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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.

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Candidate Ingestion

Streamline your hiring process by bulk uploading candidate resumes and data!
The candidate ingestion feature allows you to efficiently upload multiple candidate resumes (PDF) and candidate data (CSV) files directly into your interview agents. This allows you to quickly populate your candidate pipeline and trigger automated screening processes.

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Accessing the Ingestion Page

To access the candidate ingestion feature for any interview agent:
1

Step 1

Go to Interviewers and click on the agent you want to add candidates to.
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Step 2

Open the Integrations tab.
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Step 3 — Scroll down to **Ingestion Gateway** (Bulk ingest candidates via CSV or resume uploads).

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Step 4

Click Open to go to the Candidate Ingestion page for that agent.
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Step 5 — ** You'll be redirected** to the ingestion page for that agent

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Understanding the Ingestion Interface

The ingestion page consists of two main sections:
The upload area where you can drag and drop or select files for processing.

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Bulk Upload Process

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Step-by-Step Upload Process

1

Step 1

Prepare your files in the supported formats (PDF, CSV or ZIP)
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Step 2

Access the upload section on the ingestion page
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Step 3

Drag and drop files into the upload area, or click to browse and select files
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Step 4

Review file details including name and size
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Step 5 — Choose how you want to process the files:

  • Upload and Ingest (automatic ingestion)
  • Upload Only (manual review before ingestion)
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Step 6 — ** Monitor progress** in the extraction results section below

File Upload Process

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Extraction Results Management

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Understanding Extraction Status

Each uploaded document shows one of several status indicators:
  • Processing: File is being analyzed and parsed
  • Success: Extraction completed successfully
  • Failed: Extraction encountered errors

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Viewing Candidate Profiles

For each successfully processed document, you can:
  • Expand document details to see individual candidate profiles
  • Review extracted information including name, and contact details
  • Check extraction quality and completeness
  • Monitor ingestion status for each profile
Profile Extraction Overview

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Managing Extracted Profiles

Profile Management Actions The extraction results interface provides several management options:

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Webhook Integration and Ingestion

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API Key Management

Most users never need to manage API keys manually, this is handled automatically by HeyMilo.

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Best Practices for Successful Ingestion

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Monitoring and Analytics

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Troubleshooting Common Issues

Pro Tip: Start with a small batch of high-quality files to test your ingestion workflow before processing large volumes of candidates.

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Integration with Your Hiring Workflow

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Pre-Ingestion Setup

Before using candidate ingestion:
  1. Configure your interview agent with appropriate questions and scoring
  2. Set up email templates for candidate outreach
  3. Prepare your candidate review process for the influx of new profiles
  4. Test the workflow with a small sample of candidates

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Post-Ingestion Activities

After successful ingestion:
  1. Review candidate profiles in your main dashboard
  2. Trigger interview invitations for qualified candidates
  3. Monitor completion rates and candidate engagement
  4. Analyze results to refine your ingestion criteria

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Workflow Automation

Consider automating parts of your ingestion process:
  • Scheduled uploads for regular candidate batches
  • Automatic ingestion for high-quality extractions
  • Email triggers for newly ingested candidates
  • Status notifications for completed processing

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Advanced Features

Success Tip: The most effective ingestion workflows combine automated processing with selective human review to ensure quality while maintaining efficiency.

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Ready to Start Ingesting Candidates?

Now that you understand the complete candidate ingestion workflow, you’re ready to start uploading and processing candidate files. Begin with a small test batch to familiarize yourself with the process, then scale up to handle your full candidate pipeline efficiently. The ingestion feature integrates seamlessly with the rest of your HeyMilo workflow, from initial upload through final candidate selection and hiring decisions.