Agents

Getting Started

Manage Account

All About Credits

Search & Prompt

Agents

Shortlist

Sequences

Contacts

Exports & Integrations

Organization

Support

Agents

Juicebox agents are autonomous AI-powered assistants designed to streamline talent sourcing and outreach.

This guide will cover what agents are, and how to create, configure, and manage agents effectively.

💡

Note: Agents are an optional add-on to your Juicebox subscription.

Agent Overview

Juicebox agents are automated sourcing assistants that continuously source for talent based on the criteria you define. Instead of running the same search manually every day, agents work in the background to monitor the market and surface new, relevant candidates as they appear.

By setting up an agent, you can:

Autonomously search based on your calibrated role, location, and team needs
AI screen to surface and shortlist top-fit candidates
Automatically sequence from your mailbox with customizable messaging and timing (optional based on an Agent’s settings)

Use Cases

To keep agents running and drive the most ROI, agents are best utilized for roles that are repeatable, evergreen, or high-volume. These use cases are inclusive of:

Streamlined job titles and backgrounds that are consistent across companies / industries

Examples: Find Technical Recruiters in the Bay Area; Find Account Executives in NYC

Rediscovering past ATS talent

Examples: Find candidates from my ATS who have 3+ yoe in LLMs; Find all silver-medalists or candidates who made it to X stage

Market mapping and competitive intelligence

Examples: Find VPs or Directors at X competitors; Find all SWEs who just went through a layoff; Find any candidate skilled in AI/ML within the Bay Area

Business development or hyper-targeted prospect lists

Examples: Find Operation leads at emerging companies; Find VPs of Talent in Healthtech at a company of 200 or less

Setting up an Agent

To set up an agent, please follow the below steps:

Navigate to the All Agents page, and click Create new agent.

Title the agent after the role you want to setup.

💡

For business plan customers, link the agent directly to your ATS job and enable auto-exports to keep a central source of truth across systems

Describe the role that you are currently working on in 1-2 sentences, including suggested criteria such as:

Location
Job title
Years of experience
Industry
Skills

Edit the filters or review profiles to configure the agent.

For more information on filters, please review our AI Filters article here.

Approve 3 consecutive profiles in order to move on to the next step.

This is the configuration workflow, where you will tell the agent which profiles meet your expectations and which do not. If a profile has the right experience and skills, click the approve button. If you want to reject a profile, click the reject button and always leave specific feedback that the agent can learn from.

💡

Best Practices

Continue to edit criteria to include any descriptive, nuanced or inference based requirements. When editing, pin the criteria that are non-negotiable!
When you reject a candidate, the agent will recalibrate, and you will have to approve 3 new profiles in order to move on to the next step

Select the sequence you’d like the agent to use to contact candidates, or click ‘Don’t use sequences, I just want to create a shortlist’ if you want to review the agent’s leads before contacting.

If you have not created a sequence for the agent to use yet, you can do so from the dropdown or the Sequences tab in the left-hand panel. You can also change this step at any time, if you want to review leads individually to continue the feedback loop and then switch to sequencing once you feel confident in the leads.

Select how many candidates you want to shortlist on a daily basis.

Agents are always running and do not take weekends or PTO, so the number of leads selected should represent how many leads you will have time to review on a daily or weekly basis.

If you skipped sequencing, you will be asked if you want to manually review each profile or just shortlist them automatically. Reviewing individually will continue the approve/reject workflow where you can leave additional feedback for the agent to learn from.

9. Congrats! 🎉 You’ve reached the final step and can officially select Yes, start sourcing to activate the agent. This will take ~10 minutes to find its first batch of leads, and from there, the agent will either contact or send you X amount of leads on a daily basis until it runs out.

Mission Control

When you click into an agent that is not configuring from the All agents page, you will be redirected to Mission Control, where you can track all sequencing progress (if applicable), outstanding leads, and shortlisted candidates.

Profiles Contacted (bottom left) will only appear for agents tied to a sequence. For manual reviews, Profiles Contacted will say Profiles Shortlisted.

For manual reviews, any outstanding leads will be available in the Leads Awaiting Approval section (bottom right). Here, you can leave additional feedback for the agent to learn from in the next batch of leads.

Recalibrating an Agent

When an agent fails, finishes, or runs out of leads, you can go to the Mission Control page to stop, pause, or recalibrate the agent completely.

Stopping an agent will officially close the agent, and free up a seat for another agent to be spun up.

Pausing an agent will temporarily stop the agent from sending out additional leads or sequences until resumed, and will still count as a running agent.

Editing an agent will allow you to switch the agent from manual to automatic (or vise vera), change the agent’s owner, or fully recalibrate to find new leads.

‼️

When recalibrating an agent, the shortlist will remain as is, but any outstanding leads will be lost.
If an agent is set up for manual review, the agent will auto-pause after four days of inactivity.

Shortlist

Similar to a project, the full shortlist is available for the agent via the left hand menu.

To understand the candidates in your shortlist, click on Table (top right) > Insights to generate a full insights report on these candidates.

Glossary

Understand the key terms associated to an agent and its current status:

Active: An agent that is actively sourcing or contacting leads, and takes up a seat.
Paused: An agent that is paused manually or due to four days of inactivity, and takes up a seat.
Out of Leads: An agent that has finished running and should either be recalibrated or closed, and takes up a seat.
Configuring: An agent that is being set up or recalibrated, but has not yet started sourcing, and does not take up a seat.
Stopped: An agent that has is no longer needed and has been stopped/closed, and does not take up a seat.
Failed: An agent that has run into an error, and should be retired from the Mission Control page, and does take up a seat.

← Previous

Tips & Tricks

Shortlist Profiles

Agents
Agent Overview
Use Cases
Setting up an Agent
Mission Control
Recalibrating an Agent
Shortlist
Glossary

Agents

Getting Started

Search & Prompt

Agents

Shortlist

Sequences

Contacts

Exports & Integrations

Organization

Support

Agents

Juicebox agents are autonomous AI-powered assistants designed to streamline talent sourcing and outreach.

This guide will cover what agents are, and how to create, configure, and manage agents effectively.

💡

Note: Agents are an optional add-on to your Juicebox subscription.

Agent Overview

By setting up an agent, you can:

Autonomously search based on your calibrated role, location, and team needs
AI screen to surface and shortlist top-fit candidates
Automatically sequence from your mailbox with customizable messaging and timing (optional based on an Agent’s settings)

Use Cases

To keep agents running and drive the most ROI, agents are best utilized for roles that are repeatable, evergreen, or high-volume. These use cases are inclusive of:

Streamlined job titles and backgrounds that are consistent across companies / industries

Examples: Find Technical Recruiters in the Bay Area; Find Account Executives in NYC

Rediscovering past ATS talent

Examples: Find candidates from my ATS who have 3+ yoe in LLMs; Find all silver-medalists or candidates who made it to X stage

Market mapping and competitive intelligence

Examples: Find VPs or Directors at X competitors; Find all SWEs who just went through a layoff; Find any candidate skilled in AI/ML within the Bay Area

Business development or hyper-targeted prospect lists

Examples: Find Operation leads at emerging companies; Find VPs of Talent in Healthtech at a company of 200 or less

Setting up an Agent

To set up an agent, please follow the below steps:

Navigate to the All Agents page, and click Create new agent.

Title the agent after the role you want to setup.

💡

For business plan customers, link the agent directly to your ATS job and enable auto-exports to keep a central source of truth across systems

Describe the role that you are currently working on in 1-2 sentences, including suggested criteria such as:

Location
Job title
Years of experience
Industry
Skills

Edit the filters or review profiles to configure the agent.

For more information on filters, please review our AI Filters article here.

Approve 3 consecutive profiles in order to move on to the next step.

💡

Best Practices

Continue to edit criteria to include any descriptive, nuanced or inference based requirements. When editing, pin the criteria that are non-negotiable!
When you reject a candidate, the agent will recalibrate, and you will have to approve 3 new profiles in order to move on to the next step

Select the sequence you’d like the agent to use to contact candidates, or click ‘Don’t use sequences, I just want to create a shortlist’ if you want to review the agent’s leads before contacting.

Select how many candidates you want to shortlist on a daily basis.

Agents are always running and do not take weekends or PTO, so the number of leads selected should represent how many leads you will have time to review on a daily or weekly basis.

If you skipped sequencing, you will be asked if you want to manually review each profile or just shortlist them automatically. Reviewing individually will continue the approve/reject workflow where you can leave additional feedback for the agent to learn from.

Mission Control

Profiles Contacted (bottom left) will only appear for agents tied to a sequence. For manual reviews, Profiles Contacted will say Profiles Shortlisted.

Recalibrating an Agent

When an agent fails, finishes, or runs out of leads, you can go to the Mission Control page to stop, pause, or recalibrate the agent completely.

Stopping an agent will officially close the agent, and free up a seat for another agent to be spun up.

Pausing an agent will temporarily stop the agent from sending out additional leads or sequences until resumed, and will still count as a running agent.

Editing an agent will allow you to switch the agent from manual to automatic (or vise vera), change the agent’s owner, or fully recalibrate to find new leads.

‼️

When recalibrating an agent, the shortlist will remain as is, but any outstanding leads will be lost.
If an agent is set up for manual review, the agent will auto-pause after four days of inactivity.

Shortlist

Similar to a project, the full shortlist is available for the agent via the left hand menu.

To understand the candidates in your shortlist, click on Table (top right) > Insights to generate a full insights report on these candidates.

Glossary

Understand the key terms associated to an agent and its current status:

Active: An agent that is actively sourcing or contacting leads, and takes up a seat.
Paused: An agent that is paused manually or due to four days of inactivity, and takes up a seat.
Out of Leads: An agent that has finished running and should either be recalibrated or closed, and takes up a seat.
Configuring: An agent that is being set up or recalibrated, but has not yet started sourcing, and does not take up a seat.
Stopped: An agent that has is no longer needed and has been stopped/closed, and does not take up a seat.
Failed: An agent that has run into an error, and should be retired from the Mission Control page, and does take up a seat.

← Previous

Tips & Tricks

Shortlist Profiles

Agents
Agent Overview
Use Cases
Setting up an Agent
Mission Control
Recalibrating an Agent
Shortlist
Glossary