Criteria

Getting Started

Manage Account

Search & Prompt

Agents

Shortlist

Sequences

Contacts

Exports & Integrations

Beta Access

Organization

Support

Criteria

Use criteria to rank your search results by describing more nuanced or inference based requirements.

Launching Criteria

When running a prompt, you will see the option to configure or review the criteria initially populated by Juicebox.

While configuring your criteria, consider:

Criteria are natural language instructions. You can describe anything that may be applicable.
Be clear and concise. If a colleague wouldn’t understand the criteria, the AI won’t either.
You can edit, add, and remove criteria as needed.
Juicebox uses all 30+ data sources when assessing each profile against the criteria.
They are ranked from most to least important, and can be re-ranked using the left-hand selector.

Creating a Preset

Presets are pre-defined sets of sourcing criteria that can be reused across multiple projects or searches to save you time and keep searches consistent. You can start with one of Juicebox’s pre-built out presets or create your own custom preset to quickly launch criteria for projects with similar requirements or ongoing, evergreen roles.

To create a preset:

From your project’s search, head into your criteria
Create the list of criteria you would like to use across all roles related to that project
Click “Save Preset” in the top right corner of the criteria screen
Name the criteria based on the role, and add a description if helpful
Click “Save Preset”

To reuse a preset saved by you, your team, or Juicebox:

From your project’s search, head into your criteria
Click “Select Preset” in the top right
From the list available, select the preset you would like to reuse
Click “Apply Preset” in the top right
Click “Update” to run your results

Evaluating Results

Once you update your criteria and run your results, candidates will appear in a ranked view, giving you the best matched candidates right off the bat. Each profile will receive a score against the set criteria, and will be shown as:

Good Match (Green thumbs up): signifies that the criteria are fulfilled, either through explicit mention on the candidate’s profile or through AI inference.
Potential fit (Yellow thumbs up): suggests that the criteria are likely met but with some ambiguity, or that there is some evidence missing.
Not a match (Red stop sign): indicates that there is no evidence that the criteria are met based on the information available.

💡

AI features may have errors or inaccuracies. Confirm key information.

To gain a deeper understanding of a candidate’s match, click on Review or the candidate’s profile to open a detailed evaluation page.

To action on multiple candidates at once, switch between the Classic and Table views provided.

Classic View

Use Juicebox’s classic view to individually review candidates and their match analysis.

Learn more about a candidate by:

Clicking on the candidate’s name to review their full profile
Selecting “Review” at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile.

Bulk Select

Bulk select the top 5, 10, 50+ matches by clicking on the checkbox next to “Matches” and identifying how many profiles you want to bulk select and action off of (i.e., add to your shortlist, sequence or ATS).

Table View

Use Juicebox’s table view to efficiently review or select a larger set of candidates alongside a snapshot of their match analysis.

Learn more about a candidate by:

Clicking on the candidate’s name to review their full profile
Tailoring the table to include additional information such as Education, Location, Company and Job Title
Expanding a single row in order to look at the candidate’s match analysis explanations
Selecting “Review” at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile

Bulk Select

Bulk select the perfect (100%), strong (75%+), average (50%+), and weak (25%+) match rates by clicking on the checkbox next to “Matches” and adding those candidates to your shortlist, sequence or ATS.

Additional Tool Tips

In the top right corner of the table view, there are additional settings to configure how you would like to find, review or dim candidates already viewed.

In order of appearance, these tool tips have the following functionality:

Magnifying Glass Icon: Search for a candidate profile directly
People Icon: Add more candidates to your view by evaluating more (for search pools 500+)
Column Icon: Tailor the columns shown to only show the information you care about
Row Icon: Hide or dim candidates from the table that are already viewed

💡

Reminder: Edit your filters or criteria at any time to change results!

← Previous

AI Filters

Insights

Criteria
Launching Criteria
Creating a Preset
Evaluating Results
Classic View
Learn more about a candidate by:
Bulk Select
Table View
Learn more about a candidate by:
Bulk Select
Additional Tool Tips

Criteria

Getting Started

Search & Prompt

Agents

Shortlist

Sequences

Contacts

Exports & Integrations

Beta Access

Organization

Support

Criteria

Use criteria to rank your search results by describing more nuanced or inference based requirements.

Launching Criteria

When running a prompt, you will see the option to configure or review the criteria initially populated by Juicebox.

While configuring your criteria, consider:

Criteria are natural language instructions. You can describe anything that may be applicable.
Be clear and concise. If a colleague wouldn’t understand the criteria, the AI won’t either.
You can edit, add, and remove criteria as needed.
Juicebox uses all 30+ data sources when assessing each profile against the criteria.
They are ranked from most to least important, and can be re-ranked using the left-hand selector.

Creating a Preset

To create a preset:

From your project’s search, head into your criteria
Create the list of criteria you would like to use across all roles related to that project
Click “Save Preset” in the top right corner of the criteria screen
Name the criteria based on the role, and add a description if helpful
Click “Save Preset”

To reuse a preset saved by you, your team, or Juicebox:

From your project’s search, head into your criteria
Click “Select Preset” in the top right
From the list available, select the preset you would like to reuse
Click “Apply Preset” in the top right
Click “Update” to run your results

Evaluating Results

Good Match (Green thumbs up): signifies that the criteria are fulfilled, either through explicit mention on the candidate’s profile or through AI inference.
Potential fit (Yellow thumbs up): suggests that the criteria are likely met but with some ambiguity, or that there is some evidence missing.
Not a match (Red stop sign): indicates that there is no evidence that the criteria are met based on the information available.

💡

AI features may have errors or inaccuracies. Confirm key information.

To gain a deeper understanding of a candidate’s match, click on Review or the candidate’s profile to open a detailed evaluation page.

To action on multiple candidates at once, switch between the Classic and Table views provided.

Classic View

Use Juicebox’s classic view to individually review candidates and their match analysis.

Learn more about a candidate by:

Clicking on the candidate’s name to review their full profile
Selecting “Review” at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile.

Bulk Select

Table View

Use Juicebox’s table view to efficiently review or select a larger set of candidates alongside a snapshot of their match analysis.

Learn more about a candidate by:

Clicking on the candidate’s name to review their full profile
Tailoring the table to include additional information such as Education, Location, Company and Job Title
Expanding a single row in order to look at the candidate’s match analysis explanations
Selecting “Review” at the top to open a side-by-side view of the candidate’s background and Juicebox’s match analysis. Interact with each criterion to see exactly where that experience appears within the candidate’s profile

Bulk Select

Additional Tool Tips

In the top right corner of the table view, there are additional settings to configure how you would like to find, review or dim candidates already viewed.

In order of appearance, these tool tips have the following functionality:

Magnifying Glass Icon: Search for a candidate profile directly
People Icon: Add more candidates to your view by evaluating more (for search pools 500+)
Column Icon: Tailor the columns shown to only show the information you care about
Row Icon: Hide or dim candidates from the table that are already viewed

💡

Reminder: Edit your filters or criteria at any time to change results!

← Previous

AI Filters

Insights

Criteria
Launching Criteria
Creating a Preset
Evaluating Results
Classic View
Learn more about a candidate by:
Bulk Select
Table View
Learn more about a candidate by:
Bulk Select
Additional Tool Tips