Getting Started

Quick product tour (9 min)

If you prefer a walkthrough first, watch the same onboarding video used in the app:

1) Sign in

• Open the TalentSourcer AI app URL provided by your team, or go directly to sign in. (Open Sign In)
• Sign in with your account.
• If this is your first login, complete organization setup.

2) Complete your organization setup

2.1) Admin only (done once)

• Set up your subscription before running large imports or checks. (Open Billing Page)
• Optional BYOK setup: connect your organization's API keys (OpenRouter, OpenAI, Anthropic, or Google). (Open API Key Settings)
• BYOK bonus: connect and validate at least one key to unlock 100 free credits.
• Invite your team members from Manage Organization -> Members -> Invite. (Open Organization Members)

2.2) All users

• Connect your LinkedIn account so you can import searches directly. (Open Manage Personas)
• Need the full connection walkthrough? (Open LinkedIn Account Setup Guide)

3) Create or select a project

• Go to Projects. (Open Projects)
• Create a project for the role or hiring initiative.
• Keep project names descriptive (example: Senior Backend Engineer - Berlin).

4) Add a briefing

• Inside the project, create Briefing v1.
• Fastest way: paste a job description into chat and let the system draft must-have and nice-to-have requirements.
• You can also paste structured notes, briefing transcripts, or use the microphone button to speak requirements.
• Review and adjust before saving.
• Find out more about briefings. (Open Briefings Guide)

5) Start candidate checks and recalibrate briefing if needed

• Import candidates from LinkedIn search, ATS, or CSV.
• Pick the briefing version you want to check against.
• Start the check and monitor progress in Candidate Checks.
• If the pool is too broad or too narrow, generate insights and adjust must-have vs nice-to-have requirements. (See Talent Pool Insights)
• Save and recategorize after requirement changes so scores and categories update without rerunning imports.
• Find out more about candidate checks and imports. (Open Candidate Checks Guide, Open Sourcing and Imports Guide)

6) Build a shortlist & enrich with contact data

• Move qualified candidates into a shortlist.
• Enrich shortlisted candidates with contact data when needed (private emails and phone numbers).
• Use comments for handoff and alignment.
• Find out more about shortlist workflows. (Open Shortlists and Collaboration Guide)

7) Generate outreach and export

• In shortlist, generate multi-step outreach messages.
• Review and edit messages candidate by candidate.
• Export CSV and upload to your outreach tool.
• Find out more about campaigns and export. (Open Campaigns and Export Guide)

Quick workflow best practices

• Keep one project per role or hiring stream.
• Keep briefings specific. Vague requirements lower signal quality.
• Use multiple sourcing searches by geography or persona.
• Recategorize after requirement changes before running more checks.

Recommended onboarding checklist

• Create one test project
• Activate subscription
• Invite at least one teammate
• Connect one LinkedIn account
• Add one briefing with at least 5 must-haves
• Import 100 candidates from one LinkedIn search
• Run one full candidate check batch
• Add one comment and one shortlist entry
• Enrich at least one shortlisted candidate with contact data
• Generate one test campaign and export CSV