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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.

Create your first AI interviewer — from dashboard to shareable link, step by step. An interviewer is your AI screener for one role. You set the job, pick how candidates are screened (voice, SMS, form, or resume), add questions and scoring, then share a link or connect your ATS. Here’s the flow you’ll see in the app.

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1. Start from the dashboard

From the dashboard, click Create Interviewer to start a new interview experience.
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You’ll go through: Generate Interview Plan → Settings (deadline, retakes, links, budget) → Interview Stages → Questions & Scoring → Budget & Notifications, then share your interview.

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2. Generate your interview plan

First, tell HeyMilo what role you’re hiring for so it can suggest an interview plan.
  • Paste a job description — Paste your role description and HeyMilo will generate a customized interview plan.
  • Use a template — Search job roles (e.g. Account Executive, Customer Support Representative) and pick a template to start from.
  • Job posting URL (optional) — Enter a URL to pull the job description from a job posting page.

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Compose Agent

Compose Agent is for when you want HeyMilo to generate the whole interviewer for you: which stages to use, the questions, the scoring, and how responses are evaluated.
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Get a full draft workflow to review and tweak:
  • Templates — Pick a role template as a starting point when it fits.
  • Add instructions — You can even say the flow you want in plain language (e.g. SMS → resume → voice).
  • Paste context — Job copy, intake notes, or a meeting transcript so the draft matches how you actually run the screen.
Always open the draft and adjust stages and questions before you go live. Pick one, then click Generate Interview Plan.

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3. Configure how it looks to candidates

Next you’ll see Configure: set how this interview appears to candidates.
  • Interview URL Name — This becomes part of the link you share (e.g. f8e-customer-support-specialist). You can keep the generated one or change it.
  • Position Title — The role title candidates see (e.g. “Customer Support Specialist”). Has a character limit.
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Review and adjust, then click Continue to Interview Workflow.

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4. Set up your interview stages

Here you build the sequence of screening steps. Each step is an AI agent (voice interview, resume screening, SMS, or form).
  • Available Agents — Voice Interview, Resume Screening, SMS Screening, Form Screening. Click a card to add and configure that stage.
  • Your Interview Flow — Stages you add appear here. Drag to reorder how candidates move through them.
  • Templates — Use “Select a template” to quickly set up stages for common role types.
You need at least one stage before you can continue. See Interview Types for when to use voice, SMS, form, or resume.

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5. Questions & scoring

For each stage (e.g. Voice Interview), open Set Up Your Interview Questions.
  • Add questions — Your own, from the Question Library, or reuse from another interviewer. You can reorder and set how many follow-ups the AI can ask.
  • Evaluation criteria — For each question, define what a strong vs weak answer looks like (rubric). Set a weight so more important questions count more toward the score.
  • Enforce objective evaluation — Optional: require candidates to meet a minimum score to pass.
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Details: Configuring Your AI Interviewer and How Scoring Works.

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6. Interview settings (optional)

Before you go live you can set:
  • Agent identity — Single identity (seamless) or multiple (handoff experience).
  • Language — Default interviewer language or auto-detect candidate language (BETA).
  • Timeline — Deadline and “days to complete” after a candidate is added.
  • Retakes — Whether candidates can retake if they don’t pass.
  • Communication & branding — Email template group, design template, phone number for SMS/voice, whether to email the report to the candidate.
  • Budget & notifications — Optional budget; email subscribers for completion alerts.
How budget enforcement works: Budget is checked when a new candidate is invited. Candidates already engaged in the flow won’t be cut off mid-experience (so their interview stays intact), which means actual spend can slightly exceed budget.Example: Import 1,000 candidates into an agent with a $10 budget → HeyMilo will engage all of them and exceed the cap, because they were already invited before it kicked in.Recommendation: Set a budget that matches the number of candidates you plan to move through the agent (per-candidate cost × planned volume + a small buffer).
You can also add a scheduling link, redirect link, and advanced settings (company info, role details, etc.).

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Timeline & expiration

While creating the interviewer: Settings → Timeline & Completion. Set when the posting expires for new candidates and how many days to complete after someone starts. Later on the dashboard: Open the interviewer and check Deadline at the top. Edit here to extend dates or time to finish.
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Link expired or invalid?: Almost always check the posting expiration or days to complete.

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7. Share your interview

When setup is done, you’ll see Share with Candidates:
  • Interview link — Copy and share this link so candidates can start the interview. You can also print a poster.
  • Connect to your ATS — Connect an ATS so candidates and results sync automatically. See ATS Integrations & quickstarts.
  • Ingest — Use the webhook or ingestion gateway to send candidates from job boards, your site, or other tools.
From there you can return to the dashboard, go to the agent, or set up ingestion.

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Quick tips

  • Clone to save time — Clone an existing interviewer from the dashboard to reuse stages, questions, and settings, then adjust. You can also use the Clone an interviewer API (Next Gen reference).
  • Start simple — One voice or one SMS stage is enough to begin. Add more stages once you’re comfortable.
  • Preview — Use Preview in the top nav to see how the interview looks to candidates before you share.

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Next steps