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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Collaboration & Team Features

HeyMilo’s collaboration tools enable seamless teamwork throughout the hiring process, ensuring everyone stays aligned and candidates receive a consistent, professional experience at every touch point.

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Team Collaboration Overview

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Follow these simple steps to share agents, manage team access, give feedback, & work together efficiently

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Step 1 — Share Interview Agents

From any agent card, click Share to access the interview link.This opens a panel where you can:

• copy the live interview link
• print a QR code poster for in-person or onsite hiring

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Step 2 — Add Candidates to an Interview

From any agent card, click Add Candidates to bring candidates into that workflow.

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Step 3 — Review Candidates Before Ingestion

Candidate ingestion is how you add candidates into an interview experience by uploading files such as resumes or candidate lists.When you ingest candidates, they are not added automatically to interviews. First, HeyMilo follows a review-first process.The ingestion flow includes:

1. Upload PDF, CSV, or ZIP files
2. Wait for HeyMilo to extract candidate profiles
3. Review the extracted candidate information
4. Choose which candidates to ingest or discard

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Step 4 — Invite Your Teammates

HeyMilo supports unlimited teammates per workspace.

To invite teammates:

• Go to Settings → Team
• Click Invite and assign a role

Roles include:

• Admin: can create, edit, and manage interview experiences
• Viewer: can review candidates and results but cannot edit workflows

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Step 5 — Organize and Review Your Candidate List

Before taking action on candidates, you can customize how the candidate list is displayed so you’re focused on the right information.

Filter candidates, change views, and adjust visible columns.

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Step 6 — Review, Rate, and Leave Feedback on Candidates

Open any candidate profile to review interview details and collaborate with your team.

From the candidate profile, you can:

• review transcripts, scores, and recordings
• leave internal notes visible only to your team
• rate candidates using stars or thumbs up/down
• shortlist or dismiss candidates

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Step 7 — Download and Share Candidate Reports

From the candidate list or profile, click Download to access:

• View Report (web-based summary)
• Download PDF (shareable candidate report)
• Package ZIP Choose which files to include (PDF report, resume, video, audio) in the Download Candidate Files Zip dialog

Reports may include:

• interview transcripts
• scores and evaluations
• audio or video recordings
• diagnostics and integrity signals

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Step 8 — Nudge or Dismiss Candidates

From the candidate list or profile, you can:

• Nudge candidates who haven’t completed interviews

• Dismiss candidates who are no longer moving forward

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Step 9 — Edit, Duplicate, or Archive Interview Experiences

Use the Actions menu on an interview experience to:

• Edit Questions to refine screening criteria
• Duplicate Interviewer for similar roles or locations
• Create Template for future reuse
• Manage Webhooks for automation
• Archive Interviewer when hiring is complete

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Step 10 — View Results in Your ATS

When ATS integrations are enabled, interview results sync automatically.

This can include:

• overall scores
• transcripts
• completion status
• candidate metadata

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Step 11 — Track Interview and Team Performance

Each interview experience includes an Analytics tab showing:

• candidate volume
• completion rates
• interview activity over time
• spend and estimated cost savings
• recent candidate feed

If no interviews have run yet, the dashboard will say “No data.”

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Best Practices for Team Collaboration

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You’re All Set!