1. Create your account
1
Enter your email
Go to admin.heymilo.ai and enter the email you want to use. We recommend your work email.
2
Enter the verification code
HeyMilo sends a code to your inbox. Enter it and you’ll land in a fresh new workspace.
3
Initiate your workspace setup
Open admin.heymilo.ai/csm to set up your workspace: company name, logo, and the basics.
4
Enter your onboarding key
Enter the onboarding key the HeyMilo team sent you and complete the setup. That’s it, your workspace is ready.
Don’t have an onboarding key? Email support@heymilo.ai or reach out to your HeyMilo contact and we’ll get you one.
2. Set up your first interviewer
Follow the Getting Started Checklist. It walks you through the whole flow in order: picking an interview type, creating your first interviewer, setting questions and scoring, testing it yourself, and going live. Most teams finish the core setup in under 30 minutes. The deep-dive guides behind each step:- Interview Types: When to use voice/video, SMS, form, or resume screening
- Creating an Interviewer: The full setup wizard, step by step
- Configuring Your AI Interviewer: Questions, rubrics, weights, and dealbreakers
- How Scoring Works: How the AI builds every score
3. Invite candidates and go live
- Sender Domains: Verify your domain first so invites don’t land in spam
- Email Templates and Interview Branding: Make everything candidate-facing match your brand
- Inviting Candidates & Driving Completion: Share links, send blasts, and boost completion rates
- ATS Integrations and Write-back Configs: Sync candidates in and push results back automatically (optional, you can run HeyMilo standalone)
4. Review results
- Reviewing Candidates: Score reports, transcripts, Shortlist/Dismiss, sharing, and exports
- Adjusting Scoring (Interview Evaluation): If scoring feels too strict or too lenient overall
- Quick Reference Cheat Sheet: The most common daily tasks, at a glance
When you get stuck
- FAQ: The most common questions, answered
- Troubleshooting: Candidate access, sync, scoring, and report issues
- Common Mistakes to Avoid: Pitfalls that cost new teams time
- Email support@heymilo.ai or use the in-app chat
Bookmark this page. Everything a self-serve customer needs is one click from here.