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
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:- Select the candidates you would like to contact
- Choose Add to Sequence from the bottom center
- Select an existing sequence or create a new one
- Choose whether to target personal or professional emails
- Preview your outreach and send