask how your pipeline is doing and get recommendations
* Ask which criteria are limiting your qualified pool
* [Create or refine an outreach sequence](#build-and-refine-outreach-with-your-agent) and review the result beside the chat
* Take actions in connected apps, such as pulling a candidate list from Google Sheets to find similar profiles, or writing a talent market map into Notion
![Clean Shot 2026 08 17 At 09 32 07@2x]()
### Dictating messages to your Agent
You can speak your message instead of typing it. Select the microphone button (**Start voice input**) in the Agent chat input, then start talking. A waveform shows while Juicebox is listening.
* Juicebox transcribes your speech into the input so you can review and edit it. It never sends your message automatically.
* Recording stops on its own after about 8 seconds if you haven't started speaking, shortly after you stop speaking, or after 90 seconds. Select the button again (**Stop voice input**) to stop early.
* Select the microphone again to keep adding to what you already have.
* Juicebox improves recognition of names, skills and technical terms using your project, your recent searches and your Agent chat.
* Juicebox doesn't store your recordings.
Voice input isn't available to view-only admins, sequence seats or hiring managers. It's also off if your admin has [turned off recording](/intake#turn-recording-on-or-off) for your organization.
If voice input doesn't start, check the message under the input:
| Message | What to do |
| - | - |
| Microphone access is blocked. Allow it in your browser settings to use voice input. | Allow microphone access for Juicebox in your browser's site settings, then try again. |
| We couldn't find a microphone. | Connect a microphone or check that your device's microphone is enabled. |
| Voice input isn't supported in this browser. | Try a different, up-to-date browser. |
| Voice input is disabled for your organization. | Your admin has turned off recording in Account Settings. |
| Voice input isn't available right now. Try again. | Wait a moment and select the microphone again. |
## Use cases
Agents work best on roles that are repeatable, evergreen, or high-volume. These are the kinds of searches you'd otherwise re-run every week. Common examples include:
* **Streamlined job titles and backgrounds** that are consistent across companies / industries
* Examples: Find Technical Recruiters in the Bay Area; Find Account Executives in NYC
* **Rediscovering past ATS talent**
* Examples: Find candidates from my ATS who have 3+ years of experience in LLMs; Find all silver-medalists or candidates who made it to X stage
* **Market mapping and competitive intelligence**
* 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
* **Business development or hyper-targeted prospect lists**
* 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, follow these steps:
1. Navigate to **Create new project** and select **Project**, or open an existing project you'd like to add an Agent to.
![Clean Shot 2026 08 17 At 18 48 54@2x]()
2. Name the project after the role and configure collaborators. On the Business plan, you can also link the project to your ATS job and enable auto-exports, which keeps a single source of truth across systems.
![Clean Shot 2026 08 17 At 18 58 25@2x]()
3. From the project setup page, toggle to **Agent** to hand this role off to an Agent instead of running a manual search.
4. Tell the Agent what you're looking for, using any of these four methods:
* **Describe the type of candidate** using your natural language
* 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
* **Input a link to the Job Description** for the Agent to source against
* Example: Find candidates for this role: JD link
* **Replicate a candidate profile** by inputting the candidate's LinkedIn URL
* Example: Find similar candidates to LinkedIn URL
* **Select a job from your ATS** to calibrate a new Agent
The Agent can also use web search. If your job description is public, the Agent may find it on its own based on the role you describe.
5. Your connected tools are visible in the **Connectors** panel beside the chat. You can connect additional tools here (or from the Integrations tab in Settings) at any point so the Agent can use them for context.
6. Once submitted, the Agent will share a plan and begin context research: it reviews your connected tools, organizational memory, and ATS data, then maps the talent market before configuring the initial filters and search criteria. You can follow along with what it found and why in the Agent's activity trace.
7. 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.
![Clean Shot 2026 08 17 At 09 27 47@2x]()
8. Review your filters and criteria to confirm that all requirements are included, or provide the Agent with any additional details. You'll also see your total pool size and a qualified leads estimate here.
![Clean Shot 2026 08 17 At 09 21 59@2x]( "Clean Shot 2026 08 17 At 09 21 59@2x")
9. 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 (for example, average tenure should be at least three years).
Approval and rejection feedback is optional but **highly encouraged**, as the Agent will consider these learnings (good or bad) for the next batch of profiles provided. In order to move on to the next step, we also recommend reviewing profiles until you can approve 3 candidates in a row.
### Build and refine outreach with your Agent
Your sourcing Agent can draft a new sequence, read an existing sequence, revise its messages and settings, and send a test email to your inbox. Ask in the same conversation you use for sourcing—for example, `Build a three-email sequence for this role` or `Make the second email shorter`. The sequence opens beside the chat so you can review the result and edit it directly.
10. After calibration, choose how the Agent should contact approved profiles. If you collapsed the setup prompt, select **Sourcing settings** above the chat to reopen it.
Choose one of the outreach options, then select **Confirm**:
* **Build me a sequence** hands the request to your Agent. It uses the context from your conversation to draft an AI-generated sequence in the **Sequence** side pane.
* **Use an existing sequence** lets you select a sequence you have already prepared.
* **I'll do this later, shortlist for now** adds candidates to your shortlist without sending outreach. You can add them to a sequence later.
![Agent outreach setup with Build me a sequence, Use an existing sequence, shortlist for now, and Confirm highlighted]()
11. If you ask the Agent to build a sequence, review it beside the Agent chat. Give the Agent outreach examples, selling points, and feedback such as `Make the first email shorter`. You can also edit the title, messages, sender, and timing directly in the canvas. Select **Preview** on a step to check the personalized copy before using the sequence.
This uses the same sourcing Agent conversation you used to calibrate the search. [Composer chat](/sequences#generate-with-ai) is the side panel in the standalone sequence composer.
Changes save automatically. Check the save status at the top of the **Sequence** pane, then use **Close side pane** when you want to return to the full chat. Select **Open sequence** on its card in the conversation to reopen it.
If the Agent asks you to connect a mailbox, use **Connect Gmail** or **Connect Outlook** in the chat. After you return, the Agent can continue setting up the sequence's sender.
![Agent Sequence side pane with save status, close control, Preview, and editable message highlighted]()
12. When you are happy with a sequence the Agent built, confirm its request to use that sequence for daily sourcing. Then finish **Last step, set your sourcing strategy**. If you chose an existing sequence or shortlist-only outreach, **Confirm** takes you directly to this step. Choose your daily lead target and how leads should be approved:
* **Manual** lets you review and approve each lead before the Agent sends outreach or adds them to your shortlist, depending on your outreach choice.
* **Automatic** lets the Agent approve matching leads and carry out your selected outreach or shortlist action.
Choose a daily lead target that you and your team have time to review. Drafting a sequence does not start sourcing; finish the strategy settings before starting the Agent.
Select **Start sourcing** to activate the Agent and collect your first batch of leads.
![Agent sourcing strategy with daily volume, approval type, and Start sourcing highlighted]()
To update an Agent's settings, open its project and choose **Sourcing settings** from the Agent's **…** menu. This opens a dialog with daily volume, outreach, and approval controls. Here, select **Use an existing sequence** or **Shortlist only**; changes apply to a running Agent, and **Done** closes the dialog. The currently attached sequence remains visible in the picker even if it has been archived.
## Reviewing leads
Once your Agent has sourced its daily batch of leads, they appear in the panel beside the Agent chat, along with a daily message letting you know a new batch is ready.
To review leads awaiting approval, select **Review Leads** 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.
![Clean Shot 2026 08 17 At 19 09 50@2x]( "Clean Shot 2026 08 17 At 19 09 50@2x")
All feedback submitted during reviews is also stored within the chat, and the Agent generates learnings from each reviewed batch, so you can reference its full history and decision-making context in one place. The Agent's reasoning is visible as it works, so you can see how it interpreted your feedback and why it selected each batch.
The sourcing panel also shows your daily leads at a glance: how many leads are waiting for approval and how many profiles have been shortlisted, along with when your next batch of leads will arrive.
If you'd like to revisit any previously approved profiles, select **Profiles shortlisted** in the sourcing panel. From there, you can review each candidate's match summary or open their Juicebox profile directly.
![Clean Shot 2026 08 17 At 09 32 07@2x]()
## Shortlists and outreach
Leads you shortlist appear in your project shortlist, alongside profiles you found through manual search.
Use the **Owner** column to tell which profiles you sourced yourself and which the Agent surfaced.
![Screenshot 2026-05-18 at 5.16.54 PM]()
![Screenshot 2026-05-18 at 5.16.54 PM]()
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](/shortlist-profiles).
## Managing an Agent's lifecycle
An Agent's status tells you whether it needs your attention.
When an Agent exhausts its qualified pool, it stops sourcing and is tagged **Action Needed**. Open the Agent and either apply the recommendations it suggests or edit your filters and criteria directly to widen the pool.
![Screenshot 2026-05-18 at 5.20.07 PM]()
![Screenshot 2026-05-18 at 5.20.07 PM]()
If this message occurs you can:
* Open your Agent and apply the Agent’s recommendations, or edit your filters and criteria directly.
![Screenshot 2026-05-18 at 5.22.17 PM]()
![Screenshot 2026-05-18 at 5.22.17 PM]()
An Agent pauses automatically after four days without activity, and you can pause one manually at any time.
Closing an Agent turns it off and frees the seat. You can reopen a closed Agent at any time in the Agents tab and select the three dots in the top right corner > Reopen agent.
![Clean Shot 2026 08 18 At 17 05 35@2x]()
## 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 open it, select **View Insights** on the right side of the Agent's **Calibrate** screen.
![Clean Shot 2026 08 17 At 19 21 44@2x]()
## Switching an existing search to an Agent
If a project is already running a manual search that looks like a good fit for an Agent, select the **Agent** button from your search to calibrate one using your existing filters and criteria.
From your search, select the **Agent** button to use your existing filters and search criteria to calibrate an Agent.
![Clean Shot 2026 07 29 At 21 30 43@2x]()
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.
## 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. After you approve three leads, you can set up your outreach or shortlist preferences. Starting automatic daily sourcing requires a paid Agent seat.
## Glossary
Understand the key terms associated with an Agent and its current status:
| **Status** | **What it means** | **Takes a seat** |
| - | - | - |
| Sourcing | Actively sourcing or contacting leads | Yes |
| Paused | Paused manually, or after four days of inactivity | Yes |
| Action Needed | Finished running; needs recalibrating or closing | Yes |
| Calibrating | Being set up, not yet sourcing | No |
| Closed | Turned off; can be reopened at any time | No |
# Juicebox for Slack
Source: https://docs.juicebox.ai/juicebox-for-slack
Bring Juicebox notifications and profile actions into the Slack channels where your recruiting team already collaborates.
## Overview
Recruiters and hiring managers already coordinate on roles in Slack, but candidate profiles live in other tabs.
Juicebox for Slack closes that gap: connect a Project or Agent to the channel where the team works, and updates show up at the right time, right in the thread, ready to act on.
Juicebox for Slack lets you:
* **Notify, answer, and act** on existing projects, sequences, and Agents
* **Review and surface leads** produced by an existing Agent or shortlist
* **Act faster** on common actions, especially on mobile
## Set up in three steps
A paid Slack plan is required to use the Juicebox AI agent in the Slack app container. All other Juicebox for Slack features work on free Slack plans, including channel notifications, lead review carousels, and `@Juicebox` mentions in channels and threads.
Navigate to the **Integrations** tab and connect the Slack integration to Juicebox. This creates a single workspace connection.
Each Juicebox organization connects to exactly one Slack workspace, and each Slack workspace connects to exactly one Juicebox organization. Juicebox blocks a connect that would replace an existing pairing. This happens when the workspace already belongs to another Juicebox organization, or when your organization is already connected to a different workspace. Disconnect the existing pairing first, then try again. Re-authorizing the same organization and workspace still works and is safe to run to refresh permissions.
From the **Projects** page, select the project's **Slack** row to open the Slack dialog, then pick a channel from the searchable picker. For a channel you aren't in, or a private channel, paste its channel link or ID into the picker instead.
To link a channel, from Juicebox or from Slack, you need two things:
* Your Juicebox account is linked to your Slack account. Run `@Juicebox account` in any channel Juicebox is in. See [Connect a Slack identity to a Juicebox account](#connect-a-slack-identity-to-a-juicebox-account).
* You're a member of the channel.
If you link a private channel before you invite Juicebox to it, nothing posts there yet. See [Muted channel connections](#muted-channel-connections).
Get started by asking Juicebox what it can do in Slack.
Type:
```text theme={null}
@Juicebox, what can you do?
```
Juicebox is added to the channel and starts surfacing notifications, project updates, and shortlist review requests there. For a private channel, invite `@Juicebox` to the channel first so it can reply to mentions and thread follow-ups.
## Core capabilities
### Review leads directly in Slack channels
When a review is requested, Slack posts a candidate carousel: approve, skip, or reject each profile.
* Add context during the decision; feedback syncs back and informs the Agent's learning and the platform.
* Carousels hold up to 10 cards, and press **See More** to generate more profiles at the end of the carousel.
* Shortlist reviews and Agent leads follow the same flow.
### Get project and sequence notifications
Once a Project is connected to a Slack channel, activity shows up in that channel:
* New Agent leads ready for review, or interested replies from an email sequence
* Project activity such as name changes or collaborators being added or removed
* Project activity summaries on a configurable cadence
You can also chat directly with Juicebox in Slack to get project notifications and status updates.
### Ask @Juicebox for project and Agent analytics
Tag `@Juicebox` in your Slack Chat to get quick answers without navigating dashboards:
* Pending, approved, or reviewed lead counts at a glance
* Outreach volume, such as how many people were contacted or added to a sequence
* Pipeline, project, Agent, or sequence health, answered in the thread
* What happened to a profile after it was approved
Juicebox uses LLMs that have the potential to generate inaccurate results.
#### What Slack analytics can answer on your plan
Slack mirrors the same analytics access rules as the Juicebox web app, so what `@Juicebox` will answer depends on your plan and role.
**Open on every paid Juicebox plan (any Juicebox member in the channel can ask):**
* A project's pipeline by stage, candidate lists, and shortlist activity
* Agent health listings, such as which Agents are paused or out of leads
* Project-scoped counts, such as how many candidates were shortlisted for a specific project
* All outreach analytics, including emails sent per teammate and sequence performance
**Juicebox Business plan and analytics access required:**
* Searches run per recruiter and profiles viewed
* Per-teammate leaderboards, such as who shortlisted the most candidates
* Cross-project shortlist rollups, such as shortlisted candidates per project without naming a project
* Org-wide project and Agent counts, such as how many Agents you have
To ask these usage questions in Slack, you need a Juicebox Business plan and one of the following roles: admin, read-only admin, or the `analyticsAdmins` role granted per member from **Settings → Team members**.
### Manage notifications from Slack
Configure which Juicebox notifications a channel receives without leaving Slack. In any channel connected to a project or Agent, run:
```text theme={null}
@Juicebox settings
```
Juicebox posts a launcher that opens an in-Slack configuration modal for the projects and Agents linked to that channel. From the modal you can:
* **Mute all notifications** for the project or Agent in this channel
* **Choose which notification groups fire**, for example, new leads, sequence replies, or project activity
* **Disconnect** the project from this channel. Juicebox posts a message in the thread so the channel knows why updates stopped.
Changes made in Slack stay in sync with the notification settings on the web, so you can manage the same connection from either surface. Muting keeps your group selections intact, so unmuting restores your previous choices. The project activity summary schedule (daily, weekly, or monthly digest) is unchanged and continues to follow the cadence set in Juicebox.
Before the modal opens or a change is saved, Juicebox checks that your Slack account is linked to a Juicebox user and that you have permission to manage the project or Agent. If you don't, Juicebox posts a private message in the channel explaining why instead of opening the modal.
If no project is connected to the channel, `@Juicebox settings` asks you to connect one first. See [Connect or move a project from Slack](#connect-or-move-a-project-from-slack).
### Connect or move a project from Slack
Ask `@Juicebox` about a project's channel from any channel Juicebox is in:
```text theme={null}
@juicebox, where does [Project] post its updates?
@juicebox, connect [Project] to this channel.
@juicebox, change the Slack notifications for [Project].
```
Juicebox replies with a card that shows where the project posts:
* **Not connected:** select **Connect to this channel**, then select **Connect**.
* **Posts to this channel:** select **Notification settings** to mute, change notification groups, or disconnect.
* **Posts to another channel:** select **Move to this channel**. Your notification choices move with it.
You need the same [access as when you link a channel](#set-up-in-three-steps). Juicebox confirms the change in the thread. Ask from a channel, not a DM.
### Take profile actions and create tasks
Manage profiles and follow-up straight from Slack:
* Add a **note** or update **tags** on a profile
* Create a **reminder or task** and assign it to a teammate in the channel. The assignee is tagged in Slack, and the task and note live in Juicebox
* Share a **LinkedIn URL** and add it straight to a project shortlist
### Read notes on a contact
Ask `@Juicebox` about a candidate's notes to see what your team has written about them:
```text theme={null}
@juicebox, what notes do we have on [Candidate]?
@juicebox, any recruiter notes on https://www.linkedin.com/in/ada-lovelace?
```
Juicebox returns written notes only, not activity such as profile views, exports, or sequence adds. Notes come from two sources, merged into one list with the newest first:
* **Juicebox notes** your team added in Juicebox, from the projects you can access. Name a project to narrow these to that project.
* **ATS notes** recruiters wrote in your connected ATS. This applies to Ashby and to ATSes connected through Kombo. See [ATS Integrations](/ats-integrations). ATS notes are org-wide, so naming a project doesn't filter them.
Each note shows its source and author, for example "In Ashby, Jordan wrote…". Juicebox doesn't show private ATS notes, or any ATS notes on candidates who are hired or marked private in the ATS. If Juicebox can't reach your ATS, it still returns your Juicebox notes.
### Work with searches from Slack
Ask `@Juicebox` to browse, review, create, or edit the searches inside a project without leaving Slack. These tools operate on ordinary searches; for Agents, see [Manage an Agent from Slack](#manage-an-agent-from-slack).
**Browse and review (read-only)**
Available to any licensed Juicebox user connected to Slack.
* **List searches** — show the searches in a project, optionally filtered by a title fragment. Returns each search's title, execution state, last-updated timestamp, and Juicebox link.
* **Inspect a search** — read one search's filter summary, criteria, execution state, and canonical link. Accepts a search ID, exact or partial title, or a canonical Juicebox search URL. Ambiguous titles return candidates so you can confirm which one you meant.
* **See profiles** — return up to five candidates from the most recent completed run of a search. This never re-runs the search or marks profiles as viewed. If no run has finished yet, Juicebox says the results aren't cached instead of executing one.
**Create and update**
Available to regular and admin licensed seats on non-Agent projects. Hiring-manager, sequence, read-only-admin, and guest accounts get read-only access at most.
* **Create search** — paste a role brief or job description. Juicebox builds filters and criteria, saves the search in the project you name, and runs it immediately. The response includes the search link, pool size, first-page count, and up to five candidates. If the source looks like a job description, Juicebox uses JD mode automatically.
* **Update search** — apply a natural-language edit to one existing search and re-run it.
Example prompts:
```text theme={null}
@juicebox, list searches in [Project].
@juicebox, show me the filters on the "Staff PM - NYC" search.
@juicebox, create a search in [Project] for a senior backend engineer with Go and Kubernetes based in the EU.
@juicebox, in [Project], update "Staff PM - NYC" to also include product-led-growth experience.
```
Search writes are gated on licensed-seat projects.
### Export a candidate to your ATS from Slack
Ask `@Juicebox` to send a candidate straight into your connected ATS without leaving the channel. This is available in any channel where Juicebox is present, once your organization has an ATS integration connected from the **Integrations** tab. See [ATS Integrations](/ats-integrations) for the list of supported providers.
Give Juicebox the candidate's Juicebox profile URL or LinkedIn URL and the job you want them on. Juicebox proposes the specific candidate, job, and stage before writing to your ATS, so you can confirm before the export runs.
```text theme={null}
@juicebox, add https://www.linkedin.com/in/ada-lovelace to our "Staff Backend Engineer" role in Ashby.
@juicebox, export [Candidate] to the Senior PM req in Greenhouse, at the Recruiter Screen stage.
@juicebox, put https://www.linkedin.com/in/ada-lovelace in our general talent pool.
```
Behind the scenes, Juicebox uses three tools to complete the export:
* **Find a job** — Juicebox searches your ATS's open jobs by the title or requisition code you mentioned. If more than one job matches, it lists the options and asks which one; if nothing matches, it says so and offers to browse.
* **Find a stage (optional)** — if you asked for a specific pipeline stage, Juicebox lists the stages on the chosen job in pipeline order and confirms which one you meant. Skip this to let the candidate land in the job's default first stage. Stages for jobs you can't see in the ATS are hidden.
* **Export the candidate** — Juicebox writes the candidate to the ATS on the confirmed job and stage, and links back to their record in the ATS when the export finishes.
A candidate who isn't in Juicebox yet can still be exported. If you share a LinkedIn URL that Juicebox doesn't have on file, Juicebox creates the contact as part of the export and tells you it added them.
Where the ATS supports it, you can also export to a general talent pool with no specific job. Say so explicitly (for example, "add to the general pool"). If the connected ATS requires a job, Juicebox tells you and asks you to pick one.
#### Guards that apply to Slack exports
Slack exports reuse the same export pipeline as the Juicebox web app, so the same rules apply:
* **Export credits** — each successful export spends an org export credit. Exports fail with a clear message when the org has used up its credits for the billing period.
* **Contact-info policy** — if your organization requires an email or phone number before exporting, Juicebox blocks the export when neither is on file for the candidate.
* **Restricted-domain policy** — candidates whose contact email is on a domain your organization has restricted are blocked.
* **Duplicate detection** — if the candidate is already in the ATS (matched by LinkedIn URL), Juicebox says so and links to their existing record instead of exporting again.
* **Plan and seat gating** — Slack exports require a paid Juicebox plan and a licensed seat. Free-plan users, unlicensed seats, and Slack guests are blocked with an explanation.
Every Slack export shows up in your normal **Profile Export History** in Juicebox, tagged as coming from Slack. See [Exports](/exports) for the full export workflow, credit behavior, and history view.
### Create an Agent from Slack
Ask `@Juicebox` to create an Agent from the thread you're in. Include the role, seniority, and location, or paste a job description. Juicebox creates the Agent, starts calibration in the thread, and links the channel so updates post there. If you don't meet the [requirements to link a channel](#set-up-in-three-steps), or you ask from a DM, Juicebox still creates the Agent. Link the channel later from the project's **Slack** row. Requires a licensed Juicebox seat.
If the channel is linked to one project that doesn't have an Agent yet, Juicebox asks whether to add the Agent to that project or create a new project. Reply with your choice, and Juicebox creates the Agent there.
* **Existing project:** Juicebox adds the Agent to the linked project. The channel is already linked, so Juicebox doesn't re-link it or post another welcome message. If Juicebox can't add the Agent to that project, for example because it got an Agent in the meantime, Juicebox creates a new project instead.
* **New project:** Juicebox creates a new project for the Agent and links the channel to it.
If the channel's linked project already has an Agent, or the channel is linked to more than one project, Juicebox creates a new project without asking. Each project holds one Agent.
```text theme={null}
@juicebox, create an Agent for a senior backend engineer with Go and Kubernetes in the EU.
@juicebox, create a new Agent for [Project role] and add [Teammate] as a collaborator.
```
### Manage an Agent from Slack
Ask `@Juicebox` to pause, resume, close, or reopen an existing Agent, and to change its approval type, destination for approved leads, or daily lead volume. Juicebox confirms the change before applying it. Requires a licensed Juicebox seat. Agent search criteria and calibration stay in Juicebox.
```text theme={null}
@juicebox, pause the Agent for [Project].
@juicebox, switch [Project]'s Agent to manual approval.
@juicebox, set [Project]'s Agent to 15 leads a day.
```
### Channel reachability
If a linked channel needs Juicebox to be invited before it can reply to mentions and thread follow-ups, the Slack dialog says so under the channel picker. Run `/invite @Juicebox` in the channel, then select the refresh icon next to the picker.
If the channel is archived, the dialog surfaces that instead and asks you to pick another channel. See [Archived Slack channels](#archived-slack-channels).
### Muted channel connections
A channel connection stays muted until Juicebox can confirm that the person who connected the channel is in it. While it's muted, nothing posts to the channel. The project's Slack dialog shows a warning that says so.
To fix it:
* For a private channel, run `/invite @Juicebox` in the channel, then refresh the Slack dialog.
* If the person who connected the channel left it, they rejoin it. Or you can disconnect the channel and connect it again yourself.
Inviting Juicebox doesn't help if the person who connected the channel isn't in it.
### Disconnect a project from its Slack channel
If a project was linked to the wrong Slack channel, or you no longer want notifications for it in Slack, you can unlink it from the project's configuration without leaving the flow.
1. Open the project and select the **Slack** row that shows the connected channel name.
2. In the dialog, select **Disconnect** next to the channel name.
3. Confirm **Disconnect** in the prompt.
You can also disconnect from Slack. Run `@Juicebox settings` in the channel, select **Disconnect**, and confirm.
Notifications stop immediately, and Slack guests in that channel lose the ability to ask `@Juicebox` about this project. Disconnecting clears your notification settings for this project, so if you reconnect the project to a channel later, notifications start from the defaults.
To disconnect the entire workspace instead of a single project:
1. Go to **Integrations**.
2. On the Slack card, select **Manage connections**.
3. In the dialog, select **Options** > **Remove all connections**.
4. Confirm **Remove all connections** in the prompt.
This removes the Slack integration from your organization and disconnects it from every project and Agent, so a different workspace can be connected. You can reconnect Slack at any time.
### Archived Slack channels
If a Slack channel linked to a Juicebox project or Agent is archived, Juicebox marks the connection inactive and stops sending notifications to that channel. Your notification preferences and the connection record are preserved. To resume delivery with the same settings, reconnect the project or Agent to a channel from the **Projects** page.
### Slack guests
A Slack guest is a channel member Juicebox can't match to a licensed Juicebox user. Guests can see Juicebox messages in the channel and ask project-scoped questions about the channels they're in, but can't run cross-project or usage analytics.
Guests can:
* Read notifications, review requests, and replies Juicebox posts in the channel
* Ask `@Juicebox` for pipeline, candidate lists, Agent health, and outreach questions about the projects their channel is linked to. Juicebox automatically scopes the answer to those projects.
* Ask general questions about how Juicebox works (for example, "how does Juicebox work?")
Guests can't:
* Ask `@Juicebox` for usage analytics such as searches run, profiles viewed, per-teammate leaderboards, or org-wide project and Agent counts
* Take profile actions, add to shortlists, or create tasks
When a guest asks a question that would require a Juicebox seat, Juicebox replies with a guest-specific message that names the missing membership and offers to have someone invite them to Juicebox. The reply also points at the `@Juicebox account` command, so a teammate whose Slack email doesn't match their Juicebox email can connect the two themselves.
### Connect a Slack identity to a Juicebox account
Juicebox matches Slack members to Juicebox users by email. If a teammate's Slack email doesn't match the email on their Juicebox account, they can connect the two identities themselves without an admin.
When Juicebox can't match a Slack user by email, it sends them a private message only they can see, with a **Sign in to Juicebox** button. Anyone can also trigger the same message on demand by typing `@Juicebox account` (or `@Juicebox find my account`) in any channel where Juicebox is present.
After selecting the button, they sign in to Juicebox, confirm which Slack identity and Juicebox account will be connected, and finish the link. Juicebox then treats the two identities as the same person for permissions, assignments, and notifications.
If they're already linked, `@Juicebox account` confirms who they're connected as. The link only works within your Juicebox organization.
## Actions to try in Slack
| Action | Example prompt |
| - | - |
| Notification settings | `@juicebox settings` |
| Connect or move a project's channel | `@juicebox, connect [Project] to this channel.` |
| Connect your Juicebox account | `@juicebox account` |
| Lead review | `@juicebox, show me the pending leads for [Agent].` |
| Agent status | `@juicebox, how is [Agent] doing?` |
| Create an Agent | `@juicebox, create an Agent for a senior backend engineer with Go and Kubernetes in the EU.` |
| Manage an Agent | `@juicebox, pause the Agent for [Project].` |
| Approvals | `@juicebox, how many leads did we approve this week for [Project]?` |
| Outreach | `@juicebox, how many people have we contacted in [Sequence]?` |
| Profile history | `@juicebox, what happened to [Profile] after we approved them?` |
| Contact notes | `@juicebox, what notes do we have on [Profile]?` |
| Shortlist add | `@juicebox, add this LinkedIn profile to the shortlist for [Project].` |
| Export to ATS | `@juicebox, add [Candidate] to our "[Job title]" role in [ATS].` |
| Pipeline health | `@juicebox, what is the current health of [Project]?` |
| Task | `@juicebox, assign [Teammate] a task to follow up with [Profile] by Friday.` |
| List searches | `@juicebox, list searches in [Project].` |
| Inspect a search | `@juicebox, show me the filters on the "[Search title]" search in [Project].` |
| Create a search | `@juicebox, create a search in [Project] for [role brief or JD].` |
| Update a search | `@juicebox, in [Project], update "[Search title]" to also require [criterion].` |
## Slack permissions requested
When you connect Slack, Juicebox requests the following scopes:
| Permission | Purpose |
| - | - |
| `app_mentions:read` | Detect when a user starts a request with @Juicebox, so Juicebox knows when to respond. |
| `assistant:write` | Show Juicebox as a Slack AI assistant and show progress while it processes a request. |
| `channels:history` | Read messages in public channels where Juicebox is present, so it can understand and answer requests. |
| `channels:read` | Identify public channels, so Juicebox can maintain the correct project-to-channel connection. |
| `channels:manage` | Create a public channel when a user chooses to create one for a Juicebox project or Agent. |
| `channels:write.invites` | Invite selected project members to a public channel that Juicebox creates. |
| `chat:write` | Send replies, notifications, and review requests as Juicebox. |
| `chat:write.public` | Send a message to a connected public channel when Juicebox is not yet a channel member. |
| `files:read` | Read supported files shared where Juicebox is present, so it can use them when answering a request. |
| `files:write` | Upload files or images that Juicebox includes in a Slack response. |
| `groups:history` | Read messages in private channels where Juicebox is present, so it can understand and answer requests. |
| `groups:read` | Identify private channels where Juicebox is present, so it can maintain the correct project-to-channel connection. |
| `groups:write` | Create a private channel for a confidential Juicebox project or Agent. |
| `groups:write.invites` | Invite selected project members to a private channel that Juicebox creates. |
| `im:history` | Read direct messages with Juicebox, so it can understand the conversation and answer follow-up questions. |
| `im:read` | Identify direct-message conversations with Juicebox, so it can reply in the correct conversation. |
| `im:write` | Start a direct message when Juicebox must send a private response. |
| `links:read` | Detect Juicebox links in messages, so it can determine whether a preview is available. |
| `links:write` | Show a preview for supported Juicebox links. |
| `mpim:history` | Read group direct messages where Juicebox is present, so it can understand and answer requests. |
| `mpim:read` | Identify group direct messages where Juicebox is present, so it can reply in the correct conversation. |
| `reactions:read` | Read reactions on Juicebox messages, so it can recognize existing feedback or status. |
| `reactions:write` | Add or remove a reaction to acknowledge a request or show its status. |
| `users:read` | Identify Slack members, so Juicebox can use the correct names, mentions, assignments, and invitations. |
| `users:read.email` | Match a Slack member to the correct Juicebox user for access checks, assignments, and invitations. |
## Best practices
* The integration creates one workspace connection, but supports unlimited Slack channel to project or Agent mappings. We recommend **one channel per project or Agent**, though some teams put everything in a single channel.
* Notifications are scoped to the channel. Anyone in the channel gets them. Some notifications (project renamed, collaborators added or removed) can't be disabled. The project activity summary has a configurable cadence. It defaults to weekly, and can be set to daily or monthly.
* You only need to tag `@Juicebox` when starting a new thread, not on every message within the thread.
* DMing Juicebox directly works for status and analytics questions, and works for users without a Juicebox seat (view-only). Lead review cannot happen in DMs.
## FAQ
Connecting the Slack workspace to Juicebox is a one-time setup done from the **Integrations** tab in Juicebox, and requires a Juicebox admin. Non-admins see the **Connect to Slack** button but can't use it.
Once the workspace is connected, anyone with access to a project can link it to a Slack channel from the **Projects** page. See [what you need to link a channel](#set-up-in-three-steps).
Any Slack member of a channel can add the bot to that channel by tagging `@Juicebox` or running `/invite @Juicebox`. If your Slack workspace restricts who can add apps to channels, that restriction applies here too.
Yes. Email [support@juicebox.ai](mailto:support@juicebox.ai) for product and account questions, or [sales@juicebox.work](mailto:sales@juicebox.work) for plan and pricing questions.
Email [support@juicebox.ai](mailto:support@juicebox.ai) with details about your Juicebox organization, the Slack workspace, and what you're seeing.
Juicebox for Slack surfaces candidate data that already lives in your Juicebox organization. It does not collect candidate data from Slack, and it does not use messages in your Slack workspace to build the Juicebox candidate database.
For details on how Juicebox handles data, see the [Juicebox privacy policy](https://juicebox.ai/privacy-policy) and the [Data Sources](/data-sources) page.
Check each of the following:
1. The project or Agent is linked to that specific channel. Open the project and look for the **Slack** row. It should show the channel name.
2. Juicebox has been added to the channel. Tag `@Juicebox` or run `/invite @Juicebox` in the channel to add it. See [Channel reachability](#channel-reachability) if the project's Slack row asks you to invite Juicebox.
3. The project's Slack dialog doesn't warn that nothing posts to the channel. If it does, see [Muted channel connections](#muted-channel-connections).
4. Notifications for the project aren't muted. Run `@Juicebox settings` in the channel and confirm the relevant notification groups are on.
5. The channel hasn't been archived. Archiving a linked channel marks the connection inactive and stops delivery.
If notifications still don't arrive, email [support@juicebox.ai](mailto:support@juicebox.ai).
Slack cards show a compact summary of a candidate. The full profile, including all criteria, sources, and history, lives in Juicebox. Open the profile link in the Slack card to see everything Juicebox has on that candidate.
Juicebox only posts in a channel after it has been added to that channel and a project or Agent has been linked to it. To stop Juicebox from posting in a specific channel, either disconnect the project from that channel or remove Juicebox from the channel in Slack.
To disconnect a project from its channel:
1. Open the project and select the **Slack** row that shows the connected channel name.
2. In the dialog, select **Disconnect** next to the channel name.
3. Confirm **Disconnect** in the prompt.
To remove Juicebox from a channel entirely, use Slack's **Remove app** action on the channel.
See [Slack permissions requested](#slack-permissions-requested) above for the full list of scopes and what each one is used for. All listed scopes are required for the integration to work as documented. You can't remove individual scopes during install.
If your organization needs a narrower permission set, email [support@juicebox.ai](mailto:support@juicebox.ai) to discuss what's possible.
# Juicebox MCP
Source: https://docs.juicebox.ai/juicebox-mcp
The Juicebox MCP server is rolling out starting August 12, 2026.
The Juicebox Model Context Protocol (MCP) server lets AI models and agents access and interact with your Juicebox data through a standardized interface.
Connect it to Claude, ChatGPT, Cursor, or any other MCP-compatible tool to read your recruiting analytics and create or calibrate agents in Juicebox, all without leaving your AI client.
## **Permissions & access**
The Juicebox MCP server is available on all Juicebox paid plans. Access levels vary based on the plan you are on. Please review the access matrix below for more details.
![MCP Permissions]()
## **Authentication**
Our MCP server authenticates each user individually via OAuth. You complete your own OAuth flow during setup, so the server only returns data you can already see in Juicebox. You cannot query projects, searches, or candidates you do not otherwise have access to in the app.
### **Re-authentication every 30 days**
Each MCP connection stays signed in for 30 days from the time you first approve it. Your AI client refreshes access automatically during that window, but refreshing does not extend the session past 30 days. After 30 days, your client prompts you to complete the OAuth flow again. Sign in and select Approve to reconnect.
If your client's registration with the Juicebox MCP server is missing, the client registers again automatically when you sign in. You don't need to remove and re-add the server.
## **Set up your MCP client**
The Juicebox MCP server is client-agnostic and works with any MCP-compatible tool.
The server URL is:
[https://mcp.juicebox.ai/v1](https://mcp.juicebox.ai/v1)
*Note: this URL is only used by MCP clients. Opening it directly in a browser will show an error, which is expected.*
Select your client below for setup instructions. During setup, you'll see an approval screen listing the permissions the MCP server requests: reading your recruiting analytics and creating or calibrating agents on your behalf. Select **Approve** to continue.
### **Claude Connectors**
1. In Claude, go to **Settings > Connectors** and search for Juicebox, or go there directly with this link: [claude.ai/directory/connectors](https://claude.ai/directory/connectors/e6d9e323-b594-403d-a431-563f4da6712a)
2. Select **Juicebox** and select **Connect**.
3. You'll be prompted to log in to Juicebox (if you aren't already) and select **Approve** in the MCP access window.
![Claude Connectors]()
Using the Claude CLI (Claude Code)? Add the server with the following command, then complete the OAuth flow when prompted:
claude mcp add --transport http juicebox [https://mcp.juicebox.ai/v1](https://mcp.juicebox.ai/v1)
### **ChatGPT Plugins**
1. In ChatGPT, open **Settings > Plugins** and search for Juicebox, or use this link: [chatgpt.com/apps?q=Juicebox](https://chatgpt.com/apps?show_chat_button=true\&q=Juicebox)
2. Select **Juicebox** and select **Connect**.
3. Follow the authorization prompts to complete setup.
![Chat GPT Plugins]()
### **Cursor and other IDEs**
1. Open **Cursor Settings > Tools & MCPs > New MCP server**.
2. Paste the following into your configuration:
\{
"mcpServers": \{
"juicebox": \{
"url": "[https://mcp.juicebox.ai/v1](https://mcp.juicebox.ai/v1)"
}
}
}
3. Save and restart Cursor. When you use a Juicebox tool for the first time, complete the OAuth flow to connect your workspace.
### **Gemini CLI**
Juicebox's MCP server supports dynamic client registration, so you can configure it with Gemini CLI:
1. Add the server with the command: gemini mcp add --transport http juicebox [https://mcp.juicebox.ai/v1/](https://mcp.juicebox.ai/v1/)
2. Complete the auth process. For more on Gemini CLI's auth process, check out [their MCP server guide](https://geminicli.com/docs/tools/mcp-server/#automatic-oauth-discovery).
3. Restart the Gemini CLI (or run /mcp reload if the session is active) and check the status using the built-in command /mcp list. You should see the server listed with a "Connected" status.
### **Tools**
**Analytics tools**
* get\_schema — Shows a catalog of what data you can ask about: the available tables, fields, and example questions. You call this first so you know what you're allowed to query.
* get\_data — Runs a read-only report and returns rows of data (e.g. counts, breakdowns, activity). It's the actual "answer my analytics question" tool, always limited to your organization's data.
* resolve — Turns a human name or link into the internal ID the system needs. You give it a project name, a teammate's name/email, a sequence title, or an agent name (and it hands back the matching ID), so other tools can act on the right thing.
**Shortlist tools**
* search\_shortlist — Lists the candidates saved to a project's shortlist, with optional filters (e.g. by title or school). Read-only, and only for projects you're allowed to see. Available on the Business plan.
* get\_candidate\_details — Pulls richer details on specific shortlisted candidates that the quick list doesn't include—like total years of experience and job tenure—so you can filter or analyze on those. Available on the Business plan.
**Project tool**
* get\_project — Gives a summary of one project: its basic info plus how much is in it (number of saved searches and shortlisted candidates). Available on the Business plan.
**Agent tools**
* get\_agent\_schema — Explains how recruiting agents work: what you need to create/configure one, the lifecycle (start, pause, resume, close, reopen), and current limits. You read this first before creating an agent.
* create\_agent — Creates a new automated recruiting agent for a role (or fine-tunes an existing one). If you give it enough about the role, it sets up and starts searching for candidates in one step; if not, it asks a follow-up question.
* start\_sourcing — Tells an already-set-up agent to begin actively searching for candidates. Usually not needed since create\_agent starts automatically, but useful for restarting or retrying.
* manage\_agent — Controls an existing agent's lifecycle: pause, resume, close, or reopen it.
## **Export limits**
To keep Juicebox fast and reliable, some detailed candidate exports through the MCP Server count toward your plan's monthly export limit.
* **Doesn't count toward your limit:** Lightweight lookups like a candidate's name or LinkedIn URL.
* **Counts toward your limit:** Full candidate profiles, including experience history and contact details.
# Knowledge Vault
Source: https://docs.juicebox.ai/knowledge-vault
How Juicebox remembers context about you, your organization, and your searches to personalize AI results.
Memory is how Juicebox personalizes AI-generated work (searches, criteria, sequences, and Agents) to the way you and your team actually recruit. You can review everything Juicebox has learned from the **Knowledge Vault** section in your account settings.
To open it, click your name/organization at the bottom of the left-hand menu, select **Account Settings**, then find **Knowledge Vault** in the sidebar.
![Clean Shot 2026 08 19 At 10 34 18@2x 1]()
## Types of memory
Juicebox stores two kinds of memory:
* **Company memory**: Everything Juicebox has learned about your company and team, like hiring patterns, feeder companies, and target schools. Agents and projects automatically use this as context when sourcing candidates and writing outreach.
* **User memory**: Everything Juicebox has learned about you and how you recruit. Agents use this to personalize candidate evaluation and draft outreach that matches your priorities and communication style.
Both feed into your searches, sequences, and Agents so that results reflect what your team is actually looking for, without you having to repeat yourself in every prompt.
## Company memory
Company memory captures how your organization hires. It includes:
* **Organization overview**: what your company does, headcount, growth, and funding, gathered automatically from publicly available sources. It also summarizes where your team is located, which universities they attended, and where they worked before.
* **Hiring pattern**: who you actually hired in the last 12 months. This is the strongest signal for who to find next. You can filter by role and view talent flow.
* **Feeder companies and target schools**: the companies and schools your recent hires most commonly come from.
![Clean Shot 2026 08 19 At 10 36 54@2x]()
You can refresh the organization overview at any time with the **Refresh** button, or click **Edit description** to correct or add details.
### Memory-enhanced criteria generation
Admins can control whether memory is used when generating search criteria for the organization. Toggle **Memory-enhanced criteria generation** on or off from the Company memory page.
![Clean Shot 2026 08 19 At 10 43 39@2x]()
## User memory
User memory is your personal recruiting context. It includes:
* **About you**: your role and background, gathered automatically from publicly available sources when you sign up. Click **Edit description** to update it.
* **Search preferences**: the requirements you tend to care about, learned from the searches you run, the criteria you add, the profiles you shortlist or hide, and the feedback you give.
![Clean Shot 2026 08 19 At 10 42 31@2x]()
## Recent searches
Juicebox retains your past runs and shortlists so they can be reused as context for future work.
## Connectors
Both memory pages show which connectors are feeding them. Connectors can be enabled at the company level (shared across your team) or the user level (just for you). Click **Manage in Integrations** to add or remove connectors.
![Clean Shot 2026 08 19 At 10 40 12@2x]()
## Editing memory
You can edit the description on both Company memory and User memory at any time:
* Update or remove details that are out of date or inaccurate.
* Add context Juicebox may have missed (for example, a new business line, a hiring focus, or a preferred candidate profile).
Changes take effect immediately and apply to future searches, sequences, and Agent runs.
Hiring patterns, feeder companies, and target schools are generated automatically from your data and aren't directly editable.
## Criteria
Memory surfaces directly in [criteria](/criteria). When Juicebox adds a criterion based on what it has learned from your past searches, it's labeled **criteria added by memory**.
Hover the memory icon next to a criterion to see the specific memory that influenced it.
![Juicebox Memory tooltip on a criterion explaining why it was suggested]()
# Manage Account
Source: https://docs.juicebox.ai/manage-account
Effectively manage your team, account and billing details.
## Account settings
To manage your Juicebox account, select your name or organization at the bottom of the left-hand menu, then select ‘Account Settings.’ This opens up your account menu, which is organized into three main sections:
* **Personal**
* **Organization**
* **Data & sourcing**
## Personal
### Mailbox and emails
Here, you can connect or switch your mailbox, add a custom signature, and enable candidate reply notifications. Juicebox sends these updates to your inbox and includes the candidate’s profile (not visible to the candidate).
You can also enable automated reminders, link tracking, or limit outreach to verified domains only, which reduces [bounce rates](/maximize-replies).
### Email signatures
Selecting **Manage Signatures** takes you to the **Integrations** tab. From there, you can:
* Add new signatures
* Edit or duplicate existing ones
* Assign a signature to a mailbox
* Delete a signature
Any changes will apply to all mailboxes and active sequences using that signature.
### Export preferences
When exporting talent profiles to CSV, you can choose to include up to 15 optional fields, such as GitHub, Behance, or personal websites (when available).
[*Learn more about how to export profiles.*](/exports)
## Your invitations
If another organization has invited you to join their Juicebox workspace, you'll find pending invitations here.
## Organization
### General
View and update organizational settings. These settings affect all users in the workspace. Organization settings include:
* Organization name
* Organization logo
* SSO configuration (available on the business plan)
* Allow single exports
* Allow bulk exports
* Only export with contact info
* Add notes for Stack Rank and Agents
* Multiple active sequences per candidate
* Recently contacted window
* Auto-enroll with fallback after email bounce
* Force include unsubscribe link
* Enforced footer addendum
* Enforce Email strict mode (locks Email strict mode on for every user in the organization)
* Available email preferences
* Organization email sending limit
* Blackout dates and organization timezone
* Monthly usage reports (available on the business plan)
#### Recently contacted window
The **Recently contacted window (days)** setting under **Outreach and sequences** defines how long a candidate counts as recently contacted after someone in your organization emails them. Only admins can change it. The default is 90 days, and you can enter any whole number from 1 to 180.
Juicebox uses this window in two places:
* When you add a candidate to a sequence, Juicebox shows a [recently emailed warning](/add-profiles#warnings) if anyone in your organization emailed them within the window.
* Agents exclude candidates emailed within the window from their search results.
#### Blackout dates
Use **Blackout dates** to stop sequences from sending on holidays or company-wide breaks. Only admins can change these settings. Blackout dates apply to every sequence in your organization.
1. Set the **Timezone**. Blackout dates start and end at midnight in this timezone.
2. Under **Dates**, add a single date or a date range, with an optional label.
3. To add holidays in bulk, apply a preset:
* **US federal holidays**: adds each federal holiday in the next 12 months. Holidays that fall on a weekend also block the weekday they're observed on.
* **Year-end break (Dec 24 – Jan 1)**: adds the year-end break.
4. Remove any dates you still want to send on.
Sequences schedule around blackout dates instead of pausing. Juicebox doesn't send emails or create LinkedIn or call tasks on a blackout date. A step that lands on a blackout date moves to the next allowed day, and later steps keep their spacing. Learn more in [Sequences](/sequences#blackout-dates).
### Team members
Invite teammates or hiring managers to your Juicebox organization. Set their permissions to either:
* **Full Access**
* **View-only**
[*Learn more about inviting Hiring Managers.*](/request-a-review)
The **Pending invitations** tab lists invitations that haven't been accepted yet. The **Status** column shows when each invitation was sent and last reminded. Any member can resend a pending invitation from its row, once every 24 hours. Admins and view-only admins can also remind all invitations pending for more than 30 days at once. See [Resend a pending invitation](/help/plans/add-team-members#resend-a-pending-invitation).
### Plan and billing (for free, starter, or growth plans)
In this tab, you can:
* Update your subscription plan
* Change your payment method
* View billing history
* Cancel your plan
* Enable billing email notifications
### Credits
See your available credits for contacting, exporting, or generating Smart Reports. If you run out, you’ll be able to request more.
### Export history
View a log of your previous exports along with the fields configured in your [export preferences](/manage-account).
### Agents
Manage existing agent limits or add new agents to your organization from this section. [*Learn more about what agents can do in your workflows.*](/juicebox-agents)
#### Recent ATS activity window
The **Recent ATS activity window** setting under **Agent controls** defines which ATS candidates count as recent for your whole organization. Only admins can change it. Choose **Any time** to turn it off, or pick 90, 180, 270, or 365 days.
A candidate counts as recent when their ATS application is Active, or is Archived or Hired with a last interaction inside the window. When you set a window:
* The [Exclude recent ATS candidates](/talent-rediscovery#exclude-recent-ats-candidates) search filter becomes available.
* Agents that exclude ATS profiles across all stages exclude only recent ATS candidates. Older ATS candidates stay in the Agent's pool.
* Agents warn you about an ATS match before outreach only when that candidate is recent.
The setting is unavailable if your ATS doesn't sync application activity to Juicebox. In that case, Juicebox keeps excluding everyone your ATS knows about.
## Data & sourcing
### **DNC companies (do not contact company settings)**
Add companies to your organization's DNC list to exclude contacts working at selected companies from email sequences and search results.
*Auto exclude* is on by default. It automatically filters out profiles from these companies in new searches, Agents, intakes, and searches started from Slack for the entire team. Admins can turn off **Auto exclude DNC companies in searches** to disable it for the organization. You can still turn off exclusion for an individual search. [*Learn more about DNC enforcement.*](/dnc#dnc-enforcement)
### **DNC countries (do not contact country settings)**
Add selected countries to exclude them from email sequences and search results. Country auto exclude is off by default. Enable it to automatically filter out profiles from these countries for the entire team.
Admins can also add specific people as exceptions to the company and country DNC lists. [*Learn more about contact-level DNC overrides.*](/dnc#3-contact-level-dnc-overrides)
### Presets
Manage reusable preset lists for search filters here. Presets let you save and reuse commonly used search criteria so you can launch searches faster and keep requirements consistent across roles. Use Juicebox’s pre-built presets or create your own custom presets for the types of candidates your team searches for most often.
### ATS
Use this page to keep Juicebox projects, Agents, and ATS workflows aligned. ATS Settings let admins manage their ATS connection, configure automated exports, and control how candidates move from Juicebox into the right ATS job or stage. ATS integration is available on the business plan.
### Memory
Manage the preferences and guidance Juicebox uses to personalize AI-generated work across your workspace. Memory Settings help Juicebox remember your team’s preferences, feedback, and instructions so future searches, Agents, and AI-generated outreach are more aligned with how your team works.
# Optimizing Response Rates
Source: https://docs.juicebox.ai/maximize-replies
Improve response rates for your email sequences. Actionable advice below.
## 1. Target your search
The only recommendation in this section that isn’t about the actual outreach — but likely the most important factor: targeting the right talent profile. The closer a profile matches your job requirements, the more likely they are to view your message as relevant — and respond.
[*See section on how to adjust your search filters.*](/filters)
## 2. Increase the number of steps
With a multi-step sequence, you will boost reply rates significantly compared to a single-step outreach. We recommend a minimum of **3 steps in your sequence**, with the best performing sequences typically including 4 steps.
[*Learn how to create a multi-step outreach sequence.*](/sequences#creating-a-sequence)
## **3.** Send to personal email inboxes (*vs. professional)*
When adding a profile to an email sequence, we recommend using the profile’s personal email address (instead of their professional email address) to boost response rates by over 40%. We’ve found that personal emails typically minimize bounce rates.
*Option 1*
*Option 2*
*Select either Option 1 or Option 2 to maximize responses and minimize bounces.*
## 4. Include an email signature
A professional email signature reinforces your credibility and provides essential context to your recipients. By including your name, role, and company in every message, you're reminding candidates that your outreach is legitimate and relevant.
[*See here on how to include an email signature in your sequences.*](/manage-account)
## **5. Format your emails with bold text (and emojis** 🧃\*\*)\*\*
Use **bold text** and emojis to help your emails stand out in crowded inboxes. You can also experiment with emojis in your subject line, depending on your style.
## **6. Personalize your template with AI commands**
Personalized AI commands let you tailor messages to each recipient at scale, giving your outreach a personal touch and significantly increasing the likelihood of a reply.
[*See instructions on how to use smart AI personalization commands.*](/sequences)
## 7. Add LinkedIn steps to the outreach sequence
Complement your email sequence by incorporating LinkedIn steps, adding a multi-channel touchpoint that increases the likelihood of the candidate viewing your message.
[*See here on how to set up LinkedIn outreach within Juicebox.*](/sequences)
## 8. Sending emails “on behalf of” (SOBO)
Increase open and reply rates by sending emails on behalf of the hiring manager, founder or another recruiter. Having outreach come from different team members (like a hiring manager or founder) makes your messages feel more personal and relevant — leading to better engagement.
[*See here for the “send on behalf of” feature.*](/hiring-managers)
## A summary to optimize your email sequences:
* Increase the specificity of your filters
* Increase the number of steps in your sequence
* Send to personal inbox(es)
* Include a signature
* Use bold text and emojis
* Personalize your emails with AI
* Use LinkedIn outreach in your sequence
* Send on behalf of someone
*For addressing issues like bounce rates, see [Why does an email bounce?](/help/deliverability/email-bounces) and [How can I minimize bounces?](/help/deliverability/minimize-bounces) in the Help Center.*
# Network Sourcing
Source: https://docs.juicebox.ai/network-sourcing
Discover and engage more candidates by leveraging your company’s professional network
**Note:** Network Sourcing is currently only available for Business plan users.
## **Network Sourcing Overview**
Network Sourcing enables recruiters to identify and engage candidates via their company’s existing professional network. By mapping employee connections and inferred overlaps, teams can filter searches to surface candidates who may already have a relationship with someone internally - making it easier to prioritize warm introductions and drive more effective, higher-converting outreach.
With Network Sourcing, you will be able to utilize an employee’s professional network using two different sources:
1. **Connections:** These are the direct connections uploaded by team members. Once added, they can be used to identify or filter candidates who may already have an existing relationship with someone at your company.
2. **Overlaps:** These are inferred relationships Juicebox automatically identifies based on an employee’s shared work or education history. We analyze factors such as overlapping tenure, company or school size, or team alignment within a company to surface candidates employees *may* know.
Overlaps are automatically generated by Juicebox and are available without any additional setup. Connections, however, must be individually requested and uploaded by your team and **will not** automatically populate or refresh.
To download your Connections, please refer to our LinkedIn Connections help article [here](/help/data-migration/linkedin-connections).
## **Why use Network Sourcing?**
Network Sourcing helps your team hire faster and more effectively by prioritizing candidates you already have a path to.
Instead of starting every search cold, Network Sourcing surfaces candidates who are connected to your employees or have likely known them in the past. This gives recruiters a built-in advantage, helping generate:
* **Warmer outreach conversations:** Candidates are more likely to recognize shared connections, making initial messages feel more personal and credible.
* **Higher response and engagement rates:** Referrals and shared networks significantly increase the likelihood of replies compared to cold outreach.
* **Improved candidate quality and signal:** Connections and overlaps often indicate prior collaboration, similar environments, or relevant experience, helping you focus on stronger-fit talent earlier.
* **Faster hiring cycles:** With warmer leads and higher-quality candidates, teams spend less time sourcing and more time progressing qualified prospects through the pipeline.
## Setting up Network Sourcing
In order to fully utilize the Network Sourcing workflow, please follow the below steps:
#### 1. Select your company’s domain (Admins only)
To set up Network Sourcing for your team, please navigate to the Network tab on the left-hand menu.
Once opened, you’ll be prompted to select and connect your company’s LinkedIn page. This is used to generate your initial employee list.
Please ensure the correct company is selected in this step, as this **cannot** be changed.
#### 2. Import your employee list
Then, you can invite your Google Workspace or Microsoft 365 admin to grant Juicebox access to your employees’ email address.
Please note, this step is optional but **strongly recommended** to fully leverage the Network Sourcing workflow. Juicebox will only use an employee’s name and email address, and **does not** access or utilize any additional information associated with that employee under any circumstances.
If this step is skipped, you **will not** be able to reach out to your teammates in Juicebox to request their connections or make a warm intro.
If your workspace is not currently supported or your IT admin would rather upload this information via a static CSV file, you can select **Add employees** in the top right corner of the Network page. This is also a great route to take if there is a one-off employee you’d like to add to the database!
#### 3. Keeping your data fresh
After your IT admin grants Juicebox access to your Google or Microsoft workspace, you can **Connect** the employee list at any time to keep it up to date. If employees need to be edited or removed, you can also update their profile by selecting **Edit** or **Delete** next to their Juicebox employee record.
## Requesting Connections
To begin using your teammates’ connections, you can select **Request connections** next to the employee’s record to email them directly, or choose **Request all** at the top of the Network page to send those requests in bulk!
After connections are requested, each employee will receive an email from Juicebox, where they can upload their connections file directly!
If you have their connections file (or your own connections) ready to go, you can upload it directly into Juicebox by selecting **Upload** next to the employee’s record (or your own).
## Leveraging your Company’s Network
Now that your teammates’ overlaps and connections are available, you can begin sourcing through those networks across your projects, searches, or directly from the Network page! To see each option, please refer to the guide below:
#### **1. Filter by network**
Within the Juicebox General filters, there will be an option to **Filter by Network.** Here, you will be able to select whether you want to filter by LinkedIn connections, Overlaps or both, and across all employees or only a select few.
These filters can also be applied by typing “search across my network” or “search across “X’s network” within your prompt.
#### **2. Viewing mutuals**
Profiles in Juicebox with an overlap or connection will display a Network indicator, allowing you to see which employees they are connected to or overlap with.
From the Network page, we can also select any employee’s overlaps or connections to view all overlaps/connections in one. Once the overlaps or connections pop up on the right, you can select **Create new search** to view the full list within a project.
#### **3. Requesting introductions**
If a candidate is qualified for one of your open roles, and they are a mutual of an employee, the next step would be to ask that employee for a referral!
From the candidate’s profile, we can select “X intro paths” via the Network indicator (referenced above) to see who is connected to that candidate, and how. If multiple employees are a mutual, you will be able to see all employees listed, plus a summary overview, on the left hand side of the picture below.
After **Send request for intro** has been selected, the employee selected will receive an email from your own email address asking for an introduction.
From here, you can coordinate with that employee on the candidate introduction and officially add them to your pipeline!
##### Sending intro requests in bulk
When a candidate has more than one mutual employee, you can request intros from several colleagues at once instead of sending them one by one.
* A checkbox appears next to each mutual employee in the left rail of the intro dialog, along with a **Select all** control at the top.
* Select the colleagues you want to reach out to, then select **Send to N** (where N is the number selected) to send the requests in parallel.
* A confirmation dialog previews how many employees will receive an intro request. Each colleague still gets a personalized message tailored to them and the candidate.
* Juicebox automatically skips rows that are missing an email address. After sending, Juicebox surfaces which requests succeeded and which failed so you can retry any that didn't go through.
##### Choosing which mailbox intros are sent from
The **From** picker in the intro dialog lists every connected mailbox that can send mail across your team, plus any private mailboxes you've personally connected. This lets you send an intro from a personal inbox when that makes more sense than your primary work address. Private mailboxes belonging to other teammates remain hidden from you, and yours remain hidden from them.
#### **4. Start a search from someone’s network**
You can also use the Network page itself as a starting point for sourcing. Select any employee's overlap or connection count to open a full list of their network on the right-hand side.
From there, select Create search from overlaps or Create search from connections to instantly launch a new search scoped to that employee's network within your active project.
#### **5. Download a network as CSV**
When you open an employee's connections or overlaps sidebar from the Network page, a **Download** icon appears next to the count. Selecting it exports the full list to CSV without paging through the UI.
* Each export includes up to 10,000 rows. If the sidebar has more, Juicebox downloads the first 10,000 and surfaces a snackbar noting the truncation count.
* Email and phone are included only when they were already revealed for that profile or manually added to it. The download does not consume contact credits or trigger new lookups.
**Connections CSV**
The Connections CSV matches LinkedIn's `Connections.csv` header format, so you can re-upload the file for another employee without editing it. Columns:
`First Name`, `Last Name`, `URL`, `Email Address`, `Phone Number`, `Company`, `Position`
**Overlaps CSV**
The Overlaps CSV adds two columns that summarize why Juicebox thinks the two people know each other:
* **Overlap Strength**: a label of High, Medium, or Low, derived from the same score used on the profile card.
* **How they overlap**: a plain-language description built from pairwise company and school date windows between the employee and the candidate. Juicebox excludes your own organization's company so the list focuses on outside overlaps.
Full column list: `First name`, `Last name`, `Location`, `LinkedIn`, `Email`, `Phone Number`, `Current Title`, `Current Org Name`, `Current Org Website`, `Overlap Strength`, `How they overlap`.
For a broader overview of export methods across Juicebox, see [Exports](/exports).
## Use network snippets to personalize outreach
When a candidate shares a connection, employer, or school with one of your employees, Juicebox will automatically generate a personalized snippet you can include in your sequence emails.
The snippet surfaces the shared context, ie. a mutual teammate, overlapping company tenure, or university, so your outreach feels warm and relevant from the first touch.
Inside a sequence email step, select **Network mention** above the message, or press **`/`** and choose **Network Mention**, to insert this warm-intro reference at your cursor without leaving the editor. See [Inline composer](/sequences#inline-composer-slash-menu) for the full list of composer actions.
![Network Mention settings with numbered highlights for message guidance, minimum overlap confidence, fallback message, and Done]()
## Network Sourcing Definitions
* **Connections:** These are the direct LinkedIn connections uploaded by team members. Once added, they can be used to identify or filter candidates who may already have an existing relationship with someone at your company.
* **Overlaps:** These are inferred relationships Juicebox will automatically identify based on an employee’s shared work or education history. We analyze factors such as overlapping tenure, company or school size, or team alignment within a company to surface candidates employees *may* know.
* **Confidence scores:** Each overlap will be assigned a confidence score in order to identify the strength of that overlap:
* **High:** These represent the strongest and most meaningful signals, where there is a high likelihood the candidate is closely connected to a teammate or has worked with them directly.
* **Medium:** These are solid signals indicating a shared experience, though the relationship may be less direct or less recent.
* **Low:** These represent weaker or more indirect signals, where a connection may exist but is less certain or more distant.
# Profile Status
Source: https://docs.juicebox.ai/profile-status
Use the status feature to update the current setting of any given lead, such as “Contacted” or “Interviewing”.
### Introduction
Profile statuses indicate the current stage a contact is in. By default, Juicebox includes the following statuses: Not Contacted, Pending, Contacted, InMail Sent, Interested, Interviewing, Hired, Rejected, Not Interested. You can customize the status list to your preferences.
The Contacted status was previously named Email Sent. Juicebox now shows it as Contacted everywhere, including status cells, the Kanban view, CSV exports, the activity feed, and Slack notifications. The status keeps the same underlying ID, so existing profiles, reports, and integrations that use it keep working without changes.
### Pending status
When you add a candidate to a sequence, Juicebox sets their status to **Pending** instead of Contacted. Pending means outreach is scheduled but nothing has gone out yet.
Juicebox moves a Pending candidate forward only after outreach actually happens:
* **First email sends**: the status changes to Contacted.
* **LinkedIn connection task is completed**: the status changes to Contacted.
* **LinkedIn message task is completed**: the status changes to InMail Sent. If your status list doesn't include InMail Sent, it changes to Contacted.
* **Call task is completed**: the status stays Pending. A completed call on its own doesn't mark a candidate as Contacted.
If you re-enroll a candidate whose status is Not Contacted, Rejected, or Not Interested, Juicebox sets them to Pending. If the sequence is cancelled before anything sends, Juicebox restores the candidate's previous status.
Pending is a built-in status. You can't delete or rename it, and you can't give a custom status the name “Pending.” Candidates enrolled in sequences before Pending was introduced keep their existing status.
### Viewing profile status
To see a profile’s status, first ensure that the profile has been **shortlisted**. Only shortlisted profiles can be given a status.
Next, navigate to the “Shortlisted Contacts” page on the left-side menu. You will see a list of all shortlisted profiles. Note that the shortlisted contacts page is project-specific (read more [here](/shortlist-profiles)).
### Changing profile status
To change the profile status, select the drop-down menu and select a preferred status. When taking certain actions, such as sending emails, statuses will be updated automatically.
### Editing profile statuses
To edit a profile status, select the “Edit Status List” field shown when selecting an outreach status.
Next, you can add statuses and re-arrange the default order of statuses. The statuses field allows for full customization to your preferred workflow.
A few points to consider as you edit and customize your statuses:
* You will not be able to delete statuses that are currently in use across any of your projects.
* Customize the order of statuses by drag-and-dropping your statuses.
* Colors are randomly assigned to every new status you create.
* Use easily understandable labels, like “Not Contacted,” for each status.
* If you add a new status in one project, it will also be accessible in other projects.
* Only account admins are able to edit profile statuses.
* You can't delete the built-in Not Contacted, Pending, Contacted, Interested, and Not Interested statuses.
* You can't name a new custom status “Contacted,” “Email Sent,” or “Pending.”
# Profile View
Source: https://docs.juicebox.ai/profile-view
Get more details on a profile by using the full profile view.
You can access profiles in two different views:
* The Sidebar Profile View, accessible by clicking the profile card.
* The Full Profile View, accessible by clicking the name of the candidate, or by selecting “View Full Profile” in the sidebar.
### Sidebar Profile View
View profiles in the right-hand sidebar for a summary of linked socials, contact information, experience, and more.
### Full Profile View
Selecting the candidate’s name, or clicking on the |← icon within the side profile will expand the candidate’s profile view. This full view will now show additional details such as, profile highlights, notes, and team engagement history.
### Profile Tags
See highlights about a profile, including experience, tenure, likelihood to switch, and skills.
Sample profile tags include the following (please note that this is not a comprehensive list of profile tags): Top VC-backed Startup, Fast Career Growth, Web3 Experience, Board Member, Promoted Twice, Early Stage Startup, High Average Tenure, Top 100 Global Uni, etc.
### Activity History, AI-Powered File Summaries, & More
Use the **Notes, Sequences, Activity, and Projects** tabs to track past engagement with a candidate and collaborate with your team.
Under the **Notes** tab, you can tag members of your team, write shared comments, or attach documents by clicking **Attach Files** (e.g. PDFs, resumes, screenshots).
If you upload a file, you can also generate an AI-powered summary. The summary appears in the notes section and can be saved alongside your comment for future reference by your team.
# Keyboard Shortcuts
When the contact side-panel or full profile page is open, the following keyboard shortcuts can be used:
* `left` - Navigate to previous profile
* `right` - Navigate to next profile
* `esc` - Close sidebar (collapses if expanded, closes if collapsed)
* `shift+e` - Export profile
* `shift+m` - Summarize profile
* `shift+o` - Toggle sidebar expansion
* `shift+1` - Switch to Notes tab
* `shift+2` - Switch to Sequences tab
* `shift+3` - Switch to Activity tab
* `shift+4` - Switch to Projects tab
* `shift+5` - Switch to Tasks tab
* `option+shift+s` - Shortlist / Unshortlist
# Project Walkthrough
Source: https://docs.juicebox.ai/project-walkthrough
Get up and running in Juicebox by creating your first project, launching your first search, and sending your first outreach sequence.
## Setting up your first project
Now that you’ve signed up for Juicebox, watch the demo below to learn how to create a project, run your first search, and launch your first sequence.
Please note, some features described may only be available on the Juicebox business plan.
## Step 1: Create your first project
Projects are used to organize all sourcing activity in Juicebox. **Each project should represent a single role or job description** and will act as the folder for your searches, agent, shortlisted candidates, and outreach activity.
If role requirements change significantly, we recommend creating a new project to keep sourcing efforts organized and reporting accurate.
To create a project, navigate to **"Create New"** and select **Project**. Name the project after the role you're hiring for — if the name matches an open role, Juicebox will auto-complete details like the ATS job and collaborators for you.
## Step 2: Start a search
Once your project has been created, you'll land on the project homepage, where you can choose how to source for the role.
From here, you can either run a **Search** yourself or hand the role off to an **Agent** to source in the background. We recommend to run a Search if it's your first time using Juicebox.
Each project can house up to one Agent and unlimited searches.
Juicebox offers multiple ways to build a Search or calibrate an Agent depending on your workflow and starting point:
* Describe the type of candidate using our natural language prompting *(recommended)*
* Find similar profiles from a candidate profile or resume
* Upload a job description to kick off your search
* Build a Boolean search from scratch
* Configure filters manually
For more information on creating your search, please view our [Search article](/search). To learn more about agents, see [Juicebox Agents](/juicebox-agents).
## Step 3: Review and Shortlist Candidates
If you run a Search, Juicebox will automatically rank the candidates based on how closely they align with your search criteria so your strongest matches appear first.
Begin reviewing candidates to evaluate fit for the role and shortlist anyone you’d like to move forward with.
Shortlisted candidates are saved directly within the project and also surface as a mini preview on the project homepage, alongside collaborators, integrations, and the linked ATS job — so you can spot recent shortlist activity without leaving the project.
## Step 4: Analyze the Current Market with Insights
Before reviewing all candidates, you may want to better understand the makeup of your market. Select **Insights** to explore trends across your search results, including candidate locations, skills, employers, job titles, and more.
## Step 5: Sequence Candidates
Once you are ready to contact your profiles, please navigate to your project’s Shortlist from the left-hand menu.
From the shortlist, you can track candidate engagement, including who has been contacted, who has responded, and who is interested. For those not yet contacted, you can:
1. Select the candidates you would like to contact
2. Choose **Add to Sequence** from the bottom center
3. Select an existing sequence or create a new one
4. Choose whether to target personal or professional emails
5. Preview your outreach and send
Now that you’ve created your first project and completed your first search workflow, you understand the core fundamentals of Juicebox and are ready to start sourcing across all of your open roles!
# Projects
Source: https://docs.juicebox.ai/projects
Projects are the primary organizational feature in Juicebox, helping you segment searches and shortlisted profiles.
### Overview of Projects
Projects are the top-level unit of work in Juicebox — think of one project as a campaign for a single role. Every search and every agent lives inside a project, and there is no separate Agents page or standalone "create a search" entry point: creating a search or an agent means creating (or opening) a project. Each project runs in one mode at a time — a manual **Search** or an **Agent** — and you can toggle between the two whenever you like.
We recommend creating a new project for each new role or target audience that you're kicking off. You can create a new project by selecting **Create new project +** in the top right.
### The project homepage
When you create a new project, you'll land on the project homepage. This is the launch pad for the role:
* **Name the project.** Naming it after the role (for example, "Brand Designer") lets Juicebox auto-complete the ATS job link and the hiring manager when there's a unique match. If more than one open role matches, you'll be asked to pick which one to link.
* **Choose Search or Agent.** The central action area is where you fire off a manual **Search** or hand the role off to an **Agent**. You can switch between the two at any time from inside the project.
* **See project context on the right.** Collaborators, connected integrations, the linked ATS job, and a mini preview of the current shortlist all live in the right-hand panel. The mini shortlist links out to the full shortlist page — there's no duplicated shortlist view on the homepage.
If you create a project by launching directly from an ATS job description, Juicebox skips the project homepage and drops you straight into a new search using the imported job description. To turn that project into an agent later, toggle over to **Agent** from inside the project.
### Project Categories
When launching a project, you will be asked to select between one of two different types of projects in Juicebox:
* **Shared (Default):** Projects visible to everyone in your org
* **Private:** Projects visible only to you, the project’s collaborators, and admins
### Project Collaborators
Any project can be shared with specific collaborators. In the case of a private project, this will only give you and the collaborators access. In the case of a shared project, it will give the full team access.
### Link to ATS
For all ATS integrations, you have the option to link a Juicebox project to an existing role in your ATS. Linking a project enables several key workflows and ensures alignment between both systems, with benefits such as:
* **Importing Job Descriptions:** Automatically pull in the job description from your ATS to initiate a search in Juicebox.
* **Maintaining a Single Source of Truth:** Keep your Juicebox project connected to the corresponding open role in your ATS to ensure consistency and visibility across platforms.
* **Exporting Candidates to a Specific Role and Stage:** Send candidates directly from Juicebox to the appropriate role and stage within your ATS for streamlined pipeline management.
**Linked projects are required for any auto-exports set up through Settings > ATS > Automated ATS Exports, and selecting whether or not candidates should be exported back to your ATS when they are shortlisted, contacted, or have replied with interest.**
When actively linked to an ATS role, the ATS icon will appear next to the Juicebox project. To update, remove, or associate an ATS role with an existing Juicebox project, please click the “…” > Edit Project.
### Home Screen (All Projects)
Projects will appear in your home screen depending on the categorization:
* **My Projects:** Includes both private and shared projects that you've created
* **Organization:** Includes projects created and shared across your team
* **Closed:** Includes projects that are manually closed in Juicebox
Alongside each project, you'll see project-level details (owner, ATS link, shortlist size) as well as agent-level details when the project has an agent — including agent status, calibration progress, and any files attached.
Your total project count sits on the left, and team-wide agent stats are grouped separately so you can tell agent activity apart from project activity at a glance. The agent stats panel surfaces how many agents you have and how each is trending — sourcing, paused, out of leads, calibrating, or action needed — so you can see agent utilization at a glance.
If your team doesn't have agents yet, the agent-specific columns on the list render as dashes and the agent stats panel becomes a short promo pointing you to try an agent — no empty dashboards to configure around.
**Filtering the list**
To narrow the home screen, use the filters at the top of the list:
* **Show agents only** to hide projects that don't have an agent attached — this is the canonical way to view your agents now that the standalone Agents page has been retired.
* Filter by **status** (for example, sourcing or paused) to focus on the work that needs attention.
* Filter to just your own projects, or just your agent-backed projects.
**My Projects**
My Projects are projects that you have created. As the project owner, you have the ability to edit the project title, close the project, or delete it. Your name will be displayed as the project owner and visible to other members of your organization.
**Organization Projects**
Organization Projects are projects created by other members of your team. Within this view, you can see the project owner, the date the project was created, and the total number of shortlisted and contacted candidates.
### Switching Projects
To switch between projects, you can:
1. Navigate to **All Projects** from the left-hand menu to search for the project you want to work out of from the home page
2. Use the project dropdown from the left-hand menu to quickly search and flip between projects. Projects that contain an agent are marked so you can spot them at a glance.
### Closing Projects
You can close a project by clicking the “…” > Close Project. Closing a project moves it to the bottom of the projects page and you will no longer be able to access project details. Closed projects do however include details on who closed the project, and when they did so.
When a project is closed, it no longer counts as an active project in your [plan](https://juicebox.work/pricing).
### Closing or deleting multiple projects at once
Use bulk selection from the home screen when you need to clean up several projects at once. For example, you might close every agent for a filled role or delete old projects in a single step.
**Select projects**
1. Hover over the lock badge on a project row. The badge turns into a checkbox.
2. Select the checkbox. Once any project is selected, every row shows its checkbox.
3. To select every project in a group, use the select-all checkbox in that group's header.
A floating action bar appears at the bottom of the screen. It shows how many projects you've selected. To clear the selection, click the **X** in the action bar.
**Choose an action**
The action bar offers up to three actions:
* **Close agent (n):** Stops the agent from sourcing new candidates. The projects stay open. You can also choose to cancel active outreach sequences from these agents.
* **Close project (n):** Closes the selected projects. You pick a close reason, the same as when you close a single project. If any selected project has an agent, you can also choose to cancel its active outreach sequences. The **I made a hire through Juicebox** reason is only available when you close a single project.
* **Delete (n):** Deletes the selected projects. If any selected project is still open, Juicebox asks for a close reason first. To confirm, type `DELETE`.
The number next to each action counts only the selected projects you're allowed to take that action on. For example, **Close agent** counts only projects that have an agent. If an action doesn't apply to any selected project, it doesn't appear.
You can act on up to 50 projects at a time. If you select more than 50, the action bar flags the limit and disables the actions until you deselect some projects.
After closing agents, your selection stays in place so you can take another action on the same projects. Closing or deleting projects clears the selection.
If any project can't be updated, Juicebox shows a results dialog that lists each project that failed and why. Failed projects stay selected so you can retry.
Read-only admins and hiring managers can't bulk select projects.
### Re-Opening a Closed Project
To re-open a closed project, click the “…” > Activate Project. You will then have to confirm that you want to activate the closed project, and once activated, this project will once again count towards an active project in your plan.
Have questions on projects? Don’t hesitate to reach out to the team at [support@juicebox.work](mailto:support@juicebox.work)
# Reporting Stale Profiles
Source: https://docs.juicebox.ai/reporting-stale-profiles
Flag stale, inaccurate, or suspicious profiles from Juicebox so your team and ours can keep contact data accurate.
Juicebox flags profiles that look suspicious, and anyone on your team can also report a profile that looks stale, inaccurate, or fake. Both paths go through the same **Flagged profile** dialog.
### Flagged badge
When Juicebox's verification scorer marks a profile as suspicious, a red **Flagged** badge appears wherever the profile shows up:
* Search results
* The Autopilot results grid
* Shortlist kanban cards
* The contact drawer
The scorer runs server-side, so the badge is consistent across every surface. Once someone in your org has acted on the flag, hovering the badge shows **Flagged by \{user} on \{date}**, and the flag icon fills in.
### Reviewing a flagged profile
Select any **Flagged** badge to open the flag dialog. The dialog lists the customer-facing reasons the scorer surfaced, for example:
* **Recently created profile** — profile was created within the past year
* **Possible profile mismatch** — the URL may belong to a different person
* **Duplicate profile** — career history appears across multiple profiles
* **Unusual profile pattern** — patterns commonly found in suspicious profiles
* **Sparse professional network** — profile has limited professional connections
* **Unverified individual** — the profile couldn't be verified
From the dialog you can:
* **Confirm flag** — you agree the profile looks suspicious. The badge fills in and is credited to you.
* **Remove flag** — you've reviewed the profile and it looks legitimate. The badge is hidden for your whole org.
Both actions accept an optional note. Your org stores one decision per contact, and Juicebox records every change as a **profile\_flag** activity in the contact's timeline.
### Reporting a profile
You can report any profile, whether or not the scorer has flagged it. Reporting a profile triggers a data check. In most cases, Juicebox automatically updates the profile within 24 hours, though some cases can take longer.
To report a profile:
1. Open the profile in the contact sidebar.
2. Select the **•••** (more options) menu at the top of the sidebar.
3. Select **Report profile** (or select the **Flagged** badge if one is showing and choose **Report** in the dialog).
4. Choose the issue that best describes the problem:
* **Incorrect information** — profile details look wrong or outdated
* **Broken link** — a profile link doesn't work (e.g. a 404 error)
* **Fake profile** — the person or profile does not look real
* **Other** — something else about the profile needs review
5. Add details to help us investigate. For incorrect information, mention the specific field (e.g. name, job title, location).
6. Select **Submit report**. A toast confirms the report and the **Flagged** badge appears on the profile across your org.
Juicebox preserves a standing report even if the scorer later flags the profile, so confirm or remove won't overwrite it. To clear a report, open the flag dialog again and choose **Retract report**. This removes the badge in one step.
### Who can flag or report
* Anyone on your team can flag, confirm, remove, or report a profile.
* Read-only admins can view the badge and reasons but can't take action on it.
### How often data is refreshed
Juicebox refreshes data on an ongoing basis to keep profiles as current as possible:
* **Profiles** are updated continuously, ranging from daily to monthly depending on the profile.
* **Enriched profile data**, such as GitHub, research, and compensation data, is refreshed on an independent cadence.
Profiles are also refreshed on demand whenever the Agent sources a profile, and whenever you report a profile.
### AI trust
Please visit our [AI Trust Center](https://juicebox.ai/trust) for more details.
# Request a Review
Source: https://docs.juicebox.ai/request-a-review
Send shortlist review requests to hiring managers, and other stakeholders without disrupting workflows.
### Introduction
Sending review requests allow for seamless collaboration between recruiters, sourcers, and hiring managers. The guide below details how to request a review, the interface the hiring manager will see, and the notes they can leave.
If you are using Juicebox as a Recruiting Agency, you can use this feature to securely collaborate with clients.
## Requesting a Review
Hiring Managers will have **view-only access** to Juicebox and can only see the projects and shortlists shared directly with them. Before proceeding, ensure you have added candidates to your project’s shortlist.
If you haven't, please refer to the Shortlist Profiles article [here](/shortlist-profiles) and once your shortlist is ready, follow the steps below.
### **Requesting a Review**
To share a profile(s) with a Hiring Manager, go to your project’s shortlist and select the profiles you want the Hiring Manager to review. Then click **Actions** and select **Request Review** from the dropdown.
*Tip: You can invite multiple hiring managers for the same shortlist if needed, ensuring a comprehensive review process.*
### **Reviewing Requested Profiles**
As the Hiring Manager, you will receive an email every time a team member has requested your review. From the email, you can select **Review Profiles** which will redirect you to the project’s shortlist where you can begin your review process.
Once redirected to the shortlist, select **Start Review** (top right corner) to begin.
For each profile, you can approve or reject the candidate. When rejecting, you may also add optional feedback for the team to review.
After all profiles have been reviewed, you can select **Finish Review > Confirm** and your process is complete! The team member who requested your review will then receive an email notification letting them know that all profiles have been assessed.
### Addressing Hiring Manager Feedback
Once a hiring manager has completed their review, the hiring team can:
1. Click the **Review Profiles** link in their email to access completed feedback
2. View approval or rejection statuses along with any comments left by the hiring manager
3. Ask clarifying questions or leave comments to the hiring manager’s feedback directly within the platform
*Tip: Providing visibility into feedback and responses helps build trust and alignment between hiring teams and stakeholders.*
If your Hiring Manager does not yet have a Juicebox license, please refer to the Assigning a Hiring Manager Seat in the Hiring Manager Seats article [here](/hiring-managers).
# Research Signals
Source: https://docs.juicebox.ai/research-signals
Evaluate candidate profiles through quantifiable data and research signals
*Please note, Research Signals are only available on the Juicebox Growth and Business plans.*
## Research Signals Overview
Research Signals help recruiters uncover highly specialized talent using **research output and metrics,** not just job titles, skills, or profile keywords as these traditional search results often fall short when hiring for deep expertise.
With Research Signals, recruiters can now bridge the gap between a researcher’s online profile and their full scope of contributions, by searching across deeper signals like:
* **Publications and abstracts:** Search abstracts and research details with natural language instead of isolated term matching
* **Research domains and subfields:** Classify candidates by the actual research areas inside their work, from world models and AI safety to RNA/DNA and protein modeling
* **Publication venue targeting:** Make venue quality searchable using signals from NeurIPS, ICML, ICLR, ACL, CVPR, Nature, and more
* **Research output and citation metrics:** Evaluate demonstrated research output through paper count, citation count, and H-index
* **Institutions, labs, and research environments:** Search universities, AI labs, research institutes, and lab-style environments as context, not just employer text
* **Patents and invention activity:** Separate candidates who publish from candidates who own or drive applied work, with links to patent documents and authorship signals
### Why use Research Signals?
Research Signals are most valuable when research evidence can elevate or reframe a candidate’s qualifications beyond their online profile, including scenarios like:
1. **Academic & Research Organizations**
1. Find researchers with publication history, grant-funded work, institutional affiliations, and demonstrated academic impact by using filters Institution filters alongside Research Grants and Journal Publications
2. **Frontier AI Labs**
1. Identify candidates with recent work in narrow areas like foundation models, agents, evaluation, AI safety, and other advanced AI domains by using filters Taxonomy, Publication Venues and/or Recent Publications
3. **Biotech, Pharma & Scientific R\&D**
1. Source candidates based on narrow scientific expertise such as protein design, molecular modeling, genomics, and drug discovery by filters using Research Grants, Recent Publications and/or Institution
4. **Robotics, Hardware & Deep Tech**
1. Find inventors with patents plus first-author conference papers in robotics, autonomy, sensors, or scientific instrumentation by using filters like Patents, First-author Publications, and Conference Publications
5. **Specialized recruiting and executive search**
1. Build shortlists around evidence to prove to Hiring Managers and Clients why each candidate is qualified by using filters like Publication Venues, Citations, Grants, and Institutions
## Using Research Signals
Now that you know a little bit more about Research Signals, let’s put it into practice!
First, navigate to your Project and create a new search. Then, prompt Juicebox using your natural language and the Research Signals you’d like to source across.
Once you run your prompt, Juicebox will automatically configure the relevant filters and include any research signal requirements within the **Research** filter specifically.
After reviewing your filters / criteria and running your search, you can begin evaluating candidates directly within your search results. Each candidate profile will include a dedicated **Research** section that highlights key details about their academic and research background, including affiliated institutions, publications, publication venues, relevant research domains, and additional scholarly context to help support your evaluation.
*Please note, each institution, publication, and venue is interactive so you can seamlessly explore and review the candidate’s associated research directly from their Juicebox profile.*
If the candidate is qualified, shortlist them as usual and now you’re ready to uncover deeper research expertise, validate academic impact, and build more precise sourcing workflows!
# Set up SCIM provisioning
Source: https://docs.juicebox.ai/scim-provisioning
## Overview
SCIM (System for Cross-domain Identity Management) allows your organization to manage Juicebox users directly through your identity provider, such as Okta, Microsoft Entra ID, or Google Workspace.
With SCIM, your IT team can automatically add and remove users, manage their roles, and control who has access to Juicebox, without manually updating team members in the platform.
Once SCIM is enabled, your identity provider becomes the source of truth for user access and permissions.
## Before you begin
To set up SCIM, your organization must:
* Be on an eligible **Juicebox Business Plan**.
* Have Single Sign-On (SSO) configured and active. SSO enforcement must also be on.
* Have at least one user who has successfully signed in through SSO.
* Have an IT administrator with access to your organization's identity provider.
SCIM requires SSO. If your organization hasn't configured SSO yet, you'll need to complete that setup before enabling SCIM.
## Directory Sync setup portal
Your Customer Success Manager will send the Directory Sync setup portal link, where you can connect your identity provider.
The setup portal link expires after 30 days. If your IT administrator is a different person, forward the link to them.
## Managing users with SCIM
After SCIM is enabled, user management works a little differently.
### Adding new users
To add a user, assign them to the Juicebox application through your identity provider.
Once provisioned, they can access Juicebox using your organization's SSO login.
SCIM-provisioned users will not receive a separate invitation email from Juicebox.
### Updating user roles
To change a user's role, move them to the appropriate role group in your identity provider. Change the user's role group only, not the group that assigns the Juicebox application.
Roles can no longer be changed directly within Juicebox once SCIM is enforced.
### Removing users
To remove a user's access, deactivate or un-assign them from the Juicebox application in your identity provider.
When access is removed:
* The user is signed out of Juicebox.
* Their active outreach sequences are paused.
* Their AI Agents continue running until reassigned by an administrator.
If the user is added back through your identity provider, their existing Juicebox account is restored. Any paused sequences will need to be resumed manually.
If you're using Okta, suspending a user does not automatically revoke their Juicebox access. You must deactivate the user or un-assign them from the Juicebox application.
## Seat limits and billing
When additional licensed users are added through SCIM, Juicebox automatically adjusts your organization's seat limit as needed.
If provisioning new users exceeds your current seat limit, your limit will increase automatically (up to a maximum of 1,000 licensed seats), and the corresponding subscription charges will apply.
Organization administrators will receive confirmation of seat limit increases.
Adding licensed users through SCIM may increase your subscription costs. We recommend reviewing your organization's seat requirements before provisioning large groups of users.
## Changing or removing your directory
Do not delete the directory in the setup portal while SCIM is active. Deleting it locks your organization: all users lose access, and running AI Agents and outreach sequences are paused until Juicebox helps you reconnect a new directory. Contact your Customer Success Manager before making changes to the directory.
## Frequently asked questions
No. Once SCIM is enabled, all user invitations must be managed through your organization's identity provider.
No. Roles must be managed through your identity provider when SCIM is enabled.
Yes. Your organization must have an active SSO connection before SCIM can be enabled. Once enabled, all users must sign in using SSO.
No. Users provisioned through SCIM can access Juicebox using your organization's SSO login. No separate Juicebox invitation email is sent.
Their access to Juicebox is revoked, and their active sequences are paused. Their AI Agents continue running until reassigned by an administrator.
It may. If the number of licensed users exceeds your current seat limit, Juicebox will automatically increase the limit and apply the corresponding billing changes.
# Search for Candidates in Juicebox
Source: https://docs.juicebox.ai/search
Learn how to use Juicebox most effectively.
## Introduction
Juicebox uses AI to understand your searches, configure filters, and support a full natural-language prompt, giving you real-life superpowers in searching through 800mm+ profiles.
![Screenshot 2026-02-02 at 6.58.41 AM]()
![Screenshot 2026-02-02 at 6.58.41 AM]()
## How to search in Juicebox
Every search in Juicebox starts inside a project. To search for candidates most effectively, please follow this method:
**Step 1:** Create a new project.
**Step 2:** From the project homepage, choose **Search** to start sourcing manually. If you do not already have an Agent setup in the project, you can toggle to **Agent** at any time if you'd rather have an Agent source in the background.
**Step 3:** Describe the type of candidate you are looking for using your natural language. The **more** details or context here, the better!
**Step 4:** Run your prompt to review the filters and criteria populated
**Step 5:** Select **Run search** to review your ranked search pool
**Reminder:** To **narrow** your search, edit your project’s filters. To **rank** your search, edit your project’s criteria.
## Dictating your prompt with voice
You can speak your prompt instead of typing it. Select the microphone button (**Start voice input**) in the project search box or the search page prompt, then start talking. A waveform shows while Juicebox is listening.
* Juicebox transcribes your speech into the input so you can review and edit it. It never submits your prompt automatically.
* Recording stops on its own after about 8 seconds if you haven't started speaking, shortly after you stop speaking, or after 90 seconds. Select the button again (**Stop voice input**) to stop early.
* Select the microphone again to keep adding to what you already have.
* Juicebox improves recognition of names, skills and technical terms using your project, your recent searches and your Agent chat.
* Juicebox doesn't store your recordings.
Voice input isn't available to view-only admins, sequence seats or hiring managers. It's also off if your admin has [turned off recording](/intake#turn-recording-on-or-off) for your organization.
If voice input doesn't start, check the message under the input:
| Message | What to do |
| - | - |
| Microphone access is blocked. Allow it in your browser settings to use voice input. | Allow microphone access for Juicebox in your browser's site settings, then try again. |
| We couldn't find a microphone. | Connect a microphone or check that your device's microphone is enabled. |
| Voice input isn't supported in this browser. | Try a different, up-to-date browser. |
| Voice input is disabled for your organization. | Your admin has turned off recording in Account Settings. |
| Voice input isn't available right now. Try again. | Wait a moment and select the microphone again. |
## Reviewing results
Once you run your results, candidates will appear in a ranked view, giving you the best matched candidates right off the bat. Each profile will receive a score against the set criteria, and will be shown as:
1. **Good Match (Green thumbs up):** signifies that the criteria are fulfilled, either through explicit mention on the candidate’s profile or through AI inference.
2. **Potential fit (Yellow thumbs up):** suggests that the criteria are likely met but with some ambiguity, or that there is some evidence missing. \*\*
3. **Not a match (Red stop sign):** indicates that there is no evidence that the criteria are met based on the information available. \*\*
To gain deeper insight into an individual candidate or action on multiple candidates at once, switch between the Classic and Table views.
### **Classic view**
Use Juicebox’s classic view to individually review candidates and their match analysis.
To learn more about a candidate:
1. Select the candidate’s name to review their full profile
2. **Recommended:** Select Review at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile.
### **Table view**
Use Juicebox’s table view to efficiently review and select a larger set of candidates alongside a snapshot of their match analysis.
To learn more about a candidate:
1. Select the candidate’s name to review their full profile
2. Tailor the table to include additional information such as Education, Location, Company and Job Title
3. Expand a single row in order to look at a candidate’s match analysis overview
4. **Recommended:** Select Review at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile
**Not finding the right results?** Open Insights to uncover data on your current search pool, and then tweak filters based on any misaligned skills, locations, employers, etc.
## Shortlisting profiles
Shortlist the candidates you believe are a good fit in order to contact them directly, share with a hiring manager, or export back to your ATS.
To shortlist a candidate, you can:
1. Directly shortlist as you scroll from the classic or table view
2. Individually “Add to Shortlist” from the candidate’s profile or Review results
3. Bulk select > Add to Shortlist from the classic or table view
## Iterating on your search
Adjust your filters or criteria at any time to continue to iterate on your search and ensure you are finding the best candidates.
## Running a search with an ATS job
Have your ATS connected?
Kick off a search straight from an ATS job. Set the toggle to Search and select "Use job description from \{\{ATS Job}}".
*Available to business plans.*
![Image (112)]()
## Learn more
To learn more about filters vs criteria, please visit the Filters vs Criteria article [here](/filters-vs-criteria).
# Search Library
Source: https://docs.juicebox.ai/search-library
Explore real-world example searches that show Juicebox in action across a variety of roles and industries. Each entry walks through the filters, ranking criteria, and search techniques used, with a short video demo you can follow along with.
### Founding Software Engineer
*Covers three different search methods.*
1. **AI Filters with Funding Stages:** Software Engineers currently at Seed through Series A companies, located in the Bay Area, 3+ years of experience
* Funding Data for Seed + Series A
* Talent Insights to find Big Tech **and** Startup experience
2. **AI Filters with Power Filters:** Former Founder who is now a Software Engineer, located in the Bay Area
* Power Filter: VC-backed Founder (\$1mm+ raised)
3. **AI Filters:** Former Founding Engineer, located in the Bay Area
* Past Job Titles to highlight Founding Engineers
* University Preset: Top 20 US CS Universities
[https://tella.video/founding-software-engineer-81dz](https://tella.video/founding-software-engineer-81dz)
### Marketing Manager, Aviation
**AI Filters:** Marketing Manager in the aviation industry, located in Europe, 8+ years of experience. \[Edit Filters used to further configure the search.]
**Ranking**: Who has experience in digital marketing?
[https://tella.video/marketing-manager-in-the-aviation-industry-8kzv](https://tella.video/marketing-manager-in-the-aviation-industry-8kzv)
### VP of Finance with IPO Experience
**AI Filters:** VP of Finance in the tech industry with IPO experience in the United States. \[Edit Filters used to further configure the search.]
**Ranking**: Who has experience with S-1 filings?
[https://tella.video/vp-of-finance-in-tech-with-ipo-experience-1-1i6h](https://tella.video/vp-of-finance-in-tech-with-ipo-experience-1-1i6h)
### Startup Software Engineer
**AI Filters:** Software engineer with experience working at early stage startups and in big tech, located in the Bay Area, skilled in Python and Java, 6+ years experience
**Ranking**: Who has experience in AI or ML?
[https://tella.video/startup-software-engineer-hqxo](https://tella.video/startup-software-engineer-hqxo)
# Sequence Tracking
Source: https://docs.juicebox.ai/sequence-tracking
Track profiles as they go through your sequence and analyze your response rates.
### Introduction
Email sequences have powerful tracking built in. Use your sequence activity to identify successful campaigns and promising strategies. This guide will cover the detailed sequence view, as well as our analytics features built in.
### Sequence details
To view the details on an email sequence, simply select the sequence on the Email Sequences tab. You will then open the sequence tracking view.
The view includes:
* A list of all profiles added into the sequence
* Their respective statuses (active, cancelled, unsubscribed, etc.)
* Attribution data
* Engagement data (open rate, click rate)
You can select any name to open the detailed profile view, showing you the specific email that was sent to the candidate.
### Labeling profile responses
You can label email replies directly within the Sequences dashboard as *Interested* or *Not Interested*. When a recipient replies to your email, select *Mark as Replied*, then choose their response status. These labels sync automatically to the Shortlist page, allowing you to filter and review profiles based on interest.
### Sequence analytics
With each sequence, you receive six different data points:
* Contacted: Number of sequence runs that have been sent at least one step
* Active
* Finished
* Replied
* Opened
* Bounced
Hover over the figures to see the corresponding percentages.
Opened, clicked, replied, and interested percentages are calculated against contacted runs only. Cancelled or stopped-early runs, and runs still waiting on their first step, aren't counted in the denominator. The active percentage still uses all runs in the sequence. Rates may look higher than in earlier reports if a sequence has many cancelled or scheduled-but-unsent runs.
# Sequences
Source: https://docs.juicebox.ai/sequences
Create AI-generated sequences or build your own, personalize each step, and preview your outreach before enrolling candidates.
## Introduction
Use sequences to send emails from a connected mailbox and organize outreach across LinkedIn and phone calls. Email steps send automatically. LinkedIn and call steps create tasks for you to complete.
Connect a mailbox from **Integrations** before sending email. See [Email Integrations](/email-integrations) for setup and mailbox access.
## Sequences overview
Open **Sequences** from the left-hand menu. This page shows your sequences, outreach performance, and scheduled activity. Select a sequence to view its candidates and results, or select **New sequence** to create one.
## Creating a sequence
1. Open **Sequences** and select **New sequence**.
2. Choose how to start:
* Select a suggested project, or use **Choose project**, to generate a sequence with AI using that project's context.
* Select **Build from scratch** to start with a blank sequence.
* Use **Clone existing sequence** to start from a sequence you already have.
3. Review and edit the sequence in the composer.
![New sequence creation options with project choices, Build from scratch, and Clone existing sequence highlighted]()
The composer brings together two ways to edit:
* **Composer chat:** use the side panel chat to draft or revise your outreach in natural language. Answer its questions when more context is needed.
* **Sequence canvas:** edit the title, messages, senders, step types, and timing directly. Use the numbered step rail to move between steps.
You can minimize Composer chat to make more room for the sequence.
Changes save automatically. Check the **Last saved at** indicator, then select **Done** to close the composer. Creating a sequence does not enroll candidates; [add profiles](/add-profiles) when you are ready to start outreach.
![Sequence composer with Composer chat highlighted and numbered controls for title, steps, step type, sender, subject, message, signature, unsubscribe, and preview]()
### Title the sequence
Select the sequence title at the top of the composer and enter a name. Use a name that helps your team recognize the role or project.
### Edit the number of steps and each step's schedule cadence
Select **Add step** in the step rail or below the sequence to add a step. Use **Delete step** on a step's card to remove it. You can also ask Composer chat to add or remove a step; it asks you to confirm before removing one.
Use the timing control above each step to set its schedule:
* **First step:** open **Start immediately** to choose **immediately**, **next business day**, **soonest at**, or **after**. Configure the timing for the option you select.
* **Later email steps:** open the **Wait** control. Set the delay in days, business days, weeks, or months, then review **Send at** and **Timezone**.
* **Manual tasks:** use the **Create** timing control to choose when the task is created.
![Follow-up delay, send time, and timezone controls highlighted in blue]()
#### Blackout dates
If an admin has set [blackout dates](/manage-account#blackout-dates) for your organization, Juicebox schedules every sequence around them:
* A step that lands on a blackout date moves to the next allowed day at the same send time.
* Later steps keep their spacing from the moved step.
* Business-day delays don't count blackout dates, just as they don't count weekends.
* Email, LinkedIn, and call steps all follow blackout dates. Juicebox doesn't send emails or create tasks on those days.
* Candidates enrolled before an admin added a blackout date also follow it.
### Select the step type
Open the step-type dropdown beside the step number. Select **Email**, **Connection Request**, **LinkedIn Message**, or **Call**.
Only email steps send automatically. Other step types create a task, and the sequence pauses until you complete or skip that task.
### Choose the sequence sender
Use **From** on each email step to choose a connected mailbox. Mailboxes without access are identified in the dropdown. You need permission to send from a mailbox before starting outreach; see [Email Integrations](/email-integrations) for mailbox permissions.
You can use a different sender for each step, such as a recruiter for the first email and a hiring manager for a follow-up. When a sequence uses multiple senders, review the **Single thread** and **Multi thread** options:
* **Single thread:** senders participate in the same conversation. Additional senders are CC'd for awareness.
* **Multi thread:** each sender starts a separate thread. Review the subject for each new email. A later step from a new sender starts a new thread by default.
A follow-up in an existing thread shows **Reply to Step** and the step number instead of a new subject field.
### Customize the subject line
Edit **Subject** on an email that starts a thread. Use the **Cc** and **Bcc** control beside the subject to show those fields.
You can insert a candidate variable, such as **First Name**, to personalize the subject. Review the resolved subject in the email preview before sending.
You can also insert **Day of Week** to reference the weekday each message goes out. See [Day of Week variable](#day-of-week-variable).
### Customize the email text
Edit the message directly on its step card. The formatting toolbar supports bold, italic, lists, links, images, and other text formatting. Add a scheduling link as a hyperlink when you want candidates to book time with you. As a best practice, save the scheduling link for a later step rather than the first email.
Use the quick-add controls above the body to insert an **AI command**, a **Network mention**, or a variable. Open **Show all variables** for more choices. The [inline composer](#inline-composer-slash-menu) also makes these tools available while you type.
Select **Snippet** below the message to reuse saved text. Select **Add attachment** to attach a file to an email step. You can attach up to 3 files per step, 4 MB each.
Attachments can hurt deliverability on cold outreach. Link to the file where you can, and keep attachments for later steps or warm conversations.
### Include a signature
Use the sender signature dropdown on an email that starts a thread. Choose a saved signature, or select **Add sender signature** when none is selected. Review the signature in the email preview, especially after changing the sender.
To create a signature, see [Manage Account](/manage-account).
### Include a candidate unsubscribe link
Enable **Include unsubscribe** at the bottom of an email step to include an opt-out link for the recipient.
Admins can set custom unsubscribe copy for the whole organization in admin settings. Individual recruiters cannot change this text.
### Preview and test your sequence
1. Select **Preview** on the step you want to review.
2. Use the contact selector next to **To** to check the message for a sample contact. Review the subject, resolved variables, AI personalization, signature, and any footer.
3. Under **Send yourself a test email**, enter your email address and select **Send Test**. Test messages include **\[TEST EMAIL]** in the subject.
4. Close the preview to return to editing.
You can also ask Composer chat, "Send me a test of step 2." Specify the email step you want to check. The test uses the current message, including your latest edits.
![Email preview with the contact selector and test email controls highlighted]()
Review each step before enrolling candidates. When the sequence is ready and the latest changes are saved, select **Done**. Then follow [Add Profiles](/add-profiles) to review recipient-specific messages and start outreach.
## Generate with AI
To create an AI-generated sequence, choose a project when creating a sequence. Use **Composer chat**, the side panel on the left, to provide details and refine the result.
When available, AI uses your project's intake notes, linked job, and search criteria, along with company information, your writing style, and relevant past team sequences. Search results and shortlisted profiles can help it understand the target audience. It can also consult the web and tools you have connected for additional context.
Describe what you want in the chat. Useful details include:
* The role, company, and reasons a candidate might be interested.
* The number and type of steps, and the spacing between them.
* The tone, length, and language of the messages.
* Whether to ask for a reply or include a scheduling link.
For example: "Draft three short emails for this role in a friendly tone. Space the follow-ups three business days apart and ask candidates to reply if they are interested."
Composer chat may ask for missing details or suggest changes, such as adding follow-ups, a LinkedIn step, or a hiring-manager sender. Select an option, type your own answer, or select **Skip** to move on.
Review the AI-generated sequence in the canvas. Use Composer chat to revise the copy or change steps, senders, signatures, and timing. You can also update sequence settings such as its title, timezone, and email threading. For example:
* "Make the first email more concise."
* "Wait three business days before step 2."
* "Send the final email from our hiring manager's mailbox."
Changes appear directly in the canvas, where you can also edit them yourself. Use the stop button in Composer chat to interrupt a request, then review any changes already made. The conversation stays with the sequence so you can continue when you reopen it.
Review generated copy for accuracy before sending, including claims about your company and the candidate's experience. Generating a sequence is separate from adding candidates to it.
### Revise selected text
Select a passage in a message to open its editing menu:
* **Proofread** fixes the selected copy.
* **Make concise** shortens it.
* **Adjust tone** offers **Casual**, **Direct**, and **Warmer**.
* **Ask the Composer** lets you give custom instructions in Composer chat.
The **Selected text · Step N** indicator shows which passage your chat request will change. Select its **×** to clear the selection before making a broader request.
## Create or edit a sequence with a sourcing Agent
You can also work on outreach in your [Juicebox Agent](/juicebox-agents) conversation. Ask the Agent to create a sequence for the role or revise an existing one—for example, "Create a three-email sequence for this role" or "Make the first email shorter."
The sequence opens in a **Sequence** side pane beside your existing Agent chat. Give feedback in that conversation or edit the messages, senders, and timing directly in the pane. Changes save automatically; review each step with **Preview** before using the sequence for outreach.
This workflow uses your sourcing Agent conversation. **Composer chat** is the side panel you use when opening the standalone composer from **Sequences**. See [Juicebox Agents](/juicebox-agents) for outreach setup and sourcing settings.
## Inline composer (slash menu)
Type **/** in a message body to open quick adds. The menu includes:
| Option | What it does |
| - | - |
| **Edit with AI** | Rewrites the whole step. In Composer chat, choose an option such as **Proofread** or **Make it more concise**, or type your own instruction. |
| **AI Command** | Opens the AI command picker to insert personalized copy at the cursor. |
| **Network Mention** | Adds a mention of a relevant mutual connection. See [Network Sourcing](/network-sourcing#use-network-snippets-to-personalize-outreach). |
| **Variables** | Inserts candidate or sender details, such as **First Name**, **Current Company**, or **Sender First Name**, and the scheduled **Day of Week**. |
| **Snippets** | Inserts saved text, with options to show all snippets or create one. |
Press **/** again if you want to insert a literal slash.
![Inline composer menu with Edit with AI and AI Command highlighted in blue]()
### Day of Week variable
Insert **Day of Week** to add the weekday a message is scheduled to go out, such as Monday or Thursday. Use it for timely phrasing like `Happy {{Day of Week}}` or `Free for a quick call this {{Day of Week}}?`. It works in subjects and message bodies.
```text theme={null}
Subject: Quick question this {{Day of Week}}, {{First Name}}
Hi {{First Name}}, hope your {{Day of Week}} is going well.
```
Juicebox resolves the weekday from each message's scheduled send time in the sequence timezone. This applies to email steps, LinkedIn and call tasks, and test emails. Day of Week doesn't depend on candidate data, so it won't be flagged as a missing variable.
In **Preview**, the weekday is an estimate based on the step's schedule and timezone. The preview notes that enrollment and rescheduling may change it. For example, if enrollment pushes a step to a later date, or you reschedule a step, the message uses the weekday of the new send date. Test emails use the estimated weekday shown in the preview.
If the preview says the weekday is unavailable, check the step's **Send at** and **Timezone** settings and try again.
### AI commands
Select the **AI command** chip above the message, or type **/** and choose **AI Command**. Select the **Work experience** or **Skills** preset, or write a clear, concise command and select **Done**.
For example: "Write one sentence connecting the candidate's relevant engineering experience to this role."
![AI command picker with the Work experience and Skills presets, custom command field, and Done highlighted]()
An AI command is an instruction for per-candidate personalization at the place you insert it. It differs from asking Composer chat to rewrite the shared sequence text. Use **Preview** to inspect the resulting copy for a sample contact.
Keep commands specific about the topic and desired length. Make sure the instruction works across the candidates you plan to contact. AI commands run with context from the whole sequence, so personalization in a later step builds on earlier steps instead of repeating the same angle.
## Editing an existing sequence
From **Sequences**, open the sequence's **…** menu and select **Edit**. Use the same Composer chat and step cards to revise the sequence.
If Juicebox prompts you to apply edits to candidates already enrolled, review the choice before applying them. Only outstanding steps can change; a message that has already been sent is not rewritten. To make an edit for one candidate, see [Add Profiles](/add-profiles#view-email-history).
You can also override the sender or send time for newly enrolled candidates only, without changing the sequence itself. Use this when you build a sequence outside of business hours and want the first email to go out the next morning.
## Non-email steps
Select **Connection Request**, **LinkedIn Message**, or **Call** from the step-type dropdown. Use **From** to choose the task owner. For a connection request, enable **Include custom note with connection request** if you want to prepare a note.
You can add a **Call** step even when a candidate has no phone number on file. The task is still created for the owner, who can find a number or skip the step.
These steps create manual tasks. Juicebox does not send the LinkedIn message or make the call for you. When a task is due, the owner receives a notification and completes the action on LinkedIn or by phone.
When a task has been triggered, it appears on your home page. From here, you can execute your task or filter by status, task type, or project.
![Home page task list with filters for status, task type, and project]()
After completing the task, select **Mark as completed** or **Skip** to resume the sequence for any remaining steps. While the task is pending, the sequence stays paused.
![Mark as completed and Skip options for a pending task]()
## Creating a sequence from your shortlist
Select candidates in your project's shortlist and select **Add to Sequence**. From the sequence picker, you can select an existing sequence or create a new one.
Review the sequence in the composer, then return to enrollment to choose contact preferences and check each candidate's personalized messages. See [Add Profiles](/add-profiles) for the full enrollment flow.
From the shortlist you can also select all candidates to enroll them at once. To contact candidates you have reached before, re-enroll them from the sequence page.
Juicebox skips candidates contacted within the recently contacted window, which defaults to 90 days. Admins can set the window from 1 to 180 days in [organization settings](/manage-account#recently-contacted-window).
If a connected mailbox is required, follow the prompt to connect one before sending email.
## Pausing, resuming, or stopping a sequence
If you want to stop, pause or resume a sequence, you can select the individual sequence from the Sequences homepage. Once that sequence has been selected, you can bulk select all candidates next to **Full name** or individually select the candidates you want to stop/resume the sequence for.
![Candidate selection within a sequence for pausing, resuming, or stopping]()
Sequences can be paused or stopped in a few different ways:
* **Automatically**
* When a candidate replies to your outreach, the sequence will automatically stop for that candidate. This includes both email replies and LinkedIn Recruiter InMail replies.
* If the mailbox is disconnected from Juicebox, all sequences from that mailbox will automatically pause.
* **Manually**
* You can manually **pause**, **resume**, or **stop** a sequence at any time, for a single candidate or all of them.
Juicebox detects InMail replies through the email notifications LinkedIn sends when a candidate responds to an InMail. Detection works only if both of the following are true:
1. The mailbox connected to Juicebox is the same mailbox where you receive LinkedIn's InMail reply notifications.
2. Email notifications for InMail responses are turned on in your LinkedIn settings.
If either condition is not met, Juicebox cannot detect the reply. Check both for each connected mailbox.
If Juicebox finds an InMail or LinkedIn message reply that it cannot match to a sequence, the reply still appears in the candidate's profile activity. The sequence does not stop, and the candidate's status does not change.
Manual controls are also helpful if you want to delay outreach, make edits, or stop follow-ups after receiving a response through another channel (like a phone call).
1. **Pause**: Temporarily halts all remaining steps in the sequence. Use this if you want to resume sending later.
2. **Resume**: Continues the sequence from the next unsent step for each candidate.
3. **Stop**: Permanently ends the sequence for the selected candidate(s). No further steps will be sent. Use this when a profile is no longer relevant, has opted out, or has already engaged outside of email.
# Sharing Searches
Source: https://docs.juicebox.ai/sharing-searches
Share your search results with friends and colleagues, regardless of if they have an account.
### How to share
To share your search, please navigate to the **Share** button in the top-right corner of your search results.
This will open up a pop-up window with a unique link, which you can now open yourself or share with others, irrespective of if they have a Juicebox account or not.
### What is shared
Recipients of the shared link will see a public version of Juicebox, where they can view your search prompt and the first 30 results. By selecting **Edit Search**, users with a Juicebox account can duplicate and modify the search without impacting the original search.
Please note, in order to have full functionality, such as running the search, contacting candidates, or adjusting filters, users will need to sign up or log in to their Juicebox account.
# Shortlist Profiles
Source: https://docs.juicebox.ai/shortlist-profiles
Use the shortlist feature to save top candidates, manage your outreach, and review past searches.
### Add to shortlist
To shortlist a profile from search results, click the “Shortlist” button next to their profile. This will add the profile to the shortlist of the specified project.
![Add To Shortlist From Search Results]()
Alternatively, you can shortlist a profile by selecting the Add to Shortlist button at the top of the full profile page (right-hand side menu).
![Add To Shortlist From Profile]()
### Shortlist page
To view your shortlisted profiles for a specific project, open the **>Shortlist** page on the left-hand menu.
Your shortlist page provides you with a dynamic overview of all profiles you’ve shortlisted in a project, including their names, social profiles, outreach status, and details on their background and experiences.
The shortlisted profiles page gives you full access to your outreach features — including email outreach — which you can access by selecting a profile name or contact icon. You can also perform bulk actions, including bulk exports from the shortlisted profiles page.
![Shortlist Page View]()
### Manual vs Agent shortlists
When a project has an Agent, the shortlist can hold both candidates you shortlisted manually and candidates the Agent shortlisted on your behalf.
Each row shows who added the candidate — either you (or another team member) for manual adds, or the Agent's name for Agent-sourced adds — so you can tell at a glance where a candidate came from and follow up accordingly.
### Network column
The **Network** column surfaces the strongest in-org mutual connection for each shortlisted candidate directly on the shortlist grid, so you can see who might warm-intro them without opening each profile one by one.
Each row shows the name of the top mutual, a badge for the connection type, and a `+N` indicator if additional mutuals exist:
* **Connected**: the mutual is a direct LinkedIn connection of the candidate.
* **Overlap**: the mutual and the candidate share history that suggests they know each other, such as time at the same company or school.
* **+N**: the number of additional mutuals beyond the one shown.
Click the cell to open the **Request Intro** dialog for that candidate and mutual, where you can draft a warm-intro message. Rows without any qualifying mutuals stay blank.
The Network column relies on the same employee network data used elsewhere in Juicebox. See [Network Sourcing](/network-sourcing) for how to connect your team's networks.
*Note: The Network column is available on the **Enterprise** plan only.*
### Contacted marker
A small blue **Contacted** marker appears next to a candidate's name in both the table view and the kanban view whenever they have already been contacted through a sequence, or have outreach scheduled to go out. It matches the same badge shown on search results, so a candidate's contact status reads the same everywhere in Juicebox.
Hover the marker to see the last-contacted date (or the scheduled send date, when outreach is queued but has not sent yet). Candidates with outreach scheduled but not yet sent have the **Pending** profile status. Their status changes to Contacted after the first email sends or a LinkedIn task is completed. Learn more in [Profile Status](/profile-status#pending-status).
Use the marker to spot candidates who are already in a sequence before you build them into a new one, and to avoid duplicate outreach when multiple teammates are working the same project.
### Starring profiles
You can star profiles to mark them as especially interesting or high-priority. To star a profile, click the **star icon** next to the candidate’s name in the **Shortlist** table.
![Star A Profile]()
Once a profile is starred, it will automatically be sorted to the top of your contact list the next time you refresh the page. This makes it easier to quickly access your top picks without applying additional filters.
Use starring to:
* Prioritize candidates for immediate outreach
* Highlight profiles for discussion with a hiring manager
* Keep track of standout profiles in a large list
You can also un-star a profile at any time by clicking the star icon again.
### Sort your shortlist
You can reorder your entire shortlist using the **Sort by** dropdown above the table or by clicking a sortable column header.
Sorting applies across the full shortlist on the server, not just the profiles currently loaded on screen. The order stays consistent as you scroll and page through large lists.
**Sort by** offers the following options:
* **Date added (newest first)** — the default view
* **Date added (oldest first)**
* **Status**
* **Company (A–Z)** and **Company (Z–A)**
* **Name (A–Z)** and **Name (Z–A)**
Clicking a sortable column header — **Name**, **Status**, **Date**, or **Organization** — applies the same server-side sort and keeps the **Sort by** dropdown in sync with the active order. Click a header again to toggle direction where both directions are meaningful.
Starred profiles stay pinned to the top of the shortlist regardless of the sort you choose, so your highest-priority candidates remain easy to find.
### Find similar profiles
The **Create Search** feature within the shortlist helps you quickly discover profiles with similar backgrounds, skills, and attributes to candidates already on your shortlist.
To get started, go to your **Shortlist** page, select a few profiles you like, and click **the 3 horizontal dots** in the top-right corner, then select **Create search**.
Juicebox will analyze those profiles, generate a list of traits for you to review and edit, and return up to 500 matches based on shared characteristics.
*Note: This feature is currently available on the **Growth** and **Business** plans only.*
*Finding similar profiles from the Shortlist page.*
![Create Search (find Similar)]()
*Finding similar profiles from the Profile View.*
![Find Similar Within Profile]()
### Import profiles
If you already found a profile outside of Juicebox and want to add them to your shortlist, you can use the “Add Candidate” button in the top right of the shortlist tab.
![Screenshot 2026 07 23 At 11 11 06 AM]()
You can then select between bulk imports or individual imports. For bulk imports, please upload a CSV file with a column containing LinkedIn or Github URLs. For individual import, you can paste the link into the respective field.
After bulk importing a list of profiles, you can use the checkmark to select which profiles to import. If any profiles aren’t successfully matched, they’ll be flagged for you as well.
#### Add tags and notes from your CSV
Your bulk import CSV can include two optional columns to annotate profiles as you import them:
* **Tags**: One or more tag names for the profile. Separate multiple tags with commas, semicolons, or pipes. Juicebox matches each name to an existing tag in your organization. If a tag doesn't exist yet, Juicebox creates it.
* **Notes**: Text that Juicebox adds as a contact note on the imported profile.
The column headers must be named `Tags` and `Notes`. Headers aren't case-sensitive. Juicebox ignores other headers, such as `Label` or `Comments`, for tags and notes.
```csv theme={null}
LinkedIn URL,Tags,Notes
https://www.linkedin.com/in/janedoe,Backend; Referral,Met at the SF meetup in June
https://www.linkedin.com/in/johnsmith,Frontend|Silver medalist,
```
If the same profile appears in multiple rows, Juicebox combines the tags and notes from those rows.
If Juicebox imports the profiles but can't apply some tags or notes, the import still completes. Juicebox shows a warning so you can add the missing tags or notes manually.
# Smart Notes
Source: https://docs.juicebox.ai/smart-notes
Get an AI-generated prep brief every morning for the candidates you're meeting with today.
Smart Notes is your morning prep for candidate calls. Each morning, Juicebox looks at your calendar and matches meetings against candidates your organization is sequencing. It then generates an AI prep brief for each one, so you walk into every call knowing where the conversation left off.
## What you get
For every meeting on your calendar with a sequenced candidate, Smart Notes surfaces:
* **The candidate's identity and role**, including current title, company, and location.
* **Outreach history**, so you know which sequence they came from and where they are in it.
* **Thread and notes context**, summarizing recent email exchanges and any notes on their profile.
* **RSVP status** — Confirmed, Declined, or Tentative — pulled from the calendar event.
* **Quick actions** to join the meeting, open the candidate's LinkedIn, or open their full profile in a side drawer without leaving the page.
If a day has no calls with sequenced candidates, Smart Notes tells you so — the absence of a brief means nothing was missed.
## Where to find it
Smart Notes is delivered in two places:
* **In-app notification bell.** Each morning, once your brief is ready, you'll see a `Smart Notes` notification in the bell at the top of the app. Click it to jump straight to the day's prep.
* **The Smart Notes page.** Open `app.juicebox.ai/briefing` any time to review today's brief. Use the day picker at the top of the page to step back to yesterday, forward to tomorrow, or jump to **Today**.
Smart Notes are delivered in the in-app bell today. Email and Slack DM delivery are on the roadmap but not yet enabled.
## How it works
Every morning around 7 AM in your local timezone, Juicebox:
1. Pulls the day's events from your connected calendar.
2. Matches the meeting attendees against contacts your organization is actively sequencing (including candidates whose sequence run finished without a reply).
3. Generates a per-candidate AI prep brief from their outreach history, thread context, and profile.
4. Delivers the brief to your in-app notification bell and to the Smart Notes page.
Smart Notes are org-scoped: only your own calendar events are used, and only candidates sequenced within your organization are matched.
## Requirements
To receive Smart Notes, you need:
* A connected Google or Outlook calendar. Smart Notes uses the same calendar connection as your email integration — see [Email Integrations](/email-integrations) to connect or check your mailbox.
* Candidates in an active sequence run whose calendar invite email matches a contact in your org.
If you don't have any meetings on a given day with sequenced candidates, no brief is generated for that day and the page will show an empty state.
## Navigating between days
The Smart Notes page always opens on today's brief. Use the arrow buttons in the header to step to the previous or next day, or click **Today** to jump back to the current day. Yesterday's brief remains available so you can review who you met with and what the prep looked like.
# Smart Report
Source: https://docs.juicebox.ai/smart-report
Use AI to generate a report from your shortlist. Share with hiring managers or customers.
### Create a Report
On the shortlisted profiles tab, click the “Generate Smart Report” button on the top left. You can either select a sub-set of profiles beforehand, or generate the report across your entire shortlist.
### Configure your Report
Use different fields to configure your Smart Report to your preferences.
Options include:
1. **Anonymization**: you can remove all candidate names. The platform will instead show “Profile 1”, “Profile 2”, etc. While link icons will still be shown, e.g. Github, the links will be hidden. If Anonymization is not selected, the full profile name will be shown, alongside their profile URLs.
2. **AI Profile Summary:** choose the format you’d like the AI to use in the summary. If you choose the Spotlight option, the AI will also be able to follow your custom instructions (see step #3).
3. **Spotlight AI Instructions:** would you like the AI to highlight specific profile experiences? Add a short command here, which the AI will use in its personalization.
4. **Report Title:** configure a title for your report. This will appear in bold at the top of your report.
5. **Branding:** include your company logo. You can upload all major image file types.
### Preview and Edit Smart Report
Next, you have the option to customize your smart report texts. You can edit the AI-generated text based on your preferred wording.
You can use two asterisks (\*\*) on either side of the text to highlight text. For example, **this text will be highlighted** in purple.
### Generate your Smart Report
Select “Confirm & Generate” to view the final version of your smart report. You can download it as a PDF, or share it via your preferred channels.
# Talent Rediscovery
Source: https://docs.juicebox.ai/talent-rediscovery
Effectively rediscover talent already in your ATS.
Revisiting past applicants, identifying high-intent talent and bringing the right people back into your hiring pipeline has never been easier now that Internal Talent Rediscovery is available in Juicebox!
Since the strongest candidates for your open roles may already be in your ATS, Talent Rediscovery lets you search, filter, and re-engage candidates from your ATS, using data like stages, jobs, and tags to help filter and find the right candidates.
## Getting Started
1. Open a Juicebox project and edit your filters
2. Within Edit Your Search Filters, click on ATS
3. Select an ATS mode based on your use case:
* **Include ATS candidates**: search across all candidates.
* **Exclude ATS candidates**: hide everyone in your ATS.
* **Exclude recent ATS candidates**: hide only candidates who are active in your ATS. Older ATS candidates stay searchable. See [Exclude recent ATS candidates](#exclude-recent-ats-candidates).
* **Only show ATS candidates**: search only candidates in your ATS.
1. If you are only showing ATS candidates, fine-tune your results using Juicebox’s ATS-based filters such as:
1. Jobs
2. Tags
3. Current Stages
4. Stages
5. Recruiters
6. Last Interaction
![Screenshot 2026-02-16 at 4.35.30 PM]()
### Exclude recent ATS candidates
Use **Exclude recent ATS candidates** when you want to skip people your team is actively talking to, but still rediscover older ATS candidates. For example, a candidate archived three years ago can show up in your results, while someone with an open application stays hidden.
Juicebox hides a candidate in this mode when their application in your ATS is:
* **Active**, or
* **Archived** or **Hired**, and the candidate's last interaction falls inside your organization's recent ATS activity window.
Everyone else in your ATS stays searchable. To hide every ATS candidate regardless of activity, use **Exclude ATS candidates** instead.
The **Exclude recent ATS candidates** option is available only when both of these are true:
* An admin has set a **Recent ATS activity window** in **Settings → Agents**. The window can be 90, 180, 270, or 365 days. **Any time** turns the window off.
* Your connected ATS syncs applications to Juicebox.
If either condition isn't met, the option is disabled and Juicebox excludes every ATS candidate instead.
The **Last Interaction** date includes the most recent update your ATS made to the candidate's application.
Already in your search? Use the ATS filter next to “Review” in the top left corner for quick access!
### **Why Talent Rediscovery Matters**
Recruiting teams often overlook past applicants who were:
* Strong fits but not selected (Silver-medalists)
* Paused due to timing or headcount
* Screened for similar roles in the past
* A little under qualified, but has since gained more experience and skills
### With Talent Rediscovery, you can:
* Save time by starting with warmed up and familiar candidates
* Improve response rates by re-engaging known talent
* Reduce sourcing costs by maximizing your existing ATS data
* Avoid duplicate outreach when sourcing net-new candidates
### Don’t know where to begin? Here’s our quick start on all things Internal Talent Rediscovery:
**When should I use Internal Talent Rediscovery?**
1. Reopening a previously filled role
2. Hiring for a similar position
3. Re-engaging silver-medalist candidates
4. Revisiting applicants who dropped off due to timing
**Which ATS filter should I use?**
1. **Want to revisit past talent?** Use the “Include ATS candidates” or “Only show ATS candidates” filters
2. **Want to only source net-new talent?** Use the “Exclude ATS candidates” to avoid duplicate outreach and keep ATS exports clean
3. **Want to skip only candidates in an active process?** Use “Exclude recent ATS candidates” to hide open applications and recently closed ones, while keeping older ATS candidates in your results
4. **Want to re-engage talent strategically?** Use the additional ATS filters under “Only show ATS candidates” to review candidates from certain stages, jobs, or tags within your ATS
# Search Tips & Tricks
Source: https://docs.juicebox.ai/tips-and-tricks
A guide for best practices on setting up your search.
Overall, the best searches on Juicebox use our AI Filters to narrow down a search to the relevant candidate pool of ≈100-2,500 profiles, and then use Criteria to rank those candidates based on experience.
The suggestions below are designed to help with the first step of that process: setting your filters using the “filters” button at any point in time across your search.
### Too few profiles.
If your search has too few results, you should first review how many filters you have applied. Keep in mind that adding filters from different sections creates “AND” fields in your search. Some filters may significantly restrict your search.
Your goal should be to have the **minimum total number of filters** needed for your search.
Trouble shooting guide to expand your search pool:
| **Field** | **Problem** | **Solution** |
| - | - | - |
| Skills | Having long skills like “Mobile app performance optimization” (only 17 matches globally!). | Split into “mobile” and “performance optimization.” Juicebox will automatically prioritize profiles who match both. |
| Location | Some towns/cities may have small talent pools. | Use the radius search to expand to 50 miles, 100 miles, etc. |
| Years of Experience | A tight range of years of experience, like 3 to 5 years, will massively decrease your number of matches. | Widen the range. For example, 2 to 7 years may be more appropriate. |
| Specific Past Job Titles | Adding a past job title like “Senior Software Engineer” will restrict your candidate pool. | Consider inserting a shortened version of your past job title or variations like “Engineer” and “Developer” to significantly widen your matches. |
| Fields of Study | Fields of study can be highly restrictive, especially when selecting just one. | Use the “Ask AI” feature to expand the fields of study, or remove them entirely if not necessary. |
### Too many profiles.
In most cases, too many results is a good thing, because you’ll be able to use the Autopilot to refine your search further! Generally, most effective searches use the Autopilot for the final review step, highlighting just the top profile matches.
For the ranking of the results to be strong, consider adding a few skills or keywords in the “Skills / Keywords” field. This will have a major impact on search ranking, surfacing top matches more easily. The Autopilot can then be particularly effective, as it defaults to running on the top-ranked profiles.
If your talent pool is very large — e.g. more than 5K profiles — consider the suggestions below:
| **Field** | **Problem** | **Solution** |
| - | - | - |
| Companies + Industries | I added specific companies but I’m not seeing results from those companies. | You likely have added both companies and industries. The search will then find anyone at *either* the company or in the industry. Remove industries to search through companies only. |
| Job Titles | I am seeing profiles with irrelevant job titles. | Exclude job titles using the “not” field in job titles. Consider whether any job titles might be too broad and remove them. You can also use Boolean operators in the Job Title field, e.g. (“Customer Success” AND “Senior Manager”) |
| Skills | I am seeing profiles who don’t have the skills I need. | Add additional skills in the field, or use the “find similar skills” option. You can also pin skills to make them must-have requirements. This is generally not recommended, as the ranking should already surface top matches. |
| Funding Stage / Industries | Profiles are not the industry or funding stage I specified. | Check whether those fields are set to “current + past” when you intend them to be “current only”. |
### I’m looking for X, but I’m getting Y.
First, diagnose your search. Why is Y appearing? You may find a filter that is unintentionally pulling in those profiles, or a keyword that is surfacing them.
Once you have identified the issue, decide on the method to resolve:
* **NOT Fields:** in a variety of fields, you can explicitly exclude certain inputs. For example, you can exclude specific job titles, skills, or companies.
* **Additional Filters:** add more fields to constraint your search. For example, job title levels can be an effective way to avoid any profiles who are at the wrong level of seniority.
Final option — if none of the above works, you can **add more skills / keywords** that match who you are looking for. The ranking will automatically prioritize those profiles; so even if the total search pool increases, your top matches will appear at the top. You can then use Autopilot to refine the search further.
# Welcome Kit - Admins
Source: https://docs.juicebox.ai/welcome-kit-admins
Quick-start guide and initial setup steps for Juicebox admins
Welcome to Juicebox! As an admin, you’re empowering your team to source and recruit candidates with richer data and more automation that help them find candidates more quickly and effectively. We’ll focus on the most important steps to get your organization set up.
In this guide, you’ll learn how to:
* Integrate your Applicant Tracking System (ATS) with Juicebox
* Set up Single Sign-On (SSO)
* Add team members and set their permissions
* Manage settings and controls for AI Agents
* Set up Juicebox for Slack to enable collaboration with hiring managers
* Set up the Juicebox MCP to bring insights and data into your AI tool
## Integrate your ATS
Juicebox integrates deeply with the Applicant Tracking System (ATS) that your talent acquisition team uses on a day-to-day basis. Put simply, they’ll search for candidates and handle communication outreach in Juicebox. Then once candidates are in the interview process, they’ll be managed in the ATS.
With this integration, your team will be able to:
* Automatically search for candidates using the corresponding job description for the role
* Search for candidates and save their profiles directly into the ATS, or even auto-export profiles that they shortlist
* Conduct “rediscovery” searches, where they search for candidates who have already interviewed in the past and exist in your ATS
* Keep a consistent source of truth for each applicant and role throughout the process
You’ll only need to do the initial integration. Log into Juicebox, go to **Integrations** in the left-hand nav, then find the ATS that your organization uses. Click **Connect** and follow the steps. Once you see the **Connected** checkbox, you’re done.
![Image]()
**Want more help?** Learn more about [ATS integrations](https://docs.juicebox.ai/ats-integrations) or check out our ATS setup guides for [Greenhouse](https://docs.juicebox.ai/help/ats-setup/greenhouse), [Lever](https://docs.juicebox.ai/help/ats-setup/lever), [Ashby](https://docs.juicebox.ai/help/ats-setup/ashby), [Bullhorn](https://docs.juicebox.ai/help/ats-setup/bullhorn), [Recruiterflow](https://docs.juicebox.ai/help/ats-setup/recruiterflow), [SmartRecruiters](https://docs.juicebox.ai/help/ats-setup/smartrecruiters), [Jobvite](https://docs.juicebox.ai/help/ats-setup/jobvite), and [Teamtailor](https://docs.juicebox.ai/help/ats-setup/teamtailor).
## Connect Docs and Notes for Agent Context
Juicebox has connectors to apps like Granola, Notion, Google Drive, and Metaview. These let Juicebox Agents use the context captured in these apps to learn more about the specific needs for each role, and specific preferences for each individual in the hiring process. They also allow users to export talent maps and other summaries directly from a conversation with an Agent.
Set these up from the **Integrations** tab, just like you did with the ATS integrations.
Over time, as each user uses Juicebox, the information and preferences get stored in Juicebox's Knowlege Vault, letting Agents run more targeted and personalized searches.
**Want more help?** Learn more about [Connectors](https://docs.juicebox.ai/knowledge-vault#connectors).
## Account Settings
The next sections can be set up from the **Account Settings** page. To get there, click your name in the bottom of the left sidebar, then **Account Settings**.
![Image]()
In Account Settings, you’ll find your personal settings as well as settings for your whole organization.
## Set up single sign-on (SSO)
Before you invite your team to Juicebox, set up single sign-on (SSO) for them so that they can log in using your SAML/SSO provider.
SSO is available only to Business plan customers. Ask your CSM to help you get started with a one-time SSO setup portal link and an organization slug to use when signing in.
1. Ask your CSM to help you get started. They will send a **one-time SSO setup portal link** and an **organization slug** to use when signing in.
2. From the SSO setup portal, choose the identity provider that you use for SSO and follow the steps.
3. Open Juicebox in a logged-out or private browser window and select **Sign in with SSO**.
4. Enter the organization slug when prompted.
5. If prompted, confirm your previous Juicebox login method (email/password or Google) by signing in with it. This links your existing Juicebox account to SSO.
## Add team members and set user permissions
Now that you’ve configured the login settings, you’re ready to invite your team. Each member of your team may need different permissions, and you have the ability to set those as an admin in Juicebox.
Go to **Account Settings**, then look under the **Organization** header, and go to the **Team members** section (or [use this link and log directly into Juicebox](https://app.juicebox.ai/account?tab=org)).
![Image]()
From here, enter the email addresses of anyone you’d like to invite, or use **Bulk invite** to add your whole team at once.
![Image]()
As you add members, choose the relevant role. There are two types of roles that use licenses in Juicebox:
* Reserve the **Admin** role for the people who truly need to change organizational settings
* Use the **Member** role for recruiters and sourcing partners. This is the most common seat you’ll assign. The Member role is able to search, create and manage projects, review and shortlist candidates, and run outreach sequences.
The other roles are essentially read-only, and they aren’t able to source candidates. For example, use the **Hiring manager** role for hiring managers to see search results and evaluate candidate profiles directly in Juicebox. However, many hiring managers may not need Juicebox licenses if you're using Juicebox for Slack, which we'll cover below.
See the [roles and permissions article](https://docs.juicebox.ai/help/account/roles-and-permissions) for a more detailed breakdown of the roles.
Under the **Permissions** column, there are some common special permissions you’ll want to set. Click the icons in this column to manage the permissions for each user.
* **Analytics**: Typically reserved for anyone who needs to track overall team activity (for example, a recruiting leader). When users have this permission, they will be able to see all users’ Juicebox activity, usage trends, and funnels for each project and outreach sequence.
* **Agents**: Give this permission to anyone who needs to create Agents to conduct searches and candidate outreach on their behalf. Your plan includes a certain number of Agents, so not everyone may need to create them. Typically Agents are used for high-volume or “evergreen” roles that your company continuously recruits for. You can also control the number of Agents any team member can create. We’ll cover that below.
![Image]()
**Want more help?** Learn more about [roles and permissions](https://docs.juicebox.ai/help/account/roles-and-permissions), [analytics](https://docs.juicebox.ai/analytics), or [Agents](https://docs.juicebox.ai/juicebox-agents).
## Manage Agent controls
As you saw above, you can give any member access to create Juicebox Agents. But you’ll also want to make some decisions about how this works in your organization.
Go to **Account Settings**, then look under the **Organization** header, and go to the **Agents** section (or [use this link and log directly into Juicebox](https://app.juicebox.ai/account?tab=agents)).
![Image]()
In this section, you can see how many Agents are used at any given time, against the total number in your plan.
Then, set your Agent controls. The most important ones are:
* **ATS exclusion:** Using the ATS integration you set up above, Juicebox Agents can include or exclude candidates who are already in your ATS. By default, we recommend including ATS candidates, and letting users exclude them on an Agent-by-Agent basis. Exclude them globally only if you want all Agents to focus on finding net-new candidates who have never applied to your company.
* **Pause on weekends**: Helps your recruiters manage their workload and manage candidate experience. Recruiters won’t get new candidates over the weekend, so they won’t be overwhelmed with new candidates on Monday morning. And candidates won’t receive automatic outreach sequences over the weekend and get the impression that recruiters are working over the weekend.
* **Active agent limit:** Caps the number of active agents each user can run at once. By default, anyone with Agent permissions can create and run as many Agents as they want, but these count against the number of Agents included in your plan. Setting an agent limit prevents any given user from monopolizing your allotted Agents.
**Want more help?** Learn more about
## Set up Juicebox for Slack
So far, you've set up your team to work productively in Juicebox. In these next sections, you'll help your team bring data and insights from Juicebox into other places that your team works.
If your team uses Slack, Juicebox integrates directly into channels where your recruiters and hiring managers already collaborate. This gives hiring managers visibility into sourcing and recruiting progress without needing to log into Juicebox. It also lets your recruiting team take actions in Juicebox directly from Slack to keep processes moving quickly.
To set it up:
1. Go to **Integrations** in the left-hand nav and connect the Slack integration. The first time you do this, it creates a 1:1 connection between your Juicebox organization and your Slack workspace.
![2026 08 17 11 42 18]()
2. Once your organization is connected, you can link individual projects in Juicebox to individual Slack channels. Generally your team will create a project for each role they're recruiting. If no channel exists, you can create a new one from this screen.
![2026 08 17 11 47 12]()
![2026 08 17 11 48 01]()
3. Tag `@juicebox` in the Slack channel to confirm it works. Juicebox will now surface notifications, project updates, and shortlist review requests in that channel and can be tagged to answer questions or provide insights.
**Want more help?** Learn more about [Juicebox for Slack](https://docs.juicebox.ai/juicebox-for-slack).
## Set up Juicebox MCP
With the Juicebox MCP, you can integrate Juicebox data into your AI client such as Claude, ChatGPT, Gemini, or any MCP-compatible platform. This lets your team get self-service custom reporting and insights and take more contextual actions.
With the Juicebox MCP, your team can:
* Self-serve reports or insights about individual roles or overall sourcing activity directly from your AI tool, without admin assistance
* Kick off an Agent directly from your AI tool, using context from other tools like your ATS and notetaking tools
Depending on which AI tool you use, setup will look a little different. Follow the instructions in our [MCP documentation](https://docs.juicebox.ai/juicebox-mcp) for your specific method, e.g. Claude Connectors, ChatGPT Plugins, Gemini CLI.
**Want more help?** Learn about [Juicebox MCP](https://docs.juicebox.ai/juicebox-mcp).
## Other settings
We’ve covered the main settings to get you and your team started, but as you continue using Juicebox, it’s helpful to be familiar with:
* **Credits:** Certain actions in Juicebox use credits, such as Contact credits (reveal a candidate’s email or profile), Export credits (export profiles to a CRM or ATS), and Smart reports (generate a smart report). [Learn more about credits](https://docs.juicebox.ai/all-about-credits).
* **Export history:** See a log of all exports your team has made. [Learn more about export history](https://docs.juicebox.ai/exports#viewing-past-exports) or see it directly in [**Account Settings → Export History**](https://app.juicebox.ai/account?tab=exports).
* **Enforce footer addendum:** If legal or compliance requirements dictate that you need to add a privacy policy link, regulatory disclosure, or “This email was sent using Juicebox” footer with every email, this setting ensures the footer is attached to every email sent to candidates via Juicebox. Configure it directly in [Account Settings → General → Outreach and sequences](https://app.juicebox.ai/account?tab=organization-settings).
* **Email limits:** By default, individual users can send up to 100 automated outreach emails per day, but you can raise or lower this limit to between 20 - 200 emails per day (and up to 500 for Business plans). The lower the number, the better the signal to email providers. [Learn more about email limits](https://docs.juicebox.ai/email-integrations#organization-email-sending-limit) or change them directly in [Account Settings → General → Email limits](https://app.juicebox.ai/account?tab=organization-settings).
* **Monthly user reports:** You can automatically send a Juicebox usage summary to all admins on the 1st of the month, including individual team member activity. Configure this in [Account Settings → General → Reports](https://app.juicebox.ai/account?tab=organization-settings).
* **Email settings:**
* In [**Account Settings → Mailbox Settings**](https://app.juicebox.ai/account?tab=mailbox-settings), users can enable **Email Strict Mode** to use verified email addresses for sequences and ATS exports. The trade-off: this is better for sender reputation and bounce rates, but it also reduces email data coverage. This is a user-level setting.
* As an admin, you can also turn on **Enforce Email strict mode** under [**Account Settings → General → Outreach and sequences**](https://app.juicebox.ai/account?tab=organization-settings) to lock strict mode on for everyone in the organization. When it's on, every user's per-user toggle is forced on. Agent outreach and ATS exports also send only to verified addresses. No user can turn strict mode off until you turn the org setting back off. Use this when you want a single, enforced verification standard across the whole team. See [Enforce Email strict mode across the organization](/email-deliverability#enforce-email-strict-mode-across-the-organization) for the full behavior.
* At the organization level, you can also use [**Account Settings → General → Email settings**](https://app.juicebox.ai/account?tab=organization-settings) to control whether personal or professional email addresses can be used for candidate outreach. The best practice is to use candidates' personal emails, as this is better for bounce rates. So you may want to check **Prefer personal emails, fallback to professional emails** and **Only use personal emails** and make those the options your team can use.
* [Learn more about email deliverability best practices](https://docs.juicebox.ai/email-deliverability).
* **Knowledge Vault:** Juicebox stores what it learns from your team's usage to personalize searches, tailor results, and give Agents more context for their searches. In **Account Settings → Knowledge Vault** you can see both the [Company Memory](https://app.juicebox.ai/account?tab=company-memory) and [User Memory](https://app.juicebox.ai/account?tab=user-memory). You can enable, disable, or edit these at any time. We recommend checking and updating this periodically to make sure the information is up to date and accurate. [Learn more about the Knowledge Vault](https://docs.juicebox.ai/knowledge-vault).
# Welcome Kit: Automate your sourcing with Agents
Source: https://docs.juicebox.ai/welcome-kit-automate-with-agents
This guide is part of a welcome kit series for Juicebox users. Check out the [previous guides on running a search](https://docs.juicebox.ai/welcome-kit-run-your-first-search) and [reaching out to candidates](https://docs.juicebox.ai/welcome-kit-reach-out-to-candidates) if you haven't used natural-language search, filters, criteria, shortlists, or sequences yet.
In the previous welcome guides, we showed you how to create a project, search for candidates using filters and criteria, shortlist top candidates, and create outreach sequences. If you need to review those topics, check out those guides first.
In this guide, we’ll set up AI Agents to source autonomously for us. You’ll learn how to:
* Set up an Agent for always-on, automated sourcing
* Calibrate the Agent to deliver high-quality leads
* Decide how you want it to deliver, approve, and reach out to leads
## What are agents and how can they help?
There’s a lot of talk in the market about “agents,” so let’s demystify what that means. AI agents are software capable of gaining context, making decisions, and taking multi-step actions to achieve a goal, with limited human oversight.
Juicebox Agents are essentially an extension of your recruiting team. Think of them like a world-class sourcing partner who is always working, proactively building your pipeline. Like a new member of your team, they need training and feedback to do their jobs well and understand the way you think about roles.
Agents don’t replace your human thought and judgment, so it’s important to know what to delegate to Agents vs. where it’s best for you to focus. Our most successful customers have a division of labor that looks like this:
**Agents:**
* Manage **top-of-funnel sourcing**
* Provide **proactively, deeply researched sourcing support**
* Work on **evergreen, always-open positions** where sourcing is continuous
* Work on **high-volume roles** where there’s a large search pool and consistent job titles and backgrounds across companies
* Use the ATS integration to rediscover **past ATS talent**, such as runner-up candidates from previous searches (available on Business plan only)
**Recruiters:**
* Focus on **candidate relationships and advising the business**
* Own the **strategy and decision making** for each role
* Work on **more strategic or specialized roles** with narrower search pools or more specialized candidates
Like a junior sourcing partner, an Agent will learn from your guidance and continuously search for relevant candidates to surface for you. But also like a junior sourcing partner, it needs your feedback to get better over time. We’ll show you how that works.
**Want more help?** Learn more about [Juicebox Agents](https://docs.juicebox.ai/juicebox-agents).
## Set up an agent
Running a search with a Juicebox Agent starts almost exactly like any other search. You still select **Create new project** for a new role and give it a title, like `Backend Engineer`.
*Just like other projects, use one project per role, so each Agent works on one role at a time.*
Up until now, you’ve probably been using the **Search** interface to describe the candidate. But now let’s switch the toggle over to **Agent**.
![2026 07 31 12 50 18]()
Similar to any search, you’ll describe the ideal candidate in natural language. Help the agent focus on the essentials by telling it the key skills or requirements for someone to excel in the role.
The Agent will work with any information you give it, even a quick natural-language blurb, but the best practice for faster, more accurate results is to give some context upfront to help the Agent learn. We recommend providing:
* The **job description,** pasted in or linked from your ATS
* Any intake notes you have, or have Juicebox record and store the **intake meeting** to train the agent (see below)
*Agents can also search the web, so you can tell them something like* `Find people currently at a Series B company that raised in the last 12 months` *or* `Find SWEs at competitor companies who recently had layoffs`
## Use intake notes to start an Agent (optional)
Juicebox can join your hiring manager intake meetings to record and transcribe, and provide live insights for you and your hiring manager to use as you collaborate. These notes can also give Agents context, so they start with the full picture of the role.
To run an intake through Juicebox, look for **Intake** under your project in the left-nav. You can write your own notes or use a template. Then have Juicebox start recording the meeting, in-person or over Zoom.
![2026 08 27 16 32 50]()
After the meeting, Juicebox stores the notes in a transcript along with an AI summary of the meeting. From here, just select **Start agent** and you can kick off an Agent directly from these meeting notes, with full context.
![2026 08 27 16 48 03]()
After this, the process follows the same steps as if you started it from a natural language search or a job description.
## Initial Agent setup
Once you enter your natural-language description, things will start to look different from a regular search.
Before finding candidates, the Agent will use any tools you've connected, like your ATS, notetaker apps, and drive/docs, to research the role. We call this Contextual Intelligence.
![Image]()
Then it will start to map the talent market for your role. As it goes, it analyzes the full candidate pool and tests different variations of the search criteria. This makes sure you're getting a strong pipeline, not just a few good profiles.
It will adjust filters and criteria as it goes, or even ask you for clarifications. You'll see the Agent's reasoning as it goes, so you can always give it feedback or additional input by chatting with it. You can also see and change the filters or criteria manually from the right-hand nav.
For example, it might see that the titles are too specific and broaden the search, and propose a new approach:
![2026 07 31 12 51 25]()
*If the number of potential leads is high during this initial search, don’t worry. That’s a good thing! This is not the number of candidates it will send you. It’s the size of the pool that it’s going to evaluate against your criteria.*
**Want more help?** Learn more about [setting up Agents](https://docs.juicebox.ai/juicebox-agents#setting-up-an-agent).
## Calibrate the Agent (one-time setup)
The first time you set up an Agent, you’ll need to calibrate it so that it learns your patterns of judgment and consistently sends you good candidates. Think of this like training a new teammate.
The Agent will give you three profiles to evaluate. Select **Review leads** to review each of them like you would any candidate, not looking for perfection but for match potential.
![2026 08 20 11 27 04]()
* If you would take a call with this candidate, select **Looks Good** to approve them.
* If you wouldn’t take a call with this candidate, select **Not a Fit** to reject them.
![2026 07 31 12 53 09]()
Always provide feedback when Juicebox asks **What’s wrong with this profile?** Be specific with your feedback, similar to how you’d train a new sourcer on your team to learn what you’re looking for. For example:
* `Right skills but wrong company stage. We're looking for hypergrowth experience, not enterprise.`
* `Job hopping pattern, three roles under 2 years, doesn't match our retention bar.`
* `Avoid candidates who worked at Company X.`
You can also provide “yes, but…” feedback when you approve candidates, such as:
* `Strong technical background but I'd prefer customer-facing experience`
* `Background is in internal L&D but I'd prefer someone who worked in Customer Success`
* `5 YoE is a maybe, I'd look for candidates with more experience`
The Agent is learning from all this feedback and getting better at pattern-matching, so *more feedback is always better.*
Keep approving or rejecting candidates that the Agent provides until it's done calibrating. The Agent will ask you to keep calibrating until you're consistently approving candidates (roughly two out of every three in a batch).
You'll know it's done when it moves on to outreach setup. **If you haven't gotten to the settings questions yet, the agent isn't done calibrating and will not run.**
The Agent keeps learning as you accept or reject more candidates over time. You won't need to do a full calibration again unless you significantly change the parameters of the search.
**Want more help?** Learn more about [setting up and calibrating Agents](https://docs.juicebox.ai/juicebox-agents#setting-up-an-agent).
## Decide on settings
After calibration, choose your outreach approach first. Then set your daily lead target and approval preference.
**Outreach:** Choose one of these options and select **Confirm**:
* **Build me a sequence** asks your Agent to draft an AI-generated sequence using the context from your conversation.
* **Use an existing sequence** lets you select outreach you have already prepared for the role.
* **I'll do this later, shortlist for now** collects candidates in your shortlist without sending outreach. You can add them to a sequence later.
![Agent outreach setup with Build me a sequence, Use an existing sequence, shortlist for now, and Confirm highlighted]()
**Review your sequence:** If you choose **Build me a sequence**, the Agent opens a **Sequence** pane beside your conversation. Share real outreach examples and selling points, then ask the Agent to refine the draft. You can also edit the title, sender, message, and timing directly in the canvas. Select **Preview** on each step to check its personalized copy.
You continue using the sourcing Agent chat here. [Composer chat](/sequences#generate-with-ai) is the separate side panel you use when creating a sequence from **Sequences**.
Changes save automatically. Check the save status, use **Close side pane** to return to the full conversation, and select **Open sequence** on the sequence's chat card whenever you want to reopen it. If prompted, choose **Connect Gmail** or **Connect Outlook** in chat to connect the mailbox that will send your outreach.
![Agent Sequence side pane with save status, close control, Preview, and editable message highlighted]()
**Sourcing strategy:** When you are happy with a sequence the Agent built, confirm its request to use it for daily sourcing. The Agent then returns to **Last step, set your sourcing strategy**. If you picked an existing sequence or shortlist-only outreach, **Confirm** takes you straight to this step. Choose your daily volume and approval type together.
* **Volume:** Pick the number of net-new leads you have time to review each day. If in doubt, start with 25. Higher volumes may require additional Agent seats; the selector shows what is available.
* **Approval:** Choose **Manual** to review and approve each lead before outreach or shortlisting. Choose **Automatic** to let the Agent approve matching leads and carry out your selected outreach or shortlist action.
Start with **Manual** for the first few days, until you are approving about 75% of candidates. Review leads at least every three days: if they sit unreviewed for four days, the Agent auto-pauses.
![Agent sourcing strategy with daily volume, approval type, and Start sourcing highlighted]()
Review the sequence and strategy settings, then select **Start sourcing**. Creating or editing the sequence alone does not start the Agent.
To change these choices later, open the Agent's **…** menu and select **Sourcing settings**. Changes apply to the running Agent; select **Done** to close the settings dialog.
## Refine over time
Once the agent is running, it sources on a schedule: around 9:00am, your local time, every day.
* If you set outreach and approval to automatic, it’s now running automatically. Sit back and relax.
* If you skipped the outreach step, you’ll need to go to your shortlist to manually send sequences.
* If you set approval type to **Manual**, you’ll need to review and approve candidates on a regular basis. Do this from within the Agent by selecting **Review Leads**.
*Depending on the search, the Agent may eventually run **out of leads**. That’s because there’s a finite number of relevant candidates for your search, and an Agent won’t compromise the quality bar after that.*
Every time you return to the Agent, you'll see what it learned and how it's adapting its search.
You can continue to chat with your Agent. This is especially useful if you have other apps connected to Juicebox. For example, you can ask it to:
* Deliver insights and recommendations on your pipeline
* Determine which criteria are limiting your qualified candidate pool
* Pull candidate lists from connected apps, like Google Sheets or your ATS
* Generate a talent market map into Notion
You may even want to create Agents for existing projects that started with manual searches. That’s as easy as creating a new search from the left sidebar. Just select **Create Agent** to add one to an existing project.
![2026 07 31 13 45 05]()
**Want more help?** Learn more about [reviewing leads](https://docs.juicebox.ai/juicebox-agents#reviewing-leads), [recalibrating Agents](https://docs.juicebox.ai/juicebox-agents#recalibrating-an-agent), or the [Knowledge Vault](https://docs.juicebox.ai/knowledge-vault).
## What's next?
Congratulations! By following this guide, you:
* Set up an Agent for always-on, automated sourcing
* Calibrated the Agent to deliver high-quality leads
* Decided how you want it to deliver, approve, and reach out to leads
* Resolved issues when the Agent pauses or runs out of leads
While this is the end of the Welcome Kit, there's more to explore in Juicebox. Check out these features next:
* Use [Juicebox for Slack](https://docs.juicebox.ai/juicebox-for-slack) to take action on candidates while you're on the go. It also lets you collaborate with hiring managers directly in Slack and give them visibility into the sourcing process.
* Use the [Juicebox MCP](https://docs.juicebox.ai/juicebox-mcp) to combine Juicebox data with other systems of record and get custom insights, directly in your AI tool of choice
* Use [Network Sourcing](https://docs.juicebox.ai/network-sourcing) to get warm leads directly from your teammates' networks
* Use [Talent Rediscovery](https://docs.juicebox.ai/talent-rediscovery) to source candidates you've already interviewed and re-engage them
* Use [Smart Reports](https://docs.juicebox.ai/smart-report) to generate shareable reports from your shortlists
# Welcome Kit: Reach out to candidates
Source: https://docs.juicebox.ai/welcome-kit-reach-out-to-candidates
This guide is part of a welcome kit series for Juicebox users. Check out the [previous guide on running a search](https://docs.juicebox.ai/welcome-kit-run-your-first-search) if you haven't used natural-language search, filters, criteria, or shortlists yet.
In this guide, we’ll create and add candidates to outreach sequences. You can use email, LinkedIn InMail, and phone as channels to contact and nurture your top candidates in an automated but still personalized way.
You’ll learn how to:
* Set up your email and send-on-behalf-of (SOBO) to send sequences
* Create a new sequence with AI, from scratch, or by cloning an existing sequence
* Edit and personalize the content, including AI commands
* Tailor your sequences and content to maximize reply rates
* Add shortlisted candidates to a sequence and track their responses
## Integrate your email
The best candidate outreach is multi-channel: using email, social media, and phone. Passive candidates may not be checking professional networking sites or job boards, so you’ll want to use email as a key part of your outreach strategy.
Depending on your plan, each mailbox can send from 20-500 automated emails per day, so you can maximize outreach and deliverability.
To set this up in Juicebox, go to **Integrations** and then select the link to sign in with your email provider. Once your email status says **Connected**, you’re ready to reach out to candidates.
![Clean Shot 2026 08 03 At 14 35 52@2x]()
While you're in the Integrations section, select the three dots on the right side of your email address, then **Edit mailbox settings**. Make sure that **LinkedIn reply detection** is checked and that LinkedIn InMail notifications are sent to the same email you have connected to Juicebox. That way, Juicebox can detect and track replies to InMails you send candidates as part of sequences.
![2026 09 14 14 13 26]()
![2026 09 14 14 10 01]()
*Because emails sent on behalf of hiring managers, founders, or leaders tend to have higher reply rates, you’ll also want to set up **Send On Behalf Of (SOBO)** mailboxes.*
Select **Add a SOBO mailbox** to send an invite from Juicebox to the relevant person whom you’d like to send on behalf of. Once they accept the invite, their status will change from **Pending** to **Connected** and you’ll be able to use SOBO as part of your outreach strategy.
![Image]()
**Want more help?** Learn more about [email integrations](https://docs.juicebox.ai/email-integrations) and [SOBO setup](https://docs.juicebox.ai/email-integrations#internal-&-sobo-send-on-behalf-of-setup).
## Create a sequence
Juicebox lets you create and run automated sequences to reach out to candidates. This also means you can continue to contact candidates even when you’re out of the office, and you can easily follow up with candidates who replied when you return.
Select **Sequences** in the left-hand menu, then **New sequence**. Choose how to begin:
* **Generate a sequence with AI for one of your projects:** select a project shown in the dialog, or use **Choose project** to find another one.
* **Build from scratch:** start with a blank sequence and write the steps yourself.
* **Clone existing sequence:** reuse a sequence you or your team already created.
![New sequence creation options with project choices, Build from scratch, and Clone existing sequence highlighted]()
Selecting a project opens the composer to generate a sequence with AI. When available, it draws on your project’s intake notes, linked job, search criteria, company information, writing style, and past team sequences. It can also consult the web and tools you have connected.
**Composer chat** is the side panel on the left; your sequence canvas is on the right. Describe the role and company, tone, number and type of steps, language, and whether to include a scheduling link. When the chat asks for details or suggests a change, choose an option, type your own answer, or select **Skip**.
Use Composer chat to change the copy, steps, senders, or timing—for example, "Wait three business days before step 2." Changes appear directly in the canvas. If you ask it to remove a step, confirm the removal in the question card.
You can also edit the canvas directly. Click the title at the top to rename it. In each email card, choose the **From** mailbox, edit the **Subject** and message, or use **Cc** and **Bcc** to add recipients. Use **Add step** in the steps rail to extend the sequence, the step-type dropdown to choose the channel, and **Delete step** to remove a step.
Changes save automatically. Check the **Last saved at** indicator, then select **Done** to close the composer when you’re finished. Your chat conversation stays with the sequence when you reopen it. Use the stop button in Composer chat to interrupt a request and review any changes already made. Creating and saving the sequence prepares it for use; you’ll add candidates separately below.
![Sequence composer with Composer chat highlighted and numbered controls for title, steps, step type, sender, subject, message, signature, unsubscribe, and preview]()
You can add steps to a sequence that take place outside of email, such as LinkedIn or phone calls. But please note that these aren’t automated. You’ll have to take those actions outside of Juicebox, even though you can still use Juicebox to track them alongside candidate progress.
If you are working with a [Juicebox Agent](/juicebox-agents), you can ask it to create or edit a sequence in the same Agent conversation. Review the sequence in the **Sequence** side pane and keep giving feedback in the Agent chat. See [creating or editing a sequence with a sourcing Agent](/sequences#create-or-edit-a-sequence-with-a-sourcing-agent).
**Want more help?** Learn more about [creating a sequence](/sequences#creating-a-sequence).
## Schedule your sequence
Use the scheduling pill above the first step to choose whether it starts immediately or at a later date and time. Set the delay for subsequent steps to control how long Juicebox waits before each follow-up.
![Follow-up delay, send time, and timezone controls highlighted in blue]()
*Schedule steps within 2-3 days of each other to stay top of mind without overwhelming candidates.*
## What makes a good sequence?
Let’s make sure your sequence delivers high reply rates and attracts high-quality candidates to speak with the hiring manager. We’ll focus on email best practices, since this is the core channel you’ll use for sequences in Juicebox:
### Subject lines
* Keep subject lines between 5-9 words to capture the candidate’s attention
* Personalize the subject line with a variable, such as the candidate’s first name
### Email body
* Use the quick-add chips above the message or type **`/`** in the body to insert variables and personalization. Choose the **AI command** chip, or **AI Command** in the slash menu, to ask for a brief mention of the candidate’s relevant skills.
* Use **Snippet** to insert reusable content that you or your team have saved.
* Use the formatting toolbar to add **bold text** and links, and include emojis 💪 where they fit your tone
* Include **details and benefits of the job or company** to provide context
* Select the sender’s **signature** to reinforce your credibility
* Use **Network mention**, when available, to reference a shared connection
* Review the **Include unsubscribe** option before sending
For the available quick-add actions, see [Inline composer](/sequences#inline-composer-slash-menu).
### Other ways to increase reply rates
* Design sequences to have **3-5 steps**, as this captures **95% of reply rates**
* Send to a candidate’s **personal email address** for a **40% boost in reply rates**
* Schedule messages for **mid-morning (9am-12pm local time) on weekdays and Sunday** for the highest reply rates, and **avoid Fridays and Saturdays**
* Make your messages **concise**: shorter messages generally have higher reply rates
* Using SOBO, send the final emails in a sequence **on behalf of** a hiring manager, founder, or team lead for **a 50% boost in reply rates**
Select a passage in a message to **Proofread**, **Make concise**, or **Adjust tone**. Choose **Ask the Composer** to give your own instructions in Composer chat. Check the **Selected text · Step N** indicator, or clear it with **×** before making a broader request. To rewrite an entire step, choose **Edit with AI** from its slash menu. See [revising selected text](/sequences#revise-selected-text).
**Want more help?** Learn more about [maximizing reply rates](https://docs.juicebox.ai/maximize-replies).
## Test the sequence
Before adding candidates, select **Preview** on an email card to open **Email preview**. Use the contact selector next to **To** to choose a sample contact and check the resolved variables, AI personalization, signature, and footer. Repeat this review for each email step.
Under **Send yourself a test email**, enter your email address and select **Send Test** to check the email in your inbox. You can also ask Composer chat, "Send me a test of step 2." Test emails have **\[TEST EMAIL]** in the subject and use the current message, including your latest edits.
![Email preview with the contact selector and test email controls highlighted]()
See [previewing and testing your sequence](/sequences#preview-and-test-your-sequence) for the full workflow.
## Add candidates to a sequence
Once the sequence is saved and reviewed, you can start adding your shortlisted candidates to it. From a project’s shortlist, select the candidates you want to contact and select **Add to Sequence**.
![Clean Shot 2026 08 03 At 14 55 59@2x]()
You’ll see a preview of the emails; make sure to review these, including any personalization added via AI commands! Juicebox will flag any errors, like missing contact details, variables, or whether candidates are already in an active sequence.
**Want more help?** Learn more about [adding profiles to a sequence](https://docs.juicebox.ai/add-profiles).
## Track metrics on a sequence
Now that you’re reaching out to candidates using sequences, you want to see how they’re performing. Juicebox makes this easy for you by giving you deep analytics, by role, on your sourcing and outreach, all in one place.
From the **Sequences** tab, select any sequence to see how it’s tracking. You’ll be able to see the overall funnel of opens, clicks, replies, and interested candidates, plus the status of each candidate.
![Image]()
![Image (1)]()
From this dashboard, use **Mark as Replied** to label replies as **Interested** or **Not Interested**. This will sync automatically to the shortlist page, so you can filter and review profiles based on their interest.
![Clean Shot 2026 08 03 At 16 37 32@2x]( "Clean Shot 2026 08 03 At 16 37 32@2x")
## What’s next?
Congratulations! By following this guide, you:
* Set up your email and SOBO to automate the sending of sequences
* Created a new sequence with AI, from scratch, or by cloning an existing sequence
* Edited and personalized the content
* Used best practices to maximize reply rates
* Added shortlisted candidates to a sequence and tracked their responses
You’ve already seen how Juicebox uses AI to simplify the repetitive parts of your job. In the [next guide](https://docs.juicebox.ai/welcome-kit-automate-with-agents), we’ll show you how Juicebox lets you create and configure AI agents to make this even easier.
# Welcome Kit: Run your first search
Source: https://docs.juicebox.ai/welcome-kit-run-your-first-search
Welcome to Juicebox! Soon you’ll be ready to source and conduct outreach with better source data, search tools, and automations that help you work more quickly and partner more effectively with hiring managers and other stakeholders. There are tons of powerful features in Juicebox, but this guide will help you get started with the most essential ones, step by step.
In this guide, you’ll learn how to:
* Search for candidates using natural language instead of Boolean terms or keywords
* Set filters for “must-haves” including many that aren’t available on other sourcing platforms
* Set criteria for “nice-to-haves” to rank and evaluate candidates against your ideal profile
* Review candidate profiles with rich information on their experience and employers
* Shortlist the most relevant candidates to take action
## Create your first project
From the **Home** screen, click **Create new → Project**.
![2026 07 31 11 49 50]()
Name your project after the role you’re hiring for.
*Use a new project for each unique role or job description. This keeps you organized and lets you include the right hiring managers and sourcing partners for each role.*
**Want more help?** Learn more about [projects](https://docs.juicebox.ai/projects).
## Run your first search
Searching for candidates in Juicebox is powerful compared to other platforms you may have used. Why?
* **More data sources:** We give you a 360-degree view of candidates from different sources and platforms. This helps you find more relevant candidates you may not find on other platforms, and you’re also not tied to the data from just one recruiting platform or site.
* **Natural language prompting:** In Juicebox, you’re not tied to Boolean searches. You can describe your ideal candidate in plain words. You can also set up AI agents to do this work (we’ll cover that in a future guide).
* **Powerful filters and criteria:** You can use nearly any attributes to find candidates, including ones for niche roles or specialized experience.
Start by describing the role with natural language. Describe the role the way you’d tell a colleague about it, or even using notes from the hiring manager kickoff. For example, try a search like `software engineers located in the Bay area, B2B SaaS experience, with 5 yoe, and experience in python and node.js`
![2026 07 31 12 01 57]()
*You can also upload a job description or the profile of a top candidate using the **Job Description** or **Find Similar** buttons, but the best practice is to use natural language.*
*You can also have Juicebox record your intake meeting for the role, store that information in Juicebox, and use it to shape your sourcing efforts. [Learn more about intake](https://docs.juicebox.ai/intake).*
**Want more help?** Learn more about [search](https://docs.juicebox.ai/search), or see common [tips and tricks](https://docs.juicebox.ai/tips-and-tricks).
## Set filters and criteria
Now Juicebox will start creating filters and suggesting criteria automatically.
* Think of **filters** as hard requirements. If candidates don’t match the filters, you won’t see them in Juicebox. Typically these will be things like location, years of experience, or must-have skills.
* Think of **criteria** as softer requirements that determine how candidates are scored and ranked. If candidates don’t fully meet criteria, you’ll still see them in Juicebox, but they’ll be ranked lower than other candidates who fully meet the criteria.
*Use **criteria** instead of **filters** for soft requirements or nice-to-haves, to avoid losing near-fit candidates.*
![2026 07 31 12 02 45]()
From here, click **Edit filters** or **Edit criteria** to customize this search even more. Let’s look at some popular filters, including some that many other platforms don’t.
* **Min Experience (Years)** and **Max Experience (Years)**: We recommend setting one or the other, but not both.
* **Exclude Profiles**: Lets you exclude candidates who have already been viewed, shortlisted, contacted, or hidden, so you can focus on net-new talent.
* **Location(s)**: Search for any city or region, including a certain distance from those locations, or even by time zone.
**Job Titles**: Search for current or past titles, or titles held at a specific company stage. Here you can also filter by **Minimum Average Tenure**.
*You can include or exclude specific job levels. For example, to exclude candidates who held “senior” job titles, type* `senior `*into the **Job Titles** filter, then click the “no” 🚫 icon to exclude it.*
![2026 07 31 12 07 20]()
* **Companies**: Source from specific companies or use natural language like `find companies within the fintech industry` to have Juicebox automatically create a list of target companies.
*One of our customers’ favorite use cases for filters is to find candidates who worked at a certain company **during a certain stage of growth**. For example, a company that’s successful and stable today hires a different type of Account Executive role than they did for their first few hypergrowth sales hires. Try the **Company** **Funding Stages** filter to find candidates who worked at a successful company during its early stages.*
![2026 07 31 12 05 58]()
* **Skills or Keywords**: Search specific skills, and use the pin icon to set certain skills as hard requirements (useful if you need to narrow your search pool)
* **Likely to Switch:** Our customers also find this filter popular, to find candidates who could be more likely to respond. We don’t rely on candidates indicating that they’re open to a new role; instead we look for data like their tenure, likely vesting schedules, layoffs and changes at their company, and other factors that will make them more likely to be open.
![2026 08 03 09 55 42 1]()
As for criteria, you can write those in natural language. For example: `The candidate currently works at a manufacturing company` or `The candidate has been promoted twice at a single company`. Remember, candidates who don’t completely match your criteria will still show up in the search results — they just won’t be ranked as highly.
![2026 07 31 12 08 26 1]()
Once you’ve set your filters and criteria, click **Run Search**.
**Want more help?** Learn more about [filters](https://docs.juicebox.ai/filters), [criteria](https://docs.juicebox.ai/criteria), and [when to use each](https://docs.juicebox.ai/filters-vs-criteria).
## View candidate profiles
Once you run a search, you’ll see all relevant matches, ranked by the criteria you set. On this page, you’ll find three ways to get insights and work quickly.
**Results - Classic (List) View:** This is what you see by default. You’ll see each candidate’s information with high-level notes.
![2026 07 31 12 09 20]()
**Results - Table View:** A condensed view of all candidates with their match percentage and where they do or don’t align to the criteria you set.
![2026 07 31 12 10 31]()
**Insights:** An interactive report breaking out candidates by locations, employers, years of experience, tenure, job titles, and other relevant information.
![2026 07 31 12 11 25]()
*The Insights report is a powerful way to partner strategically with hiring managers and other stakeholders. For example, this report can help a hiring manager understand how easy or hard a search will be.*
*Click **Export Insights** to create a sharable version that you can use to strategize with your hiring managers and sourcing partners. We’ll cover it in more depth in a future guide.*
*Also note that if you use Juicebox's [Intake](https://docs.juicebox.ai/intake) feature, you can see this Insights report live during your hiring manager kickoff, and it will update based on the discussion so you and the hiring manager can strategize and pressure test the requirements in real-time to see if they are too restrictive.*
**Want more help?** Learn more about [search](https://docs.juicebox.ai/search) and [Insights](https://docs.juicebox.ai/insights).
## Review and shortlist candidates
From the search results page, click **Review** to see the candidate’s profile side-by-side with our reasoning for why they are a match.
![2026 07 31 12 12 55]()
![2026 07 31 12 14 27]()
*Click **Full Profile** to view all information, including all activity related to them. From the search results page, you can also click a candidate’s name to see their full profile.*
You can click any of these reasons to see where the reasoning came from, so you can make data-backed decisions.
Juicebox brings together many data sources to show you a rich candidate profile. You’ll see things like design portfolios, Github repos, certifications, publications, and patents — key for many specialized roles. Most importantly, you’ll be able to see contact information that isn’t readily available on other platforms.
*Hover over a company logo in the candidate’s profile, then click **More Details** to see more info on that company and candidate. Looking at the company’s growth trajectory, industry, and other information can help you decide if a company is worth targeting in this or future searches.*
![2026 07 31 12 18 41]()
Now ask yourself: *is the candidate qualified? Would I want to take a call with them, based on their qualifications?* If so, click **Add to Shortlist**. If not, click ***skip*** and move on.
![2026 07 31 12 16 20]()
One final note: we showed you what an end-to-end sourcing process looks like in Juicebox, but we know you’ll still source candidates from other places. That’s why it’s handy to be able to see a candidate’s Juicebox profile, save notes, shortlist candidates, or add them to sequences directly from email or LinkedIn.
To do this, **install the Juicebox Chrome extension**. The extension doesn’t take any automatic actions for you, but it makes it quicker for you to take action, wherever you are.
Get the extension in the [Chrome Store](https://chromewebstore.google.com/detail/juicebox/fcikabgmflifoecljoiidfbmapjkebim?authuser=0\&hl=en) and click **Add to Chrome**.
**Want more help?** Learn more about [Profile View](https://docs.juicebox.ai/profile-view) or [shortlists](https://docs.juicebox.ai/shortlist-profiles).
## What’s next?
Congratulations! By following this guide, you:
* Used natural language to find relevant candidates
* Set filters and criteria that let you target the right candidates
* Reviewed their profile with rich information
* Shortlisted the candidates who were most relevant
You’ve already seen how Juicebox can make sourcing more efficient and give you insights that would be hard to find otherwise. But what’s next?
In the [next guide](https://docs.juicebox.ai/welcome-kit-reach-out-to-candidates), we’ll show you how to take the candidates you shortlisted and run personalized outreach sequences to engage them.