Your Dashboard - HeyMilo AI Documentation

What you see when you open the dashboard

Top bar (your daily shortcuts)

Search: Looking for a specific candidate or role? Type their name here instead of opening each interviewer. Searches across your whole workspace. Notifications: Check this first. Alerts show up almost immediately in the app, with browser push and a sound when something new arrives (for ex. a completion or a score). Open the bell for the list; click an item to jump to that candidate when the product takes you there.
Create Interviewer: Ready to launch a new role? Same flow as Create Interviewer.
Analytics: When you want the big picture: how many candidates, how many interviews, spend over time. See Analytics (global vs per role) on this page.
Credits: How much you’ve used vs what’s left. View Current Subscription when you need to manage your plan.

Sidebar (where to go for what) The left sidebar is how you jump to different parts of HeyMilo. Interviewers (the list you see when a section is expanded) is where you’ll live most of the time. Use the rest when you have a specific task:

Section	When you’ll use it
Interviewers	Your main list. Click a role name to open its candidates, settings, and analytics. Archived Interviewers at the bottom = roles you’re not actively hiring for.
Source Candidates	When you need to add or find candidates to send into an interview (Interviewed Candidates, Inbound via Phone, Sourcing Engine (ATS)). See Sourcing.
AI	When you want to set defaults for all interviewers (questions, scoring, voice, etc.) so you don’t configure every role from scratch. See AI Settings.
Outreach	When you’re setting up or editing emails, sender domains, phone numbers, or how the interview looks to candidates. See Outreach.
Integrations	When you’re connecting your ATS or (for devs) using API keys. See Integrations.
Data	When you want to tag interviewers (e.g. by department) or fix search if it’s not finding candidates. See Data.
Settings	Account, team, billing, compliance. Invite teammates, update payment, or manage privacy. See Settings & Admin.
Resources & Support	Need help? Wiki (this docs), Status, Trust Center, or Book a Call.

Source Candidates — Interviewed Candidates, Inbound via Phone, Sourcing Engine (ATS).

AI menu — AI — Knowledge Base, Interview Templates, Evaluation, Integrity, Agent Library, Languages & Voices.

Outreach menu — Outreach — Email Templates, Sender Domains, Phone Numbers, Custom Domains, Interview Branding.

The Interviewers table (main area)

The big table in the center is all your interviewers (roles). This is where you’ll spend most of your time. Typical flow: Stay on Active (so you only see live roles) → find the role you’re hiring for → click the row to open it. You’ll land on that interviewer’s Candidates tab, where you can review scores, shortlist, dismiss, or send to ATS. If you’re not sure which role to open, check Notifications first — it’ll show you who just completed. Filters and controls

Active / Expired / Archived: Tabs show counts (e.g. Active (15), Expired (219), Archived (63)). Start with Active for day-to-day work.
Search: Type an interviewer name to narrow the list.
Sort: Change sort order (e.g. most recent, most candidates).
Templates / Create Interviewer (above the table): Add a new interviewer or start from a template.

What the columns mean (so you know what to watch)

Column	What to look at
Interviewer	How your team identifies the role on the dashboard. Set an optional Internal name (e.g. a client code or requisition ID); leave empty to show the public Position Title instead. Click the row to open candidates and actions.
Workflow	The stages (e.g. Resume → Voice). Quick way to see how long the flow is.
Stats	Candidate count + completion %. Low completion? Candidates might be dropping off — see Inviting Candidates.
ATS	Whether this role is syncing with your ATS.
CSAT	How happy candidates were (when we have feedback).
Spend	What you’ve spent vs budget. Hover and use the pencil to change the budget.
Labels	Tags (e.g. department, client) so you can filter the table. See Resource Labels.
Subs	Who’s getting email alerts for this interviewer.
Deadline	Watch this. “4d left” means the interviewer stops accepting new candidates soon. Extend or duplicate if you still need the role.
Created / Active	When it was created and how long it’s been running.

What to do from here

Set an internal name: From the Interviewer column, open Internal name to set a label your team sees on the dashboard (not shown to candidates). Leave it empty to use the public Position Title instead.

Internal Name modal with option to leave empty and use public title — Internal name — used on the dashboard to identify this agent.

Open a row: Click an interviewer to see its candidates, run actions (Shortlist, Dismiss, Send to ATS), and check score reports. See Reviewing Candidates.
Check completion %: Low % often means the interview is too long or the invite isn’t clear. See Inviting Candidates & Driving Completion.
Watch deadlines: Interviewers with “X days left” will stop accepting new candidates when they expire. Extend or duplicate if you still need the role.

When you’re inside an interviewer (Candidates tab)

Once you click an interviewer, you land on the Candidates tab. Use the filter bar to narrow the list: All Candidates, Resume Agent, Web Interview (or Voice), Status, Notes. For example, click Status to see only shortlisted or dismissed candidates, or Web Interview to see who’s done that stage.

Candidate filters inside an interviewer — Filter candidates by stage, status, and notes.

Notifications

Why check here: The bell updates fast, with browser push and a sound for new items. Click a notification to open that candidate. Mark all as read when you’re done. To change who gets alerts (for example email subscribers on an interviewer), use Notifications in Settings & Admin.

Analytics (global vs per role)

When to use which: Use global analytics when you want the big picture (how many candidates, how much spend). Use per-agent analytics when one role isn’t converting and you need to see where candidates drop off so you can fix that step. Global analytics: Click Dashboard or Analytics. You’ll see summary stats (e.g. 27 candidates, 14 interviews), a candidate feed (recent completions with scores), and charts for Interview Activity and Spend Over Time. Use All Agents and date range to narrow it down.

Per-agent analytics: Click an interviewer in the table, then open the Analytics tab for that role. You’ll see its funnel (e.g. Resume Screening → Video Interview → Completed Flow), Pipeline Completion Rate, and Funnel & Conversion (Invited, Started, Completed, Response Rate, Completion Rate, Drop-off Rate). If drop-off is high at one stage, that’s where to improve the experience or shorten the flow.

See Analytics (global vs per role) on this page for both global analytics and per-interviewer (posting) funnels.

Integrations, Data, and Settings

You don’t need these every day. Use them when you have a specific task (connect ATS, tag roles, add a teammate, or get help). Integrations: You’re connecting your ATS or (for developers) building something with our API. Sidebar → Integrations → ATS Integrations or API Keys.

Data: You want to tag interviewers (e.g. by department) so you can filter the table, or search isn’t finding candidates and you need to reindex. Sidebar → Data → Resource Labels or Data Indexing.

Data menu — Data — Resource Labels, Data Indexing.

Resource Labels page — Resource Labels — create and manage labels for organizing interviewers.

Data Indexing page — Data Indexing — use Reindex if search isn’t returning candidates or postings.

Settings: You need to update your profile, company info, team, or billing. Sidebar → Settings → Profile, Company, Candidate messaging, Reports, Team, Roles, or Billing. Compliance: Manage data privacy, deletion requests, and workspace exports. Compliance has its own item in the sidebar (it is no longer under Settings). See Deleting Candidate Data and Workspace Exports & Custom Reporting.

Settings menu in the sidebar, with Compliance as its own item below.

Resources & Support: Wiki (this documentation), Status (is HeyMilo up?), Trust Center, or Book a Call.

Next steps

Reviewing Candidates — Open an interviewer and review score reports
Create Interviewer — Add a new role
Analytics (global vs per role) — Funnels, scores, and trends
Inviting Candidates & Driving Completion — Improve completion rates

​What you see when you open the dashboard

​The Interviewers table (main area)

​When you’re inside an interviewer (Candidates tab)

​Notifications

​Analytics (global vs per role)

​Integrations, Data, and Settings

​Next steps