# Skima AI Documentation > Documentation for Skima AI — hire smarter. Source: https://docs.skima.ai --- # Guides URL: https://docs.skima.ai/docs/Get-Started-With-Skima Description: Get started with Skima AI — the AI recruitment platform that sits on top of your ATS to automate sourcing, screening, and candidate engagement at scale. # Guides --- # Introduction to Skima AI URL: https://docs.skima.ai/docs/Introduction-to-Skima-AI Description: Skima AI is the intelligence layer that sits on top of your ATS, turning stored hiring data into actionable decisions for faster, smarter enterprise recruiting. Introduction to Skima AI Hiring at scale is broken. Enterprises post jobs, collect thousands of applications, and then watch them pile up inside an ATS that was built to store data, not make sense of it. The result is long hiring cycles, high agency spend, repeated manual screening, and strong candidates getting lost inside the system. Skima AI is the intelligence layer that fixes this. It sits on top of your existing ATS such as Workday, BambooHR, Lever, Greenhouse and other enterprise systems, and turns stored hiring data into actionable decisions. Think of it as the computer engine boosting your ATS to its peak potential. ## Why Skima AI Your ATS is a database. Skima AI is what makes it think. Most recruitment platforms expect recruiters to do the heavy lifting - filtering resumes, comparing profiles, following up manually, and trying to identify the right candidates from thousands of applications. This creates delays, inconsistent shortlisting, and hiring decisions based more on effort than intelligence. Skima AI automates the decision layer. It screens resumes at scale, scores candidates with explainable AI matching scores, re-discovers cndidates from your databases, and keeps candidate engagement moving without manual effort. ## What Skima AI Does Skima AI helps across the most important parts of the hiring workflow where recruiters usually spend the most time and where hiring quality is often lost. AI-Powered Candidate Search: Search your entire talent pool using plain language instead of rigid keyword filters. Skima AI ranks candidates by fit, not just keyword overlap, based on skills, experience, role requirements, and historical hiring patterns. Reverse Search: Reverse Search flips the process by matching one candidate against multiple open roles instantly instead of matching one job against thousands of profiles. This helps recruiters identify hidden opportunities faster, improve candidate rediscovery, and make better use of existing talent databases without starting every search from scratch. AI Calibration and Knockout Filters: Recruiters can define strict must-have requirements and knockout conditions so poor-fit candidates are automatically disqualified early in the process. This improves shortlist quality and reduces time spent manually rejecting low-fit profiles. Instead of treating every requirement as a preference, teams can clearly define what should block progression. AI Interviews and Candidate Evaluation: Run structured first-round interviews using AI-generated interview flows built around the role. Skima AI handles scheduling, interview links, question generation, transcript capture, video recording, scorecards, and evaluation summaries in one workflow. Recruiters can review completed interviews using evidence instead of relying only on instinct or scattered notes. Automated Candidate Engagement: Set up outreach campaigns that run without constant manual input. Skima AI drafts personalized communication, sends follow-ups at the right time, and tracks candidate engagement so recruiters know what is working and where drop-offs happen. Job Posting and Promotion: Publish jobs to your career page, LinkedIn, and external job boards from one place. Add screening questions, approval flows, and promotion controls to improve application quality before candidates even enter the pipeline. Analytics and Hiring Intelligence: Track pipeline health, recruiter performance, interview completion, and hiring bottlenecks in real time. Dashboards give recruiters, hiring managers, and leadership a clear view of what is happening across the funnel without relying on manual reporting. ## Best Uses of Skima AI | **Role** | **How Skima AI Helps** | |---|---| | **Recruiters** | Automate sourcing, screening, and outreach so they can focus on the candidates that matter | | **Talent Acquisition Teams** | Manage hiring pipelines across multiple roles and improve shortlist quality with stronger screening | | **Staffing Agencies** | Handle high-volume recruitment using AI search, rediscovery, and bulk engagement workflows | | **HR Leadership** | Track hiring velocity, recruiter performance, and quality of hire from a single system | | **Enterprise Hiring Teams** | Activate old candidate databases and improve decision-making across large-scale hiring operations | ## Getting Started Setting up Skima AI is easier than ever. Upload your existing candidate data and jobs from your ATS or request an integration to your ATS and configure your account so platform syncs the data begins working on top of your existing hiring workflow. You do not need to replace your current system. Recruiters continue working inside the process they already know, while Skima AI adds intelligence where it matters most - screening, matching, rediscovery, and decision-making. Start with the Onboarding guide to set up your account, connect your hiring workflow, and import your first jobs and candidates. --- # Onboarding URL: https://docs.skima.ai/docs/Onboarding-Basic-Information Description: Complete your Skima AI onboarding to configure the platform based on your organization's hiring needs, team size, and workflow before getting started. Onboarding Before you begin using Skima AI, a quick onboarding setup helps configure the platform based on your hiring needs. This ensures that your experience is relevant from the start and aligned with how your team hires. This process allows Skima AI to understand your organization, your hiring setup, and the scale at which you operate. Based on this, the platform adjusts workflows and guides you toward the most relevant starting point. ## Basic Information Setup When you sign up, the first screen collects key details required to create your workspace. ### Information Required You will be asked to provide: - First Name - Last Name - Organization Type (Corporate or Staffing Agency) - Organization Name - Team Size ![Onboarding basic information form with fields for first name, last name, organization type, organization name, and team size](/img/docs/Onboarding/Onb-1.png) Once all details are filled, click **Submit** to continue. This information is used to set up your account and tailor the initial experience inside the platform. ## Choosing Your Starting Point After submitting your details, you will see a welcome screen that helps you decide how you want to begin using Skima AI. You will be asked: >**"What would you like to explore first in Skima AI?"** ![Welcome screen asking what to explore first in Skima AI with five starting options](/img/docs/Onboarding/Onb-2.png) ### Available Options 1. **Finding Ideal Candidates Faster Using AI Search** Select this option if you want to explore how Skima AI helps you search, match, and shortlist candidates using AI. 2. **Easily Integrating My Current ATS** Select this option if you want to connect your existing ATS and start working with your current hiring data inside Skima AI. 3. **Exploring Skima as a New ATS Option** Select this option if you want to explore Skima AI as a central hiring workflow for managing jobs, candidates, and screening. 4. **Import and Screen Applications from LinkedIn** Select this option if your focus is on bringing LinkedIn applicants into Skima AI and screening them automatically. 5. **Other** Select this option if your use case is different. You can enter your requirement, and the platform will guide you accordingly. ## Starting with Demo Data or Your Own Data For search and ATS-related flows, you will be asked how you want to begin your first experience. ![Screen asking whether to start exploring with demo data or upload and search your own data](/img/docs/Onboarding/Onb-3.png) ### i. Start Exploring with Demo Data This option allows you to explore Skima AI using pre-filled candidate data. It is useful if you want to understand how search, scoring, and insights work without setting up anything. ### ii. Upload and Search in Your Own Data If you select Upload and Search in Your Own Data, you will be directed to a setup screen that helps you bring your candidate data into Skima AI. **Upload Resumes** You can upload candidate resumes directly into Skima AI in batches. - Batch upload multiple files - AI extracts candidate details such as skills and experience - Profiles become searchable instantly ![Upload Resumes onboarding setup screen for adding your own candidate data to Skima AI](/img/docs/Onboarding/Onb-4.png) **Sync with ATS** Connect your existing ATS to import candidate data directly. - One-click integration - Automatic sync - No workflow disruption **Skip and Explore in Demo Mode** Use demo data to explore features without setup. - Instant access - Full feature preview - No configuration required This option allows you to upload your actual candidate data. Skima AI will then generate scores, insights, and matches based on your real hiring data. ## Importing Applications from LinkedIn If you choose to **import and screen applications from LinkedIn**, you will be shown multiple ways to bring candidate data into Skima AI. ![LinkedIn import options screen showing multiple methods to bring candidate data into Skima AI](/img/docs/Onboarding/Onb-5.png) **i. Get Job Posting Link and Post on LinkedIn** Use a Skima-generated job link and share it on LinkedIn. Candidates applying through this link are automatically captured and scored. **ii. Export Easy Apply Resumes** Use a Skima-generated email in your Easy Apply job post. Applications received through this method are automatically screened and scored. **iii. Forward Job Applications via Email** Set up email forwarding from your inbox to Skima AI. LinkedIn application emails will be processed and scored automatically. **iv. Sync via LinkedIn API** This is an advanced setup option. You can book a call to configure a direct integration with LinkedIn. **Accessing the Dashboard** Once you complete your selection, you will be redirected to the Skima AI dashboard. From here, you can start using the platform using demo data if selected in the previous steps or start your journey with the actual data you hold. ## What You Will See First The dashboard includes an AI-powered search bar that acts as the starting point for exploring candidates, running searches, and interacting with your hiring data. --- # Dashboard - Getting Started URL: https://docs.skima.ai/docs/Building-Your-Candidate-Pool Description: Get started with the Skima AI dashboard and learn the core hiring workflow steps from AI-powered search to candidate shortlisting. Getting Started Once you complete the initial onboarding setup, you will land on the **Skima AI dashboard**. This dashboard is designed to help you get started quickly by guiding you through the most important actions required to begin hiring. On the **left side** of the screen, you will see four key steps that represent the core actions in your hiring workflow. On the **right side**, each step displays a guided panel that helps you perform that action directly. ## Step 1: Try AI-Powered Search This is the fastest way to start exploring Skima AI. On the right side of the dashboard, you will see the **AI-Assisted Search** section with a search bar. ![Skima AI dashboard showing the AI-Assisted Search section with search bar](/img/docs/Onboarding/Onb-6.png) ### Using the Search Bar: 1. Click on the search bar under **'AI-Assisted Search'** 2. Type a natural language query based on your requirement **Example:** "Looking for a product manager with 8+ years experience" 3. Press 'enter' to run the search ### Understanding Search Result Skima AI processes your query and returns a list of candidates ranked based on fit. The system evaluates profiles based on skills, experience, and role alignment instead of relying only on keyword matches. You can open candidate profiles, compare candidates, and take actions directly from the results. Include role, experience, and key skills in your query to improve result accuracy. ## Step 2: View a Candidate Profile This step helps you understand how candidate data is structured inside Skima AI. On the right side, you will see the **'View a Candidate’s Profile'** section. ![Dashboard showing the View a Candidate Profile section with Take a look button](/img/docs/Onboarding/Onb-7.png) ### Opening a Profile: 1. Click on **'Take a look'** 2. You will be redirected to a sample candidate profile ### Exploring Candidate Information The profile is structured to give you a complete view of the candidate in one place. You can review: - Full Candidate Profile - AI matching Score - Skills Evidence - Candidate Pros and Cons This layout allows you to quickly assess candidate fit without switching between multiple screens or tools. ## Step 3: Post a Job This step introduces how to create a job inside Skima AI. On the right side, you will see the **Create Job** section. ![Dashboard showing the Create Job section with the Create Job button](/img/docs/Onboarding/Onb-8.png) ### Creating a Job: 1. Click on the **'Create Job'** button 2. You will be redirected to the job creation page ### Defining the Role You can enter role details, requirements, and job description. Skima AI assists in structuring the job description to make it clearer and more aligned with screening and matching. A well-defined job helps improve the quality of candidate matches and screening outcomes across the platform. Be specific about role requirements to improve candidate matching accuracy. ## Step 4: Build Your Candidate Pool This step allows you to bring candidate data into Skima AI so you can begin searching, screening, and shortlisting effectively. On the right side, you will see three options to add candidates. ![Dashboard showing three candidate pool building options: Upload Candidates, Sync with Cloud Folder, and ATS Integration](/img/docs/Onboarding/Onb-9.png) ### 1. Upload Candidates This option allows you to upload resumes directly from your system. 1. Click on **'Upload Now'** 2. The Upload Resumes modal will appear 3. Enter the required details: - Batch Name - Select files (**PDF, DOC, DOCX, Word;** maximum 50 files at a time) ![Upload Resumes modal showing batch name field and file selection for PDF, DOC, DOCX formats](/img/docs/Onboarding/Onb-9(2).png) 4. Optionally select a **'Source'** such as LinkedIn, Indeed, or create a custom source 5. Click **'Upload'** Once uploaded, resumes are processed and converted into structured candidate profiles. These profiles become searchable and available across the platform. Use meaningful batch names to keep uploads organized and easy to track later. ### 2. Sync with Cloud Folder This option allows you to connect a cloud folder and automatically import resumes. ![Sync Resumes from Cloud modal showing URL, source, job selection, and sync frequency configuration options](/img/docs/Onboarding/Onb-9(3).png) 1. Click on **'Sync Now'** 2. The Sync Resumes from Cloud modal will appear 3. Click **'Add New'** and enter: - URL Name - Source - Job (optional) - Paste Cloud Folder URL 4. Select Sync Frequency: - One-time sync - Recurring sync (every 24 hours) 5. Click **'Save'** Once connected, Skima AI pulls resumes from the folder based on the selected frequency. This keeps your candidate pool updated without repeated manual uploads. Use recurring sync if your cloud folder is regularly updated with new resumes. ### 3. Integrate with Your ATS If your candidate data already exists in an Applicant Tracking System, you can connect it to Skima AI instead of uploading or syncing manually. This allows you to bring jobs, candidates, and applications into Skima AI while continuing to work within your existing hiring workflow. Once connected, Skima AI adds search, scoring, and screening capabilities on top of your ATS data. For the complete setup process, refer to the [ATS Integration](Integrate-ATS.md) guide added next to this doc. Ensure you have the correct access permissions for your ATS before starting the integration. ## What to Do Next Once these steps are completed, your Skima AI workspace is ready for use. You can continue with candidate search, job management, and screening workflows based on your hiring needs. --- # ATS Integration URL: https://docs.skima.ai/docs/Integrate-ATS Description: Connect Skima AI with your ATS to automatically sync candidate and job data, score applicants by role fit, and improve screening without changing your workflow. ATS Integration Recruiting teams use Applicant Tracking Systems (ATS) to manage jobs, applications, and candidate pipelines. Skima AI connects directly with your ATS and adds an intelligence layer on top of your existing data. Once integrated, candidate and job data is automatically available inside Skima AI for search, scoring, and screening. This allows you to work with your existing workflow while improving how candidates are evaluated and prioritised. - No manual data entry. ATS data is pulled automatically - Candidates are scored and ranked based on role fit - Hiring workflows remain aligned with your existing system - Supports 150+ ATS, CRM, and recruitment tools ## 1. Navigate to the Integrations Section 1. Log in to **Skima AI** 2. Navigate to the left-side menu ![Skima AI left sidebar showing the Integrations navigation option](/img/docs/Onboarding/ats-1.png) 3. Click on **'Integrations'** to open the Integrations Dashboard You will see a list of ATS platforms and other recruitment tools available for integration. 4. If your ATS is not listed, scroll to the **Request an Integration** section and submit a request. ![Integrations dashboard showing available ATS platforms and Request an Integration section](/img/docs/Onboarding/ats-2.png) ## 2. Find & Select Your Preferred ATS 1. Use the **search bar** at the top to find your ATS 2. Alternatively, browse through **categories** such as: - Popular ATS (Greenhouse, Lever, Workday, etc.) - CRM & Recruiting Tools - HR & Payroll Systems ![ATS integration search and category browse showing Popular ATS options like Greenhouse, Lever, and Workday](/img/docs/Onboarding/ats-3.png) 3. Once you find your ATS, click on **'+ Add'** to proceed. ## 3. Add Your ATS Integration 1. Click on the **'+ Add'** button next to your selected ATS ![ATS selection showing the Add button next to an integration option](/img/docs/Onboarding/ats-4.png) 2. A pop-up window will appear showing required permissions 3. Review the access details 4. Click **'Proceed'** to continue. ![ATS integration permissions popup showing required data access details with Proceed button](/img/docs/Onboarding/ats-5.png) These permissions allow Skima AI to read relevant hiring data from your ATS for scoring and screening. ## 4. Enter Your ATS Credentials 1. Enter the required credentials based on your ATS - Username and password - API key - OAuth authentication ![ATS credentials entry screen showing fields for username, password, API key, or OAuth authentication](/img/docs/Onboarding/ats-6.png) 2. If OAuth is required, click **'Authorize'** 3. Click **'Verify & Submit'** to complete the integration Secure authentication ensures your ATS data is accessed safely without manual imports. 4. Go to **'My Integrations'** Tab to view your ATS sync status. ![My Integrations tab showing connected ATS with sync status information](/img/docs/Onboarding/ats-7.png) ## Manage Candidates & Take Action Once the integration is complete, you can start working with your ATS data inside Skima AI. ### i. View Screened Candidates 1. Navigate to **'Jobs'** 2. Click on a job title 3. Click on **'View Candidates'**. This opens a ranked list of applicants based on AI scoring. ### ii. See AI Matching Score 1. Identify the AI score shown against each candidate 2. View the given Pros and Cons of the candidates 3. Take decisions on the basis of **skills evidence found** This opens a detailed breakdown of strengths and gaps. ### iii. Take Candidate Actions You can take actions directly from the candidate list: - Shortlist or reject candidates - Move candidates across hiring stages - Send campaign messages or interview invites This allows you to manage candidate evaluation without switching between systems. ## Skima AI Chrome Extension If you prefer working inside your ATS, you can use the [Skima AI Chrome Extension](Chrome-Extension.md). The extension allows you to access Skima AI insights while viewing candidates or jobs inside your ATS, reducing the need to switch between platforms. ### When to Use - When your workflow is primarily inside the ATS - When you want faster access to candidate insights - When you want to reduce context switching between tools Use the Chrome Extension to bring Skima AI into your existing ATS workflow instead of switching tabs. ## Get Started Start your ATS integration to begin working with your existing candidate data inside Skima AI. If you need assistance, reach out to the support team - **support@skima.ai**, for help with setup and configuration. --- # Talent Rediscovery URL: https://docs.skima.ai/docs/Inner-Search Description: Use Talent Rediscovery in Skima AI to scan your entire candidate database and surface the most relevant profiles for any open role before sourcing new ones. Talent Rediscovery Talent Rediscovery lets you find the most relevant candidates for a specific job by scanning your entire uploaded candidate database. This includes candidates uploaded for different jobs and those linked directly to the selected role, so strong profiles already in your system are never overlooked when a new role opens up. Always run Talent Rediscovery before sourcing new candidates for a role. The right person may already be in your database. ## How to Run Talent Rediscovery There are two ways to start Talent Rediscovery for a job. ### Method 1: From the Jobs List 1. Navigate to **'Jobs'** from the left sidebar. 2. Locate the job role you want to find candidates for. 3. Click the three-dots **'Actions'** menu on that job row. 4. Select **'Rediscover Candidates'**. ### Method 2: From Inside a Job 1. Open the job by clicking on its title. 2. Click the three-dots menu in the top-right area of the job workspace, next to the **'Upload Resumes'** button. 3. Select **'Rediscover Candidates'**. ## Rediscover Candidates Modal Once you click **'Rediscover Candidates'**, a modal will appear with options to narrow down which candidates are included in the scan before running it. **Segments** lets you optionally select a candidate segment to limit the rediscovery to a specific group of candidates rather than scanning your full database. **Candidate Created Date** controls how far back the scan looks based on when candidates were added to your database. Available options are **All time**, **Last 6 months**, **Last 1 year**, and **Custom range** if you want to define a specific date window. Click **'Apply'** to start the scan. Skima AI will begin scanning the selected candidate pool against the job's requirements. You can close the window after clicking Apply and check the status later. A notification will appear once the rediscovery is complete. Refresh the page to view the updated results. ## Viewing Rediscovered Candidates Once Skima AI completes the scan, the **View Candidates** tab for the job will show a ranked list of matched candidates from across your database. You can see the total number of matched candidates at the top and scroll through each profile to review their AI matching score, experience, skills, and fit against the job description. ## Filtering and Refining Results Rediscovery results can be further refined using the filters available in the View Candidates tab to shortlist candidates more precisely. Available filters include **Industry**, **Work Mode** (Remote, Hybrid, On-site), **Experience Level**, **Notice Period**, **Location**, and **Salary Range**. Start with broader filters and gradually narrow them down to avoid missing strong candidates. Run Talent Rediscovery regularly as your candidate database grows. Candidates who were not a strong fit for a previous role may be exactly right for a new one. ## Automating Talent Rediscovery Instead of running rediscovery manually each time, you can configure Skima AI to automatically scan your database whenever a new job is created. Navigate to **'Settings'** → **'Preferences'** → **'General'** and toggle on **'Automatically Rediscover Candidates When a New Job is Created'**. If this toggle is not visible in your workspace, reach out to support@skima.ai or [book a demo](https://skima.ai/schedule-demo) to enable it. --- # Reverse Search URL: https://docs.skima.ai/docs/Find-relevant-jobs-from-candidates Description: Use Reverse Search in Skima AI to start from a candidate profile and surface the jobs they are best suited for across your open roles. Reverse Search Reverse Search flips the standard hiring workflow. Instead of searching for candidates that fit a job, you start from a candidate and let Skima AI surface the jobs they are best suited for across your open roles. This helps recruiters match strong candidates to relevant positions quickly, especially when a candidate does not apply directly or when you want to make better use of your existing talent database. ## Manual Reverse Search ### Navigate to Candidates 1. Click **'Candidates'** from the left sidebar. 2. Browse the candidate list. Use the search bar or filters to locate the specific candidate you want to run a Reverse Search for. ### Run Reverse Search 1. Click the **three-dots Actions menu** on the candidate's row. 2. Select **'Show Relevant Jobs'**. Skima AI will scan your open jobs and return a ranked list of matches for that candidate. The **Relevant Jobs** modal opens showing each matched job with its * **Job Title**, * **Score**, * **Minimum Experience**, * **Company Name**, and * **Location**. The AI Matching Score shows how closely the candidate's profile aligns with each role based on their skills, experience, and location. Higher scores indicate a stronger fit. ### Link the Candidate to a Job 1. In the Relevant Jobs modal, review the matched roles and select the checkbox next to the job that best fits the candidate. 2. Click **'Link to jobs'** at the bottom right of the modal to confirm. The candidate is now linked to the selected job and will be immediately screened and scored against that job's description. Once a candidate is linked to a job, you can track the linked job, update the application status, or unlink them at any time by clicking the Linked Jobs count on the candidate's row. Each linked job shows its current application status and has a three-dots menu with **Update Status** and **Unlink from this Job** options. Reverse Search works best when your jobs have well-written Job Descriptions with clear requirements. The more detailed the JD, the more accurate the AI match scores will be. Refer to the [Create Job](Create-Job.md) guide for best practices on writing effective Job Descriptions. ## Automate Reverse Search for New Candidates For teams that upload candidates regularly, Skima AI can automatically link each new candidate to the most relevant open job without manual intervention. 1. Navigate to **'Settings'** from the left sidebar. 2. Go to **'Preferences'** and click on **'General'**. 3. Toggle on **'Automatically link the candidate to an appropriate job when a new candidate is uploaded'**. Once enabled, every candidate uploaded to Skima AI will be automatically matched and linked to the most suitable open job based on their profile and the available Job Descriptions. The automatic linking uses the same AI matching logic as manual Reverse Search. Candidates are linked to the job with the highest relevance score at the time of upload. If this toggle is not visible in your workspace, reach out to support@skima.ai or [book a demo](https://skima.ai/schedule-demo) to enable it. Use automatic linking when you are running high-volume uploads or batch importing candidates from an ATS. It removes the need to manually review and link each profile individually. You can always update or unlink job associations from the Candidates page afterward. ## Verify and Manage the Linked Candidate Once a candidate is linked to a job, you can track and manage their progress from two places. ### From the Candidates Page 1. Navigate to **'Candidates'** from the left sidebar and search for the candidate by name, email, or phone. 2. Click on the **Linked Jobs** count in their row. 3. The Linked Jobs modal opens showing each job the candidate is associated with, along with their current application status and AI score for that role. ### From the Jobs Page 1. Navigate to **'Jobs'** from the left sidebar and open the job the candidate was linked to. 2. Use the **'View Candidates'** tab and search for the candidate by name in the search bar to pull up their profile directly. Alternatively, use the **'View Kanban'** tab and search for the candidate there. From the Kanban view you can drag the candidate between hiring stages, update their application status, or reach out to them directly. Any further actions such as scheduling interviews, adding notes, or sending communication can all be taken from inside the job workspace. The Jobs section gives you the most complete set of actions for a linked candidate. Refer to the [Tabs and Filters](Tabs-and-Filters.md) guide for a full breakdown of everything available inside the View Candidates and View Kanban tabs. --- # Find Candidates via JD URL: https://docs.skima.ai/docs/Finding-candidates-through-JD Description: Paste or type a job description into Skima AI to instantly surface the most relevant candidates from your database, ranked by AI fit score. Welcome to Skima AI! This guide will walk you through the process of finding relevant candidates from your local database who are relevant for an already existing job in Skima’s **Jobs** section. What will you get? ✅ Faster candidate matching\ ✅ Organized candidate tracking\ ✅ Improved hiring efficiency *** ## Navigate to Job Section To find out the right candidates from a new/separate local database of candidates for a Job description which is already created 1. Click on **“Jobs”** on the left sidebar, we will move to the Jobs section. where you can perform several actions for each job.\ \ ![Jobs section in Skima AI left sidebar navigation](/img/docs/InnerSearch/InnerONE.png) *** ## Select a Job Title Before finding relevant candidates, you must choose the existing job where they will be evaluated. This saves time and ensures a structured process. 1. Navigate to the **Jobs Section** in Skima AI. 2. Choose the job you want the fit candidates for. Ensure the job has a detailed description and fits your criteria well. *Example: Select “**Sales Executive”** from Jobs if you want candidates matched for that role.*\ \ ![Jobs list showing job titles with action options for candidate matching](/img/docs/Promote/Promotes.png) 3. Click on the job to proceed. *** ## Review Job Details & Upload Candidates This step ensures that you are using the correct job description before uploading your local candidate database. 1. Once inside the selected job, review its details. 2. Ensure the job description matches your needs.\ \ ![Job details view showing job description and Upload Resumes button in the top-right corner](/img/docs/Promote/TEMPone.png) 3. If everything looks good, click **“Upload Resumes”** in the top-right corner. **Need a different job?** If the job doesn't match your requirements, go back and select another. If no created jobs fits well with your criteria, create a new job with the job description you want. *** ## Upload Candidates Adding a **batch name** helps you track and manage uploaded resumes efficiently. 1. Click on **Upload Resumes**. 2. Enter a **Batch Name** (e.g., "Sales Executive Candidates - Jan 2025"). Use a descriptive batch name to easily identify uploaded candidates later.\ \ ![Upload Resumes modal showing batch name field and file selection for local candidate database](/img/docs/Promote/TEMPtwo.png) 3. Select the resumes from your local database. 4. Click **Upload** to start the process. *** ## Track Uploaded Candidates Tracking ensures you can monitor upload success and troubleshoot any failed entries. 1. Go to the **Settings** from Left Sidebar. Click on **"Upload"** to see your Uploaded Batches details.\ ![Upload settings page showing batch upload history with job title, upload date, status, and successful vs failed upload counts](/img/docs/CloudSYNC/CloudFINAL.png) 2. Review details such as: * **Job Title** the candidates were uploaded for. * **Upload Date & Time** to track when data was added. * **Successful vs. Failed Uploads** to check for errors. * **Status & View Details** for deeper insights. If uploads fail, check the file format and retry. Need help? Visit our support centre ! *** **You're all set!** You've successfully found fit candidates for an existing job description in Skima AI. Now, continue shortlisting and engaging with top talent seamlessly --- # AI Interviews URL: https://docs.skima.ai/docs/AI-Interviews Description: Run AI-led structured interviews to evaluate candidates on communication, technical skills, and role fit — automatically recorded, transcribed, and scored. AI Interviews AI Interviews is Skima AI's structured interview solution that lets recruiters evaluate candidates through **AI-led conversations** before moving them to the next stage of hiring. Recruiters can use AI Interviews to assess communication, technical knowledge, problem solving, and role fit in a consistent and scalable way. Each interview is recorded, transcribed, and scored automatically. Recruiters can review candidates faster and make better hiring decisions backed by clear evidence rather than impressions from manual calls. Navigate to **'AI Interviews'** from the left sidebar to access the main dashboard. ## Dashboard The AI Interviews dashboard gives a full overview of all interview activity at a glance. It shows what is scheduled, what is pending, and what is ready to review, without switching between tools. The four summary cards at the top show: * **Total Interviews** across all jobs, * **Pending** interviews that have been sent but not yet completed, * **Completed** interviews ready for review, and * **Latest Interview** showing the most recent activity for quick access. The page is divided into two tabs: **Upcoming Interviews** for sessions that are scheduled but not yet completed, and **Past Interviews** for sessions that have already been conducted. ### Filters Both tabs share the same filter set. Use **Candidate Name or Email** to find a specific candidate, **Job Name** to narrow interviews to a specific role, **Status** to filter by interview stage, and **Start Date** and **End Date** to view interviews within a specific time range. ## Schedule an AI Interview AI Interviews are created from inside a job's candidate list, not from the AI Interviews dashboard directly. 1. Navigate to **'Jobs'** from the left sidebar and open the job for the candidate you want to interview. 2. In the candidate list, click the **three-dots menu** on the candidate's row and select **'AI Interview'**. 3. The **Create AI Interview** modal will open for that candidate. You can also schedule interviews from the View Candidates tab inside a job. Refer to the [Tabs and Filters](Tabs-and-Filters.md) guide for the full candidate actions available inside a job workspace. ### Create AI Interview Modal The modal shows the **candidate name**, **email**, and the **job** they are being considered for at the top so you can confirm the correct record before proceeding. 1. Select an existing **Interview Flow** from the dropdown if one has already been created for this role or round. Reusing an existing flow keeps evaluation consistent across candidates for the same position. 2. If no suitable flow exists, click the **'+'** icon to create a new one. See [Create a New Interview Flow](#create-a-new-interview-flow) below. 3. Set the **Event Date and Time** for when the interview should be sent or made available to the candidate. 4. Click **'Create AI Interview'** to schedule it. Always confirm the scheduled date and time before creating the interview. Incorrect scheduling can cause candidate confusion and missed sessions. After the interview is created, a confirmation modal appears with the candidate's **interview link**, **login email**, and **password**. Copy and share these directly with the candidate. Always verify all three details before sending to avoid access issues. ## Create a New Interview Flow If no suitable flow exists, the flow creation process has three steps. ### Step 1: Interview Duration Select the interview length in **hours** and **minutes**. The duration shapes the number and depth of questions the AI generates. Click **'Next'** to continue. ### Step 2: Evaluation Criteria Configure the interview structure and scoring areas. i) Select the **Round Number** to indicate where this interview sits in the hiring process. Choose the **Interview Type** such as Technical, Behavioural, General, or Case Study based on the role requirements. ii) Select the **Interview Mode** that controls how the session behaves: * **Standardized** uses the same set of questions for every candidate, keeping evaluation consistent. * **Adaptive** adjusts the flow based on the candidate's responses during the session. If a candidate gives a strong answer, the AI asks deeper follow-up questions automatically. * **Conversational** runs the interview for the full set duration and lets the AI manage the pace dynamically, going as deep as time allows. iii) Choose the **Evaluation Criteria** the AI should use to generate questions and score the candidate. Core criteria are always included. AI-generated criteria are suggested by the system based on the JD and interview type. iv) Use **Select All** to include all available criteria at once. Do not skip reviewing evaluation criteria. The selected criteria directly control the questions generated and the scoring output. Incorrect criteria will lead to poor interview quality and weak candidate assessment. v) Click **'Generate Questions and Next'** to proceed. ### Step 3: Interview Details Review and complete the final setup. i) Enter a **Title** for the interview, typically the job title or a role-specific name. The **Evaluation Criteria** and **Interview Info** from the previous steps carry forward automatically. ii) Review the **Questions** generated by Skima AI. Edit any questions that need to be more role-specific and add additional questions if needed. Always review AI-generated questions before saving the flow. Small edits can make the interview more targeted and improve the quality of candidate evaluation significantly. iii) Select the **Voice** for the AI interviewer and the **Language** for the session. If your preferred language is not available, contact support@skima.ai. iv) Use **Additional Info** to provide company context the AI should use when a candidate asks about the organization during the interview. v) Use **Additional Instructions** for specific guidance on how the interview should be conducted, such as focus areas or expected answer depth. vi) Add a **Redirect URL** if the candidate should be sent to a specific page after the interview ends. vii) Write an **Intro** message the candidate sees before the interview begins and an **Outro** message that appears after the session is complete. ix) Click **'Create AI Interview Flow'** to save the flow. It will now be available in the Interview Flow dropdown when scheduling future interviews for the same role. ## Upcoming Interviews The Upcoming Interviews tab shows all sessions that are scheduled but not yet complete. Use it to monitor active candidates, confirm interview activity is progressing, and spot any sessions that may need follow-up. Check Upcoming Interviews regularly to catch delays early and reduce candidate drop-offs before incomplete sessions accumulate. ## Past Interviews and Candidate Report Once a candidate completes their interview, they move from Upcoming to Past Interviews. This is where recruiters open the full report and review the AI-generated evaluation. Click on a candidate's name whose status shows **Processed** to open their detailed interview report. ### Interview Status Reference | Status | What It Means | |---|---| | Scheduled | Interview created and assigned. Session has not started yet. | | In Progress | Candidate is currently taking the interview. | | Completed | Candidate has finished the session. AI analysis is queued. | | Processed | AI analysis is complete. Scores, transcript, and video are ready for review. | | Incomplete | Candidate started but did not finish. Review to decide whether to reschedule. | | Failed | Could not be completed due to a technical or connection issue. | | Rescheduled | Original time was changed. New session has been planned. | | Cancelled | Interview was removed before completion. Record remains for reference. | | No Show | Candidate was expected but never joined the session. | ### Candidate Interview Report The report combines the AI score, transcript, video recording, and evaluation breakdown in one view. i) The header shows the **Candidate Name**, **Email**, **Job Title**, **Status Badge**, and **Overall Score** so recruiters can quickly assess the result before reading the full detail. ii) **Transcript Panel** shows the full conversation with time-stamped blocks and speaker labels. Use it to find specific moments without watching the entire video. iii) **Video Panel** shows the recorded session. Hover over the audio visualization bars below the video to jump directly to a specific answer in text format without scrubbing through the recording. iv) **Scorecard Tab** gives a structured breakdown across all evaluation areas used in the interview flow, including Communication, Skills and Experience, Problem Solving Methodology, Technical Implementation Skills, Domain Conceptual Knowledge, Adaptability and Resilience, Teamwork and Collaboration, Enthusiasm and Motivation, and Scale and Complexity. Additional role-specific criteria may also appear depending on the flow configuration. v) **Questions Tab** shows each AI question and the candidate's response separately, useful for answer-by-answer review without reading the full transcript. vi) **Proctoring Tab** flags unusual session behavior such as screen changes or unexpected activity that may affect the reliability of the interview. Do not rely only on the scorecard when making a hiring decision. Always review the transcript, questions tab, and proctoring details before moving a candidate forward or rejecting them. Start with the overall score for a fast first impression, then use the scorecard and transcript together for deeper evaluation. When sharing results with a hiring manager, use the transcript and scorecard together so the discussion stays evidence-based. --- # AI Calibration URL: https://docs.skima.ai/docs/AI-Calibration Description: Set strict knockout filters in Skima AI by improving must-have qualifications in your Job Description for more precise AI candidate screening. AI Calibration AI Calibration helps recruiters create strict knockout filters by improving how must-have qualifications are written inside the Job Description. Instead of treating every requirement as a general preference, it turns the Job Description into a structured screening filter that the AI can act on precisely. This improves candidate quality, reduces manual rejection work, and ensures recruiters spend time only on profiles that genuinely match the role requirements. AI Calibration works only based on the **Job Description** and the **skill evidence available** in the candidate's resume and public application data. If a required qualification is not clearly written in the JD or cannot be found in the candidate's visible information, the AI cannot consider it during screening. Candidates may be marked as **Disqualified** based on knockout rules even when the missing information is simply not visible in their profile. ## When to Use AI Calibration AI Calibration is most effective when too many low-fit candidates are passing through initial screening, or when important role requirements are not being treated as **strict deal breakers**. It works best for roles where specific experience, tools, certifications, domain knowledge, or location requirements need to be clearly enforced during shortlisting. ## How to Set Up AI Calibration ### In the Skima AI App 1. Navigate to **'Jobs'** from the left sidebar and open the job where you want to strengthen candidate screening. 2. Click the **'AI Calibration'** button in the job page header. This opens the calibration panel on the right where knockout conditions are created and managed for that specific role. 3. If no knockout rules have been added yet, the panel will show an empty state. This means the system is waiting for you to define must-have qualifications in the Job Description. 4. Navigate to the **'View JD'** tab and click **'Edit Job Description'**. 5. Add must-have requirements using clear, specific, and measurable language. Use direct wording like **"must have", "mandatory", "required", or "strictly"** so the AI can identify them as knockout conditions during screening. The Job Description you edit here is visible to candidates on your public job posting. If you want to add internal-only screening conditions that candidates cannot see, scroll down to the **'Additional Job Description'** section. Anything added there is used exclusively for internal AI screening. Refer to the [Create Job](Create-Job.md) guide for more detail on how the JD and Additional JD sections work together. 6. Click **'Save and Regenerate'**. Skima AI will reassess the role and update the knockout filters in the calibration panel based on the updated JD. 7. In the AI Calibration panel, review the configured knockout conditions and select the ones that should disqualify candidates who do not meet them. This separates strict deal breakers from preferred qualifications. 8. Click **'Apply and Score Candidates'**. This applies the calibration logic and refreshes candidate scoring for the job. 9. Return to the **'View Candidates'** tab. Candidates who fail the selected knockout conditions will show a **Disqualified** tag with a detailed explanation of which condition failed and why they were removed from the qualified pool. Review disqualified candidates after applying calibration to make sure the knockout rules are not too restrictive. If strong candidates are being removed, revisit the JD and soften or remove conditions that should not be absolute deal breakers. The [Tabs and Filters](Tabs-and-Filters.md) guide covers the View Candidates section in detail including how disqualified candidates are displayed and ranked. ### In the Chrome Extension AI Calibration is configured in the Skima AI app only. The Chrome Extension reflects the calibrated screening results but does not allow setup or editing. 1. Install and log in to the [Skima AI Chrome Extension](Chrome-Extension.md). 2. Open any job where AI Calibration has already been applied. 3. Candidates matching your knockout criteria appear at the top of the list. Disqualified candidates are pushed below them automatically. 4. Each disqualified candidate shows a **Disqualified** tag with an explanation of which knockout condition they failed. ## JD Writing Guide The quality of your knockout filters depends entirely on how clearly the must-have requirements are written in the JD. Below are examples for the most common screening scenarios. ### Minimum Years of Experience Write the number directly so the AI can apply it as a strict threshold. ```text Must have a minimum 3 years of B2B SaaS sales experience. Candidates are required to have at least 5 years of experience in full-cycle recruitment. Strictly 4+ years of hands-on experience in enterprise account management. ``` ### Specific Tool or System Knowledge Name the exact platform instead of using broad wording like "comfortable with tools." ```text Must have hands-on experience using Workday for recruitment operations. Candidates are required to have experience working with Salesforce CRM in a sales role. Experience with Greenhouse is mandatory for this role. ``` ### Industry Experience State the industry directly rather than writing a general preference. ```text Must have prior experience working in the healthcare SaaS industry. Candidates are required to have experience selling to enterprise clients in the logistics domain. Candidate should strictly have experience in B2B fintech sales. ``` ### Certifications or Licenses Write the certification as a strict condition when the role cannot move forward without it. ```text Candidates must mandatorily hold a valid Six Sigma Green Belt certification. Project Management Professional certification is mandatory. Must have a current AWS Solutions Architect certification. ``` ### Location, Shift, or Availability Write location and availability conditions clearly when they are non-negotiable. ```text Must be available to work in the Mumbai office five days a week. Candidates must be willing to work night shifts in the US time zone. Notice period should be strictly 30 days or less. ``` ## Best Practices **Separate must-haves from nice-to-haves.** When both are mixed in the JD, the AI may treat a soft preference as a strict condition or miss an important requirement entirely. Write mandatory conditions in the JD Summary and keep preferences in a separate line or section. **Use specific and measurable language.** Broad wording like "good experience" or "strong background" does not give the AI enough detail to apply an accurate knockout filter. Mention exact years, tools, industries, or certification names wherever possible. **Keep knockout rules realistic.** Only add conditions that would truly remove a candidate from consideration. If too many requirements are marked as strict, the shortlist may shrink too far and strong candidates may be filtered out too early. **Update calibration when the role changes.** The AI follows the written JD. If the hiring manager updates requirements, the JD and calibration should be refreshed immediately to keep screening accurate. If you are unsure how to write knockout criteria for your specific domain or role type, reach out to support@skima.ai for guidance. --- # Hiring Manager Link URL: https://docs.skima.ai/docs/Hiring-Manager-Link Description: Share job descriptions and shortlisted candidates with hiring managers or stakeholders for review and approval without requiring a Skima AI account. Hiring Manager Link The Hiring Manager Link lets recruiters share job descriptions and shortlisted candidates with hiring managers or external stakeholders for review and approval without requiring them to have a Skima AI account. Anyone with the link can open it directly in their browser. There are two separate approval flows: one for the **Job Description** and one for **Candidates**. Both use the same two sharing methods described below. The approval link is accessible to anyone who has the URL. The hiring manager does not need a Skima AI account to review and respond. You are suggested to be extra careful while sharing this link. ## Sharing Methods When you trigger an approval flow, a modal appears asking how you want to share the link. The two options are the same across both Job Approval and Candidate Approval. ### 1. Generate Link without Email This creates a shareable approval link that you can copy and distribute manually through any channel such as Slack, WhatsApp, or email outside of Skima AI. For **Candidate Approval**, selecting this option and clicking **'Continue'** opens a configuration screen where you can set: - **Recipient (Email Address)** for reference - **Feedback Link Expires in** (default 48 hours) - **If Selected, Change Candidate Status to**: the status applied automatically when the hiring manager selects a candidate for interview - **If Rejected, Change Candidate Status to**: the status applied when a candidate is rejected - **Hide Candidate's AI score from the reviewer** checkbox - **Hide Candidate's cons from the reviewer** checkbox Click **'Generate Link'** to create the link. ### 2. Generate Link and Send Email This creates the approval link and automatically sends it to the hiring manager's email address. Selecting this option opens the **Send Approval Request** modal which has two tabs: **Draft Email** and **Preview**. #### i) Draft Email Tab 1. Enter the recipient's email address in the **Send to (Email Address)** field. 2. Set the **Approval Link Expires in** duration. The default is 48 hours. 3. For **Job Approval**, set **If Approved, Change Status to** and **If Rejected, Change Status to** for the job status changes. 4. For **Candidate Approval**, set **If Selected, Change Candidate Status to** and **If Rejected, Change Candidate Status to** for the candidate status changes. 5. In the **Approval Email Draft** section, review or edit the **Subject** and **Message Content**. Use **Templates** to load a saved template, **Insert Variable** to add dynamic placeholders, or click **AI** to generate a draft automatically. 6. Use **Add Attachments** to include any supporting files. #### ii) Preview Tab Click **'Preview'** to review how the email will appear to the recipient before sending. The preview shows the subject line, recipient address, and the full email body with all variables rendered. Once ready, click **'Generate Link and Send Email'** to send. A confirmation modal will appear showing the generated link and the recipient's email address. Click **'Okay'** to close. ## Job Approval Before sourcing candidates or publishing a role, recruiters can send the Job Description to a hiring manager for sign-off. ### From the Jobs List 1. Navigate to **'Jobs'** from the left sidebar. 2. Find the job you want to send for approval. 3. Click the three-dots **'Actions'** menu on that job row. 4. Select **'Request Approval'**. 5. Choose **Generate Link without Email** or **Generate Link and Send Email** as described above. ### What the Hiring Manager Sees When the hiring manager opens the approval link, they see the full Job Description alongside the Requirement Details panel on the right. The panel displays the position title, number of positions, hiring manager, approver, and salary information. The hiring manager can **Edit** or **Download** the JD, add a note in the **Add Your Note** field, and click either **'Approve'** or **'Reject'** to submit their decision. Their response is automatically reflected as the job status change configured during setup. ## Candidate Approval Once candidates have been screened and shortlisted, recruiters can share selected profiles with hiring managers for review before moving them forward. ### From View Candidates 1. Open a job and go to the **'View Candidates'** tab. 2. Select the candidates you want to send for review using the checkboxes. 3. Click **'Send for Approval'** in the job header. 4. Choose **Generate Link without Email** or **Generate Link and Send Email** as described above. You can choose to hide AI scores and cons from the reviewer if you prefer the hiring manager to evaluate candidates based on profile and experience alone without the AI-generated assessment visible. ### From View Kanban The **'Send for Approval'** button is also available in the **View Kanban** tab. Select candidates across stages using the checkboxes, then click **'Send for Approval'** in the header. The same approval flow applies. Use the Kanban view when you want to send candidates from specific hiring stages for approval, giving the hiring manager a clear view of where each candidate currently sits in the pipeline. ### What the Hiring Manager Sees When the hiring manager opens the candidate review link, they see a list of all shared candidates on the left with their AI score and a **Review Pending** status. Clicking on any candidate opens their full profile on the right, showing personal information, skills evidence found and not found, professional experience, AI matching score, pros, and cons. The hiring manager can click **'Select for Interview'** to approve a candidate or **'Reject'** to decline. They can also click **'View JD'** in the top right to review the full Job Description alongside the candidates. All decisions are reflected automatically inside Skima AI as the status changes configured during setup. --- # Analytics URL: https://docs.skima.ai/docs/Analytics Description: Track recruitment performance with real-time dashboards, role-based views, and customizable boards for recruiters, hiring managers, and leadership. Analytics The Analytics section in Skima AI is your centralised hub for tracking recruitment performance across your entire hiring operation. It gives you real-time visibility into key metrics through role-based dashboards and fully customisable boards, designed for recruiters, hiring managers, team leads, and leadership. Navigate to **'Analytics'** from the left sidebar to get started. ## Pre-Made Dashboards When you first open Analytics, Skima AI provides ready-to-use role-based boards so you can start tracking metrics immediately without any setup. The default boards available are: i) **CEO Analytics** provides key metrics for strategic decision-making on talent acquisition, including Average Time to Hire, Open Jobs, and Total Applications. ii) **Team Lead Analytics** monitors team productivity, recruiter leaderboards, and pipeline health, covering Open Jobs, Jobs Without Recent Activity, and Avg. Time to Fill by Recruiter. ![Analytics home screen showing pre-made role-based dashboards for CEO, Team Lead, Recruiter, and Hiring Manager](/img/docs/analytics/analytics-1.png) iii) **Recruiter Analytics** is a personal workspace for managing jobs, candidates, and daily action items, showing Candidate Pipeline for Roles, Open Jobs, and Interview to Offer Ratio. iv) **Hiring Manager Analytics** tracks the candidate pipeline for open positions, including Candidate Pipeline for Roles, Average AI Score per Recruiter, and Offer Acceptance Rate. Each board displays a preview of its top metrics on the home screen. Click on any board to open it and view the full set of cards. Each pre-made board shows a preview of its metrics on the Analytics home screen with a count of additional metrics available. Click into any board to see all cards in full. ## Creating a New Board You can create a fully custom board alongside the pre-made ones. ![Analytics home screen with Add Board button and Create New Board card for building custom metric dashboards](/img/docs/analytics/analytics-2.png) 1) On the Analytics home screen, click **'Add Board'** in the top right or click the **'Create New Board'** card with the **'+'** icon. 2) A modal will appear where you enter a **Title** and a short **Description** so your team can quickly understand the board's purpose. 3) Click **'Create'** to save it. The new board will appear alongside the existing role-based boards. ## Inside a Board When you open a board, you will see all its metric cards displayed in a grid layout. ### Date Range Filter Use the date range selector in the top-right corner to control the time period shown across all cards on the board. Available options are **Last 7 Days**, **1 Month**, **6 Months**, **12 Months**, and **Custom Date**. ### Filter by Recruiter, Client or Job Click **'Filter by'** at the top left of the board to narrow the data shown across all cards. You can filter by **Recruiter**, **Client**, or **Job**. Click **'Apply'** to update the board instantly. ![Analytics board showing Filter by dropdown with options to filter data by Recruiter, Client, or Job](/img/docs/analytics/analytics-4.png) Use filters to create department-specific or client-specific views of the same board without duplicating it. ### Rearranging and Resizing Cards Every board is fully customisable. Resize any card by dragging its edges, and reposition cards by dragging and dropping them to a new location on the board. This makes it easy to surface the metrics that matter most at the top. ## Creating a New Card To add a custom metric visualisation to any board, click the **'+'** button on the right edge of the board. A **Create Card** side panel will open. ### Step 1: Title Enter a clear title that describes what the card shows. ```text Example: Total Applications Over Time ``` ### Step 2: Choose Data Category Select one of the three available data categories: **Application Metric**, **Job Metric**, or **Candidate Metric**. ![Create Card panel showing data category selection with Application Metric, Job Metric, and Candidate Metric options](/img/docs/analytics/analytics-5.png) ### Step 3: Add Metric Click **'Add Metric'** using the **'+'** button to choose the specific metric you want to measure based on your selected data category. For **Job Metrics**, you might pick `Open Jobs Count`. For **Application Metrics**, options include `Total Applications`, `Average AI Score`, and similar. For **Candidate Metrics**, you could track `Total Uploaded Candidates`, `Upload Batches`, and more. ### Step 4: Group By (Optional) Group the metric by categories such as **Job Title**, **Recruiter**, **Client**, **Date**, or **Candidate Source**. You can add one or multiple group-by fields depending on what you are analysing. Some chart types do not support multiple groupings. If you are adding multiple group-by fields, use Table View for the best results. ### Step 5: Choose Chart Type Select how the data should be visualised. Available options include **Table**, **Bar Chart**, **Grouped Bar Chart**, **Line Chart**, and **Column Chart**. Chart type options become available after selecting a data category. ### Step 6: Preview and Create Click **'Preview'** to see how the card will look before saving. 1. If satisfied, click **'Create'** to add the card to the board. 2. If you want to start over, click **'Reset'** to clear the form. Always preview before creating. It helps confirm that your chosen chart type and group-by combination display the data the way you expect. ## Managing Existing Cards Each card has a three-dots menu **(⋮)** in the top-right corner. From here you can: ![Analytics card three-dots menu showing Edit, Export, Duplicate, Copy Card Link, and Delete options](/img/docs/analytics/analytics-6.png) - **Edit** to reopen the configuration panel and update the card - **Export** to download the card data as a CSV file - **Duplicate** to create an exact copy of the card on the same board - **Copy Card Link** to generate a shareable link to that specific card - **Delete** to permanently remove the card from the board --- # My Tasks URL: https://docs.skima.ai/docs/tasks Description: Manage daily hiring tasks and automate repetitive workflows with Skima AI's Tasks feature, organized by priority and powered by AI-triggered automation. My Tasks The Tasks section helps recruiters manage daily hiring actions and automate repetitive workflows without manual follow-up. Whether it's a one-off reminder or an AI-driven rule that triggers automatically based on candidate activity, everything is managed from one place. Navigate to **'Tasks'** from the left sidebar. The page is split into two tabs: **Today's Task** and **Automated Tasks**. ## Today's Task Tab The Today's Task tab displays all tasks due for the day, organised into three priority sections: **High Priority**, **Medium Priority** & **Low Priority**. If no tasks exist in a section, Skima AI shows an empty state for that priority level. The header controls available on this tab are: ![Today's Task tab header showing View Archived, View Completed, Refresh, add task, and Automate Tasks controls](/img/docs/tasks/tasks-1.png) i) **View Archived** to access tasks you have archived ii) **View Completed** to see tasks already marked as done iii) **Refresh** button to reload the task list iv) **'+'** button to add a new manual task v) **'Automate Tasks?'** button to set up AI automation rules Only active tasks are shown by default. Use the View Archived and View Completed toggles to access the full history without cluttering your active task list. ### Today's Task Suggestions Skima AI dynamically generates task suggestions based on real-time hiring activity across your workspace. Each suggestion is prioritised by urgency so you always know what needs attention first. Click on any suggested task to view its full details. Task Created When Review High-Match New Candidates New applications in last 24 hrs with AI score above 90% Follow Up for Delayed Review Candidate in Hiring Manager Review for 48 to 72 hrs without update Schedule Pending Interviews Candidate moved to Interview stage but no schedule set after 24 hrs Action Stale Applications Candidate in first stage for 3 or more days Follow Up After Interviews Interview completed 24 hrs ago with no feedback recorded Source Candidates for Aging Roles Job open for 45 or more days with 10 or fewer qualified applicants If a suggested task is not relevant to your workflow, click the dislike button next to it. Skima AI will use that feedback to refine future suggestions. ## Adding a Manual Task Click the **'+'** button in the top-right of the Today's Task tab to open the **Add New Task** modal. ![Add New Task modal with title, assign to, due date, and priority fields](/img/docs/tasks/tasks-2.png) 1. Enter a **Title** for the task. 2. Select a team member from the **Assign To** dropdown. 3. Pick a **Due Date** using the calendar. 4. Set a **Priority** as Low, Medium, or High. 5. Click **'Add'** to save. The task will appear in the Today's Task tab under the relevant priority section with the assignee's name listed. Mark a task as done directly from the task view when it is completed. Completed tasks move to the View Completed section for activity tracking. ## Automated Tasks Tab The Automated Tasks tab shows all AI automation rules created for your workspace. The table displays each rule's **Name**, **Trigger**, **Automation Status**, and **Created At** date. Use the search bar to locate a specific rule quickly. ### Creating an AI Rule Click **'+ Create AI Rule'** from the Automated Tasks tab, or click **'Automate Tasks?'** from the Today's Task header. Both open the **Create new AI Rule** modal. ![Create new AI Rule modal showing rule name field and trigger condition builder with field, operator, and value structure](/img/docs/tasks/tasks-3.png) #### Step 1: Name the Rule Enter a descriptive name so the rule is easy to identify in the automated rules list. #### Step 2: Define the Automation Rule Set the conditions that will trigger the rule. Each condition uses a **Field**, **Operator**, and **Value** structure. Use the **'+'** button within a condition group to add **AND** conditions, stacking multiple criteria that must all be true together. Use **'+ Add Another Rule'** at the bottom to add an **OR** condition group, creating an alternative trigger set. Available trigger fields include **AI Score**, **Job Title**, **Job Status**, **Hiring Stage**, and **Application Status**. Not sure what conditions to set? Use the **AI Rule Assistant** at the top of the modal. Describe what you want in plain language and click **'Generate'**. Skima AI will build the rule conditions for you. You can edit the generated rule before saving. ```text Example prompt: Review high-scoring applied and screening candidates where Hiring Stage is Applied, Application Status is Application Received, and AI Score is above 75% ``` #### Step 3: Define the Task Action Click **'Next'** after setting your trigger conditions to configure what happens when the rule fires. Use the **'Then'** dropdown to select the action type. There are two options: **Send Email** and **Update Status**. You can chain multiple actions using **'+ Add Another Action'**. ![AI rule action configuration showing Send Email and Update Status options with email content editor and dynamic variable insertion](/img/docs/tasks/tasks-5.png) * **Send Email** lets you configure an outreach email triggered by the rule. Set the **From** and **Reply-To** addresses, define **Recipients** under the **To** field, and add **CC** and **BCC** as needed. In the Approval Email Draft section, i) enter the **Subject** and **Message Content**. ii) Use the **Templates** button to load a saved template, iii) **Insert Variable** to add dynamic placeholders, or iv) the **AI** button to generate a tailored draft using the AI assistant. v) Check **'Add Attachments'** to include files such as resumes or JDs, and check **'Add Delay'** to introduce a wait time before the email is sent. Attachments can be personalised per recipient. For example, you can send the JD to candidates and the resume to hiring managers within the same rule. * **Update Status** automatically moves the candidate to a specific application status when the rule conditions are met. Select the target status from the **'Move to status'** dropdown. #### Step 4: Activate Review your trigger conditions and actions, then click **'Activate'**. The rule will appear in the Automated Tasks table and begin generating tasks automatically as conditions are met. ### Managing Automated Rules From the Automated Tasks table, each rule row shows the rule name, trigger summary, automation status, and creation date. The **Actions** column has three icon buttons: ![Automated Tasks table row showing edit pencil icon, pause icon, and trash icon action buttons](/img/docs/tasks/tasks-4.png) * the **pencil icon** to edit the rule, * the **pause icon** to temporarily disable it without deleting, and * the **trash icon** to permanently remove it. Pause automation rules during hiring freezes or team holidays to prevent unnecessary task generation while keeping the rule ready to reactivate. --- # Create Job URL: https://docs.skima.ai/docs/Create-Job Description: Create jobs in Skima AI to define hiring requirements, enable AI candidate scoring, and build structured screening logic for faster, smarter shortlisting. Create Job Creating a job in Skima AI is more than just publishing a role. It is the starting point for how the AI understands your hiring requirements, evaluates candidates, and creates structured screening logic for the role. The quality of your Job Description directly impacts candidate scoring, AI matching accuracy, knockout filters, and the overall quality of shortlisted candidates. Skima AI helps recruiters create, refine, and calibrate jobs so screening becomes faster, more structured, and more aligned with actual hiring expectations. ## Navigate to Jobs 1. Log in to your Skima AI account. 2. From the left sidebar, click on **'Jobs'**. ![Skima AI left sidebar showing the Jobs navigation option](/img/docs/createJOB/job-1.png) 3. This opens the Jobs page where you can view existing jobs, track job status, create new jobs, and access candidate pipelines for each role. 4. Click on **'Create Job'** to start creating a new role. ## Add Job Details Once you click on **'Create Job'**, a form will appear where you can enter the foundational details of the role. These details help Skima AI understand the position and generate better candidate matching and screening logic. ### Add the Job Title The Job Title directly impacts candidate understanding, AI matching accuracy, and search visibility. Use clear and standardized titles whenever possible. ### Add the Job Location Enter the location where the role is based. This helps candidates understand where the role is located and allows Skima AI to apply location-based matching during screening. ![Create Job form showing job title, location, salary range, experience requirements, and work model fields](/img/docs/createJOB/job-2.png) ### Add the CTC / Salary Range Select the salary currency and enter the compensation range for the role. You can also define the compensation duration such as per hour, per week, per month, or per annum. Transparent salary information helps improve candidate quality and reduces mismatched applications. ### Set Experience Requirements Select the minimum years of experience required for the role. Adding a maximum experience range is optional. You can also select `0` for both fields if required. Example: ```text Minimum Experience: 3 Years Maximum Experience: 6 Years ``` ### Select the Work Model Choose how the role will be structured operationally. Available options include In Office, On-site, Hybrid, and Remote depending on how candidates are expected to work. Use clear and realistic experience ranges and work model details to improve candidate matching accuracy during screening. ## Create or Upload the Job Description The Job Description is one of the most important parts of the hiring workflow because it directly affects how candidates are screened, scored, ranked, and shortlisted. Skima AI uses the Job Description to understand role expectations, generate AI screening logic, create knockout filters, evaluate candidate fit, and improve ranking accuracy. A well-written Job Description improves both candidate quality and screening precision. ## i. Upload an Existing Job Description If you already have a Job Description prepared, you can upload it directly into Skima AI. 1. Navigate to the Job Description section. 2. Click on **'Browse'**. 3. Select the Job Description file from your system. Skima AI will automatically extract and process the information from the uploaded file and generate the Job Description for your role. ![Job Description section showing the Browse button to upload an existing job description file](/img/docs/createJOB/job-3.png) ## ii. Create a Job Description Using AI If you do not already have a Job Description prepared, Skima AI can generate one automatically. 1. Complete the Job Details section. 2. Click on **'Create Job'** directly. 3. A loading screen will appear while Skima AI generates the Job Description. The AI-generated Job Description is created based on the Job Title, experience requirements, location, work model, and compensation details added during setup. AI-generated Job Descriptions can always be edited and refined later according to your hiring requirements. ## Edit and Calibrate the Job Description Once the Job Description is created, you will be redirected to the **'View JD'** section. This is where recruiters refine the screening logic and improve how the AI evaluates candidates. ### 1. Edit the Job Description Click on **'Edit Job Description'** to refine the JD further. This is useful for adding requirements that may have been missed during AI generation or conditions that require stricter screening enforcement. Example: ```text Must have strong English-speaking proficiency ``` Skima AI detects these requirements and converts them into structured knockout filters during reassessment. ![Job description editor showing the Edit Job Description interface for refining role requirements](/img/docs/createJOB/job-4.png) ### 2. Add Additional Job Description Details Inside the **'Edit Job Description'** screen, recruiters can also add **Additional Job Description** details. Anything written here is used only for internal screening purposes and is not visible to candidates. This section is useful for adding hidden screening conditions, recruiter-only preferences, internal evaluation signals, or additional context that helps improve AI scoring accuracy without modifying the public Job Description. ![Additional Job Description section showing internal-only hidden screening conditions field not visible to candidates](/img/docs/createJOB/job-5.png) Examples: ```text Prefer candidates from startup environments Avoid candidates with short tenure history Strong preference for enterprise SaaS exposure ``` Additional Job Description content is used only for internal AI screening and candidate scoring. Candidates cannot view this information. ### 3. Save and Regenerate After making changes to the Job Description, click on **'Save and Regenerate'**. Skima AI will reassess the role, update scoring logic, recreate knockout filters, improve candidate matching criteria, and refresh screening conditions. ### 4. Apply the Screening Logic Once calibration is complete: 1. Click on **'Apply and Score Candidates'**. ![Job calibration screen showing the Apply and Score Candidates button to trigger AI screening](/img/docs/createJOB/job-6.png) 2. Skima AI will apply the updated scoring and knockout logic to candidates. 3. You will then be redirected to the **'View Candidates'** page. ### 5. Re-Edit the Job Description Anytime The Job Description can be updated whenever hiring requirements change. 1. Open the job. 2. Navigate to the **'View JD'** tab. ![Job detail page showing the View JD tab for accessing and editing the job description](/img/docs/createJOB/job-7.png) 3. Click on **'Edit Job Description'**. 4. Save and regenerate again whenever needed. Review candidate quality after recalibration. If too many strong candidates are being disqualified, your knockout conditions may be too strict. ## Add Candidates to the Job Once the screening logic is applied, you will land on the View Candidates page. If no candidates have been added yet, you will see an empty state prompting you to upload candidates for screening. ![View Candidates page showing empty state prompting to upload candidates for screening](/img/docs/createJOB/job-8.png) ### Upload Candidates Click on **'Upload More Candidates'**. An **'Upload Resumes'** modal will appear where you can enter a batch name and upload resumes from your system. Supported formats include: ```text PDF, DOC, DOCX & Word ``` You can upload up to `50` resumes at a time. ![Upload Resumes modal showing batch name field and file selection for PDF, DOC, DOCX formats with 50 file limit](/img/docs/createJOB/job-9.png) ### Select Candidate Source Choose the candidate source from the dropdown before uploading resumes. Examples include: ```text LinkedIn Indeed ``` This helps recruiters track sourcing quality and analyze candidates based on where they were sourced from. ### Upload and Screen Candidates Click on **'Upload'** to begin processing candidates. Skima AI will automatically parse resumes, score candidates, apply knockout filters, rank applicants, and identify disqualified candidates based on: - The Job Description - AI Calibration logic - Knockout filters - Additional JD conditions ### Review Disqualified Candidates Candidates who fail knockout conditions will display a **'Disqualified'** tag. ![Candidate list showing disqualified candidates with Disqualified tag and knockout condition explanation](/img/docs/createJOB/job-10.png) Each disqualified candidate includes a detailed explanation describing which knockout condition failed and why the candidate was removed from the qualified pool. Disqualified candidates are automatically pushed below qualified candidates in the ranking list, helping recruiters prioritize high-fit candidates faster while maintaining transparency in AI screening decisions. AI Calibration and knockout filters work only on the basis of information available in the Job Description and candidate skill evidence found in resumes or public candidate data. Missing or non-public information cannot be considered during screening. ## Deleting Jobs in Skima AI Jobs that are no longer active or required can be removed directly from the Jobs page. Deleting a job removes the associated workflow from your active jobs list and helps recruiters keep the workspace organized. ### Steps to Delete a Job 1. Navigate to the **'Jobs'** list page. 2. Find the job you want to delete. 3. Under the **'Actions'** column, click on the three dots menu. 4. Click on **'Delete Job'**. ![Jobs list Actions menu showing the Delete Job option with confirmation step](/img/docs/createJOB/job-11.png) 5. A confirmation message will appear asking you to confirm the deletion. 6. Click on **'Yes'** to proceed. 7. The job will now be deleted successfully. Deleting a job is a permanent action. Make sure the role is no longer required before confirming deletion. --- # Available Templates URL: https://docs.skima.ai/docs/Available-Templates Description: Browse and use pre-built job templates in Skima AI. # Available Templates Skima AI provides a library of pre-built templates to help you get started quickly. Use them as-is or customize them to fit your hiring needs. --- ## Callout Examples Templates are saved to your account and can be reused across multiple job postings. Changes made to a template do not affect jobs already created from it. Skima AI currently offers over 50 pre-built templates across engineering, marketing, sales, and operations roles. New templates are added every month. You can duplicate any template and tweak it before publishing. This saves time when hiring for similar roles across different teams. Deleting a template is permanent and cannot be undone. Make sure you no longer need it before removing it from your library. --- ## Engineering Templates | Template Name | Role Type | Experience Level | |-----------------------|------------------|-----------------| | Full-Stack Developer | Engineering | Mid / Senior | | Backend Engineer | Engineering | Senior | | Frontend Developer | Engineering | Junior / Mid | | DevOps Engineer | Infrastructure | Senior | | QA Automation Engineer| Quality Assurance| Mid | All engineering templates include a default skills assessment section. You can add or remove skills from the **Job Settings** panel after creation. --- ## Marketing Templates | Template Name | Role Type | Experience Level | |-----------------------|-------------|-----------------| | Content Strategist | Marketing | Mid | | SEO Specialist | Marketing | Junior / Mid | | Growth Marketer | Marketing | Senior | | Social Media Manager | Marketing | Junior | Marketing templates work best when paired with a portfolio request. Enable it under **Screening Questions** when setting up the job. --- ## Using a Template 1. Navigate to **Jobs → Create New Job** 2. Select **Start from Template** 3. Browse or search for the template you need 4. Click **Use Template** to pre-fill the job form 5. Review and edit any fields before publishing Publishing a job immediately makes it visible to candidates. Use **Save as Draft** if you are not ready to go live. --- # Publish Jobs URL: https://docs.skima.ai/docs/Publishing-Job Description: Publish jobs in Skima AI to increase visibility, configure screening questions, track candidate sources, and collect applications directly into your workflow. Publishing Job Publishing a job in Skima AI allows you to create a public job listing, configure screening questions, track candidate sources, and collect applications directly into your screening workflow. Publishing helps recruiters: - Increase job visibility across multiple hiring channels - Standardize candidate screening before shortlisting - Track candidate source performance more accurately - Maintain a structured and branded hiring experience ## Navigate to Jobs Before publishing a job, you first need to locate the role inside the Jobs section. 1. From the Skima AI dashboard, click on **'Jobs'** from the left navigation menu. 2. Use available filters such as: location, recruiter, client, or created date to quickly find the required job. 3. Under the **'Actions'** column, click on the three dots menu and select **'Create Public Page'**. ![Jobs list showing the Actions menu with Create Public Page option](/img/docs/Publish/job-12.png) 4. Alternatively, you can open the job directly and click on **'Create Job Posting'** from the top-right corner. You will now be redirected to the job publishing workflow where you can: - Review job details - Configure screening questions - Add candidate sources - Preview the public page - Publish the job You can also create and customize your own branded career page inside Skima AI. Refer to the [Careers Page](career-page-setup) documentation for complete setup instructions. ## Review Job Details Before publishing the role publicly, review the job details carefully to ensure all information is accurate and ready for candidates. 1. Click on **'Edit Job Description'** if you want to make any final changes before publishing. 2. Review all important job information including: - Job title - Job description - Experience requirements - Work model - Salary range - Skills - Location A clear and structured job description improves applicant quality and reduces irrelevant applications. ![Job details review screen showing job description, experience requirements, work model, salary range, and skills](/img/docs/Publish/job-13.png) 3. Toggle off **'Salary Range'** if you do not want candidates to view compensation details publicly. 4. Toggle off **'Skills'** if you do not want the listed skills to appear on the public job page. 5. Click on **'View Preview'** to preview the candidate-facing job page. 6. Once reviewed, click on **'Next'** to continue. Always preview the public page before publishing to ensure formatting, requirements, and visibility settings appear correctly for candidates. ## Set Screening Questions Screening questions help recruiters qualify applicants before manual review begins. 1. After clicking **'Next'**, you will land on the screening questions setup page. ![Screening questions setup page with Add Question Block option and AI-generated pre-saved questions](/img/docs/Publish/job-14.png) 2. You will see two sections: - **'Add Question Block'** for creating custom questions manually - AI-generated pre-**saved questions** based on the role, industry, and experience level 3. Click on **'Add Question Block'** to create a custom screening question. 4. Select the answer type depending on the information you want from candidates: - Short Answer - Long Answer - Multiple Choice - Dropdown - Yes/No and more ![Screening question answer type selector showing Short Answer, Long Answer, Multiple Choice, Dropdown, and Yes/No options](/img/docs/Publish/job-15.png) For short and long answer questions, you can configure character limits. 5. Toggle on **'Required'** if the question must be answered before submission. 6. Toggle on **'Save for future Use'** if you want to reuse the question in future jobs. 7. Alternatively, select from the AI-generated pre-**saved questions** to speed up setup. 8. Once all questions are configured, click on **'Save Questions'**. 9. Click on **'Next'** to proceed. Use screening questions to filter deal-breakers early such as notice period, location flexibility, certifications, communication skills, or domain experience. ## Add Sources The Add Sources section helps you track where candidates are applying from. This makes it easier to Measure sourcing performance, Filter candidates by source, Analyze channel effectiveness & Build source-specific talent pipelines. 1. You will see commonly used platforms already available such as: - Naukri - Indeed - Linkedin ![Add Sources page showing job platforms like Naukri, Indeed, and LinkedIn with toggle options and custom source input](/img/docs/Publish/job-16.png) 2. 'Toggle on' the platforms where the job will be shared. 3. To add a custom source, click on **'+ Add more source'**. 4. Type the custom source name such as: - Referral Campaign - Client Portal - Campus Hiring - WhatsApp Campaign 5. Click on **'Save Sources'** once done. Each configured source generates a separate tracking link. This helps recruiters identify exactly where applicants are coming from. ## Publish the Job Post Once the job details, screening questions, and sources are configured, the role is ready to go live. 1. Click on **'Publish'**. 2. Skima AI will create the public job posting page. 3. A confirmation message will appear: > **“Congratulations! Your job page for 'job name' is live.”** ![Job published confirmation screen showing Congratulations message and generated career page links for all configured sources](/img/docs/Publish/job-17.png) 4. You will now see generated career page links for all configured sources. These links can be shared across job boards, LinkedIn, social media, email campaigns, referral programs, or internal hiring channels. 5. Candidates applying through these links will automatically enter the Skima AI screening workflow. Use different source links for different channels to track sourcing performance and candidate quality more accurately. 6. Paste the copied links into your browser to preview the published job posting. ![Published job posting preview page showing job details and Apply for this job button as seen by candidates](/img/docs/Publish/job-18.png) 7. Click on **'Apply for this job'** to view the candidate application flow and screening questions configured for the role. 8. Candidates can upload their resumes and click on **'Submit'** to complete the application. ![Candidate application form showing resume upload field and Submit button](/img/docs/Publish/job-19.png) 9. Submitted candidates are automatically pulled into the job inside Skima AI and screened based on the Job Description, screening questions, and AI Calibration criteria configured for the role. ## Deleting Published Jobs Once a job is published, it must first be unpublished before it can be deleted permanently. 1. Navigate to the published job from the **'Jobs'** list page. 2. Under the **'Actions'** column, click on the three dots menu and select **'Preview Job Posting'**. ![Jobs list Actions menu showing Preview Job Posting option for a published job](/img/docs/Publish/job-20.png) 3. Inside the public job page view, click on **'Unpublish'** from the top-right corner. ![Published job page view showing the Unpublish button in the top-right corner](/img/docs/Publish/job-21.png) 4. Confirm **'Unpublish'** from the warning message that appears. ![Unpublish confirmation dialog asking to confirm removing the job from public listing](/img/docs/Publish/job-22.png) 5. Return to the **'Jobs'** list page. 6. Find the job you want to delete. 7. Under the **'Actions'** column, click on the three dots menu and select **'Delete Job'**. 8. A confirmation message will appear: “Are you sure you want to delete ML Engineer job?” 9. Click on **'Yes'** to confirm. The job will now be deleted successfully. --- # Tabs and Filters URL: https://docs.skima.ai/docs/Tabs-and-Filters Description: Manage all active, closed, draft, and synced jobs from the Jobs List View. Search, filter, sort, and configure custom table views in Skima AI. Tabs and Filters ## Jobs List View The Jobs List View acts as the central workspace for managing all active, closed, draft, and synced jobs inside Skima AI. From this page, recruiters can search, filter, organize, sort, and manage jobs before opening an individual role workspace. Recruiters can also control how job data is displayed, configure custom table views, manage approvals, and access additional job-level actions directly from this page. view More #### Job Filters At the top of the Jobs page, recruiters can filter jobs using multiple criteria to quickly locate relevant roles across large hiring pipelines. Available filters include **Source ID, Job Status, ATS Status, Location, Created Date Range, Client, Primary Recruiter, Open or Closed Jobs, Custom Fields, and deleted jobs visibility**. ![Jobs page filter bar showing Source ID, Job Status, ATS Status, Location, Created Date Range, Client, Primary Recruiter, and other filter options](/img/docs/createJOB/t&f-1.png) These filters help recruiters narrow down jobs based on ownership, ATS sync status, geography, workflow stage, or internal operational fields configured within the organization. 1. Select the required filters. 2. Click on **'Apply'** to view matching jobs. 3. Use **'Clear Filters'** anytime to reset all active filters. #### Search Jobs The search bar allows recruiters to quickly locate jobs by searching job titles or related identifiers without manually browsing the entire jobs list. This becomes especially useful for organizations managing large hiring pipelines across multiple recruiters, departments, or clients. #### Create Job Click on [**'Create Job'**](Create-Job.md) to start creating a new role inside Skima AI. This opens the complete job creation workflow where recruiters can add job details, upload or generate a Job Description, configure screening logic, apply AI calibration, and begin candidate screening. ![Jobs list page showing the Create Job button in the top-right area for starting a new role in Skima AI](/img/docs/createJOB/t&f-2.png) #### Configure Job Table View Recruiters can customize how the jobs table appears using **'Configure Job Table View'**. This section allows recruiters to toggle column visibility, reorder columns, and control which custom fields appear inside the jobs table. Any custom fields added from Settings automatically become available here for display configuration. This helps teams personalize the table view based on their workflow and reporting preferences. #### Default Job Table Columns The jobs table displays important operational information for every role including **Job Title, Created On, Application Count, Creator, Recruiter, Source ID, ATS Status, Status, and Location.** These columns help recruiters quickly review job activity, ownership, hiring progress, and ATS synchronization status without opening the role individually. Recruiters can sort job data directly from the table headers. Clicking the arrow icons beside a column name switches the sorting order between ascending and descending values. This helps recruiters quickly organize jobs by latest activity, oldest jobs, application volume, creation date, or other visible fields. #### Job Actions Menu On the extreme right side of every job row, recruiters will find the **Actions** menu represented using the three-dots icon. This column remains fixed and cannot be removed from the table configuration view. The Actions menu provides quick access to important workflows without opening the full job workspace. ![Jobs list showing the three-dots Actions menu on a job row with options including Rediscover Candidates, Create Public Page, Delete Job, and Request Approval](/img/docs/createJOB/t&f-3.png) ##### Rediscover Candidates Allows recruiters to run [candidate rediscovery](Inner-Search.md) workflows against the existing database to identify previously screened or existing candidates who may match the current role. ##### Create Public Page Generates a [public job posting](Publishing-Job.md) page that can be shared externally for candidate applications and hiring campaigns. ##### Delete Job Allows recruiters to permanently remove jobs that are no longer active or required. 1. Open the three-dots menu beside the job. 2. Click on **'Delete Job'**. 3. Confirm the deletion request. Deleting a job is a permanent action. Ensure the role is no longer required before confirming deletion. ##### Request Approval The [Request Approval](Hiring-Manager-Link.md) workflow allows recruiters to send the generated Job Description to hiring managers or stakeholders for review and approval. Recruiters can either send approval requests via email or directly share a generated magic link without email communication. ![Request Approval modal showing options to send the Job Description to hiring managers via email or a shareable magic link](/img/docs/createJOB/t&f-4.png) From the approval interface, hiring managers can review the complete Job Description, edit the content, add notes or comments, and approve or reject the role with feedback. This helps create a more collaborative and structured hiring approval workflow before candidate screening begins. 1. Open the three-dots menu beside the job. 2. Click on **'Request Approval'**. 3. Choose whether to send the request via email or share a magic link directly. 4. Share the approval request with the hiring manager or stakeholder. Go Up ## 1. View Candidates The View Candidates tab is the primary workspace recruiters use to screen, review, shortlist, communicate with, and manage applicants for a specific role. This section centralizes candidate insights, AI scoring, screening filters, interview scheduling, recruiter collaboration, and application workflow management inside a single interface. View more #### Job Header The top section of the View Candidates page contains the primary job controls and recruiter actions required for managing the hiring workflow. ![View Candidates job header showing job name, status, location, Assign To section, Create Job Posting, Export Candidates, Upload Resume, and Actions menu controls](/img/docs/createJOB/t&f-12.png) i) **Job Details** Recruiters will first see the job name, which can be edited anytime using the pencil icon. Alongside the title, the current job status such as Active or Inactive is displayed along with the location configured in the Job Description. ii) **Assign To** The Assign To section displays the recruiter who originally created the role. Using the plus icon, recruiters can additionally assign or update the primary recruiter, secondary recruiter, or hiring manager responsible for the role. iii) **Create Job Posting** Clicking on **'Create Job Posting'** opens the publishing workflow for the role so recruiters can make the position publicly accessible to candidates. Refer to the detailed [Publishing Jobs](Publishing-Job.md) guide for the complete workflow. iv) **Export Candidates** The Export Candidates icon allows recruiters to download the candidate list for the job in CSV format for reporting, sharing, or offline analysis. v) **Upload Resume** The Upload Resume option helps recruiters manually upload candidate resumes directly into the job for screening and scoring. Refer to the [Add Candidates to the Job](Create-Job.md#add-candidates-to-the-job) section from the Create Job guide for the complete upload workflow. vi) **Actions Menu** The three-dots Actions menu provides additional job-level controls including Talent Rediscovery, Update Job Status, and Update Job Workflow for managing hiring stages and pipeline structure. #### Job Workspace Tabs Below the job header, recruiters will see the primary workspace tabs used to navigate different parts of the hiring workflow. These include **View Kanban**, **View Candidates**, **View JD**, **View Screening Questions**, and **View Interviews**. #### Candidate Selection and AI Calibration The **Select All** checkbox allows recruiters to select all visible candidates at once. This is commonly used for bulk actions such as moving candidates, sending profiles for hiring manager approval, or managing large candidate pipelines faster. The **AI Calibration** button displays all active and inactive knockout filters currently configured for the job. Recruiters can quickly toggle filters on or off to reassess candidates without editing the Job Description itself. If deeper screening changes are required, navigate to the **View JD** tab to edit screening logic, update calibration requirements, and regenerate candidate scoring conditions. [Read More On AI Calibration](AI-Calibration.md) #### Filters and Sorting Clicking on **Filter** opens the candidate filtering modal where recruiters can narrow down applicants using multiple hiring conditions and candidate attributes. ![Candidate filter panel showing filter options for Candidate Source, Application Status, AI Score, Tags, Experience, Location, Education, Screening Questions, and Custom Fields](/img/docs/createJOB/t&f-19.png) Recruiters can filter candidates based on - **Candidate Source** to identify where applicants were sourced from, - **Application Status** to review candidates within a specific hiring stage, - **Application Link Source and Methods** to understand how candidates entered the pipeline, - **AI Score** to focus on stronger or weaker profile matches, - **Tags** to group candidates using internal labels, - **Experience, Salary, Notice Period, and Location** to shortlist candidates based on operational hiring requirements, - **Education and Screening Question responses** to validate qualification fit, and - **Custom Fields** to filter candidates using organization-specific hiring data. After selecting the required conditions, click **'Apply'** to update the candidate list instantly. #### Sort By The **Sort By** option helps recruiters organize candidates by **JD Fit Score** to review the strongest AI-matched candidates first, **Application Status** to group candidates according to pipeline stages, or **Uploaded Date** to prioritize recently added applicants. #### Search Bar The **search bar** allows recruiters to quickly locate candidates using their name, email address, or phone number. Using filters together with JD Fit Score sorting helps recruiters identify high-potential candidates faster, especially during large-scale or high-volume hiring. #### View Score Distribution This section provides a summarized breakdown of the hiring pipeline showing **Disqualified Candidates** to understand how many applicants failed knockout or screening conditions, **Average Score** to measure the overall quality of the applicant pool, and **Top Matches** to identify the strongest AI-matched candidates for the role. #### Candidate Card View Each candidate card provides a fast and structured screening overview directly inside the workspace. ![Candidate card showing name, AI matching score, pros and cons, experience, location, previous company, education, skills evidence, tags, and sourcing information](/img/docs/createJOB/t&f-5.png) Recruiters can review the candidate's name and profile information, disqualification status and reasons if applicable, years of experience and current location, previous company details, AI Matching Score, candidate pros and cons generated from the Job Description comparison, education and experience details, skills evidence found and missing based on JD requirements, tags and sourcing information, and candidate upload or creation date. #### Candidate Communication and Actions Recruiters can directly communicate with candidates from the profile section using **Email**, **WhatsApp**, or **Call** options depending on the communication channels configured inside Skima AI. Recruiters can also update the candidate's application status directly from this view to keep the hiring pipeline updated in real time. The three-dots action menu beside each candidate provides additional workflow controls. - **Link to Another Job** associates the candidate with additional roles. - **View Custom Fields** reviews organization-specific candidate information. - **View Responses** shows candidate answers and submitted responses. - **Add Tags** organizes and groups candidates internally. - **Schedule an Interview** begins interview coordination directly from the candidate profile. - **AI Interview** schedules an AI-led interview for the candidate. - **Unlink from this Job** removes the candidate from the current role workflow. Go Up ### 1a. Schedule an Interview Scheduling an interview from the candidate view helps recruiters move quickly from screening to coordination without leaving the job workspace. View more #### Manually Create an Event 1. Click on **'Schedule an Interview'** from the candidate's three-dots action menu. 2. Choose **'Manually Create an Event'** when the interview time is already confirmed and you want to set up the meeting directly. ![Schedule an Interview modal showing Manually Create an Event and Request Availability and Automate Event options](/img/docs/createJOB/t&f-6.png) 3. Sign in with the **Gmail or Microsoft** account you want to use for sending the scheduling email and creating the interview event. 4. A **Schedule Interview Event** modal will appear where you can enter the interview title, candidate, participants, event date, time, duration, platform, attachments, and description. ![Schedule Interview Event modal with fields for interview title, candidate, participants, event date, time, duration, platform, attachments, and description](/img/docs/createJOB/t&f-7.png) 5. Select the interview platform from the dropdown. Depending on the connected account, this may show Google Meet, Zoom, or other supported meeting options. 6. Attach the Job Description or any supporting files if needed, then click **'Send Invitation'**. If your Zoom account is connected with Skima AI, the Zoom option will appear while selecting the interview platform. Refer to the [Zoom Integration](zoom-integration.md) guide for the detailed setup flow. #### Request Candidate Availability 1. Choose **'Request Availability and Automate Event'** if you want the candidate to select a suitable interview slot from your available times. 2. The **Request Interview Availability** modal will appear with two tabs at the top: **Draft Email** and **Preview**. ##### Draft Email Tab 3. The **Candidate Email Address** is pre-filled from the candidate's profile. 4. Enter the **Send to Interviewer (Email Address)**. This field is required before you can move to the Preview tab. ![Request Interview Availability Draft Email tab showing candidate email, interviewer email, availability date range, and link expiry configuration fields](/img/docs/createJOB/t&f-8.png) 5. Set the **Availability Date Range** to define the window within which the candidate can select a slot. 6. Set **Availability Link Expires in** to control how long the scheduling link remains active. The default is 48 hours. 7. Under **If the Availability for both match**, select the action Skima AI should take when the interviewer and candidate availability overlap. The default is **Do Nothing**. 8. In the **Approval Email Draft** section, enter the **Subject** and **Message Content** for the email that will be sent to the candidate. Use **Templates** to load a saved template, **Insert Variable** to add dynamic placeholders such as {{JOB_TITLE}} or {{JOB_COMPANY}}, or click **AI** to generate a draft automatically. ![Approval Email Draft section showing subject and message content fields with Templates, Insert Variable, and AI generation options](/img/docs/createJOB/t&f-9.png) The interviewer email address and availability date range must be filled before you can access the Preview tab. ##### Preview Tab Once the required fields are filled, click on **'Preview'** to review how the emails will appear to both the candidate and the interviewer before sending. The preview is split into two sections. **Candidate** shows the subject line, recipient email, and the full email body exactly as the candidate will receive it. The scheduling link, link expiry notice, and any dynamic variables are rendered with real values so you can verify the message before it goes out. ![Request Interview Availability Preview tab showing the candidate email with subject, recipient, scheduling link, and rendered dynamic variables](/img/docs/createJOB/t&f-10.png) **Interviewer** shows the same email structure sent to the interviewer's address so they can confirm and select their available slots. ![Request Interview Availability Preview tab showing the interviewer email with subject, recipient address, and availability confirmation link](/img/docs/createJOB/t&f-11.png) 9. After reviewing both previews, click **'Generate Link and Send Email'** to send the scheduling emails and generate the availability links. 10. Skima AI generates two links: one for the interviewer to confirm their available time slots, and one for the candidate to select a slot that works for them. If the candidate wants to propose a different time, they can do so from their link. Any updated request from the candidate will appear in the interviewer's link for the hiring team to review and finalize. Use the availability-based interview flow when the recruiter and candidate need flexibility in choosing a final time. It reduces back-and-forth and speeds up scheduling significantly. Go Up ## 2. View Kanban The View Kanban tab provides a visual recruitment pipeline where recruiters can track, organize, and move candidates across different hiring stages for a job. This workspace helps hiring teams manage candidate progression more efficiently while maintaining complete visibility across the recruitment workflow. View more #### Access the Kanban View 1. Navigate to **‘Jobs’** from the left sidebar. 2. Open any job to access its hiring workflow workspace. 3. Click on the **‘View Kanban’** tab. Recruiters will now see all linked candidates displayed in a Kanban board format organized across recruitment stages configured for the role. **Example stages may include:** * Applied * Hiring Manager Review * Assessment * Screening * Interview This layout helps recruiters quickly understand where candidates currently sit within the hiring pipeline. #### Move Candidates Between Stages Recruiters can update candidate stages directly from the Kanban board without opening individual candidate profiles by using simple **drag-and-drop** interactions. ![View Kanban board showing candidate cards organized in columns across hiring stages with drag-and-drop functionality and three-dots quick action menus](/img/docs/createJOB/t&f-13.png) Recruiters can also use the **'three-dots'** quick action menu available on each candidate card to perform additional actions including: * **View Profile:** to review complete candidate resume details and AI insights * **Add Notes:** to leave internal hiring feedback or evaluation comments * **Schedule Interviews:** to directly begin interview coordination workflows * **Unlink from Job:** to remove the candidate from the current hiring pipeline Candidate stage updates happen instantly inside the workflow. No manual refresh is required after moving candidates between stages. #### Hide Recruitment Stages i) At the top-right corner of each stage column, recruiters will see an arrow icon. ii) Clicking this arrow hides that particular stage from the current Kanban view, helping recruiters reduce visual clutter and focus only on active workflow stages. ![Kanban stage column showing the arrow icon in the top-right corner used to hide that recruitment stage from the board view](/img/docs/createJOB/t&f-14.png) iii) Hidden stages can be expanded again anytime whenever required. Hiding inactive or less frequently used stages helps recruiters focus on the most important parts of the hiring workflow during active screening cycles. #### Create New Recruitment Stages i) At the end of the horizontal Kanban stage list, recruiters will see a **‘+’** button. ii) Clicking this button opens the **‘Add Stage’** modal where recruiters can create additional custom workflow stages for the role. ![Add Stage modal showing fields for stage name, color, application status, and tracking stage for creating a custom recruitment workflow stage](/img/docs/createJOB/t&f-15.png) iii) Recruiters can configure: * **Stage Name:** the title of the workflow stage * **Color:** the display color used for the stage column * **Application Status:** the status linked to the stage * **Tracking Stage:** the workflow tracking category associated with the stage iv) Once configured, click on **‘Create’** to add the stage to the recruitment workflow. This flexibility allows teams to customize hiring pipelines according to their internal recruitment process. Go Up ## 3. View JD The View JD tab is the central workspace where recruiters can review, refine, calibrate, and optimize the Job Description after the role has been created. This section directly impacts candidate scoring quality, AI matching accuracy, knockout filters, and overall screening performance inside Skima AI. View more #### Access the View JD Workspace i) Open any job from the **Jobs List View**. ii) Navigate to the **‘View JD’** tab from the job workspace navigation. iii) Recruiters will now be able to view the complete Job Description currently being used by Skima AI for candidate screening and AI evaluation. This workspace acts as the source of truth for how candidates are assessed against the role. ![View JD workspace showing the full Job Description used for candidate screening with minimum experience, Add Note, and Custom Fields controls on the left panel](/img/docs/createJOB/t&f-16.png) #### Job Requirement Controls i) On the left-side panel inside the **View JD** workspace, recruiters will see additional job-level controls and requirement settings used during candidate screening and calibration. ii) The **MIN. EXPERIENCE** field displays the minimum experience requirement configured for the role. Recruiters can update this value anytime by editing the JD. iii) Recruiters can also click on **‘Add Note’** to include internal hiring instructions, recruiter observations, or calibration context associated with the role. iv) Below this section, recruiters will find **CUSTOM FIELDS** where additional structured job fields can be added or edited directly from the View JD workspace. These custom fields help teams capture organization-specific hiring information and make the recruitment workflow more structured across different roles and departments. #### Edit the Job Description i) Recruiters can click on **‘Edit Job Description’** to modify or improve the existing Job Description at any time. ![Edit Job Description interface showing the editable job description content with Save and Regenerate button for updating screening logic](/img/docs/createJOB/t&f-17.png) ii) This is commonly used when hiring requirements evolve or when recruiters want to improve screening precision after reviewing candidate quality. iii) Recruiters may update details such as: * Communication requirements * Industry experience expectations * Domain expertise requirements * Hiring preferences or exclusions iv) Any updates made to the Job Description can be viewed by the candidates on your public job posting. If you dont want the candidates to view these, use the **'Additional Job Description'** section below. Additional Job Description content is not shown to candidates. It is only used internally for AI-based candidate evaluation and screening calibration. The quality and clarity of the Job Description directly influence AI scoring accuracy, candidate ranking quality, and knockout filter generation. #### Save and Regenerate Screening Logic i) After editing the Job Description or Additional JD section, recruiters must click on **‘Save and Regenerate’**. ii) Skima AI will then reassess the role and automatically regenerate: * Knockout filters * AI screening conditions * Candidate matching logic * Scoring logic * Candidate ranking conditions iii) This ensures the updated hiring expectations are immediately reflected across the candidate pipeline. #### Apply and Score Candidates i) Once the calibration process is complete, recruiters can click on **‘Apply and Score Candidates’**. ii) Skima AI will immediately apply the updated screening logic to all linked candidates for the role. iii) Candidate scores, qualification status, ranking order, and disqualification conditions will refresh according to the latest Job Description logic. If strong candidates are consistently being disqualified after recalibration, review the knockout conditions and mandatory skill requirements by re-edditing the JD to ensure they are not overly restrictive. Go Up ## 4. View Screening Questions The View Screening Questions tab helps configure and manage the screening questions shown to candidates during job applications. These questions help collect structured candidate responses, improve qualification quality, and support better screening before manual review begins. View more #### Add Screening Questions i) When no screening questions have been added yet, the following empty state will appear inside the tab: ```text You don’t have any questions added for Screening candidates. ``` ![View Screening Questions empty state showing no questions added yet with the Add Question Block button to begin creating screening questions](/img/docs/createJOB/t&f-20.png) ii) To begin creating screening questions, click on **‘Add Question Block’** iii) Click here on [Set Screening Questions](Publishing-Job.md#set-screening-questions) to open the detailed guide for creating and configuring screening questions for the job. #### Preview Screening Questions i) Before saving, you can preview how the screening questions will appear to candidates on the live job posting page. ii) This helps validate the candidate experience, question structure, and overall screening flow before publishing the role publicly. iii) Once the screening questions are finalized, click on **‘Save’**. #### Manage Saved Screening Questions i) After saving, all configured screening questions for the job will appear inside the **View Screening Questions** tab. ii) Questions can be reviewed, edited, reorganized, or updated anytime before the job is published. iii) Once a job has already been published, the screening questions can no longer be edited directly. iv) To make changes again, the job must first be unpublished. Refer to the [Deleting Published Jobs](Publishing-Job.md#deleting-published-jobs) section for the detailed steps required to unpublish a job before editing screening questions again. Go Up ## 5. View Interviews The View Interviews tab helps manage and track all interviews scheduled for a specific job inside Skima AI. This workspace provides complete visibility into interview schedules, interview status, meeting platforms, and candidate interview activity from a single location. View more #### Search Candidates i) The search bar at the top of the page helps quickly locate interviews by searching for the candidate’s: * Name * Email address ii) This is useful when managing large interview pipelines or reviewing a specific candidate’s interview activity. #### Filter Interviews i) Clicking on **‘Filter’** opens the interview filtering panel. ![View Interviews filter panel showing Interview Type, Interview Status, and Created At Date filter options with Apply and Clear Filters buttons](/img/docs/createJOB/t&f-22.png) ii) Interviews can be filtered using: * **Interview Type** to filter interviews based on the meeting provider such as Google Meet, Zoom, or other configured platforms. * **Interview Status** to narrow interviews by statuses such as Pending, Rescheduled, Processed, or completed stages. * **Created At Date** to filter interviews based on the interview creation date range. iii) After selecting the required filters, click on **‘Apply’** to update the interview list. iv) Click on **‘Clear Filters’** anytime to reset all applied filters. #### Interview Table All scheduled interviews for the selected job appear inside the interview table. The table provides visibility into the following details for every scheduled interview: ![View Interviews table showing columns for Candidate Name, Start Time, Duration, Event Link Provider, Status, and Actions for all scheduled interviews](/img/docs/createJOB/t&f-18.png) * **Candidate Name:** Identifies the candidate linked to the interview. * **Start Time:** Shows the scheduled interview start date and time. * **Duration (mins):** Displays the planned interview duration. * **Event Link Provider:** Shows the meeting platform used for the interview. * **Status:** Displays the current interview scheduling status. * **Actions:** Provides additional interview management options. This helps monitor interview progress, identify pending interviews, and manage scheduling workflows directly from a centralized interview management view. Go Up --- # Clients URL: https://docs.skima.ai/docs/Clients Description: Create client profiles, link jobs to clients, and track open positions across multiple accounts from one centralized workspace — built for recruitment agencies. Clients The Clients module is built for recruitment agencies managing hiring across multiple client accounts. It allows teams to create client profiles, link jobs to specific clients, manage hiring stakeholders, and track open positions from one centralized workspace instead of juggling separate spreadsheets or disconnected workflows. The Clients module is designed for **recruitment agencies** that manage hiring for multiple client organizations. If you do not hire on behalf of external clients, this section may not be relevant to your workflow. ## Navigate to the Clients Page 1. Click on **'Clients'** from the left sidebar. ![Skima AI Clients page showing all client accounts with total clients and total jobs summary](/img/clients-1.png) 2. The Clients page displays all client accounts in your workspace. At the top of the page you will see two summary tags showing the **total number of clients** and the **total jobs count** across all clients. ## Search and Filter Use the **search bar** to locate a client by name. * Use the **'All Statuses'** dropdown to filter clients by **Active**, **Inactive**, or **On Hold** status. * Use the **'Custom Range'** date picker to filter clients based on their onboarding date. ![Clients page with search bar, status filter dropdown, and custom date range picker](/img/clients-2.png) ## Create a New Client Click **'Create Client'** in the top-right corner to open the **Create Client** modal. 1. Enter the **Client Name**. 2. Select a **Status** from the dropdown. 3. Enter a **Category** such as Enterprise or SMB. 4. Add the **Website URL**. 5. Add any internal **Notes** your team should reference for this account. ![Create Client modal with fields for client name, status, category, website URL, notes, and contacts](/img/clients-3.png) ### Add Contacts Under the **Contacts** section, click **'+ Add Contact'** to add a hiring stakeholder or client-side point of contact. * For each contact, enter their **Name**, **Email**, **Designation**, and **Mobile** number. * Toggle on **'Include for communication'** if the contact should receive recruitment-related updates from Skima AI. You can add multiple contacts to a single client record. 6. Click **'Create'** to save the client. The client will now appear in the Clients table and is immediately available for selection when creating jobs. Keeping **client contacts** updated ensures hiring managers and stakeholders can be reached quickly throughout the recruitment process. Use the Include for communication toggle carefully to avoid sending unnecessary outreach to client contacts. ## Add Clients While Creating a Job Clients can also be created or assigned directly during the job creation workflow without navigating to the Clients page separately. 1. Navigate to **'Jobs'** from the left sidebar and click **'Create Job'**. ![Job creation form showing Select Client and Create New Client options at the top](/img/clients-4.png) 2. At the top of the job creation form, choose **'Select Client'** to attach the job to an existing client, or **'Create New Client'** to create a new client on the spot. 3. If creating a new client, enter the client name and continue with the standard job setup. Once the job is created, it is automatically linked to the selected client. Any new client created during this process will also appear in the Clients page immediately. Assigning a client during job creation ensures all hiring activity is tracked under the correct account from the start and prevents manual reassignment later. ## Clients Table The Clients table gives a consolidated view of all accounts and their associated hiring activity. Each row displays the client's **Name**, **Status**, **Onboarded Date**, **Open Jobs Count**, **Hiring Manager**, **Contact Info**, and **Action Items**. ### Open Jobs Count The Open Jobs Count shows the number of jobs currently linked to each client. Clicking the count opens a modal listing each linked job with its **Title** and **Job Status**. ### Hiring Manager The Hiring Manager column has an inline **'Select Hiring Manager'** dropdown for each client. Clicking it opens the **Update Hiring Manager** modal where you can select the team member responsible for managing that client relationship and click **'OK'** to save. ### Contact Info The eye icon in the Contact Info column displays the contacts stored against that client record. ![Clients table showing contact info revealed by clicking the eye icon for a client record](/img/clients-5.png) ## Client Actions Each client row has a three-dots **Action Items** menu with the following options: * **Edit** to update client details, * **Update Status** to change the client's current status, and * **Delete** to permanently remove the client record. Deleting a client removes the client record permanently. Make sure the client is no longer required before confirming deletion. ## Bulk Actions Select multiple clients using the checkboxes in the table and use the **Bulk Actions** button to perform updates across several records at once. This is useful when managing large client databases and performing administrative updates at scale. ![Clients table with multiple records selected and Bulk Actions button for performing updates across several records](/img/clients-6.png) ## Related - [Create a Job](/docs/Create-Job) - [Jobs](/docs/Jobs) - [Hiring Manager Link](/docs/Hiring-Manager-Link) - [Candidates Overview](/docs/Candidates-Overview) --- # Overview URL: https://docs.skima.ai/docs/Candidates-Overview Description: Search, filter, segment, upload, and take action on candidates from the Candidates page — your central workspace for managing talent in Skima AI. Candidates The Candidates page is the central workspace for managing every profile in your talent database. From here, recruiters can search, filter, segment, upload, and take action on candidates without jumping between multiple screens. ## Navigate to the Candidates Page 1. From the left sidebar, click on **'Candidates'**. This opens the Candidates page where your full talent database is displayed and ready to work with. ## Page Header The header section of the Candidates page contains the primary controls for searching, filtering, segmenting, and uploading candidates. ### Search Bar The search bar lets you locate candidates quickly by searching their **name**, **email address**, or **phone number**. ![Candidates page header showing search bar for finding candidates by name, email, or phone number](/img/docs/Candidates/candidates-1.png) ### Filter Clicking on **'Filter'** opens the filtering panel where you can narrow down candidates using multiple conditions across five filter categories. * **Sources** lets you filter candidates by how they entered Skima AI. You can select from **LinkedIn**, **Job Posting**, **ATS**, or **Batches** to focus on candidates from a specific sourcing channel. * **Linked Jobs** lets you view candidates who are already connected to a job or identify those who are still unlinked and available for assignment. * **Batches** and **Tags** let you filter by the specific upload batch or internal tag applied to a candidate. * **Uploaded Date** filters candidates based on when they were added to the database. * Additional options include filtering for **candidates excluded from search**, showing **invalid candidates**, and applying any **custom fields** configured for your organization. * Once your conditions are set, click **'Apply'** to update the list or **'Clear Filters'** to reset. ### Candidate Segments Clicking on **'Candidate Segments'** allows recruiters to create structured groups of candidates for campaign targeting, reporting, or pipeline management without needing to link them to a specific job first. ![Create Candidate Segment modal with title, segment type, job association, relevancy score threshold, and live candidate count](/img/docs/Candidates/candidates-7.png) Clicking this button opens the **Create Candidate Segment** modal where you can configure: - **Title** for the segment - **Segment Type** as either Automatic or Manual - **Select Jobs** to associate jobs with the segment if needed - **Relevancy Score Threshold** between 50% and 90% to control which candidates qualify - A live count of **Candidates in this Segment** based on the criteria set Once configured, click **'Create'** to save the segment or **'Close'** to exit. Learn more about how candidate segmentation works: [Segment Candidates Without Linking to Jobs](https://skima.ai/product-updates/segment-candidates-without-linking-to-jobs) ### Upload Candidates Clicking on **'Upload Candidates'** opens a modal with three options for bringing candidates into Skima AI. #### Upload Resumes Manually upload one or multiple resumes directly from your system. Skima AI parses each resume and creates a structured candidate profile automatically. For the detailed upload guide, refer to the [Upload Candidates](/docs/Create-Job#upload-candidates) section in the Create Job documentation. ![Upload Candidates modal showing Upload Resumes option for manually adding candidate files to Skima AI](/img/docs/Candidates/candidates-2.png) #### Sync URL This option lets you connect a cloud folder such as a Google Drive link where your resumes are stored. Skima AI pulls candidates from the folder either as a one-time sync or on a recurring basis. 1. Enter the **URL Name** and **Source**. 2. Optionally select a **Job** to associate the incoming candidates with a specific role. ![Sync URL option showing URL name, source, job association, paste URL field, and sync frequency selector](/img/docs/Candidates/candidates-2(i).png) 3. Paste the cloud folder URL into the **Paste URL** field. 4. Select a **Sync Frequency** of either one-time or recurring. Recurring sync runs automatically every 24 hours. 5. Click **'Save'** to activate. #### Update Candidates This option allows recruiters to update existing candidate records. The system matches the data in the uploaded file to existing profiles and reflects the changes automatically. 1. Click [here](https://app.skima.ai/Sample.csv) to download the sample CSV file and format your data accordingly. ![Update Candidates option showing CSV file download link and file upload for updating existing candidate records](/img/docs/Candidates/candidates-2(ii).png) 2. Click **'Update Candidates'** and select your CSV file from your system. 3. Only CSV files are accepted, with a maximum of one file at a time. ## Candidate Views The Candidates page offers two display formats. Both views share the same header controls including search, filters, candidate segments, and upload options. ### Compact View The Compact View displays candidates in a table with the following columns: **Candidate Name**, **Created On**, **Location**, **Linked Jobs**, **Excluded from Search**, **Origin**, and **Actions**. Columns can be reordered or removed using the **'Configure Table View'** button, which is only available in Compact View. The columns **Candidate Name**, **Created On**, **Location**, **Linked Jobs**, **Excluded from Search**, and **Origin** each have an ' ↑↓ ' sort icon in the column header. Clicking it toggles the column between ascending and descending order, helping you organize candidates faster without applying a separate filter. ![Candidates Compact View table showing columns for candidate name, created on, location, linked jobs, excluded from search, origin, and actions](/img/docs/Candidates/candidates-3.png) i) **Candidate Name** is clickable and opens the full candidate profile, which includes: - **Profile** with personal information, contact details, skills, and experience - **Resume** view of the parsed document - **Linked Jobs** showing all jobs the candidate is currently associated with - **Interviews** scheduled for the candidate - **Communications** log of all outreach activity - **Details**, **Documents**, and additional structured information ii) **Created On** shows the date the candidate was added to the database. iii) **Location** displays the candidate's location as extracted from their resume. iv) **Linked Jobs** shows the number of jobs the candidate is currently linked to. Clicking on the count opens a panel listing each linked job with its title, location, application status, and AI matching score. Each job in this panel can have its application status updated or be unlinked using the three-dots menu. If no job is linked yet, clicking **'Link Job'** opens a modal where you can select a job and optionally add a note before confirming. v) **Excluded from Search** displays whether the candidate has been excluded from AI-powered search results. A checkmark indicates they are excluded and will not appear in future searches. vi) **Origin** tracks which ATS or source the candidate was pulled from, such as BambooHR or Skima AI's internal upload. ### Extended View The Extended View displays each candidate as a full card showing their name, experience, location, education, and a breakdown of skills evidence found and not found based on job requirements. This view is useful for a richer at-a-glance review of candidate profiles. ![Candidates Extended View showing candidate cards with name, experience, location, education, and skills evidence breakdown](/img/docs/Candidates/candidates-4.png) All header controls remain available in this view. The **'Configure Table View'** button is not available in Extended View. ## Candidate Actions Each candidate has a three-dots action menu available in both views. From this menu, recruiters can: - **View Candidate Details** to open the full candidate profile - **View Custom Fields** to review organization-specific fields attached to the candidate - **Add to Segment** to place the candidate into an existing segment ![Candidate three-dots action menu showing options to view details, add to segment, link to job, show relevant jobs, exclude from search, and delete profile](/img/docs/Candidates/candidates-5.png) - **Link to Job** to assign the candidate to a relevant job - **Show Relevant Jobs** to run a Reverse Search and surface job matches with AI-generated scores for that candidate - **Exclude from Search** to remove the candidate from appearing in AI-powered search results. Toggling this on a single candidate from the actions menu excludes only that profile. - **Delete Profile** to permanently remove the candidate from the database ## Bulk Actions To perform actions on multiple candidates at once, select the candidates using the checkboxes and use the **Bulk Actions** button that appears in the header. Available bulk actions include **Link to Job**, **Create Segment**, **Add to Segment**, and **Exclude from Search**. ![Candidates page with bulk action checkboxes selected showing Link to Job, Create Segment, Add to Segment, and Exclude from Search options](/img/docs/Candidates/candidates-6.png) 1. **Add to Segment** opens the **Add Candidate to a Segment** modal. It confirms the number of candidates being added and lets you select the target segment from a dropdown. Click **'Add'** to confirm or **'Cancel'** to exit. 2. **Exclude from Search** in bulk applies the exclusion to all selected candidates at once, removing them from future AI-powered search and rediscovery results across the platform. Use bulk exclusion to clean up your talent pool after a hiring cycle. Excluding placed or irrelevant candidates keeps search results focused on active, qualified talent. ## Keeping Your Database Clean As your candidate database grows across uploads, ATS syncs, and Chrome Extension imports, duplicate profiles can enter the system. Skima AI automatically detects these and flags them for your review before they clutter your pipeline. Refer to the [Duplicate Candidates](Duplicate-Candidates.md) guide to learn how to review, merge, and resolve duplicate profiles across your database. --- # Duplicates Tab URL: https://docs.skima.ai/docs/Duplicate-Candidates Description: Skima AI automatically flags duplicate candidates by email, phone, or LinkedIn URL so you can merge or keep profiles before they clutter your database. Duplicates Tab Skima AI automatically detects possible duplicate candidates and flags them for review before they are added to your database. When an uploaded resume matches an existing candidate by email, phone number, LinkedIn URL, or a combination of name, location, and company, Skima AI surfaces the match and lets you decide what to do with it. You can either **merge** the new record into the existing candidate profile, combining history, notes, and tags, or **add as new** to keep it as a separate independent candidate if the profiles belong to genuinely different people. Duplicates are flagged from three sources: batch uploads inside a job, batch uploads from the Candidates page, and candidates imported through ATS sync or the Chrome Extension. ## During Resume Upload The first place you will encounter duplicate detection is directly inside the upload flow, before candidates are added to your database. ### Inside a Job 1. Navigate to **'Jobs'** from the left sidebar and open any job. 2. Click the **Upload** icon to upload resumes. ![Jobs page showing the Upload icon for uploading resumes to a specific job in Skima AI](/img/docs/Candidates/candidates-8.png) 3. Once files are parsed, a **Review possible duplicates** section appears inside the upload modal. It shows a count of how many resumes were uploaded, how many need review, and how many are ready to add. ![Upload modal showing Review possible duplicates section with counts for resumes uploaded, needing review, and ready to add](/img/docs/Candidates/candidates-9.png) 4. Each flagged candidate shows the new upload alongside any matching profiles already in your database. If two or three existing records match the same signals, all of them appear so you can choose the right one to act on. 5. Select the existing database profile you want to merge into by clicking the radio button next to it. 6. Click **'Merge'** to open the field comparison modal, which shows differences across **Name**, **Title**, **Company**, **Location**, **Email**, **Phone**, and **LinkedIn** between the two records. Fields that differ are highlighted with a **Differs** tag. ![Merge field comparison modal showing differences in Name, Title, Company, Location, Email, Phone, and LinkedIn between two candidate records](/img/docs/Candidates/candidates-10.png) 7. Select which values to keep from either the existing record or the new upload, then click **'Merge records'** to confirm. 8. Alternatively, click **'+ Add as new'** to add the uploaded resume as a separate independent candidate. A confirmation modal will appear showing the candidate's name. Click **'+ Add as new'** to confirm. 9. Once all duplicates are reviewed, click **'Resolve all to finish'** to complete the upload. The field comparison modal is only available during the merge flow. Full resume comparison between two profiles is available inside the Duplicates tab on the Candidates page. For uploads done directly inside a job, screening begins immediately after the duplicate is resolved. Candidates added through the Candidates page without a job link are added to the database first and screened once linked to a job. ### From the Candidates Page The same duplicate review flow applies when uploading resumes directly from the Candidates page. The process is identical to uploading inside a job. The difference is that candidates added here without being linked to a job are not screened until they are associated with one. ## Duplicates Tab The **Duplicates** tab on the Candidates page is the central workspace for reviewing and resolving all flagged duplicate cases across your database. Click on **'Candidates'** from the left sidebar and then click the **'Duplicates'** tab at the top. The tab shows a count of all unresolved duplicates. It is divided into three sub-tabs. ### In Database This sub-tab shows duplicate candidates detected through ATS sync or Chrome Extension imports. When your candidate database is clean with no flagged duplicates, this view shows an empty state with the message: **"No duplicates to review. Your candidate database looks clean. New duplicates appear here automatically as candidates are added."** ### From Uploads This sub-tab shows all duplicate candidates flagged during manual batch uploads inside jobs or from the Candidates page. ![Duplicates tab From Uploads sub-tab showing flagged duplicate candidate groups with matching database records below](/img/docs/Candidates/candidates-11.png) Each flagged group shows the new upload at the top with a count of how many existing records it matches against in your database. The existing database records appear below it with their upload date and source tag. **To resolve a duplicate individually:** 1. Select the existing database profile to merge into by clicking the radio button next to it. 2. Click **'Merge'** to open the field comparison modal. Review the differences, select which values to keep, and click **'Merge records'** to confirm. 3. Or click **'+ Add as new'** to create a separate candidate entry. ![Duplicate resolution options showing Merge button and Add as new button for handling a flagged duplicate candidate](/img/docs/Candidates/candidates-12.png) **To resolve multiple duplicates in bulk:** 1. Use the checkbox on each duplicate group to select it, or click **'Select all'** to select all flagged groups at once. 2. Use **'+ Add selected as new'** to add all selected duplicates as new independent candidates. 3. Use **'Merge selected'** to merge all selected duplicates into their respective primary records at once. Each group merges into its primary record automatically. Merging is irreversible. The new upload will be merged into the selected existing profile. History, notes, and tags are combined. Review the field comparison carefully before confirming. ### Resolved The Resolved sub-tab logs all duplicate cases that have already been handled. Each resolved entry shows the candidate name, how it was resolved (merged or added as new), the date it was resolved, and a link to the resulting candidate profile. ![Resolved sub-tab showing audit trail of handled duplicates with candidate name, resolution type, date, and profile link](/img/docs/Candidates/candidates-13.png) Check the Resolved tab periodically to audit how duplicates have been handled across your team. It provides a clear trail of every merge and add-as-new decision made across all uploads and ATS sources. --- # Campaigns URL: https://docs.skima.ai/docs/Automate-Campaign Description: Build and run automated, personalized outreach sequences for candidates with multi-step communication flows that run on autopilot in Skima AI. Campaigns The Campaigns section in Skima AI lets recruiters build and run automated, personalised outreach sequences for candidates. Instead of sending emails manually or chasing candidates one by one, you can design multi-step communication flows that run on autopilot based on candidate behaviour and hiring goals. Navigate to **'Campaigns'** from the left sidebar. You will see three tabs: **Campaigns**, **Automation Journey**, and **Candidate Segments**. ## Campaigns Tab The Campaigns tab is the main workspace where all created campaigns are listed. The table shows each campaign's **name**, **created date**, **outreach candidate count**, **status** (such as Draft or Active), and **Actions** where you can clone or delete a campaign. Build Your First Campaign ### Create a Campaign 1. Click **'Create'** to start building a new outreach campaign. Skima AI creates tailored messages and sequence flows that adapt to the preferences of each candidate. ![Campaigns tab main workspace showing the Create button to start building a new outreach campaign](/img/docs/Campaign/campaign-1.png) 2. Enter a **Campaign Name** and choose how you want to build your campaign flow. * **Create from Scratch** lets you build a custom campaign flow from the ground up. * **Use Template** loads an existing template from your Automation Journey. Select a template and click **'Load Template'** to apply it. ![Campaign creation modal with campaign name field and options for Create from Scratch or Use Template](/img/docs/Campaign/campaign-2.png) 3. Click **'Start Campaign'** to move to Campaign Configuration. ### Campaign Configuration Before your campaign runs, you need to define which candidates it targets. Skima AI runs campaigns against **Candidate Segments**, which are structured groups of candidates filtered by job relevance and score threshold. ### What is a Candidate Segment? A segment is a saved group of candidates that match a specific job or set of criteria. You can create segments from the **Candidate Segments** tab within Campaigns, from the **Candidates page**, or directly from a **Job** in Skima AI. All segments created across these areas are shared and available here. When creating a segment, you set a **Title**, choose a **Segment Type** (Automatic or Manual), optionally associate it with one or more jobs, and define a **Relevancy Score Threshold** between 50% and 90%. Skima AI calculates how many candidates qualify based on these settings before you save. Learn more about how segmentation works without linking to a job: [Segment Candidates Without Linking to Jobs](https://skima.ai/product-updates/segment-candidates-without-linking-to-jobs) ### Configure and Submit 1. Under **'Run Against?'**, select **'Segment'**. 2. Choose the segment you want to run the campaign against from the **'Select Segment'** dropdown. The **Segmented Candidates Count** will display automatically based on the selected segment. ![Campaign configuration screen showing Run Against segment selector and Segmented Candidates Count display](/img/docs/Campaign/campaign-3.png) 3. Click **'Submit'** to move to the Campaign Flow builder. Create your segment before building the campaign flow so the right candidates are ready to be targeted when you launch. ### Campaign Flow Once configuration is complete, you build the sequence of actions that each candidate will move through. Click the **'+'** button to add an action to the flow. ![Campaign flow builder showing the plus button to add actions to the outreach sequence](/img/docs/Campaign/campaign-4.png) #### Send Email Select **'Send Email'** to configure an outreach email for candidates in the campaign. Write your email content directly in the editor. Placeholders are available to personalise the message at scale. You can also attach files at the bottom of the email section before finalising. ![Send Email action panel showing email content editor with personalization placeholders and file attachment option](/img/docs/Campaign/campaign-5.png) Click **'Set'** to add the email step to your campaign flow. #### Send WhatsApp Select **'Send WhatsApp'** to add a WhatsApp message to your campaign sequence. If your Meta account is not connected with Skima AI, you will see a prompt to sign in with your Facebook Business account before this feature becomes available. Refer to the [Setting Up WhatsApp](Settings.md#whatsapp) guide for the complete setup. The WhatsApp panel opens on the right with two tabs: **Use Template** and **Start from Scratch**. **Use Template** lets you choose from your existing approved WhatsApp templates and preview how the message will appear to the candidate before sending. Approved templates cannot be edited. ![Send WhatsApp panel showing Use Template tab with existing approved WhatsApp templates and message preview](/img/docs/Campaign/campaign-14.png) **Start from Scratch** shows a **Disclaimer** section and a **'Create New WhatsApp Template'** button. The disclaimer states that WhatsApp templates generally take 24 to 48 hours to get approved, and that you should save your campaign as a draft before navigating away to create a new template. ![Send WhatsApp panel showing Start from Scratch tab with disclaimer and Create New WhatsApp Template button](/img/docs/Campaign/campaign-15.png) Clicking **'Create New WhatsApp Template'** takes you to the **Content Template Builder** inside Settings where you can create and submit a new template for WhatsApp approval. For the full step-by-step guide on creating a WhatsApp template, refer to the [WhatsApp Settings](Settings.md#whatsapp) section. Save your campaign as a draft before clicking 'Create New WhatsApp Template'. Navigating away without saving will cause you to lose your campaign flow progress. Click **'Set'** after selecting or creating your WhatsApp template to add it to the campaign flow. #### Add Trigger Select **'Add Trigger'** to set a condition that determines how candidates move through the next step of the campaign. Available triggers include **Opened Email**, **Interested**, **Link Clicked**, and **Replied**. ![Add Trigger action panel showing trigger conditions like Opened Email, Interested, Link Clicked, Replied, and waiting time configuration](/img/docs/Campaign/campaign-6.png) Set a **Waiting Time** in days, hours, or minutes. This is the timer that controls when candidates are moved to the **Yes** or **No** branch depending on whether they met the trigger condition within the set window. For example, if a candidate clicks the link within the waiting period, they are moved to the **Yes** path when the timer runs out. Candidates who do not meet the condition move to the **No** path. Click **'Set'** to add the trigger to your flow. #### Add Delay Select **'Add Delay'** to introduce a pause between two actions in the campaign flow. Set the waiting time in days, hours, or minutes, then click **'Set'** to confirm. ![Add Delay action panel showing waiting time input in days, hours, or minutes between campaign steps](/img/docs/Campaign/campaign-7.png) #### Add Goal Select **'Add Goal'** to define a success milestone within the campaign. 1. Enter a name for the goal such as **"Hot Leads"**. 2. Under **'What's next?'**, select the action to trigger when a candidate reaches this goal. 3. To link the candidate to a job, select **'Link Candidate to Job'** and choose the relevant job from the **'Select Job'** dropdown. This field is required. ![Add Goal action panel with goal name field, Link Candidate to Job option, and shortlisting notes configuration](/img/docs/Campaign/campaign-8.png) 4. Choose **'Yes'** or **'No'** for shortlisting candidates for the selected job. If **'Yes'** is selected, enter shortlisting notes in the text box provided. Notes are required when shortlisting is enabled. 5. Review the details and click **'Set'** to save the goal. #### Add Exit Select **'Add Exit'** to end the campaign flow at a specific point. Any candidate who reaches this action will exit the sequence. ![Add Exit action panel for ending the campaign flow sequence at a specific point](/img/docs/Campaign/campaign-9.png) ## Save and Run Campaign 1. Click **'Save as Draft'** to store your campaign and return to it later. The campaign will appear in the Campaigns list with a **Draft** status. 2. When ready to launch, click **'Run'**. 3. Set the **Campaign Start Date and Time** and the **Campaign End Date and Time**. 4. Click **'Run Campaign'** to launch. Campaigns only run against candidates in the selected segment. Make sure your segment is up to date before launching to ensure the right candidates receive your outreach. Go Up ## Automation Journey Tab The Automation Journey tab is where reusable campaign flow templates are created and managed. Templates built here appear in the **'Use Template'** option when creating a new campaign. Once saved, a template can be selected and loaded into any new campaign without rebuilding the sequence from scratch. The templates table shows each template's **name**, **created date**, and **status** (Active). Click on a template name to edit or update the flow. How to Create a Journey Template A Journey Template lets you design a reusable automation flow using a drag-and-drop builder. The flow supports multi-channel communication, conditional branching based on candidate behaviour, delays, goals, and exit points. Email and WhatsApp message content cannot be added at the template creation stage. Content is configured when you run the actual campaign. #### 1. Start a New Template 1. Navigate to the **'Automation Journey'** tab. 2. Click **'Create New Template'**. ![Automation Journey tab showing the Create New Template button for building reusable campaign flow templates](/img/docs/Campaign/campaign-10.png) 3. Enter a name for the template. The journey always begins with a **Start** block. #### 2. Add Actions Click the **'+'** button below the Start block to add the first action. The same action options available in a live campaign are available here: **Send Email**, **Send WhatsApp**, **Add Trigger**, **Add Delay**, **Add Goal**, and **Add Exit**. ![Journey template builder showing the plus button and available actions: Send Email, Send WhatsApp, Add Trigger, Add Delay, Add Goal, and Add Exit](/img/docs/Campaign/campaign-11.png) Refer to the [Campaign Flow](#campaign-flow) section above for a full description of each action. #### 3. Set Triggers and Build Conditional Paths Add a **Trigger** block to create conditions based on candidate behaviour. Available triggers include **Opened Email**, **Link Clicked**, **Interested**, and **Replied**. Each trigger splits the flow into a **Yes** path for candidates who met the condition and a **No** path for those who did not. This allows you to define different follow-up actions depending on how each candidate responds. For example: - **Yes path** → Send a WhatsApp follow-up message - **No path** → Send a reminder email after 1 day #### 4. Save and Reuse Once the flow is complete, click **'Save'**. The template will appear in the templates table and can be loaded into any new campaign from the **'Use Template'** option during campaign creation. Build templates for your most common outreach scenarios such as sourcing, follow-up, or shortlist communication so your team can launch campaigns faster without starting from scratch each time. Go Up ## Candidate Segments Tab The Candidate Segments tab is where segments are created and managed for campaign targeting. Segments created here are shared across the Candidates page and Jobs page inside Skima AI, so any segment created in any of these locations will appear everywhere it is relevant. Use the **search bar** to find a segment by name or use **'Filter by Job'** to narrow down segments associated with a specific role. How to Create and Manage Segments #### Create a New Segment 1. Click **'New Segment'** to open the **Create Candidate Segment** modal. ![Create Candidate Segment modal showing title, segment type, job association, and relevancy score threshold configuration](/img/docs/Campaign/campaign-12.png) 2. Enter a descriptive **Title** for the segment such as "ML Engineer - Batch 1" so it is easy to identify later. 3. Choose a **Segment Type**: **Automatic** lets Skima AI populate the segment dynamically based on your criteria, while **Manual** gives you full control over which candidates are included. 4. Optionally associate the segment with one or more **Jobs**. 5. Set the **Relevancy Score Threshold** between 50% and 90%. This controls the minimum AI match score a candidate must have to qualify for the segment. ![Segment configuration showing live Candidates in this Segment count updating as criteria are adjusted](/img/docs/Campaign/campaign-13.png) 6. Skima AI shows a live **Candidates in this Segment** count as you adjust the settings. 7. Click **'Create'** to save. Learn more about how segmentation works without linking to a job: [Segment Candidates Without Linking to Jobs](https://skima.ai/product-updates/segment-candidates-without-linking-to-jobs) #### Segments Table The table displays each segment's **name**, **created date**, **threshold score**, **candidate count**, and the number of **jobs** the candidates in that segment belong to. The **Actions** column lets you delete a segment. Click on a segment name to view the full list of candidates within that segment. #### Reusing Segments Saved segments are available across Campaign Configuration, the Candidates page, and the Jobs page. You can reuse the same segment across multiple campaigns without recreating it each time. Keep segment names descriptive and role-specific. A name like "Senior Finance - Q3 Sourcing" is far easier to identify in a dropdown than "Segment 4". Go Up --- # AI Search URL: https://docs.skima.ai/docs/AI-Search-Bar Description: Use Skima AI's AI Text Search to find candidates from your database using plain language instead of rigid keyword filters, with instant ranked results. AI Search AI Text Search lets recruiters find candidates from their database using plain language instead of rigid keyword filters. Type what you are looking for, and Skima AI scans your uploaded profiles, scores every candidate against your requirements, and returns a ranked list instantly. The search bar is accessible from any page inside Skima AI at the top of the screen. ![AI Text Search bar accessible from the top navigation across all pages in Skima AI](/img/docs/AIsearch/aisearch-1.png) AI Text Search finds and ranks candidates from your existing database. It does not create a job. To screen and score candidates properly, make sure the relevant job with a complete Job Description is already [created in Skima AI](Create-Job.md). As soon as you link a candidate to that job, they will be screened and scored automatically. ## Running a Search 1. Click on the search bar at the top of any page in Skima AI. 2. Type your candidate requirements in plain language. ```text Example: Looking for an AI Engineer with minimum 6 years of experience in machine learning, deep learning, and Python. Must have hands-on experience with LLMs and model deployment. Job location - United States. ``` ![AI search bar with a natural language query typed for finding candidates with specific skills and experience](/img/docs/AIsearch/aisearch-2.png) 3. Press **Enter**. Skima AI will generate a **Summary** and **Requirements** on the left panel based on your prompt. If the prompt lacks enough detail, Skima AI will create an ideal summary and requirements as a suggestion to work from. 4. Skima AI then scans your uploaded candidate database against the summary and requirements. Each candidate receives an **AI Matching Score** based on their skills, experience, and location relevance. Candidates are ranked from highest to lowest match. The more specific your prompt, the more accurate your results. Include role, experience level, location, and key skills for the best output. ## Understanding the Results Once Skima AI processes your query, the results panel shows: - A ranked list of candidates by **AI Matching Score** - Each candidate card displays their **name**, **experience in years**, **location**, and **last worked at** - Expanding a candidate shows their **Profile**, **AI Matching Score**, **Experience**, **Education**, **Skills** with evidence found and not found, and **Tags** At the top of the results panel you will see the total count of candidates found from your database, for example **300 candidates found from total of 9920 profiles**. ![AI search results panel showing ranked candidates with AI matching scores, experience, location, and last employer](/img/docs/AIsearch/aisearch-3.png) ### Source Breakdown Results are broken down by source so you can view candidates from a specific channel. The source tabs show counts for **All**, **LinkedIn**, **Job Posting Applicants**, **Global**, **ATS**, and **Batch**. Click any tab to filter the list to that source only. ### Company Database vs Global Database By default, Skima AI searches your **Company Database**. Toggle to **Global Database** to search for candidates outside your uploaded database. Global Database sourcing is an additional feature. Reach out to support@skima.ai to learn more about enabling it for your organisation. ## Taking Action on Candidates ### Contacting a Candidate Each candidate card has direct **Call**, **WhatsApp**, and **Email** icons so you can reach out without opening the full profile. ### Linking a Candidate to a Job Click the three-dots menu on any candidate card and select **'Link to Job'** to assign that candidate to an existing job. Once linked, the candidate is immediately screened and scored against that job's description. ![Candidate card three-dots menu showing the Link to Job option for assigning a candidate to an existing job](/img/docs/AIsearch/aisearch-6.png) ### Bulk Actions Click the **Bulk Edit** button to enable checkboxes across all candidate cards. Select the candidates you need and use the **'Link Job'** button at the footer to link them all to an existing job at once. You can also select all candidates using the select all checkbox that appears at the footer. ### Run Campaign Click **'Run Campaign'** to launch an outreach campaign directly against the candidates surfaced in the current search. Refer to the [Campaigns](Automate-Campaign.md) guide for the full campaign setup flow. ### Export Click the **Export** icon adjacent to the Bulk Edit button to download the current candidate list. ### Sort Use the **Sort** icon to order the list by **AI Matching Score** or by **Uploaded Date**. ## Refining Your Search If the candidates surfaced are not what you expected, the search criteria may need more context. The **Summary** panel on the left side of the screen is fully editable. 1. Click directly on the summary text to edit it. 2. Add or adjust your requirements, experience range, location, or any other criteria. ![AI search summary panel showing editable requirements, experience range, and location criteria with Search Again button](/img/docs/AIsearch/aisearch-4.png) 3. Click **'Search Again'** at the bottom of the summary panel. Skima AI will re-run the search with the updated criteria and return a refreshed ranked list. Weak results usually mean the prompt or summary is too vague. Adding specific skills, a location, or an experience range to the summary before clicking Search Again will significantly improve result quality. ## Demo Mode If you want to explore AI Text Search before uploading your own candidates, toggle **'Demo Mode'** on from the top-right corner of the navigation bar. This loads a pre-filled candidate database so you can test searches, review AI scores, and get familiar with the workflow without any setup required. ![Demo Mode toggle in the top-right navigation for exploring AI search with a pre-filled candidate database](/img/docs/AIsearch/aisearch-5.png) The search experience in Demo Mode is identical to searching your own database. Toggle it off anytime to return to your company data. --- # Conversations URL: https://docs.skima.ai/docs/conversations Description: Connect, engage, and track candidate communication through Email and WhatsApp from a single centralized interface in Skima AI. Conversations Effective communication is essential for successful hiring workflows. With the Conversations feature in Skima AI, recruiters can seamlessly connect, engage, and track candidate communication through Email and WhatsApp from a single centralized interface. This guide walks you through setting up and using Conversations to manage candidate interactions more efficiently without switching between multiple platforms. ## Setting Up Conversations Before using Conversations, ensure your Email and WhatsApp accounts are connected with Skima AI. ### Access Conversations 1. Navigate to the **'Conversations'** tab from the Skima AI dashboard. ![Skima AI dashboard showing the Conversations tab in the left navigation](/img/docs/Conversations/conv-8.png) 2. The Conversations dashboard displays: ongoing chats, candidate interactions, and conversation history. 3. You will see two communication options: - **Email Integration** - **WhatsApp Integration** ## Connecting Email 1. Click on **'Connect Email'** inside the Conversations section. ![Conversations dashboard showing the Connect Email option](/img/docs/Conversations/conv-7.png) 2. Select your preferred email provider such as: (**Gmail, Outlook or Other supported providers**) 3. Sign in using your account credentials and approve the required permissions. ![Email provider selection screen showing Gmail, Outlook, and other supported providers](/img/docs/Conversations/conv-5.png) 4. Once connected, candidate emails from campaigns and outreach workflows will start appearing directly inside the Conversations dashboard. ![Conversations dashboard showing connected email with candidate email threads from campaigns](/img/docs/Conversations/conv-6.png) The Conversations dashboard helps recruiters manage candidate communication, respond to emails faster, and track all email threads from one centralized workspace inside Skima AI. ## Setting Up WhatsApp WhatsApp integration allows recruiters to communicate with candidates directly through WhatsApp using the WhatsApp Business API, helping teams manage outreach and candidate responses directly inside Skima AI. Before starting the setup, ensure you have access to a valid business phone number, a Meta Business account, and a personal Facebook account linked to your business email. ![WhatsApp integration setup overview showing requirements for business phone number and Meta Business account](/img/docs/Conversations/conv-1.png) ### Step 1 - Business Phone Number Requirements Before onboarding your WhatsApp account, Skima AI requires a valid and dedicated business phone number that meets WhatsApp Business Platform eligibility requirements. The number should be active, accessible for verification, and must not already be connected to another Business Service Provider. During onboarding, WhatsApp will send a verification code to authenticate the number before it can be used for candidate communication inside Skima AI. ![Business phone number requirements screen for WhatsApp Business Platform onboarding](/img/docs/Conversations/conv-2.png) Use a dedicated business communication number for WhatsApp onboarding to avoid conflicts with existing WhatsApp Business integrations. ## Step 2 - Authenticate Your Facebook Business Account Before continuing, you must authenticate your Meta Business account. Click on the provided authentication link and complete the Facebook Business login process in a separate tab. The Facebook account used during authentication should be linked to your business email and associated with the required Meta Business account. During verification, Meta may ask you to generate a code using your authentication application. Enter the generated code into the verification field and confirm the request. Once authentication is completed successfully, you can close the tab and return to Skima AI to continue setup. ![Facebook Business account authentication screen for WhatsApp Business API setup in Skima AI](/img/docs/Conversations/conv-3.png) Meta authentication is required to securely enable WhatsApp Business API communication inside Skima AI. ## Step 3 - Prepare Business Details Before completing onboarding, Meta requires your organization’s business information for verification and compliance purposes. Keep your company’s legal business name, business address, and preferred business display name ready before proceeding. These details are used during the Meta onboarding and verification process. * Meta strongly recommends verifying your business account as early as possible. Verified businesses can send significantly higher message volumes, while unverified accounts may face messaging limitations or account restrictions over time. * As per Meta policy, unverified business accounts can only be linked to a limited number of phone numbers. Business verification helps unlock additional messaging capabilities and higher communication limits. Once ready, click on **'Login with Facebook'** to continue onboarding and approve the required permissions. ![Business details preparation screen with Login with Facebook button for WhatsApp onboarding in Skima AI](/img/docs/Conversations/conv-4.png) If your Meta Business account remains unverified for an extended period, Meta may restrict messaging limits or disable certain WhatsApp Business capabilities. ### Managing WhatsApp Conversations After sending communication through campaign, you can track replies and manage conversations in SKIMA AI. 1. Go to the **"Conversations"** tab. 2. View ongoing WhatsApp conversations. 3. Respond to messages directly from the dashboard. 4. If needed, schedule **follow-up messages**. --- # Lever URL: https://docs.skima.ai/docs/lever_integration Description: Connect Lever with Skima AI to sync candidates, jobs, and applications, automate workflows, and manage hiring pipelines with AI-driven insights. Lever Integration Skima AI helps recruitment teams automate workflows, prioritize candidates using AI scoring, and streamline hiring operations. With the Lever integration, you can sync candidates, jobs, applications, and notes from Lever into Skima AI, automate repetitive tasks, and manage pipelines from one place. ## Setting Up the Integration This section guides you through connecting your Lever account with Skima AI. Once connected, Skima AI will begin syncing your Lever candidates, jobs, and applications so you can use AI-driven insights and workflow automation within Skima AI. 1. Log in to your Skima AI dashboard. 2. Navigate to **'Integrations'** from the left sidebar. ![Skima AI Integrations page in the left sidebar navigation](/img/docs/Lever/LeverONE.png) 3. Search for **'Lever'** or scroll through the ATS integrations list. 4. Click **'Add'** to begin the setup process. ![Lever integration card in Skima AI with Add button to begin setup](/img/docs/Lever/LeverTWO.png) 5. Review the permissions Skima AI requires. These include **Candidates**, **Jobs**, **Applications**, **Attachments**, **Stages**, **Users**, **Departments**, **Notes**, and **Tags**. 6. Click **'Proceed'** to continue. ![Lever integration permissions review screen showing required data access with Proceed button](/img/docs/Lever/LEVERnewONE.png) 7. Enter your Lever credentials: **Lever Admin Email ID**, **Lever Authentication Type** (e.g. Partner credentials based OAuth), and **Lever Environment** (e.g. Production). ![Lever credentials entry form showing admin email, authentication type, and environment fields](/img/docs/Lever/LEVERnewTWO.png) 8. Once credentials are submitted, you will be redirected to Lever's authorization screen. Click **'Accept'** to approve Skima AI's access. ![Lever authorization screen asking to accept Skima AI access permissions](/img/docs/Lever/LeverUIapproval.png) 9. After successful authorization, Lever will appear under the **'My Integrations'** tab in Skima AI, confirming the integration is active and syncing. ![My Integrations tab in Skima AI showing Lever integration as active and syncing](/img/docs/Lever/LevernewTHREE.png) ## Using the Integration Once your Lever account is connected, Skima AI begins ingesting candidates, jobs, applications, and notes. This enables Skima AI to evaluate candidate and job fit, enrich profiles, and support workflow automation. ### Opportunity Stage Sync Skima AI retrieves updated opportunity stages during scheduled sync cycles. This keeps your pipeline, candidate details, and opportunity updates aligned with Lever without requiring manual refresh. During each sync, Skima AI updates opportunity stages pulled from Lever, refreshes candidate and job data, syncs notes, attachments, and applications, and updates AI scores based on newly synced information. Supported sync intervals are 6 hours, 12 hours, and 24 hours. You can configure your preferred frequency from the integration settings. ### Candidates and Applications Candidate and application data is used for AI scoring, pipeline insights, and assessments. Skima AI can also push updates back to Lever, such as tags or notes added during the AI matching process. ![Skima AI candidate view showing Lever-synced candidates with AI scores and update push-back options](/img/docs/Lever/LeverUIcandidates.png) ### Jobs Lever jobs and job postings are imported into Skima AI to support candidate and job matching and reporting. Updated job data is also pushed back to Lever to keep both systems aligned. ### Notes Skima AI sends notes with AI matching analysis back into Lever so that actions taken within Skima AI are reflected in Lever's activity timeline. ![Lever activity timeline showing Skima AI matching analysis notes pushed back to Lever](/img/docs/Lever/LeverUINotes.png) ## Disabling the Integration If you need to stop syncing Lever data or remove the integration entirely, you can disable the connection from either Skima AI or Lever. ### In Skima AI 1. Navigate to **'Integrations'** from the left sidebar. 2. Find Lever under **'My Integrations'**. 3. Click **'Disconnect'** to disable the integration. ### In Lever 1. Navigate to **'Settings'** then **'Integrations and API'** then **'Authorized Apps'**. 2. Locate the Skima AI app. 3. Click **'Revoke Access'** to fully remove authorization. ### After Disconnecting Previously synced Lever data remains available in Skima AI. New data will no longer sync, and Skima AI will stop sending updates back to Lever. Revoking access from Lever fully removes authorization. If you only want to temporarily stop syncing, use the Disconnect option inside Skima AI instead and reconnect when ready. --- # Ashby URL: https://docs.skima.ai/docs/Ashby-Integration Description: Connect Ashby with Skima AI to sync candidates, jobs, and applications, automate workflows, and manage hiring pipelines from one place. Ashby Integration Skima AI helps recruitment teams automate workflows, prioritize candidates using AI scoring, and streamline hiring operations. With the Ashby integration, you can sync candidates, jobs, applications, and notes from Ashby into Skima AI, automate repetitive tasks, and manage pipelines from one place. ## Setting Up the Integration This section guides you through connecting your Ashby account with Skima AI. Once connected, Skima AI will begin syncing your Ashby candidates, jobs, and applications so you can use workflow automation within Skima AI. ### Step 1: Generate your Ashby API Key You need an Ashby API key before starting setup in Skima AI. You must be an Admin in your Ashby account to complete this step. 1. Log in to Ashby and click **'Admin'** in the top navigation bar. 2. In the left panel, expand **'Ashby API'** and select **'API Keys'**. 3. Click **'+ New'** in the upper right corner. 4. Give the key a descriptive name, such as `Skima AI`. 5. Click **'Create API Key'**. 6. Copy the key immediately and store it securely. Ashby does not display the key again after you close this window. You will also need the Admin email address associated with your Ashby account. Have both ready before moving to Step 2. ### Step 2: Connect Ashby in Skima AI 1. Log in to your Skima AI dashboard. 2. Navigate to **'Integrations'** from the left sidebar. ![Skima AI left sidebar showing the Integrations navigation option](/img/ASHBY/Integration/Ashbydoc-1.png) 3. Search for **'Ashby'** or scroll through the ATS integrations list. 4. Click **'Add'** to begin the setup process. ![Ashby integration card in Skima AI Integrations page with Add button to begin setup](/img/ASHBY/Integration/Ashbydoc-2.png) 5. Review the permissions Skima AI requires. These include **Candidates**, **Jobs**, **Applications**, **Attachments**, **Stages**, **Users**, **Departments**, **Notes**, and **Tags** — the minimum set needed to sync your pipeline and enable workflow automation. 6. Click **'Proceed'** to continue. ![Ashby integration permissions review screen showing required data access with Proceed button](/img/ASHBY/Integration/Ashbydoc-3.png) 7. Enter your Ashby credentials: **Ashby Admin Email ID** and **Ashby API Key**. ![Ashby credentials entry form with fields for admin email ID and API key](/img/ASHBY/Integration/Ashbydoc-4.png) 8. After successful authorization, Ashby will appear under the **'My Integrations'** tab in Skima AI, confirming the integration is active and syncing. ![My Integrations tab showing Ashby integration as active and syncing](/img/ASHBY/Integration/Ashbydoc-6.png) ## Using the Integration Once your Ashby account is connected, Skima AI begins ingesting candidates, jobs, applications, and notes. This enables Skima AI to evaluate candidate and job fit, generate AI match scores, and support workflow automation. The initial sync may take some time depending on the volume of data in your Ashby account. You can monitor sync status from the Ashby card under **'My Integrations'**. ### Application Stage Sync Skima AI retrieves updated application stages during scheduled sync cycles. This keeps your pipeline, candidate details, and application updates aligned with Ashby without requiring manual refresh. During each sync, Skima AI updates application stages pulled from Ashby, refreshes candidate and job data, syncs notes, attachments, and applications, and updates scores based on newly synced information. Supported sync intervals are 6 hours, 12 hours, and 24 hours. To configure your preferred frequency, open the Ashby card under **'My Integrations'** and select your interval from the integration settings. ### Jobs Ashby jobs are imported into Skima AI to support candidate and job matching and reporting. ![Skima AI jobs view showing Ashby-imported jobs with matching data](/img/ASHBY/Integration/Ashbydoc-7.png) ### Candidates and Applications Skima AI can also push updates back to Ashby, including custom fields, tags, and notes added during the matching process. **Custom Fields** let you push AI scores and notes into Ashby as structured data against each candidate record. To use this, create the relevant custom fields in Ashby first, then map them to Skima AI outputs from the integration settings inside the Ashby card in **'My Integrations'**. ![Custom fields configuration in Ashby showing AI score and notes push from Skima AI](/img/ASHBY/Integration/Ashbydoc-10.png) **Tags** let you push AI scores into Ashby as candidate tags for quick filtering and categorization. Tag values are written back automatically once tag push-back is enabled from the integration settings. ![Tags configuration in Ashby showing AI score push from Skima AI using tags](/img/ASHBY/Integration/Ashbydoc-9.png) **Notes** send matching analysis from Skima AI back into Ashby so that actions taken in Skima AI are reflected in Ashby's activity timeline. Notes are pushed back automatically once enabled from the integration settings. ![Ashby activity timeline showing Skima AI matching analysis notes pushed back to Ashby](/img/ASHBY/Integration/Ashbydoc-8.png) ## Disabling the Integration If you need to stop syncing Ashby data or remove the integration entirely, you can disable the connection from either Skima AI or Ashby. If you only want to temporarily stop syncing, use the Pause option inside Skima AI rather than disabling from Ashby. Disabling from Ashby fully removes authorization and requires you to go through the full setup process again to reconnect. ### In Skima AI 1. Navigate to **'Integrations'** from the left sidebar. 2. Find Ashby under **'My Integrations'**. 3. Click **'Pause'** to pause the sync. ![My Integrations page showing Ashby integration with Pause option to stop syncing](/img/ASHBY/Integration/Ashbydoc-11.png) ### In Ashby 1. Navigate to **'Admin Settings'** and click on **'API Keys'**. 2. Locate the Skima AI connection. 3. Click **'Disable'** to fully remove authorization. ![Ashby Admin Settings API Keys page showing Skima AI connection with Disable option](/img/ASHBY/Integration/Ashbydoc-5.png) ### After Disconnecting Previously synced Ashby data remains available in Skima AI. New data will no longer sync, and Skima AI will stop sending updates back to Ashby. If you reconnect later, you will need to complete the setup process again from Step 1. --- # Linkedin Integration URL: https://docs.skima.ai/docs/Linkedin-Integration Description: Connect LinkedIn with Skima AI to automate candidate imports from LinkedIn job posts directly into your Skima dashboard, removing manual resume downloads. LinkedIn Integration Integrating LinkedIn with Skima AI allows you to automate candidate imports from LinkedIn job posts directly into your Skima dashboard. This removes the manual effort of downloading resumes and keeps your hiring process seamless and organized. ## Access LinkedIn Integration 1. Navigate to **'Settings'** from the left sidebar. 2. Open **'LinkedIn Integration'** tab. 3. Inside the integration section, you will find the following options: - Get a Public Job Posting Link - Export Easy Apply Resumes - Forward Job Applications via Email - Sync via LinkedIn API ![LinkedIn Integration settings page showing integration options including job posting link, Easy Apply, email forwarding, and API sync](/img/docs/Linkedin/link-1.png) ## 1. Generate a Job Posting Link 1. Click on **'Get Job Posting Link'**. 2. You will now see detailed instructions about generating a public job posting URL. 3. Click on **'Create Your Job Posting URL'**. 4. Skima AI will now prompt you to select a job. You can either: ### Create a New Job Create a brand-new job by: - Filling job details manually - Uploading a Job Description - Using AI to generate the JD **You can refer to the complete guide here:** [Create Job](Create-Job.md) & [Publish Job](Publishing-Job.md) Once the job details are completed and you click on **'Create Job'**, the job posting automatically becomes live inside Skima AI. ![Job creation modal for generating a LinkedIn public job posting URL in Skima AI](/img/docs/Linkedin/link-2.png) ### Use an Existing Job Select an already created job from your existing jobs list inside Skima AI. New users may first see a job creation modal before proceeding to generate the public job posting link. ### Copy the Public Job Link Once the job is selected or created: 1. The public job posting page will open automatically. 2. You will see a preview of how the job appears to applicants. 3. Click on **'Copy URL'** from the top-right corner to copy the public job posting link. You can customize the appearance of your public job posting page using Skima AI Career Page settings. Read more: [Customising Your Career Page](career-page-setup.md) ### Post the Link on LinkedIn While creating the job post on LinkedIn: 1. Fill in the job details as usual. 2. During the **'Post Job'** step: - Navigate to **'Manage Applicants'** - Select **'On External Website'** ![LinkedIn job post settings showing the Manage Applicants section with On External Website option](/img/docs/Linkedin/link-7.png) 3. Paste the copied Skima AI public job link into the provided field. Once configured, candidates clicking **'Apply'** on LinkedIn will automatically land on your Skima AI public job page. After candidates submit their application: - Their resumes are automatically added to the job - Screening questions are processed - AI scoring begins automatically inside Skima AI - Applications become instantly available in your recruiter dashboard ## 2. Export Easy Apply Resumes The Export Easy Apply Resumes workflow helps recruiters automatically import candidates applying through LinkedIn Easy Apply jobs directly into Skima AI. Skima AI uses a unique forwarding email address to capture incoming Easy Apply applications, automatically associate them with the correct job, and begin AI scoring workflows instantly. ### Generate Your Forwarding Email 1. Navigate to **'Settings'** → **'LinkedIn Integration'**. 2. Click on **'Export Easy Apply Resumes'**. 3. You will now see detailed setup instructions explaining how Easy Apply forwarding works. 4. Click on **'Generate Your Forwarder Email'**. ![LinkedIn Easy Apply setup showing the Generate Forwarder Email button in Skima AI](/img/docs/Linkedin/link-3.png) 5. Skima AI will generate a unique forwarding email address for your workspace. 6. Copy the generated forwarding email. Each forwarding email is uniquely generated for your organization and is used to identify incoming LinkedIn Easy Apply applications automatically. ### Configure the Forwarder on LinkedIn While creating or editing a LinkedIn job post with Easy Apply enabled: 1. Proceed to the **'Post Job'** step -> **'Job Settings modal'**:. 2. Under **'Manage Applicants'**: - Select **'On LinkedIn'** - Locate the **'Email for Applicant Updates'** field ![LinkedIn job settings showing the Email for Applicant Updates field under Manage Applicants](/img/docs/Linkedin/link-8.png) 3. Paste the Skima AI forwarding email into this field. **Once configured:** - Every Easy Apply applicant will automatically be forwarded into Skima AI - Candidate resumes will be imported instantly - Applications will be linked to the corresponding job - AI scoring and screening workflows will begin automatically Ensure the job already exists inside Skima AI before configuring Easy Apply forwarding. This allows Skima AI to correctly map incoming candidates to the appropriate job and apply scoring workflows accurately. ## 3. Forward Job Applications via Email If your organization already receives LinkedIn job applications directly in an email inbox, Skima AI allows you to automatically forward those applications into the platform for AI-based scoring and candidate processing. This workflow helps recruiters centralize incoming applications without manually downloading resumes or uploading candidates individually. ### Generate Your Forwarding Email 1. Navigate to **'Settings'** → **'LinkedIn Integration'**. 2. Click on **'Forward Job Applications via Email'**. 3. Click on **'Generate Your Forwarder Email'**. ![LinkedIn Integration settings showing the Forward Job Applications via Email option with Generate Forwarder Email button](/img/docs/Linkedin/link-4.png) 4. Skima AI will generate a unique forwarding email address for your workspace. 5. Copy the generated email address. The forwarding email acts as a secure intake address where LinkedIn application emails can be redirected automatically into Skima AI. ### Configure Email Forwarding in Gmail If you use Gmail to receive LinkedIn job applications, follow these steps to enable forwarding. 1. Open Gmail using the email account where LinkedIn applications are received. 2. Click on the **'Settings'** icon and select **'See All Settings'**. 3. Open the **'Forwarding and POP/IMAP'** tab. 4. Click on **'Add a Forwarding Address'**. ![Gmail Forwarding and POP/IMAP settings showing the Add a Forwarding Address option](/img/docs/Linkedin/link-5.png) 5. Paste the Skima AI forwarding email address copied earlier. 6. Click on **'Next'** and confirm the request. Gmail will now send a verification email to the forwarding address configuration. ### Activate Email Forwarding 1. Open your inbox. 2. Locate the Gmail verification email. 3. Confirm the forwarding request. Once verification is completed: - LinkedIn application emails will automatically forward into Skima AI - Candidate resumes and details will be processed automatically - AI scoring workflows will begin instantly - Applications will become available inside your recruiter dashboard You can create email filters inside Gmail to forward only specific LinkedIn application emails instead of forwarding all incoming emails. If you use Outlook, Yahoo, or another email provider for receiving LinkedIn applications, refer to the forwarding setup instructions provided by your email provider. ## 4. Sync via LinkedIn API For organizations looking for a deeper and more automated LinkedIn integration, Skima AI also supports LinkedIn API-based syncing workflows. This setup enables more advanced automation capabilities between LinkedIn and Skima AI for candidate intake and application processing. ### Request LinkedIn API Integration 1. Navigate to **'Settings'** → **'LinkedIn Integration'**. 2. Click on **'Sync via LinkedIn API'**. 3. Click on **'Book a Demo'**. ![LinkedIn API integration setup in Skima AI showing the Book a Demo option](/img/docs/Linkedin/link-6.png) 4. Schedule a setup session with the Skima AI team. During the setup process, the Skima AI team will help configure and validate the LinkedIn API integration based on your organization's requirements and LinkedIn access permissions. LinkedIn API integrations may require additional approvals, permissions, or LinkedIn partner access depending on your organization's LinkedIn setup. --- # Career Page URL: https://docs.skima.ai/docs/career-page-setup Description: Set up your Skima AI Career Page to publish jobs with your own branding, company information, and domain for a professional candidate experience. Career Page Setup Setting up your Skima AI Career Page allows organizations to publish jobs using their own branding, company information, and domain configuration. A branded career page creates a more professional candidate experience while helping recruiters centralize all incoming applications directly inside Skima AI. ## Navigate to Career Page Settings 1. Navigate to **'Settings'** from the left sidebar. 2. Open **'Career Page Settings'**. This section allows you to configure your public career page branding, company details, domain setup, and visual appearance. ## 1. Configure Basic Information The Basic Information section controls the organization details displayed on your public career page and published jobs. ![Career Page Basic Information settings showing organization name, description, and website URL fields](/img/docs/Careerpage/cpage-1.png) ### Name The organization name entered here becomes visible across your career page and public job postings. ### Description Add a short overview about your company, hiring culture, or mission to help candidates better understand your organization before applying. ### Website URL Enter your official company website URL so candidates can directly navigate to your main website from the career page. A well-written company description and consistent branding help improve candidate trust and application conversion rates. ## 2. Configure Your Career Page Domain Skima AI allows organizations to either use a hosted Skima AI subdomain or configure their own branded custom domain. ### Use a Skima AI Subdomain This is the fastest and recommended setup option. Under **'Use a Skima AI Subdomain'**, choose your preferred subdomain prefix. Example: yourcompany.skima.ai Once saved, your career page becomes instantly accessible using the generated Skima AI URL. ![Career Page domain configuration showing the Skima AI subdomain setup option with subdomain prefix field](/img/docs/Careerpage/cpage-2.png) Skima AI automatically manages hosting, SSL certificates, and DNS handling for Skima AI subdomains. No technical setup is required. Click on "**how does this work?**" & "**how to set up your custom domain?**" guide links to know more in detail. ### Configure a Custom Domain Organizations can also connect their own branded domain such as: careers.yourcompany.com To configure a custom domain: 1. Login to your domain provider such as GoDaddy, Namecheap, or Cloudflare. 2. Open your DNS Management settings. 3. Create a new **'CNAME'** record pointing your chosen careers subdomain to: techtable.skima.ai 4. Save the DNS changes. 5. Return to Skima AI and enter the complete custom domain inside the Custom Domain section. DNS propagation may take several hours depending on your provider configuration. After successful verification, Skima AI automatically provisions SSL certificates and secures your career page using HTTPS. ### Advanced Setup - Subdirectory Configuration Organizations wanting URLs such as: yourcompany.com/careers will require reverse proxy configuration on their existing website infrastructure. Subdirectory setups are recommended only for organizations with technical or web infrastructure experience. Contact the Skima AI team if you require implementation assistance. ## 3. Branding & Appearance The Branding & Appearance section controls the visual identity of your public career page. ### Primary Color Choose the primary brand color used across buttons, highlights, and interactive elements on the career page. ### Organization FavIcon The favicon appears in browser tabs when candidates open your career page. Supported formats include PNG, JPG, JPEG, SVG, and ICO with a maximum file size of 100KB. ![Career Page branding settings showing primary color picker, favicon upload, and organization logo upload options](/img/docs/Careerpage/cpage-3.png) ### Organization Logo Upload your company logo to display branding consistently across career pages and published job postings. Supported formats include PNG, JPG, JPEG, and SVG with a maximum file size of 100KB. ### Career Page Banner The banner image appears at the top of the public career page and helps create a stronger branded candidate experience. Recommended aspect ratio: 4:1 Supported formats include PNG, JPG, JPEG, and SVG with a maximum file size of 1000KB. ## Save Changes Once the configuration is completed: 1. Click on **'Save'**. 2. Skima AI will apply the updated branding, domain, and appearance changes to your public career page. --- # Chrome URL: https://docs.skima.ai/docs/Chrome-Extension Description: Install the Skima AI Chrome Extension to screen, score, and manage candidates directly inside your ATS without switching between platforms. Chrome Extension With the **Skima AI Chrome Extension**, you can screen, score, and manage candidates directly inside your ATS while also downloading and uploading resumes automatically to Skima. This helps you review applications, access AI insights, and manage candidates faster without switching between multiple platforms. ## Install Chrome Extension 1. Install the [Skima AI Chrome Extension](https://chromewebstore.google.com/detail/skima-easy-candidate-sear/fmadgcnjmfffcfihalbnfjdokbepipen?hl=en) from the Chrome Web Store. 2. Click on **'Add to Chrome'** to install the extension. A permissions pop-up will appear. Review the permissions and click on **'Add Extension'**. ![Chrome extension permissions popup with Add Extension confirmation dialog for Skima AI](/img/ChromeExtension/2.png) 3. Once installed, the extension will be added to your Chrome browser. **Pin the extension** to your browser toolbar for faster accessibility and a smoother hiring workflow. The extension needs access to files and URLs to help you upload resumes directly from your browser. 4. Click on the **Skima AI Extension icon** in Chrome, you will be redirected to the Skima AI app. **Log in** to your user account. Your chrome extension will be synced to your Skima AI account. 5. Again, Click on the **Skima AI Extension icon**. You will view all your jobs created in Skima AI. 6. Switch to the **'Upload Resume'** tab and as shown below, you will be prompted to provide access to files and URLs. ![Upload Resume tab in Skima AI Chrome Extension prompting to allow access to files and URLs](/img/ChromeExtension/3.png) 7. Click on **'Allow Access'** to proceed which will take you to Chrome Extension Settings. 8. Scroll down to Skima AI Extension and enable **'Allow access to file URLs'**. ![Chrome Extension Settings showing Skima AI Extension with Allow access to file URLs toggle](/img/ChromeExtension/4.png) This setting allows Skima AI to automatically detect resumes downloaded from job boards, LinkedIn, or emails. 9. Additional: Go to **'settings'** → View **Preferences**. Select your Skima AI extension's behaviour. ![Skima AI Chrome Extension Preferences settings for configuring extension behaviour](/img/ChromeExtension/5.png) ## Using the Extension Inside Your ATS Once the extension is installed and set up, go to your ATS that is integrated with Skima AI. All your jobs and applications are automatically fetched from your ATS once the integration is completed. If your ATS is not yet integrated with Skima AI, follow the [step-by-step guide](https://docs.skima.ai/docs/Integrate-ATS) to Integrate your ATS. Complete the ATS integration before using the extension. 1. After logging in to your ATS and opening the job postings list, the Skima AI extension panel will appear as per the preference set. 2. You will be able to see all your job postings that are synced from your ATS with Skima along with: • **Total number of parsed valid applications** received for each job • **Number of candidates shortlisted** for each job • **Candidate’s full profile** with Pros and Cons and AI score. This information is visible directly within your ATS without moving to another platform. ![Skima AI Chrome Extension panel inside ATS showing job postings with parsed application counts and candidate shortlist numbers](/img/ChromeExtension/6.png) 3. Click on any **job title** to open the list of applications for that role in your ATS. 4. You will now be able to view all applications along with key candidate insights directly within the ATS interface, including: • **AI score** for each candidate • **Parsed candidate** information • **Current application status** from your ATS (In Review, Interview, Shortlisted, etc.) 5. Click on any candidate in the applications list to view detailed insights required to see: • **AI matching score** • **Pros and cons** based on the job description and candidate profile • **Current application status** • **Candidate experience, education, and skills** • **Evidence found and missing skills based on the job requirements** • **AI Calibration notes** ![Extension showing candidate profile with AI matching score, pros and cons, application status, experience, and skills evidence](/img/ChromeExtension/7.png) 6. You can also filter these candidates on the basis of their Application Status and Screening Question Answers etc. Refer: [Application Status Filter](https://skima.ai/product-updates/application-status-filter) [Screening Question Filter](https://skima.ai/product-updates/screening-questions-filter) You can also update the candidate’s **application status** directly from your ATS. The extension automatically fetches and reflects the latest application status, ensuring both systems remain in sync. ## Sidebar Shortcut (Quick Access Setup) You can configure a keyboard shortcut to instantly open the **Skima AI extension** sidebar without clicking on the extension icon. This helps speed up candidate review, especially during high-volume hiring. ### Set Your Shortcut 1. Click on the **Skima AI Extension icon** in Chrome 2. Open **‘Settings’** → **‘Preferences’** 3. Navigate to **‘Sidebar Shortcut’** 4. Click on **‘Change’** ### Configure in Chrome 1. You will be redirected to the **‘Chrome Extensions Shortcuts’** page 2. Find **‘Skima AI Extension’** in the list 3. Click the **edit icon** next to the command 4. Enter your preferred keyboard shortcut (example: **Alt + Shift + S**) 5. **Save** the changes Once set, you can open the **Skima AI sidebar** instantly using your keyboard shortcut from anywhere inside your ATS. This removes extra clicks and helps you stay focused during screening and review. ## Downloading Resumes Directly From Any Domain The Chrome extension allows you to directly download resumes from supported job platforms and ATS systems. 1. Go to **‘Upload Resume’** tab 2. Enable the option to **‘Auto Upload Resumes’** check box. This will ensure any resume that is downloaded from a supported domain, is automatically uploaded to Skima for parsing and scoring. ![Upload Resume tab showing Auto Upload Resumes checkbox and job selection dropdown for automatic resume processing](/img/ChromeExtension/8.png) Make sure to **select the job** from the dropdown you want to link the downloaded candidates automatically to be scored. This enables you to source candidates from multiple platforms and have resumes processed in Skima without manual uploads. 3. The extension currently supports resume downloads from the following domains: • Zoho Recruit • ADP Workforce • Naukri • Wellfound • Linkedin CDN • Indeed • Linkedin • Bamboo HR • Found It • Lever • Paycom • Teamtailor • Paylocity 4. Once a resume is downloaded from any supported domain, it will automatically be uploaded and processed in Skima for the Job you have selected in your Extension. You can then view candidates parsed details and AI scoring inside Skima. ## Request your domain If you download resumes from a platform that is not currently supported, you can request domain access. ### In Chrome Extension 1. Go to **‘Settings’** 2. Scroll down to **‘Enabled Auto Upload Applications’** ![Chrome Extension Settings showing Enabled Auto Upload Applications section with domain list and Add Website button](/img/ChromeExtension/9.png) 3. View all the domains on which **‘Auto Upload Applications’** is switched on. **Toggle off** for any site you wish not to auto download applications from. 4. **To add a new website**: Click on **‘+ Add Website’** button on the right of the header. Add the **‘Site Name’** and **‘Domain’** eg: • Site name - Linkedin • Domain - linkedin.com 5. Click on **‘add’** button to add the website. 6. Our team will review and enable resume download support for the requested domain so resumes can be automatically uploaded to Skima AI using the Chrome extension. Reach out to **support@skima.ai** as shown in the image, if your ATS page is not yet connected to your extension. ### In Skima AI App 1. Go to **‘Settings’**. Navigate to **‘Other Integrations’** and go to Chrome Plugin Domains 2. Click on **'Request Domain'** and provide the details of Domain from which you want to download resumes • **Website name** • **Domain URL** ![Skima AI Settings showing Chrome Plugin Domains section with Request Domain option for adding new resume download sources](/img/ChromeExtension/10.png) 3. **Submit** the request. Our team will review and enable resume download support for the requested domain so resumes can be automatically uploaded to Skima using the Chrome extension. ## You are all set You can now screen, review, and manage candidates directly inside your ATS using the Skima AI Chrome Extension, helping you streamline your hiring workflow and make faster, more efficient hiring decisions. --- # Firefox URL: https://docs.skima.ai/docs/Firefox Description: Install the Skima AI Firefox Extension to screen, score, and manage candidates directly inside your ATS and access AI insights without switching platforms. Firefox Extension With the Skima AI Firefox Extension, you can screen, score, and manage candidates directly inside your ATS while accessing AI insights without switching between multiple platforms. This helps recruiters review applications faster, streamline hiring workflows, and manage candidates from a single interface. ## Install Firefox Extension 1. Search for "Skima AI Firefox add on" in the Firefox Add-ons store or open this link: [Download Firefox Extension here](https://addons.mozilla.org/en-GB/firefox/addon/skima-ai-matching/) ![Skima AI extension listing in the Firefox Add-ons store](/img/docs/Firefox/fire-1.png) 2. Click on **'Add to Firefox'** to install the extension. A permissions pop-up will appear. Review the permissions and click on **'Add'**. ![Firefox extension permissions popup with Add to Firefox confirmation dialog for Skima AI](/img/docs/Firefox/fire-2.png) 3. Once installed, the extension will be added to your Firefox browser. Pin the extension to your browser toolbar for faster accessibility and a smoother hiring workflow. Firefox currently does not support automatic resume download tracking and automatic resume uploads due to browser limitations. If you require automatic resume uploads and resume tracking from supported domains, use the Skima AI Chrome Extension instead. ## Connect the Extension with Skima AI 1. Click on the **'Skima AI Extension'** icon from the Firefox toolbar. 2. You will be redirected to the Skima AI platform. 3. Log in using your Skima AI account credentials. Once logged in, your Firefox extension will automatically sync with your Skima AI workspace. ## Using the Extension Inside Your ATS Once the extension is installed and set up, go to your ATS that is integrated with Skima AI. All your jobs and applications are automatically fetched from your ATS once the integration is completed. If your ATS is not yet integrated with Skima AI, follow the [step-by-step guide](https://docs.skima.ai/docs/Integrate-ATS) to integrate your ATS before using the Firefox Extension. 1. After logging in to your ATS and opening the job postings list, the Skima AI Firefox Extension panel will appear based on the preferences configured inside the extension. 2. You will be able to view all job postings synced from your ATS with Skima AI along with important hiring insights such as the total number of **parsed valid applications** received for each job, the **number of candidates shortlisted** for each role, and **candidate profiles with AI scores, Pros, and Cons**. This information is displayed directly inside your ATS, allowing recruiters to review candidates without switching between multiple platforms. ![Skima AI Firefox Extension panel inside ATS showing job postings with candidate counts and AI hiring insights](/img/ChromeExtension/6.png) 3. Click on any **job title** to open the list of applications associated with that role. 4. Inside the applications view, you can review all candidates along with key insights directly within your ATS interface, including their **AI score**, **parsed candidate information**, and **current application status** from your ATS such as In Review, Interview, or Shortlisted. ![Extension showing candidate list with AI scores, parsed information, and application status inside the ATS](/img/ChromeExtension/7.png) 5. Click on any candidate to view detailed screening insights including their **AI matching score**, **Candidate Pros and Cons** based on the job description, **current application status**, **experience**, **education**, and **skills**, as well as **evidence found and missing skills** based on job requirements and **AI Calibration notes**. 6. You can also filter candidates using **Application Status** filters and **Screening Question** filters directly inside the extension to streamline high-volume screening workflows. Refer to: - [Application Status Filter](https://skima.ai/product-updates/application-status-filter) - [Screening Question Filter](https://skima.ai/product-updates/screening-questions-filter) You can update candidate application statuses directly from your ATS. The Firefox Extension automatically reflects the latest status updates to help both systems remain synchronized. ## Sidebar Shortcut (Quick Access Setup) You can configure a keyboard shortcut to instantly open the Skima AI Firefox Extension sidebar without manually clicking on the extension icon. This helps recruiters review and manage candidates faster during high-volume hiring. ### Set Your Shortcut 1. Click on the **Skima AI Firefox Extension** icon. 2. Open **Settings → Preferences**. 3. Navigate to **Sidebar Shortcut** and click on **'Change'**. ### Configure in Firefox 1. You will be redirected to the Firefox extension shortcuts page. 2. Find **Skima AI Firefox Extension** in the list. 3. Click on the edit option beside the command. 4. Enter your preferred shortcut. ```text Example: Alt + Shift + S ``` 5. Save the changes. Once configured, you can instantly open the Skima AI sidebar anywhere inside your ATS using your keyboard shortcut, reducing extra clicks during candidate screening. --- # Overview URL: https://docs.skima.ai/docs/Settings Description: Manage workspace access, user permissions, branding, and account-level configurations for your Skima AI organization from one centralized settings page. Settings The Settings section in Skima AI helps organizations manage workspace access, user permissions, branding, and account-level configurations from one centralized place. It allows administrators to control how teams operate inside the platform while keeping hiring workflows organized and secure. ## 1. Account The Account section contains personal profile settings, organization branding controls, team management, and role-based access configuration. Profile The Profile tab allows users to manage their personal account information and update login credentials. 1. Navigate to **'Settings'** from the left sidebar. 2. Open the **'Account'** section and click on **'Profile'**. 3. You can now update your: - First Name - Last Name - Email Address ![Profile settings page with fields for first name, last name, email address, and password update](/img/docs/settings-1(i).png) 4. To update your password, enter: - Old Password - New Password - Confirm New Password 5. Click on **'Save Changes'** or **'Update Password'** to apply the updates. Use a strong password with a combination of uppercase letters, lowercase letters, numbers, and special characters for better account security. Go Up Organization The Organization tab allows admins to manage company branding and organization-level settings used across the Skima AI workspace. 1. Navigate to **'Settings'** → **'Account'** → **'Organization'**. 2. Update the **'Organization Name'** if required. 3. Upload your organization branding assets. ![Organization settings showing organization name field and branding asset upload for favicon and logo](/img/docs/settings-1(ii).png) #### Organization FavIcon The favicon appears in browser tabs and supported public pages. Supported formats include PNG, JPEG, JPG, SVG, and ICO with a maximum file size of 100KB. Click on **'Upload'** to add or replace the favicon. #### Organization Logo The organization logo may appear across career pages and workspace interfaces. Supported formats include PNG, JPEG, JPG, and SVG with a maximum file size of 100KB. Click on **'Upload'** to add or update the logo. Organization branding helps maintain a consistent experience across public job pages and hiring workflows. #### Delete Account Admins can permanently delete the organization account and related data from this section. 1. Scroll to the bottom of the page to **'Delete Account'**. 2. Choose between: - **'Delete Account'** - **'Delete Data and Account'** 3. Confirm the deletion request to proceed. Deleting your account permanently removes jobs, candidates, integrations, and organization data. This action cannot be reversed. Go Up Team Members The Team Members section allows administrators to invite users, assign roles, and manage workspace permissions. You can monitor your current workspace usage under **'Team Members / Seats Purchased'**. Example: '1 / 5' will be shown if only 1 member out of 5 seats purchased has joined the team in Skima AI. ![Team Members settings showing workspace seat usage summary and team members table with roles and access levels](/img/docs/settings-1(iii).png) #### Manage Existing Team Members The Team Members table displays all users added to the workspace along with their: - Name - Email Address - Assigned Role - Access Level You can edit permissions anytime using the three dots menu beside the user. #### Edit User Permissions 1. Click on the three dots menu beside a user. 2. Select **'Edit Permissions'**. 3. Configure access across different modules. ##### Candidates Permissions available: - Listing - Candidate Communication - Candidate Actions ##### Jobs Permissions available: - Listing - Create/Update Job - Update Job Workflow - Update Job Status ##### Search Permissions available: - Inner Search - Free Text & Job Search ##### Campaigns Permissions available: - Campaigns & Conversations ##### Integrations Permissions available: - All Permissions ##### Settings Permissions available: - Administrative Actions - Account Management - Billing #### Invite Team Members 1. Navigate to **'Settings'** → **'Account'** → **'Team Members'**. 2. Click on **'Invite Team Members'**. 3. Enter the user's **'Email Address'**. Only emails with the signed in domain will be accepted. ![Invite Team Members form with email address field, role selector, and set permissions option](/img/docs/settings-1(iv).png) 4. Select a role for the user. 5. Configure permissions using **'Set Permissions'**. 6. Click on **'Invite Member'** to send the invitation. Only Admin users can edit user roles and permission access across the workspace. Go Up User Roles Skima AI includes predefined user roles to simplify access management across recruiting and hiring teams. Default roles available inside the platform: - Admin - Recruiter - Team Lead - Hiring Manager - CEO #### Manage Existing Roles The 'Roles' table allows administrators to edit or remove roles directly from the settings page. ![User Roles table showing default roles including Admin, Recruiter, Team Lead, Hiring Manager, and CEO with edit and delete options](/img/docs/settings-1(v).png) #### Edit a Role 1. Click on **'Edit'** beside the role. 2. Update permissions based on your requirement. 3. Save the changes. #### Delete a Role 1. Click on **'Delete Role'** beside the selected role. 2. Confirm the deletion request. Deleting a role may impact users currently assigned to it. Reassign users before removing important access roles. #### Create a New Role 1. Navigate to **'Settings'** → **'Account'** → **'User Roles'**. 2. Click on **'Create New Role'**. ![Create New Role form for configuring a custom role name and permissions in Skima AI](/img/docs/settings-1(vi).png) 3. Enter the role name and configure the required permissions. 4. Click on **'Create Role'** to create the new role. Go Up ## 2. Preferences From managing hiring stages and custom fields to enabling automated outreach and workflow automations, Preferences gives teams centralized control over how recruitment operations function inside Skima AI. General The General settings section allows you to control default platform behaviour across candidate matching, ATS syncing, and recruitment automation workflows. #### Timezone Select your preferred timezone from the **'Select Timezone'** dropdown. This timezone is used across activities, scheduling, candidate updates, and platform tracking. ![General settings page showing timezone selector and recruitment automation preference toggles](/img/docs/settings-2(i).png) #### Recruitment Automation Preferences ##### i. Automatically Rediscover Candidates When a New Job is Created When enabled, Skima AI automatically searches your existing candidate database whenever a new job is created and surfaces the most relevant profiles instantly. This setting is available only for Growth and Enterprise plans. ##### ii. Automatically Link Candidates to Relevant Jobs When enabled, newly uploaded candidates are automatically matched and linked to suitable jobs using AI-based relevance scoring. This setting is available only for Growth and Enterprise plans. ##### iii. Sync Application Status with ATS When enabled, application status changes made inside Skima AI are automatically updated in your connected ATS. This setting remains enabled by default but can be turned off anytime. Keeping ATS sync enabled helps maintain consistent hiring workflows between Skima AI and your external recruitment systems. Go Up Email Outreach The Email Outreach section allows recruiters to automate candidate and recruiter communication workflows directly from Skima AI. You can configure automated emails for candidate engagement, recruiter alerts, and job-based outreach campaigns. ![Email Outreach settings showing available email automation options for candidate and recruiter communication](/img/docs/settings-2(ii).png) #### Available Email Automations ##### 1. Send List of Top Candidates When a New Job is Created Receive an email containing a ranked list of the most relevant candidates from your database whenever a new job is created. ##### 2. Send Bulk Emails to Relevant Candidates Automatically send outreach emails to relevant candidates whenever a new job is created to assess their interest and availability. This automation is available only in Growth and Enterprise plans. ##### 3. Send Email to Recruiter Whenever a Candidate Applies Whenever a candidate applies through a published job posting link, the assigned recruiter receives an automated notification email. ##### 4. Send Automated Email to Shortlisted Candidate Automatically notify shortlisted candidates regarding the next steps in the hiring process. #### Configure an Email Automation 1. Turn on the automation toggle for the workflow you want to activate. ![Email automation configuration panel with fields for To, CC, BCC, record count, and template selection](/img/docs/settings-2(xi).png) 2. Configure the following email settings: - **'To'** - **'Cc'** - **'Bcc'** - **'Record Count'** - **'Template'** 3. Under **'Record Count'**, choose how many candidate records should be included in the email: - 5 - 10 - 20 4. Under **'Template'**, select the email template you want to use. Email templates are available only after connecting your email account with Skima AI. 5. Click on **'Update'** to activate the automation. 6. Toggle the automation off anytime to disable and reset the workflow. Use different templates for sourcing, follow-ups, and shortlist communication to improve response quality and candidate engagement. Go Up Credit Usage Limit This section helps administrators monitor platform credit usage and receive alerts before limits are reached. #### Low Credit Alert Under **'Send an email when credits below'**, set the minimum credit threshold. If your organization’s credits fall below this number, an email notification will automatically be sent. ![Credit Usage Limit settings with low credit alert threshold and high monthly usage alert threshold fields](/img/docs/settings-2(iii).png) #### High Usage Alert Under **'Send an email when credit usage exceeds'**, define the monthly usage threshold. If the organization crosses this limit within a calendar month (UTC), an automated alert email will be triggered. These alerts help teams proactively monitor usage and avoid interruptions during high-volume hiring activity. Go Up Hiring Stage The Hiring Stage section allows recruiters to create, manage, reorder, and customize hiring workflows across jobs inside Skima AI. #### I. Create a Hiring Stage 1. Click on **'+ Create New Stage'**. 2. The **'Add Stage'** modal will appear. ![Add Hiring Stage modal with fields for stage name, color, application status, and tracking stage](/img/docs/settings-2(v).png) 3. Configure the following details: - **'Name'** - **'Color'** - **'Application Status'** - **'Tracking Stage'** 4. Under **'Tracking Stage'**, select one of the following: - Applied - Interview - Offer - Joined - Submission This helps Skima AI track analytics and hiring progression accurately. 5. Configure optional controls: - **'Hide Stage'** - **'Apply for New Jobs'** - **'Apply for Existing Jobs'** 6. Click on **'Create'**. #### II. Edit a Hiring Stage 1. Click on **'Edit'** beside an existing stage. ![Edit Hiring Stage modal showing stage name, color, tracking stage, visibility, and job application settings](/img/docs/settings-2(iv).png) 2. The **'Edit Stage'** modal will appear. 3. Modify: - Stage name - Color - Tracking stage - Visibility - Edit permissions - Job application settings 4. Click on **'Save'** to apply changes. 5. Click on **'Reset'** to discard changes. #### Delete a Hiring Stage 1. Click on **'Delete'** beside the stage you want to remove. #### Manage Application Statuses 1. Click on the **'+'** icon beside a hiring stage. 2. You can: - View existing application statuses - Edit statuses - Delete statuses - Reorder statuses - Add new statuses using **'Add New Application Status'** #### Reorder Hiring Stages Double-click and drag the dots icon beside any stage to reorder stages. Keep your most frequently used stages at the top to speed up recruiter workflows and candidate movement actions. Go Up Notifications The Notifications section allows users to manage communication preferences and control which platform updates and alerts they receive from Skima AI. #### Marketing Notifications Enable or disable them using the checkbox: **'Send me marketing tips and news about Skima updates'** ![Notifications settings showing marketing notification checkbox and notification preferences section](/img/docs/settings-2(vi).png) #### Notification Preferences The Notification Preferences section allows you to: - Subscribe to notifications - Unsubscribe from notifications - Manage push notification preferences Recruiters can control which updates they want to receive across hiring activities and platform events. Disable unnecessary notifications to reduce noise while keeping important hiring alerts active. Go Up Custom Job Status The Custom Job Status section allows recruiters to create and manage custom job statuses for better hiring workflow visibility and reporting. #### Create a New Job Status 1. Click on **'+ Create New Status'**. 2. The **'Add Job Status'** modal will appear. 3. Configure the following: - **'Name'** - **'Color'** - **'Mark Job as Open in Analytics'** - **'Mark Job as Closed in Analytics'** ![Add Job Status modal with name, color, and analytics toggle fields for open and closed job tracking](/img/docs/settings-2(viii).png) These analytics settings help Skima AI prioritize and track active hiring requirements more accurately. 4. Click on **'Save'** to create the status. #### Edit a Job Status 1. Click on **'Edit'** beside the status. ![Edit Job Status modal showing status name, color, and analytics behavior configuration](/img/docs/settings-2(vii).png) 2. Update: - Status name - Color - Analytics behaviour 3. Click on **'Save'** to apply changes. #### Delete a Job Status Click on **'Delete'** beside the status you want to remove. #### Reorder Job Statuses Double-click and drag the dots icon beside a status to reorder it for your preferred workflow view. The status order affects how recruiters view and manage jobs across the platform. Go Up Custom Fields The Custom Fields section allows organizations to create additional fields for Jobs, Candidates, and Applications based on internal hiring workflows and data requirements. Inactive fields remain visible but cannot be edited according to workspace rules. #### Create a Custom Field 1. Select the entity where you want to add the custom field. 2. Click on **'Create Your First Field'** or **'Add Field'**. 3. The **'Create Custom Field'** modal will appear. ![Create Custom Field modal with label, placeholder, field type, active toggle, and character limit settings](/img/docs/settings-2(x).png) 4. Configure the following: - **'Label'** - **'Placeholder'** - **'Field Type'** - **'Active'** - **'Min Characters'** - **'Max Characters'** #### Available Field Types You can create fields using: - Text - Long Text - Number - Date - Yes/No - Single Select - Multi Select 5. Click on **'Save'** to create the field. #### Edit a Custom Field 1. Click on **'Edit'** beside the custom field. ![Edit Custom Field modal for updating existing custom field label, placeholder, and type configuration](/img/docs/settings-2(ix).png) 2. Update the required configuration. 3. Save the changes. #### Custom Field Visibility Created custom fields automatically appear as columns inside **Jobs, Candidates & Applications**, depending on the entity selected during creation. Use custom fields to standardize internal hiring data collection across recruiters and teams. Go Up ## 3. Billing The Billing section helps organizations manage subscriptions, monitor credit usage, configure billing information, and track payment history inside Skima AI. Overview The Overview tab gives administrators a quick snapshot of subscription status, available credits, seat usage, and recent platform activity. #### Available Credits This section displays the total credits currently available in your organization workspace. You can: - View remaining credits - Monitor platform usage - Purchase additional credits and seats using **'Add Credits'** & **'Buy More Seats'** ![Billing Overview showing available credits, active subscription plan, and recent credit usage activity](/img/docs/settings-3(i).png) #### Active Subscription This section displays your currently active subscription plan. Example: - Premium Plan - Yearly - Seats Used: 1 / 1 You can click on **'Buy More Seats'** to expand workspace access for additional recruiters or hiring managers. #### Recent Credit Usage This section provides visibility into recent credit consumption activity across the organization. It helps administrators understand Which workflows consume credits, Hiring activity trends, Platform utilization patterns and more. Credits may be consumed through AI screening, rediscovery, outreach workflows, automation actions, emails and candidate processing activities depending on your plan. Go Up Saved Payment Modes The Saved Payment Modes section allows organizations to securely manage cards used for subscriptions, seat upgrades, and credit purchases. #### Add a New Card 1. Navigate to **'Settings'** → **'Billing'** → **'Saved Payment Modes'**. 2. Click on **'Add New Card'**. 3. Enter your card details securely. 4. Save the card for future transactions. ![Saved Payment Modes page showing Add New Card option and existing saved payment cards](/img/docs/settings-3(ii).png) #### Saved Cards All previously added cards will appear under the Saved Cards section. You can: - View saved payment methods - Use cards for future purchases - Manage organization billing methods Using saved payment methods speeds up subscription upgrades and credit purchases during urgent hiring requirements. Go Up Invoices The Invoices section provides a complete billing history for your organization. #### View Invoices This section displays: download invoice link, date, time of payment, status & amount. ![Invoices table showing payment history with download link, date, time, status, and amount columns](/img/docs/settings-3(iii).png) Administrators can use this section to: - Track subscription payments - Download billing records - Maintain financial documentation Invoices are generated automatically for subscription renewals, seat upgrades, and credit purchases. Go Up Billing Settings The Billing Settings tab allows organizations to configure invoice and billing information used across subscriptions and payment records. #### Organization Billing Information ![Billing Settings page with organization name, billing email, and billing address configuration fields](/img/docs/settings-3(iv).png) You can configure: - **Organization Name:** The name that will appear on your invoices. - **Billing Email:** The email address where invoices and billing notifications are sent. - **Billing Address:** The physical address of your company, used for calculating sales tax. This includes fields for street address, city, state, zip code, and country. Ensure your billing information is always updated to avoid payment failures and invoice discrepancies. Go Up ## 4. Other Integrations The Other Integrations section helps organizations connect external services, automate profile syncing, and extend recruitment workflows across platforms used alongside Skima AI. Cloud Sync URL The Cloud Sync URL section allows recruiters to automatically sync candidate folders from cloud-based sources directly into Skima AI. Recruiters can connect shared candidate repositories and automate recurring profile imports every 24 hours. #### Configure Cloud Sync 1. Navigate to **'Settings'** → **'Other Integrations'** → **'Cloud Sync URL'**. ![Cloud Sync URL configuration form with URL name, sync frequency, source, job, and paste URL fields](/img/docs/settings-4(i).png) 2. Enter the following details: - **'URL Name'** - **'Sync Frequency'** - **'Source'** - **'Job'** - **'Paste URL'** 3. Under **'Sync Frequency'**, choose whether the sync should run: - One-time - Recurring 4. Select the associated job if required. 5. Paste the shared folder or profile URL. 6. Click on **'Add New'**. Once configured, Skima AI automatically retrieves candidate profiles from the connected source. Recurring sync is useful for continuously updating candidate pools from external sourcing repositories. Go Up Chrome Plugin Domains The Chrome Plugin Domains section allows organizations to request support for external recruitment platforms inside the Skima AI Chrome Extension. #### Request a New Domain 1. Navigate to **'Settings'** → **'Other Integrations'** → **'Chrome Plugin Domains'**. ![Chrome Plugin Domains section showing Request a Domain form with platform domain and URL fields](/img/docs/settings-4(iii).png) 2. Under **'Request a Domain'**, enter the platform domain. Example: - lever.com - recruit.zoho.in 3. Add the corresponding platform URL. 4. Submit the request. #### Domain Approval Status Requested domains appear with their approval status. Example: - Approved - Pending ![Chrome Plugin Domains table showing requested domains with Approved or Pending approval status](/img/docs/settings-4(ii).png) Once approved, recruiters can use the Skima AI Chrome Extension directly on supported recruitment platforms. The Chrome Extension helps recruiters use Skima AI capabilities directly inside external ATS and hiring platforms without switching tabs. [Learn more](Chrome-Extension.md) Go Up Meeting Provider The Meeting Provider section allows recruiters to connect video conferencing tools like Zoom for interview scheduling and collaboration workflows. #### Connect Zoom 1. Navigate to **'Settings'** → **'Other Integrations'** → **'Meeting Provider'**. 2. Under the Zoom provider row, click on **'Connect'**. 3. Sign in using your Zoom account. 4. Approve the required permissions for Skima AI. 5. Once connected, the provider status will display as connected. #### Disconnect Zoom To remove the integration: 1. Click on the red **'Disconnect'** button under the **'Action'** column. ![Meeting Provider settings showing Zoom row with red Disconnect button under the Action column](/img/docs/settings-4(iv).png) 2. Confirm the disconnection request. For detailed setup instructions, permission scopes, troubleshooting, and interview workflow usage, refer to the dedicated [Zoom Integration guide](zoom-integration.md). Go Up ## 5. Email The Email section allows organizations to configure campaign sending infrastructure, manage outreach templates, and connect recruiter email accounts for hiring communication workflows inside Skima AI. Campaign Email Configuration This tab includes: Email sending infrastructure, Domain authentication, SMTP configuration, Reply tracking, Deliverability & setup Outreach analytics #### I. Current Email Accounts This section displays a table of all connected sending accounts showing their : Email Account ID, Created On, Management Type, Sending Method & Status ![Campaign Email Configuration showing Current Email Accounts table with account ID, created date, management type, sending method, and status columns](/img/docs/settings-5(i).png) If no email account has been configured yet, Skima AI will display: **'No Email Account Found'** #### II. Create an Email Account 1. Click on **'Create Email Account'**. 2. The setup wizard will open. #### Step 1/4 — Choose Your Sending Configuration You will be presented with two sending methods. ##### Option A — Skima AI Managed Sending Skima AI manages the email sending infrastructure using a dedicated high-reputation sending service. This option requires: - SPF setup - DKIM authorization - Domain verification ![Email sending configuration showing Skima AI Managed Sending option requiring SPF, DKIM, and domain verification](/img/docs/settings-5(ii).png) ##### Option B — Use Your Own Infrastructure This option allows organizations to send emails using: - Google Workspace - Microsoft Outlook - Custom SMTP No Skima AI SPF/DKIM authorization is required for this option. #### Step 2/4 — Configure Sending Setup ##### For Option A You must configure: - Sending domain - From email address ![Email setup step 2 showing sending domain and from email address configuration for Skima AI Managed Sending](/img/docs/settings-5(iii).png) ##### For Option B You must connect: - Google Workspace - Outlook - Or Custom SMTP credentials For **Custom SMTP**, recruiters must provide: SMTP Host, SMTP Port, SMTP Username, SMTP Password, Primary Sending Domain & From Email Address. For complete setup walkthroughs, DNS configuration examples, SMTP troubleshooting, and deliverability best practices, refer to the dedicated [SMTP Integration guide](SMTP-Integration.md). #### Step 3/4 — Authorization & Deliverability - If using Skima AI Managed Sending, DNS records such as SPF, DKIM, and Return Path records must be added to your domain provider. After DNS setup: 1. Click on **'Verify Record'**. 2. Skima AI will validate the configuration. ![DNS authorization step showing SPF, DKIM, and Return Path record setup with Verify Record button](/img/docs/settings-5(iv).png) - If using your own infrastructure, Skima AI skips DNS authorization but still validates email connectivity. #### Step 4/4 — Configure Reply Handling Skima AI uses a dedicated reply subdomain to automatically track campaign replies, process candidate responses efficiently, maintain cleaner recruiter inboxes, and provide more structured response analytics inside the platform. ![Reply handling configuration step showing reply subdomain and reply-to address fields with Send Test Email option](/img/docs/settings-5(v).png) **You must configure:** - Reply subdomain - Reply-to address **Before submission:** 1. Click on **'Send Test Email'**. 2. Verify successful email delivery. 3. Click on **'Submit'**. Once completed successfully, the account status becomes: **'Active'** Go Up Templates The Templates section allows recruiters to create reusable email templates for outreach, shortlisting, interview communication, and candidate engagement workflows. #### Create a New Template 1. Navigate to **'Settings'** → **'Email'** → **'Templates'**. 2. Click on **'Create New Template'**. ![Create New Template form with template name, subject, and email body fields](/img/docs/settings-5(vi).png) 3. Configure the following: - **'Template Name'** - **'Subject'** - **'Email Body'** #### Template Type The Template Type determines where the template can be used inside Skima AI workflows. Select a type Examples include: - Jobs - Interview Feedback - Application Reviews ![Email template configuration showing template type selector and dynamic variable insertion buttons](/img/docs/settings-5(vii).png) #### Dynamic Variables These are dynamic Buttons that insert "smart tags" into your email. Different variables are shown as per the type of template chosen. When the email is sent, these tags automatically pull real data: - **Applications:** Includes the specific Application ID for tracking (eg; APPLICATION_ID). - **Links:** Adds functional buttons like (eg; ACCEPT_LINK or REJECT_LINK). - **Candidates:** Inserts the person's name or email. (eg; Candidate_First_Name) - **Jobs:** Inserts the specific job title, location, or company name. (eg; Job_Title) #### Save and Edit the Template 1. Click on **'Create'** to save the template. 2. Recruiters can click on the pencil icon beside a template anytime to modify it. #### Default Templates Skima AI includes default system templates for: - Candidate shortlisting emails - Search query outreach workflows Default templates are not editable. Recruiters must create a new template if customization is required. Use dynamic variables wherever possible to personalize outreach at scale without manually editing every email. Go Up Personal Accounts The Personal Accounts section allows recruiters to connect their personal email providers for direct communication workflows inside Skima AI. #### Connected Accounts Supported providers include: Google & Microsoft #### Connect an Email Provider 1. Click on **'Connect'** beside the provider. ![Personal Accounts settings showing Google and Microsoft email provider connection options](/img/docs/settings-5(viii).png) 2. Sign in using your email account. 3. Approve the required permissions. 4. Once connected, the provider status updates automatically. #### Disconnect an Email Provider 1. Click on **'Disconnect'** beside the connected provider. 2. Confirm the disconnection request. Only one personal email provider can be connected at a time inside Skima AI. Go Up ## 6. API Keys The API Keys section is for teams who want to integrate Skima AI's core technology directly into their own systems. An API key is a unique credential that allows your external applications, such as your company's career page or internal database, to securely communicate with Skima AI's services. The primary use of the API key is to access the **Resume Parsing API**, which lets you automatically send resumes to Skima AI and have key candidate information extracted and returned in a structured format. API Keys and Usage #### Where to Find Your API Key 1. Navigate to **'Settings'** from the left sidebar. 2. Click on **'API Keys'**. 3. Your key will be displayed, partially hidden for security. ![API Keys settings page showing the partially hidden API key with Rotate Key option](/img/docs/settings-6(i).png) #### Managing Your Key Securely Treat your API key like a password. If you believe your key has been compromised or you are updating your security policies, click **'Rotate Key'** to instantly deactivate the old key and generate a new one. Rotating your API key immediately deactivates the previous key. Any existing integrations using the old key will stop working until they are updated with the new one. #### API Functionality The API key grants access to a set of endpoints that automate the resume parsing process. **Parse a Single Resume** handles one-off resume uploads. When a candidate applies through your website and submits their resume, your system can use this endpoint to send that resume to Skima AI for parsing. It instantly extracts contact details, work experience, and skills and returns them in a structured format. **Parse Multiple Resumes** processes large batches at once. If you have hundreds of resumes from an event or a previous campaign, you can send them all in a single request instead of one by one, saving significant processing time. **Check the Status of a Parsing Job** lets your system query the progress of a bulk parsing request. Since large jobs take time to complete, this endpoint allows you to check when results are ready without waiting for the entire process to finish. **Get the Overall Status** provides a high-level view of all your current parsing tasks so you can monitor API usage and ensure your automated workflows are running as expected. For detailed API documentation, endpoint references, and integration examples, contact support@skima.ai or reach out to your account manager. Go Up ## 7. Career Page Settings The Career Page Settings section allows organizations to configure and customize their public careers page inside Skima AI. From branding and company information to domain setup and appearance customization, this section helps create a professional hiring experience for candidates visiting your careers page. Show More #### You can configure: - Basic company information - Career page domain setup - Branding assets such as logo, favicon, and banner - Career page appearance and colors Once configured, click on **'Save'** to apply the changes to your public careers page. For a complete step-by-step setup walkthrough, domain configuration guide, and branding best practices, refer to the dedicated [Careers Page setup guide](career-page-setup.md). Go Up ## 8. Audit Logs The Audit Logs section provides a chronological history of important activities performed across the Skima AI workspace. This helps organizations maintain transparency, monitor changes, and track operational activity across recruiters and administrators. Show More #### Filter Audit Activity You can filter audit logs to quickly locate specific platform activities and operational changes. Use **'All Members'** to track actions performed by specific recruiters, hiring managers, or administrators. The **'All Actions'** filter helps narrow logs based on activities such as Create, Update, or Delete actions for faster investigation and tracking. ![Audit Logs table with All Members and All Actions filters and date range picker for reviewing workspace activity](/img/docs/settings-8(i).png) You can also use the **'Date Range'** filter to review activities performed within a selected timeframe, making it easier to monitor historical changes and user actions across the workspace. #### Audit Log Table The audit table displays a detailed activity trail for workspace operations. - **Name:** Displays the user’s name and email address associated with the action. - **Event:** Identifies the type of event performed inside the platform. - **Actions:** Shows the exact activity completed, such as creating a job, updating a candidate, or logging in. - **Created On:** Displays the date and timestamp of the activity. - **Description:** Provides additional context about the action performed and any related updates. Audit Logs help organizations maintain accountability by creating a transparent history of recruiter and administrator activity across the workspace. Go Up ## 9. WhatsApp The WhatsApp section is the Content Template Builder inside Skima AI. It lets you create, manage, and submit WhatsApp message templates for Meta approval so they can be used in campaign outreach sequences. Navigate to **'Settings'** from the left sidebar and click on **'WhatsApp'**. Show More #### Connect Your Facebook Business Account Before you can create or use WhatsApp templates, you need to connect your Meta (Facebook) Business account. If no account is connected yet, the Content Template Builder will show an empty state with the message: **"No account connected yet. Login with Facebook to start launching campaigns with WhatsApp."** ![WhatsApp Content Template Builder empty state showing Login with Facebook button to connect Meta Business account](/img/docs/settings-9(i).png) 1. Click **'Login with Facebook'**. For the complete step-by-step account setup including phone number requirements, Meta Business authentication, and business verification, refer to the [Setting Up WhatsApp](conversations.md#setting-up-whatsapp) guide. Once connected, the Content Template Builder will load and display your existing templates. A connected Facebook Business account with an active WhatsApp Business profile is required before any WhatsApp templates can be created or used in campaigns. #### Create a New WhatsApp Template 1. Click **'Create New'** in the top-right corner of the Content Template Builder. 2. The **General Information** form will open. Enter a **Template Name** (up to 450 characters) and select a **Template Language**. 3. Under **Content Type**, select one of the six message types available: ![WhatsApp template creation form showing content type options including Text, Media, Quick Reply, Call To Action, Card, and WhatsApp Card](/img/docs/settings-9(ii).png) - **Text** for plain text messages with no media or interactive elements. - **Media** for messages that include an image, video, or document. - **Quick Reply** for messages with pre-defined reply buttons the candidate can tap. - **Call To Action** for messages with buttons that open a URL or trigger a phone call. - **Card** for structured card-style messages. - **WhatsApp Card** for WhatsApp-native card format messages. 4. Click **'Create'** to proceed to the full template editor where you can build and configure the message content. WhatsApp templates generally take 24 to 48 hours to be reviewed and approved by Meta before they can be used in campaigns. Plan ahead when building campaign flows that include WhatsApp steps. #### Manage Existing Templates Once your account is connected and templates have been created, they appear in the templates table on the Content Template Builder page. Use the **Language** dropdown to filter templates by language. Use the **Content Type** dropdown to filter by message type. Use the **Search Templates** bar to find a specific template by name. ![WhatsApp templates table showing template name, language, content type, eligibility status, and delete action column](/img/docs/settings-9(iii).png) The templates table displays each template's **Name**, **Language**, **Content Type**, **WhatsApp eligibility** status, and an **Actions** column with a delete option. The **WhatsApp eligibility** column shows the current approval status for each template. - **Approved** means the template has been reviewed and can be used in campaigns. - **Unsubmitted** means the template has been created but not yet submitted to Meta for review. - **Rejected** means Meta has declined the template and it cannot be used until it is revised and resubmitted. Click on any template name to open and edit it. Only Approved templates are available for selection inside the campaign flow. Make sure your templates are submitted and approved before building a campaign that includes WhatsApp steps. Go Up ## 10. Uploads The Upload Batches section helps recruiters monitor and track all resume upload activities performed inside Skima AI. Show More The table displays the details of each **upload, including the batch name, upload date, associated job, success/failure counts, and overall status**. #### Filters Use the Filter button to search by Status, Client or Job. You can also search for a specific Batch name. This helps teams monitor upload progress and troubleshoot failed imports more efficiently. ![Upload Batches table with filter options for status, client, and job along with batch name search](/img/docs/settings-10(i).png) #### View Candidate Upload Logs Click on the batch name to open detailed upload logs for that batch. Inside the logs, recruiters can: - Check individual candidate upload status - Identify failed uploads - Review processing errors - Validate successful candidate imports Use clear batch names such as the job title or sourcing campaign name to make upload tracking easier across hiring teams. Go Up --- # Zoom Integration URL: https://docs.skima.ai/docs/zoom-integration Description: Connect Zoom with Skima AI to schedule and manage interviews directly from the platform without switching between tools. Zoom Integration Integrating Zoom with Skima AI allows recruiters to schedule and manage interviews directly from the platform without switching between tools. Here is a step-by-step guide to connecting Zoom and using it inside your interview workflow. ## Connecting Your Zoom Account 1. After logging in to your Skima AI account, go to **'Settings'** from the left sidebar. ![Skima AI Settings page accessible from the left sidebar navigation](/img/docs/Zoom/zoom-1.png) 2. Inside Settings, open **'Other Integrations'** and locate **Zoom** under the **'Meeting Provider'** section. You can also view the current connection status here. 3. Click **'Connect'** next to Zoom under the **Actions** column. ![Other Integrations settings showing Zoom under the Meeting Provider section with Connect button](/img/docs/Zoom/zoom-2.png) 4. You will be redirected to Zoom’s sign-in page. Enter your Zoom admin credentials and click **'Sign In'** to allow Skima AI to connect with your Zoom account. Once the connection is completed, Zoom will be available for interview scheduling inside Skima AI. ## Grant Access to Skima AI on Zoom 1. After signing in, Zoom will show a permissions screen asking you to authorize access. This step is required so Skima AI can securely connect with your Zoom account and create meetings on your behalf. 2. Skima AI requests the following permissions: a. Create a meeting for a user b. View a user 3. Click **'Allow'** to continue. Once approved, you will be redirected back to Skima AI to complete the setup. ![Zoom permissions screen showing Skima AI access requests to create meetings and view user with Allow button](/img/docs/Zoom/zoom-4.png) To learn how to schedule interviews using Zoom inside Skima AI, refer to the complete [Interview Scheduling] guide. ## Disconnecting Your Zoom 1. If you want to disconnect your Zoom account from Skima AI, go back to **'Settings'** in the left sidebar. 2. Open **'Other Integrations'** and locate Zoom under the Meeting Provider section. 3. Click **'Disconnect'** next to Zoom. ![Other Integrations settings showing Zoom under Meeting Provider with Disconnect option](/img/docs/Zoom/zoom-5.png) Disconnecting Zoom will remove the saved credentials from Skima AI. If you connect again later, you will need to reauthorize the integration. ## Disable Zoom Connection from Zoom Marketplace You can also remove Skima AI’s access directly from your Zoom account settings. 1. Go to [Zoom App Marketplace](https://marketplace.zoom.us/) 2. Search for **'Skima AI'**. 3. Open the app and scroll down to the **'Manage'** section. ![Zoom App Marketplace showing Skima AI app with Manage section for revoking permissions](/img/docs/Zoom/zoom-6.png) 4. From here, you can: - Manage user access permissions - Revoke all app permissions granted to Skima AI Revoking access from Zoom will immediately disconnect the integration from Skima AI and disable Zoom-based interview scheduling workflows. ## Zoom Conditions & Limitations Skima AI gives you access to Zoom-related interview workflows without adding separate platform restrictions. However, your Zoom plan limitations will still apply. Here is what to keep in mind: | Zoom Plan | What You Can Do | Limitations | | --- | --- | --- | | Free | Schedule and host meetings through Skima AI | Group meetings end after 40 minutes | | Pro or Higher | No major limitations from Skima AI’s side | Subject to Zoom’s own terms of service | - Skima AI does not block Zoom functionality, but Zoom’s own account limits, such as meeting duration, still apply. - If a meeting ends because of a Zoom free plan limit, you will need to upgrade your Zoom account. --- # SMTP Integration URL: https://docs.skima.ai/docs/SMTP-Integration Description: Connect your SMTP provider to Skima AI to send recruitment emails from official company addresses with improved deliverability and employer branding. SMTP Integration SMTP Integration in Skima AI allows organizations to send recruitment emails using their own email infrastructure instead of relying on default platform sending systems. This improves email deliverability, strengthens employer branding, and gives teams better control over outbound communication. By connecting your SMTP provider, recruiters can send outreach emails directly from official company email addresses while maintaining reply tracking and campaign visibility inside Skima AI. ## Benefits of SMTP Integration Using your own SMTP configuration helps organizations: - Send emails directly from company-owned domains - Improve sender trust and candidate response rates - Reduce chances of emails landing in spam folders - Maintain branding consistency across outreach campaigns - Track replies and conversations more efficiently SMTP configuration is commonly used with providers such as Google Workspace, Outlook, Amazon SES, SendGrid, Zoho Mail, and other enterprise mail servers. ## Navigate to Email Configuration 1. Navigate to **'Settings'** from the left sidebar. 2. Open the **'Email'** section. 3. Inside **'Campaign Email Configuration'**, click on **'Create Email Account'**. ![Campaign Email Configuration settings showing the Create Email Account button](/img/docs/SMTP/smtp-1.png) This setup allows you to configure how Skima AI sends recruitment emails and processes candidate replies. ## Step 1/4 - Choose Sending Configuration During setup, Skima AI allows organizations to choose how emails should be sent. ### Option A: Skima AI Managed Sending Skima AI manages the email sending infrastructure using a dedicated high-reputation sending service. During this setup, you only need to: - Enter your sending domain - Configure the sender email prefix Additional deliverability authorization steps such as SPF and DKIM setup are handled later in the configuration process. ### Option B: Use Your Own Infrastructure This option allows organizations to send emails using: - Google Workspace - Microsoft Outlook - Custom SMTP If you choose Google Workspace or Microsoft Outlook, simply sign in and authorize the connection with Skima AI. If you choose **'Custom SMTP'**, additional SMTP server details must be configured manually. ![Email sending configuration options including Skima AI Managed Sending, Google Workspace, Microsoft Outlook, and Custom SMTP](/img/docs/SMTP/smtp-4.png) ## Step 2/4 - Configure Custom SMTP After selecting **'Custom SMTP'**, enter the required server and authentication details. #### SMTP Name This is an internal label used to identify the SMTP configuration inside Skima AI. Example: Company Recruitment Mail #### SMTP Host The outgoing mail server address provided by your email provider. Example: smtp.gmail.com #### SMTP Port The SMTP port controls how emails are securely transmitted between Skima AI and your email provider. Common ports include: - 465 for SSL - 587 for TLS Use the port recommended by your provider. #### SMTP Username The username associated with your SMTP account. In most cases, this is your complete business email address. Example: careers@company.com ![Custom SMTP configuration form with fields for SMTP name, host, port, username, and password](/img/docs/SMTP/smtp-5.png) #### SMTP Password Enter the SMTP password or app password associated with the account. Some providers such as Gmail and Outlook require App Passwords instead of regular login passwords for SMTP authentication. #### Primary Sending Domain Enter the primary domain authorized to send emails using the configured SMTP credentials. This helps improve deliverability, sender trust, and domain reputation. Example: company.com #### SMTP From Email This is the sender email address candidates will see when outreach emails are sent. Example: careers@company.com #### Test SMTP Click on **'Test SMTP'** before proceeding. This validation checks SMTP authentication,Server connectivity,Sending permissions & Email delivery capability Once the test succeeds, click on **'Next'**. Always test your SMTP configuration before activation to avoid candidate email delivery failures during outreach campaigns. ## Step 3/4 - Authorise Skima AI's Sending Service After configuring your SMTP setup, Skima AI displays an authorization confirmation step. ![SMTP authorization confirmation step showing Skima AI will use your own sending infrastructure](/img/docs/SMTP/smtp-2.png) This step confirms that: - Skima AI will not manage your sending authentication - Your SMTP infrastructure will handle deliverability - Your configured account must already be authorized correctly by your provider Review the information and click on **'Next'** to proceed. ## Step 4/4 - Configure Reply Handling Skima AI uses a dedicated reply subdomain to automatically track campaign replies, process candidate responses efficiently, maintain cleaner recruiter inboxes, and provide more structured response analytics inside the platform. You must configure: - Reply subdomain - Reply-to address ![Reply handling configuration form with reply subdomain and reply-to address fields](/img/docs/SMTP/smtp-3.png) #### Configure Reply Subdomain Enter your preferred reply subdomain prefix. Example: replies Skima AI will generate a reply handling domain similar to: replies.company.com #### Configure Reply-To Address Under **'Set Default Reply-To Address'**, enter the first part of the reply email address. Example: careers Final reply-to address: careers@replies.company.com #### Send Test Email Before submission: 1. Click on **'Send Test Email'**. 2. Verify successful email delivery. 3. Click on **'Submit'**. Once completed successfully, the account status becomes: Active ## Connected Email Accounts After setup, connected accounts appear under **'Current Email Accounts'** inside the Email settings section. This table displays: - Email Account ID - Created On - Management Type - Sending Method - Connection Status Example statuses include: Pending Active If no accounts are connected yet, you will see: No Email Account Found Only connect email accounts authorized for recruitment communication and candidate outreach workflows. ---