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1. Open an interviewer (agent)

You’ll see the interviewer’s header: job title and ID (e.g. 627-seasonal-sales-associate), status (Active), timeline (created, active for X more days), budget/spend, subscribers, and Share / Actions.
Candidate list for an interviewer
Tabs under the header: Candidates, Sally (or agent name), Settings, Integrations, Analytics. Stay on Candidates to review.

2. The candidate list

The list shows everyone in that interviewer’s pipeline:
  • Profile: Name, email, and (if shown) location/flag.
  • Status: Per stage: e.g. Resume (score or progress like 74% • 2/3), Video (score like 80% or “Video” if completed), or pending.
  • Last Engaged: When the candidate last interacted.
Use Search to find by name or email. Use Filter and Columns to narrow by status, stage, or custom columns. All Candidates (X) lets you switch views (e.g. all vs completed).

3. Actions (list or after selecting candidates)

Click Actions to run bulk or single actions:
ActionUse
ShortlistMove candidate(s) forward — they’re in.
DismissReject or remove from consideration.
NudgeSend a reminder (e.g. to complete a step).
BlastSend a bulk message to selected candidates.
Sync/RefreshRefresh this candidate’s profile so the latest data, statuses, and evaluations are reflected.
Send Results to ATSPush scores and notes to your ATS. See Integrations (ATS sync & writeback).
EnrichAdd or refresh data on the candidate profile.
Create Cohort / Add to CohortGroup candidates for a role or talent pool.
Screenshot 2026 05 01 At 1 54 58 PM

4. Candidate reports

After candidates finish their interviews, use the options below to view, download, or share the candidate report (also called the score report or PDF report). HeyMilo uses two different Download menus: on the Candidates list and on a single candidate profile.

All candidates (list)

On Candidates, click Download: Image
  • Download Report: General report.
  • Package Zip: Opens Download Candidate Files Zip. Choose what to include (e.g. Include PDF Report, resume, video, audio). For the PDF: set Report style (Modern for multilingual, Classic for English only) and Language, and toggles such as chips, highlights, lowlights, transcript when shown. The zip is emailed to you.
  • Export CSV: Candidates and scores (spreadsheet).
  • Export JSON: For integrations or tools.
  • Export Candidate Feedback CSV: Feedback / evaluation export.
Bulk: Select multiple rows, then Download — same style of options; delivery is usually email (ZIP).

One candidate (profile)

Open a candidate, then click Download: Image
  • View Report: Opens the report in the browser (preview).
  • Download PDF: Saves a PDF of the report. Set Report version and Language as needed; adjust chips, highlights, lowlights, and transcript. Transcript stays in the original interview language (not translated). Image
    • Package Zip: Same Download Candidate Files Zip flow: optional PDF (same options as Download PDF), plus resume, video, audio; emailed ZIP.
Note: Multilingual PDFs use Modern; Classic is English-only. More detail: Scorecards & Analysis — Downloading & translating reports. In-repo: Multilingual Support. API: Export Interviews in Public API documentation.

5. Click into a candidate

Click a row to open that candidate’s full review. Candidate card: Name, email, Interview URL, Last Interaction. Extracted tags (e.g. Customer-focused, Balanced approach, Resourceful). Toolbar includes Share, Find Other Jobs, Download, Allow Retake (another attempt; can override posting retake policy), and Modular (layout toggle) where your workspace shows them. Across the top of the profile you’ll find these tabs: Voice Interview, Diagnostics, Verify, Activity, Notes, and Ask Milo.

Interview URL

The Interview URL on the candidate card is that person’s unique link — click to copy it. To get the public apply link shared by all candidates on an interviewer, open the interviewer → Integrations → Inbound → Share Link. To set or change the URL slug when you create an interviewer, see Creating an Interviewer. For a custom domain on interview links, see Custom Domains.

Classic vs Modular

HeyMilo has two candidate review layouts: Classic and Modular. Use Modular on the candidate toolbar to switch. What only changes in Modular
  • Evaluations tab: Structured modules (e.g. salary, notice period, integrity confirmations).
  • When the story doesn’t match: Sometimes a résumé says one thing and the voice or video interview says another. Cross-Agent Intelligence (Evaluations tab) is HeyMilo’s way of flagging those gaps so you’re not the one playing detective across tabs. It’s there for trust and accuracy: dates, titles, skills, or claims that don’t line up between what they submitted and what they said live.
    • If the panel is empty or errors out, use Retry Analysis (and Refresh or collapse if that’s what you see). Nothing here auto-rejects anyone. It’s a heads-up for your team before you shortlist, pass, or follow up.
Classic and Modular
  • Find Other Jobs: HeyMilo runs an agent process to match this person to other open roles. Use this action in the same row as Share, Download, and Allow Retake.
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Note: Needs a working ATS connection and relevant jobs/postings for meaningful matches.

Candidate vs. Average

On the Scorecard, HeyMilo compares this candidate to other people who completed the same interviewer. Image The diagram on the side shows live Candidate vs Average; hover a point for Candidate %, Avg %, and how far above or below (e.g. 32% above average). Use it for a fast read on who’s stronger than typical for this role. If N is small, treat it as a rough guide. Image Right Sidebar: Nudge Candidate, processed checkmarks, Overall score, Communication Score, video where shown.

Résumé-based questions on the call

Want the AI to dig into their résumé during a voice or video interview? When you build the interviewer, open the Voice Interview step and use Tools. Turn on the toggle Resume Questions. Keep a résumé step before voice in the workflow so there’s something to pull from. So, when you review someone: Voice InterviewResume-Derived Questions.
  • Upfront = meant early,
  • Deferred = meant later.
  • Not Asked means the AI didn’t get to that prompt

6. Diagnostics

The Diagnostics tab shows how a candidate completed the interview — use it when a score surprises you, someone didn’t finish, or you want more context before shortlisting. Where: Open a candidate → Diagnostics.
Diagnostics tab on a candidate profile
What you’ll find:
  • Candidate Experience Intelligence: Overall experience score (e.g. 88 · excellent) plus AI Analysis bullets summarizing the session (e.g. “completed on first attempt,” “media permission errors but candidate persisted,” “slower internet detected”).
  • Visit Timeline: Each visit with status (Completed / in progress), duration, timestamp, and browser / OS (e.g. Chrome 148 · Mac OS X).
  • Experience metrics: Scores for Journey Completion, Error Impact, Frustration Signals, Connectivity Quality, and Time to Start. Helps separate fit issues from experience issues.
  • Network & session details: Connectivity chart (Avg RTT, Jitter, Packet Loss), Frustration Signals (rage click count and locations), and Candidate Rating.
  • Session Replay: Play back the candidate’s screen interactions. Can take a moment to load, sensitive info is filtered, intended for internal review.
  • Interview Steps: Completion status for each stage in the workflow (e.g. Web Interview · Completed).
  • Technical details: IP Address and Evaluator Processing Times (e.g. Scorecard, English Proficiency, Highlights, Tags Extraction) for troubleshooting.
TL;DR: Scorecard answers how did they do? Diagnostics answers what happened?

7. Verify tab

The Verify tab surfaces identity checks and cheat detection signals in one place. Open it from the candidate profile alongside Diagnostics, Notes, and Activity. Where: Open a candidate → Verify.
Verify tab on a candidate profile
At the top of the Verify tab you will see the candidate’s location, device (OS and browser), timezone compared to yours, and VPN status.

Identity Verification (Beta)

Checks the candidate’s email and phone to confirm their identity.
  • Email Verification: Confirms the email address is valid and deliverable.
  • Phone Verification: Confirms the phone number is valid and reachable.
When everything looks clean, you will see All Checks Passed.

Cheat Detection Overview (Beta)

Surfaces behavioral and environmental signals from the interview session. Flags are for human review only. Nothing here auto-rejects candidates or changes their score. What you will see:
  • Risk level: Overall assessment with a recommended action (Reject or Further Review).
  • Total Breaches: Number of flagged events in the session.
  • % Compromised: Share of the session where signals were detected.
  • Categories Triggered: Which detection types were activated.
  • Severity Breakdown: High, medium, and low signal counts with percentage of session for each.
  • Cheating Timeline: A visual timeline of when flags occurred across the interview.
  • By Category: A table showing category name, severity, breach count, percentage of session, and duration.
  • Breach Details: Timestamp range, severity, confidence percentage, recommended action, the candidate’s original response, and sentence-level analysis.
Flags are informational, not confirmed violations. Always review the transcript, answers, and video alongside any flags before drawing conclusions.

Notifications

Configure alerts for completions, high scores, or expirations in Settings & Admin. For the in-app bell (push, sound, click-through to candidates), see Your Dashboard.

Next steps