> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started Checklist

> A step-by-step checklist to go from a new HeyMilo workspace to your first candidates interviewed and reviewed.

Follow this checklist to go from a brand-new workspace to reviewing your first candidates. Most teams finish the core setup (steps 1-4) in under 30 minutes.

<Note>
  Don't have an account or workspace yet? Start with [New to HeyMilo? Start Here (Self-Serve)](self-serve-onboarding) to create your account and set up your workspace with your onboarding key.
</Note>

## Core setup

<Steps>
  <Step title="Log in and get oriented">
    Sign in at [admin.heymilo.ai](https://admin.heymilo.ai) and take a quick tour of the sidebar. See [Logging In & First Look](/draft-docs/getting-started/log-in).
  </Step>

  <Step title="Pick your interview type">
    Decide how candidates will be screened: voice/video, SMS, form, resume, or a combination. See [Interview Types](/draft-docs/getting-started/log-in/interview-types) for when to use each.
  </Step>

  <Step title="Create your first interviewer">
    Click **Create Interviewer**, paste your job description, and let HeyMilo generate an interview plan. See [Creating an Interviewer](/draft-docs/getting-started/log-in/creating-an-interviewer).
  </Step>

  <Step title="Set questions and scoring">
    Review the generated questions, define what strong and weak answers look like, set weights, and mark dealbreakers. See [Configuring Your AI Interviewer](/draft-docs/getting-started/log-in/configuring-your-ai-interviewer).
  </Step>

  <Step title="Test it yourself">
    Click your interview link and complete the interview as a candidate before going live. You'll catch confusing questions and flow issues immediately.
  </Step>
</Steps>

## Before you scale volume

<Steps>
  <Step title="Verify your sender domain">
    So invitation emails don't land in spam. See [Sender Domains](/draft-docs/outreach/outreach/sender-domains).
  </Step>

  <Step title="Set up email templates and branding">
    Customize invites and reminders, and make candidate-facing pages match your brand. See [Email Templates](/draft-docs/outreach/outreach/contact-blasts) and [Interview Branding](/draft-docs/outreach/outreach/interview-branding).
  </Step>

  <Step title="Connect your ATS (optional)">
    Sync candidates in and write results back automatically. See [ATS Integrations & quickstarts](/draft-docs/integrations/ats-quickstarts) and [Write-back Configs](/draft-docs/interviews/interviews/write-back-configs).
  </Step>

  <Step title="Invite candidates">
    Share the interview link directly, blast a batch, or let your ATS send invites. See [Inviting Candidates & Driving Completion](/draft-docs/inviting-candidates/inviting-candidates).
  </Step>
</Steps>

## Once results come in

<Steps>
  <Step title="Review your first candidates">
    Read score reports, transcripts, and recordings, then advance or decline. See [Reviewing Candidates](/draft-docs/getting-started/log-in/reviewing-candidates).
  </Step>

  <Step title="Calibrate scoring">
    Read a few full transcripts alongside their scores. If scoring feels too strict or too lenient overall, see [Adjusting Scoring (Interview Evaluation)](/draft-docs/tools/ai-settings/scoring-calibration-guide).
  </Step>

  <Step title="Add a teammate">
    Invite the rest of your team with the right roles. See [Teams & Permissions](/draft-docs/settings-and-admin/admin/teams-and-permissions).
  </Step>
</Steps>

## If you get stuck

* [FAQ](/draft-docs/faq): The most common questions, answered
* [Troubleshooting](/draft-docs/troubleshooting): Candidate access, sync, and scoring issues
* [Common Mistakes to Avoid](/draft-docs/best-practices/best-practices/common-mistakes): Pitfalls that cost teams time
* Email [support@heymilo.ai](mailto:support@heymilo.ai) or use the in-app chat