> ## 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.
> View, download, and share candidate reports (score reports and PDFs). Review candidates from the interviewer list, check interview URLs, and run actions.
# Reviewing Candidates
### 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**.
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).
#### Filter by review status
The **Status** dropdown above the list filters candidates by review decision, with a live count for each:
* **Pending Review**: no decision yet. Every candidate starts here.
* **Shortlisted**: marked as moving forward via the **Shortlist** action.
* **Dismissed**: removed from consideration via the **Dismiss** action.
* **None**: clears the filter and shows everyone.
### 3. Actions
**When you select candidate(s) on the list**, a toolbar appears with **Download** and an **Actions** (**⋮**) menu. Use the row checkboxes, or **Select all X candidates** to grab everyone on the page.
| Where | Action | Use |
| ---------------- | ----------------------- | -------------------------------------------------------------------------------------------------- |
| Toolbar | **Download** | Export reports or data for all selected candidates. See [Candidate reports](#4-candidate-reports). |
| **⋮** → Outreach | **Blast** | Send a message to the selected candidate(s). |
| **⋮** → Outreach | **Nudge** | Send a reminder to complete a step. |
| **⋮** → Actions | **Push Results to ATS** | Push scores and notes to your ATS. See [Integrations](../../integrations/ats-quickstarts). |
| **⋮** → Actions | **Shortlist** | Move the selected candidate(s) forward. |
| **⋮** → Actions | **Dismiss** | Reject or remove the selected candidate(s) from consideration. |
| **⋮** → Data | **Enrich** | Add or refresh data on the selected profile(s). |
| **⋮** → Organize | **Add to Cohort** | Add selected candidate(s) to an existing cohort or talent pool. |
| **⋮** → Organize | **Create Cohort** | Create a new cohort with the selected candidate(s). |
**From each row's ⋮ menu**, you also get per-candidate shortcuts:
| Action | Use |
| ---------------------- | --------------------------------------------------- |
| **Nudge** | Send a reminder (e.g. to complete a step). |
| **Find matching jobs** | Match this candidate against your other open roles. |
| **Ingest Candidate** | Pull the candidate into another flow or posting. |
| **Share Report** | Create a read-only report link. |
| **Download Report** | Select this candidate and open the Download modal. |
| **Enrich** | Add or refresh data on the candidate profile. |
**Inside a candidate profile**, you get decision buttons at the top, quick actions on the card, and more actions in the **⋮** menu:
| Where | Action | Use |
| ---------------- | -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| Top of profile | **Shortlist** | Move the candidate forward — they're in. |
| Top of profile | **Dismiss** | Reject or remove from consideration. |
| Candidate card | **Share** | Create a read-only report link. |
| Candidate card | **Allow Retake** | Let this one candidate retake the interview. |
| Candidate card | **Nudge** | Send a reminder to complete a step. |
| **⋮** → Outreach | **Blast** | Send a message to the candidate. |
| **⋮** → Outreach | **Create ATS Candidate Profile** | Create this candidate in your ATS so you can start tracking them there. See [Integrations](../../integrations/ats-quickstarts). |
| **⋮** → Data | **Sync / Refresh** | Refresh the profile so the latest data, statuses, and evaluations are reflected. |
| **⋮** → Data | **Enrich** | Add or refresh data on the candidate profile. |
| **⋮** → Actions | **Find matching jobs** | Match this candidate against your other open roles. |
| **⋮** → Organize | **Add to Cohort** | Add the candidate to an existing cohort or talent pool. |
| **⋮** → Organize | **Create Cohort** | Create a new cohort and add this candidate. |
### 4. Candidate reports
After candidates finish their interviews, select one or more from the list and click **Download**. You can check individual rows or use **Select all X candidates** on the page. The modal header shows how many you picked (e.g. **Choose an export for 3 selected candidates** or **1 selected candidate**).
Need to export data across your **entire workspace** (all candidates, all postings at once)? Use **Compliance → Export log → New export** instead. See [Workspace Exports & Custom Reporting](exporting-workspace-data) for the full guide.
| Export type | What you get |
| -------------------------- | -------------------------------------------------------------------------------------- |
| **CSV** | Structured data with selectable sections — choose exactly what to include (see below). |
| **Excel** | Formatted spreadsheet with section statuses. |
| **JSON** | Full interview data model — use for integrations or tools. |
| **Candidate feedback CSV** | Candidate details and recruiter feedback in a spreadsheet. |
| **Bulk PDF report (ZIP)** | One ZIP with a PDF report per selected candidate. |
| **Package ZIP** | PDF, resume, audio, and video files for each selected candidate. |
Expand **Advanced / Customize columns** to pick which data sections to include. Use **Select All** or deselect individual sections — you can turn everything off and still export (e.g. a PDF-only run via **Bulk PDF report (ZIP)**).
**Export sections** — for **CSV** and **Excel**, choose which data to include, grouped by agent type:
| Group | Section | Notes |
| ----------------------- | ------------------- | -------------------------------------------------- |
| General | Candidate details | Name, email, phone, candidate metadata |
| General | Candidate feedback | Recruiter feedback and next steps |
| Voice agent | Scorecard summary | Match score and summary insights |
| Voice agent | Communication | Speech score and communication evaluations |
| Voice agent | Interview questions | Per-question scorecard and structured questions |
| SMS agent | SMS screening | SMS eligibility and confidence |
| Resume agent | Resume screening | Resume score, criteria, and eligibility |
| Form agent | Form results | Form status and question results |
| Diagnostics & integrity | Diagnostics | Cheat detection, verification, and device metadata |
Spreadsheet exports also include each candidate's **Shortlisted** and **Dismissed** status as columns. Media files are not available in spreadsheet exports — use **Package ZIP** for those.
Click **Start export** when you're ready. Exports run as a background job and also land in **Compliance → Export log** (Export History), where you can view details or re-download later.
#### Sharing a read-only report
Use the **Share** button on the candidate toolbar to generate a shareable link. Links use your workspace default settings (e.g. public, never expires), or toggle **Customize this link** to override the access level, add a password, set an expiry date, or control which sections are visible — then click **Create link**.
Previously generated links for a candidate are listed under **Shared links** in the same modal.
### 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). The card toolbar includes **Share**, **Allow Retake**, and **Nudge**; use the **⋮** menu for Blast, ATS sync, matching jobs, and cohort actions. To export reports or data, go back to the candidate list, select row(s), and click **Download**.
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](creating-an-interviewer). For a custom domain on interview links, see [Custom Domains](../../outreach/outreach/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. I**t’s a **heads-up for your team** before you shortlist, pass, or follow up.
**Classic and Modular**
* **Find matching jobs**: HeyMilo runs an **agent process** to match this person to other open roles. Open the **⋮** menu → **Actions** → **Find matching jobs**.
**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**.
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**.
**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 Interview** → **Resume-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**.
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**.
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 results
Surfaces behavioral and environmental signals from the interview session when **Detect suspicious activity** is enabled. 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](../../your-dashboard/dashboard).
### Next steps
* [How Scoring Works](how-scoring-works) — How scores are built and how to read the report
* [Integrations](../../integrations) — ATS sync and sending results to your ATS