# Managing your subscription
Source: https://docs.clarvo.ai/billing/managing-subscription

Update, reactivate, or cancel your Clarvo subscription.

Manage your plan at any time from your billing settings.

<Steps>
  <Step title="Check your subscription">
    View your current plan and status in settings.
  </Step>

  <Step title="Upgrade or change plan">
    Move between the [Free, Professional, Growth, and Custom plans](/billing/plans) as your
    needs change.
  </Step>

  <Step title="Cancel or reactivate">
    Cancel anytime; if you change your mind, you can reactivate before your access ends.
  </Step>
</Steps>


# Plans
Source: https://docs.clarvo.ai/billing/plans

Clarvo's plans, from a free starting point to custom, high-volume hiring.

Clarvo has four plans, each building on the one before it. Plans are priced **per seat, per
month**. See [clarvo.ai/pricing](https://clarvo.ai/pricing) for current rates.

## Free

> Try Clarvo and explore AI-powered talent search.

* Limited AI searches
* Basic filters
* Preview talent matches
* Get started instantly

## Professional

> Full sourcing access for solo recruiters or lean teams.

Everything in **Free**, plus:

* Unlimited AI searches
* Access to all profiles
* Unlimited contact unlocks
* Advanced filters
* Save and manage projects

## Growth

> Find and engage talent in one workflow across your team. **(Most popular)**

Everything in **Professional**, plus:

* LinkedIn inbox connection
* Email + LinkedIn sequences
* [Slack integration](/integrations/slack) — search from a channel
* Team collaboration tools
* Shared hiring workflows

<Note>
  Outreach ([sequences](/sequences/overview) and the [conversations
  inbox](/conversations/inbox)), the [Slack integration](/integrations/slack), and [team
  collaboration](/team/inviting-teammates) are part of the Growth plan.
</Note>

## Custom

> Tailored for high-volume hiring organizations.

Everything in **Growth**, plus:

* Clarvo People Search API
* Invoice billing
* Custom integrations
* Dedicated onboarding
* Viewer seats

## Choosing a plan

<Steps>
  <Step title="Start free">
    Explore AI-powered search on the Free plan, no commitment.
  </Step>

  <Step title="Upgrade as you grow">
    Move up to Professional for unlimited sourcing, or Growth to add outreach and team
    collaboration.
  </Step>

  <Step title="Talk to us for Custom">
    For high-volume hiring, API access, or dedicated onboarding,
    [book a call](https://meetings-na2.hubspot.com/robert-holmberg/clarvo-trial-improvement-call?embed=true).
  </Step>
</Steps>

You can change plans any time. See [Managing your subscription](/billing/managing-subscription).


# Your inbox
Source: https://docs.clarvo.ai/conversations/inbox

Every candidate reply (LinkedIn and email) in one unified inbox.

**Conversations** brings every candidate reply into one place (LinkedIn messages and email
together) so you never lose track of a thread.

<ConnectAccountsPrereq />

<Steps>
  <Step title="See all replies in one place">
    LinkedIn and email replies from your sequences land in Conversations automatically.
  </Step>

  <Step title="Switch between views">
    Use **My Conversations** to see all of your threads, or filter to the current project.
  </Step>

  <Step title="Reply in context">
    Respond directly from the inbox. Clarvo sends from the right channel and account.
  </Step>
</Steps>


# Managing conversations
Source: https://docs.clarvo.ai/conversations/managing-threads

Reply, follow up, and keep your candidate threads organized.

Keep candidate conversations moving and organized as replies come in.

<Steps>
  <Step title="Reply to a candidate">
    Respond from the inbox over the same channel the candidate used.
  </Step>

  <Step title="Outreach stops on reply">
    When a candidate replies, Clarvo automatically cancels their remaining sequence steps so
    you can take over the conversation personally.
  </Step>

  <Step title="Stay organized by project">
    Filter conversations by project to focus on one role at a time.
  </Step>
</Steps>


# Connect your accounts
Source: https://docs.clarvo.ai/get-started/connect-accounts

Link LinkedIn and email so Clarvo can source candidates and send outreach.

Connecting your accounts lets Clarvo source candidates, send LinkedIn connection
requests and messages, and deliver email outreach from your own address.

<Steps>
  <Step title="Connect LinkedIn">
    Authorize LinkedIn so Clarvo can send connection requests and messages on your behalf.
  </Step>

  <Step title="Connect email">
    Link your email account so outreach is sent from your address and replies land in
    your [Conversations](/conversations/inbox) inbox.
  </Step>

  <Step title="Confirm the connection">
    Check that both accounts show as connected in [Settings](/settings/account-settings).
  </Step>
</Steps>


# Quickstart
Source: https://docs.clarvo.ai/get-started/quickstart

From sign-up to your first candidate search in a few minutes.

This guide walks you through your first session in Clarvo.

<Steps>
  <Step title="Create your account">
    Sign up and verify your email.
  </Step>

  <Step title="Connect LinkedIn and email">
    Link your accounts so Clarvo can source candidates and send outreach.
    See [Connect your accounts](/get-started/connect-accounts).
  </Step>

  <Step title="Create your first project">
    Set up a project for the role you're hiring for. See [Projects](/projects/overview).
  </Step>

  <Step title="Run a search">
    Describe the role in plain language and review your matches.
    See [Running a search](/search/running-a-search).
  </Step>

  <Step title="Shortlist and reach out">
    Add strong matches to your [Shortlist](/shortlist/overview) and launch a
    [Sequence](/sequences/overview).
  </Step>
</Steps>


# FAQ
Source: https://docs.clarvo.ai/help/faq

Answers to common questions about Clarvo.

<AccordionGroup>
  <Accordion title="What is Clarvo?">
    Clarvo is AI-powered recruiting software. Describe who you're hiring for and Clarvo
    sources matching candidates, helps you build a shortlist, and runs personalized
    LinkedIn and email outreach, all from one workspace.
  </Accordion>

  <Accordion title="Do I need to connect LinkedIn and email?">
    Yes. Connecting your accounts lets Clarvo source candidates and send outreach on your
    behalf, and routes replies into your inbox. See
    [Connect your accounts](/get-started/connect-accounts).
  </Accordion>

  <Accordion title="What's the difference between a normal search and deep search?">
    A standard search matches candidates against your criteria. **Deep search** widens the
    net across more sources to surface additional candidates, useful for hard-to-fill
    roles. See [deep search](/search/deep-search).
  </Accordion>

  <Accordion title="How does my team avoid contacting the same candidate twice?">
    Use [interaction filters](/search/filters#interaction-filters) to limit a search to,
    or exclude, candidates that you or your collaborators have already contacted.
  </Accordion>
</AccordionGroup>


# Troubleshooting
Source: https://docs.clarvo.ai/help/troubleshooting

Fixes for the most common issues.

<AccordionGroup>
  <Accordion title="My LinkedIn or email account won't connect">
    Re-authorize the account from [Settings](/settings/account-settings). Make sure you
    complete the full authorization flow and grant the requested permissions. See
    [Connect your accounts](/get-started/connect-accounts).
  </Accordion>

  <Accordion title="My sequence isn't sending">
    Confirm the relevant account (LinkedIn or email) is connected, and that the sequence is
    started. A reply from a candidate automatically cancels their remaining steps.
  </Accordion>

  <Accordion title="A search returns too few results">
    Loosen your [filters](/search/filters) (remove or widen criteria) and enable
    [deep search](/search/deep-search) to expand the candidate pool.
  </Accordion>

  <Accordion title="A search returns too many results">
    Add more [filters](/search/filters) (skills, seniority, location, or company) to
    narrow the list.
  </Accordion>

  <Accordion title="I've hit a plan limit">
    Some actions depend on your plan. Review your [plan and
    subscription](/billing/managing-subscription), or see [Plans](/billing/plans) to compare.
  </Accordion>
</AccordionGroup>

## Still need help?

<Card title="Talk to us" icon="life-ring" href="https://meetings-na2.hubspot.com/robert-holmberg/clarvo-trial-improvement-call?embed=true">
  Book a call with our team and we'll help you out.
</Card>


# Welcome to Clarvo
Source: https://docs.clarvo.ai/index

Your AI recruiter. Find the people that want to work for you, in minutes.

Clarvo is your AI-powered recruiting software, built to make powerful recruiting easy.
Describe who you're looking for in plain language and Clarvo sources matching candidates,
helps you build a shortlist, and runs personalized LinkedIn and email outreach, all from
one workspace.

## Start here

<CardGroup>
  <Card title="Quickstart" icon="rocket" href="/get-started/quickstart">
    Go from sign-up to your first candidate search in a few minutes.
  </Card>

  <Card title="Connect your accounts" icon="link" href="/get-started/connect-accounts">
    Link LinkedIn and email so Clarvo can source and reach out.
  </Card>

  <Card title="Run a search" icon="magnifying-glass" href="/search/running-a-search">
    Turn a role description into a list of matching people.
  </Card>

  <Card title="Set up sequences" icon="paper-plane" href="/sequences/overview">
    Reach candidates with multi-step, personalized outreach.
  </Card>
</CardGroup>

## How Clarvo fits together

<Steps>
  <Step title="Create a project">
    A project is the workspace for a role you're hiring for. It holds your searches,
    shortlist, sequences, and conversations.
  </Step>

  <Step title="Search for candidates">
    Describe the role and let Clarvo translate it into a precise candidate search.
  </Step>

  <Step title="Build a shortlist">
    Add the strongest matches from your searches.
  </Step>

  <Step title="Reach out">
    Launch sequences and manage replies in a single Conversations inbox.
  </Step>
</Steps>


# Slack integration
Source: https://docs.clarvo.ai/integrations/slack

Run a Clarvo candidate search straight from a Slack channel by mentioning the bot.

Connect Slack to run searches without leaving your team's workspace. Mention the Clarvo
bot in a channel with the role you're hiring for, and it replies in the same thread with
matching candidates.

<Note>
  The Slack integration is part of the **Growth** plan. See [Plans](/billing/plans).
</Note>

## Connect Slack

This is a one-time setup, done by someone on your team with Growth access.

<Steps>
  <Step title="Open Integrations">
    Go to **Settings → Integrations** and find **Slack** under *Available*.
  </Step>

  <Step title="Add to Slack">
    Click **Connect**, then **Add to Slack**, and approve the requested permissions in the
    Slack window. This links your Slack workspace to your Clarvo organization.
  </Step>

  <Step title="Confirm">
    Slack now appears under *Connected Integrations* with your workspace name.
  </Step>
</Steps>

One Slack workspace connects to one Clarvo organization. Once it's connected, anyone on
your team with Growth access can use the bot, they don't each need to install it.

## Run a search from Slack

<Steps>
  <Step title="Mention the bot">
    In a channel the bot can see, mention it with the role, for example,
    *"@Clarvo find senior backend engineers in Berlin with Go and Kubernetes."*
  </Step>

  <Step title="Answer the clarifying question, if asked">
    If your request is thin on detail, the bot asks one short follow-up. Reply **in the
    thread and mention the bot again** with the extra detail, or tell it to continue with
    what it already has.
  </Step>

  <Step title="Get results in the thread">
    The bot confirms it's searching, then posts the top candidates with years of
    experience, criteria met, location, and links to LinkedIn and the full profile in
    Clarvo.
  </Step>
</Steps>

<Tip>
  Attach a job description (PDF, document, or text file) to your message and the bot uses
  it to shape the search.
</Tip>

### Writing a good request

Include a few of these so the bot can target the search well: role or title, key skills,
location, seniority, industry, years of experience, education, languages, or target
companies. With only one or two, the bot asks for more before it runs.

## Where Slack searches go

* Each search runs as the person who mentioned the bot and uses one of your
  organization's search credits, the same as a search run in the app.
* Results are saved to an auto-created **Slack searches** project in Clarvo. Use **View
  all in Clarvo** on the results message to open the full candidate list.

## Who can use the bot

Only Clarvo users on the Growth plan in the connected organization can run searches. The
bot matches your **Slack email** to your Clarvo account. If that email isn't a
Growth-enabled member of the organization, the bot declines and asks you to have an admin
add you.

## Running another search

Each thread maps to a single search. To run a new one, mention the bot in a **new
message** rather than replying in a finished thread.

## Troubleshooting

* **The bot didn't respond.** Make sure you mentioned it directly, and that it's in the
  channel. For a private channel, invite it with `/invite @Clarvo`.
* **It says it can only run searches for Growth users.** Your Slack email isn't matched to
  a Growth-enabled member of the connected organization. Ask an admin to add you, then
  mention the bot again. See [Plans](/billing/plans) and
  [Inviting teammates](/team/inviting-teammates).
* **Replies in a thread are ignored.** The bot only reads messages where it's mentioned.
  Mention it again in your reply.

## Disconnect

Because Slack is an organization-wide integration, only **organization admins** can
disconnect it.

<Steps>
  <Step title="Open Integrations">
    Go to **Settings → Integrations** (as an org admin).
  </Step>

  <Step title="Disconnect Slack">
    Click **Disconnect** on the Slack row and confirm.
  </Step>
</Steps>

After disconnecting, the bot replies to any mention with a note that the workspace was
disconnected, until an admin reconnects it.


# Creating a project
Source: https://docs.clarvo.ai/projects/creating-projects

Set up a new project for a role, choose who can see it, and assign collaborators.

Create a project whenever you start hiring for a new role. Each project gets its own
searches, shortlist, and sequences.

## Create a project

<Steps>
  <Step title="Start a new project">
    Click **New Project** from your projects list to open the **Launch New Project** dialog.
  </Step>

  <Step title="Add a project title">
    Enter a **Project Title** (required), usually the role you're hiring for.
  </Step>

  <Step title="Add a description">
    Optionally add a **Description** so collaborators know what the project is for.
  </Step>

  <Step title="Choose visibility">
    Set **Visibility** to **Private** or **Organization**. See
    [Visibility & access](/projects/visibility-and-access) for what each means.
  </Step>

  <Step title="Assign collaborators">
    Optionally add **Collaborators** from your organization to work on the project with you.
  </Step>

  <Step title="Create the project">
    Click **Create Project**. It opens in your projects list and becomes available from the
    **Current Project** switcher.
  </Step>
</Steps>

<Note>
  You can change a project's title, description, visibility, and collaborators later from
  Edit Project. See [Managing projects](/projects/managing-projects).
</Note>


# Managing projects
Source: https://docs.clarvo.ai/projects/managing-projects

Find, switch, edit, change status, and delete projects from your projects list.

You manage projects from your **projects list** and the **Current Project** switcher in the
sidebar.

## Finding projects

Your projects list organizes everything into tabs, with a **Search projects** box to filter
by name:

<CardGroup>
  <Card title="All Projects" icon="layer-group">
    Every project you have access to.
  </Card>

  <Card title="My Projects" icon="user">
    Projects you own.
  </Card>

  <Card title="Shared With Me" icon="users">
    Projects others have made visible to you.
  </Card>

  <Card title="Closed" icon="circle-pause">
    Projects that have been closed.
  </Card>
</CardGroup>

## Switching projects

The active project, shown as **Current Project** in the sidebar, determines which
searches, shortlist, sequences, and conversations you see. Use the switcher to move between
roles. Clarvo remembers your active project, so you pick up where you left off.

## Project status

Each project shows a **status badge** so you can see where it stands at a glance:

| Badge         | Meaning                                                    |
| ------------- | ---------------------------------------------------------- |
| **Active**    | The role is in progress; you're sourcing and reaching out. |
| **Closed**    | Paused and set aside, without losing any work.             |
| **Completed** | The role is filled.                                        |
| **Archived**  | Tucked away for reference.                                 |

## Project actions

Open a project's actions menu (**⋯**) to manage it. The options you see depend on your
[access](/projects/visibility-and-access):

<Steps>
  <Step title="Edit Project">
    Update the project's title, description, visibility, and collaborators, then choose **Update
    Project**.
  </Step>

  <Step title="Close Project / Open Project">
    **Close Project** sets an active project aside (it moves to the **Closed** tab); **Open
    Project** reactivates a closed one.
  </Step>

  <Step title="Delete Project">Permanently remove the project and its work.</Step>
</Steps>

<Warning>
  Deleting a project removes its searches, shortlist, and sequences, and can't be undone. If you
  only want it out of the way, close it instead.
</Warning>

## Syncing candidates to your ATS

Clarvo can deliver to and search from external systems, including your ATS, through its
**API and webhooks**, so a candidate you shortlist can flow into your existing hiring
pipeline, or you can search past applicants across your ATS. This is set up with us rather than from project settings.

<Note>
  Native, one-click ATS integrations aren't part of the product UI yet. To set up candidate delivery
  via the API, [book a call with
  us](https://meetings-na2.hubspot.com/robert-holmberg/clarvo-trial-improvement-call?embed=true).
</Note>


# Projects overview
Source: https://docs.clarvo.ai/projects/overview

A project is the workspace for a single role you're hiring for. It scopes everything you do in Clarvo.

A **project** is where all the work for one role lives. Instead of a single shared pile of
candidates, Clarvo organizes everything you do (searching, shortlisting, and outreach)
under the project it belongs to. The project you're currently working in is shown as
**Current Project** in the sidebar.

## What a project contains

Everything below is **scoped to the project**. It belongs to that role and doesn't leak
into others:

<CardGroup>
  <Card title="Searches" icon="magnifying-glass" href="/search/running-a-search">
    Every search you run lives inside the active project, so your candidate pool stays
    specific to that role.
  </Card>

  <Card title="Shortlist" icon="star" href="/shortlist/overview">
    Each project has its own shortlist of candidates you're pursuing for that role.
  </Card>

  <Card title="Sequences" icon="paper-plane" href="/sequences/overview">
    Outreach sequences run within the project, against that project's candidates.
  </Card>
</CardGroup>

<Note>
  Because searches and shortlists belong to a project, switching the Current Project
  changes which searches, shortlist, sequences, and conversations you see. Make sure
  you're in the right project before you start working.
</Note>

## Why projects matter

<Steps>
  <Step title="Keep roles separate">
    Run multiple roles at once without candidates, searches, or outreach getting mixed up.
  </Step>

  <Step title="Collaborate with the right people">
    Control who can see and work on each project with
    [visibility and access](/projects/visibility-and-access) settings.
  </Step>

  <Step title="Track each role's status">
    Each project shows its status at a glance and moves through its lifecycle as the role
    progresses. See [Managing projects](/projects/managing-projects).
  </Step>
</Steps>

## A typical project lifecycle

<Steps>
  <Step title="Create the project">
    Set it up for the role, choose who can see it, and assign collaborators.
    See [Creating projects](/projects/creating-projects).
  </Step>

  <Step title="Source candidates">
    Run [searches](/search/running-a-search) and add matches to the
    [shortlist](/shortlist/overview).
  </Step>

  <Step title="Reach out">
    Launch [sequences](/sequences/overview) and manage replies in
    [Conversations](/conversations/inbox).
  </Step>

  <Step title="Wrap up">
    Close the project once the role is filled.
  </Step>
</Steps>


# Visibility & access
Source: https://docs.clarvo.ai/projects/visibility-and-access

Control who can see and work on a project: private vs. organization, collaborators, and admin access.

Every project has a **visibility** setting that decides who can see it. Together with
**collaborators**, it lets you keep sensitive searches private while still collaborating
where it makes sense.

## Project visibility

Choose a project's visibility when you [create it](/projects/creating-projects), and change
it any time from **Edit Project**.

<CardGroup>
  <Card title="Private" icon="lock">
    Only visible to **you**, the **collaborators** you assign, and your organization's
    **admins**. Use this for confidential or executive searches.
  </Card>

  <Card title="Organization" icon="building">
    Visible to **everyone in your organization**. Use this for roles your whole organization
    should be able to see and pitch in on.
  </Card>
</CardGroup>

<Note>
  Organization admins can always see private projects in their organization, so nothing is
  ever fully hidden from an admin.
</Note>

## Collaborators

Collaborators are people from your organization you add to a project so they can work on it
with you. You assign them when [creating a project](/projects/creating-projects) or later
from **Edit Project**. On a **Private** project, adding someone as a collaborator is what
grants them access.

Projects that other people make visible to you (organization projects, or private projects
where you're a collaborator) appear under the **Shared With Me** tab in your projects list.

## Who can do what

The actions available on a project depend on your access to it. The project's actions menu
only shows the options you're allowed to use:

<Steps>
  <Step title="Edit">
    Update the project's title, description, visibility, and collaborators.
  </Step>

  <Step title="Change status">
    Close or re-open the project.
  </Step>

  <Step title="Delete">
    Permanently remove the project.
  </Step>
</Steps>

If you don't have permission for an action, it simply won't appear in the menu. Admins have
the broadest access, including visibility into private projects across the organization.

## Avoiding duplicate outreach

Because projects can be shared, Clarvo helps you avoid contacting the same candidate twice.
Use [interaction filters](/search/filters#interaction-filters) in a search to limit results
to (or exclude) candidates that you, your **collaborators in this project**, or **anyone
in your organization** has already handled.


# Regular vs. deep search
Source: https://docs.clarvo.ai/search/deep-search

What a standard search does, what deep search adds, and when to use each.

Every search runs as a **regular search** by default. Turning on **deep search** widens the
net by running several searches at once and combining the results. Here's exactly what each
one does.

## Regular search

A regular search looks through **Clarvo's candidate pool** and returns the best matches for
your role:

<Steps>
  <Step title="Applies your hard filters">
    Candidates that don't meet your [hard filters](/search/filters) (location, required
    languages, seniority, education level, and so on) are removed.
  </Step>

  <Step title="Matches on meaning">
    The rest are matched against your description by meaning, not just keywords.
  </Step>

  <Step title="Ranks by fit">
    Results are scored and ordered using your [evaluation criteria](/search/evaluation-criteria)
    and soft signals like job titles and industries.
  </Step>
</Steps>

It's fast and focused, ideal when Clarvo already has good coverage for your role.

## Deep search

Deep search is for when you want **maximum coverage** on hard-to-fill, niche, or specialized
roles. Instead of one search, Clarvo runs several **in parallel** and merges them:

<Steps>
  <Step title="Your standard search">
    The same regular search described above, against Clarvo's candidate pool.
  </Step>

  <Step title="A broader semantic pass">
    A wider, meaning-based sweep of the pool that surfaces strong matches a stricter search
    might have narrowed out.
  </Step>

  <Step title="A company-angle search">
    Clarvo identifies companies likely to employ the right people and looks for candidates
    there. This branch is **automatically skipped** if you've already specified companies, so
    it never overrides your explicit choices.
  </Step>

  <Step title="External sources">
    Clarvo reaches beyond its own pool to global candidate sources, surfacing people who
    aren't in Clarvo yet.
  </Step>
</Steps>

### Bringing the results together

<Steps>
  <Step title="Merge">
    Results from every branch are combined into one list.
  </Step>

  <Step title="De-duplicate">
    The same person found in more than one place is collapsed into a single result,
    **preferring the profile Clarvo already has** so you keep the richest data.
  </Step>

  <Step title="Re-rank as one list">
    Everything is scored together with the **same ranking** as a regular search, so external
    and existing candidates compete on equal footing.
  </Step>
</Steps>

## Regular vs. deep at a glance

|              | Regular search                    | Deep search                                            |
| ------------ | --------------------------------- | ------------------------------------------------------ |
| **Searches** | Clarvo's candidate pool           | Pool + broader pass + company-angle + external sources |
| **Coverage** | Focused                           | Maximum                                                |
| **Best for** | Roles with good existing coverage | Hard-to-fill, niche, or specialized roles              |
| **Speed**    | Fastest                           | Takes a little longer (more sources)                   |
| **Ranking**  | Scored by fit                     | Same scoring, applied across all sources               |

<Note>
  Deep search widens the candidate pool; it doesn't loosen your hard filters. If you're
  getting too few results, also try relaxing hard filters or switching skills to Loose
  (see [Search filters](/search/filters)).
</Note>


# Evaluation criteria
Source: https://docs.clarvo.ai/search/evaluation-criteria

Tell Clarvo what matters most for the role, and it evaluates and surfaces candidates against those criteria.

**Evaluation criteria** are the specific things that matter for your role: the skills,
experience, and qualifications you'd weigh up yourself when reviewing a candidate. You write
them in plain language, and Clarvo evaluates every candidate against them.

## Adding criteria

Before your results appear, Clarvo asks you to **Add Your Evaluation Criteria**. Add each
requirement as a short, plain-language statement, for example *"Has led a team"* or
*"Experience scaling a B2B SaaS product."*

<Steps>
  <Step title="Write what matters">
    Add criteria for the skills, experience levels, and qualifications that count most for
    this role.
  </Step>

  <Step title="Order by priority">
    Drag criteria to rank them. The ones at the top carry the most weight.
  </Step>

  <Step title="Confirm to continue">
    Results are shown once you've confirmed your criteria, so the candidates you see are
    already considered against them.
  </Step>
</Steps>

## What it does

Clarvo assesses each candidate against every criterion you set, and shows the outcome on the
candidate's **Evaluation** tab, criterion by criterion, so you can see *why* someone is a
fit, not just that they are. See [Tracking candidates](/shortlist/tracking-candidates).

## How it affects your results

Criteria don't work like [hard filters](/search/filters); they don't remove anyone. Instead
they shape **which candidates surface and in what order**:

<CardGroup>
  <Card title="Surfacing" icon="arrow-up-wide-short">
    Candidates who best match your criteria rise to the top of the list, so the most relevant
    people are the first you see.
  </Card>

  <Card title="Signal, not a cut-off" icon="signal-stream">
    Each criterion acts as a **signal** that steers the search toward the qualities you care
    about. A candidate who misses one still appears, just lower down.
  </Card>
</CardGroup>

Because criteria are ranked, the higher-priority ones influence surfacing more than the
lower ones, so leading with what truly matters has the biggest effect on your results.

<Tip>
  Keep each criterion focused on a single idea and phrase it the way you'd describe an ideal
  candidate. Specific, well-ordered criteria surface better-matched people.
</Tip>


# Search filters
Source: https://docs.clarvo.ai/search/filters

Every filter in Clarvo, what it does, and whether it narrows your results (hard) or shapes their ranking (soft).

Filters refine a search until the results match who you're looking for. Open **Edit Filters**
from your search to access them, grouped into the tabs below.

## Hard vs. soft filters

Filters work in one of two ways, and knowing which is which is the key to widening or
tightening a search:

<CardGroup>
  <Card title="Hard filter" icon="filter">
    **Narrows** your results. Candidates that don't match are removed from the list.
  </Card>

  <Card title="Soft filter" icon="arrow-up-wide-short">
    **Shapes ranking**. Matching candidates move up the list, but non-matching candidates can
    still appear. Clarvo matches these by *meaning*, not exact text.
  </Card>
</CardGroup>

<Note>
  Several criteria you might expect to be strict (job titles, industries, and a
  candidate's field of study) are deliberately soft. Clarvo matches them
  semantically and uses them to rank candidates, so a strong match with a differently-worded
  title or a related industry still shows up instead of being filtered out.
</Note>

## Job title & role

<ParamField type="Soft filter">
  Clarvo matches titles by **meaning**, not exact wording, and uses them to **rank**
  candidates. Someone whose title is phrased differently but does the same work still appears.
</ParamField>

<ParamField type="Hard filter">
  Narrows to the seniority levels you select, with a little tolerance for the levels just
  above and below.
</ParamField>

<ParamField type="Hard filter (lenient)">
  Candidates well below your minimum are filtered out; the exact amount of experience also
  influences ranking. You can set a maximum too.
</ParamField>

<ParamField type="Hard filter">
  Narrows to candidates whose average time per role meets your minimum.
</ParamField>

<ParamField type="Hard filter">
  **Limit to** or **exclude** current freelancers, useful when sourcing for contract work.
</ParamField>

<ParamField type="Soft filter">
  Preferences like remote work shape ranking rather than strictly excluding candidates.
</ParamField>

## Industry

<ParamField type="Soft filter">
  Industry experience is matched **semantically** and shapes ranking. A candidate from a
  closely related industry still appears, ranked by how relevant their background is.
</ParamField>

## Location

<ParamField type="Hard filter">
  Keeps only candidates in the cities or countries you choose. Add several locations for a
  broader or remote-friendly search.
</ParamField>

## Skills

Skills are the most flexible filter: they can narrow **or** just rank, depending on the mode
and how you group them.

<ParamField type="Hybrid">
  In **Loose** mode the skills filter is broad: it splits your skills into two buckets,
  *required* and *nice to have* (below). In **Strict** mode it becomes a hard filter built
  around your skill groups (Must / Can groups, further below).
</ParamField>

### Required vs. nice to have in Loose mode

In Loose mode your skills sit in two buckets, and they behave very differently. Drag a skill
between buckets, or use the **Add skill** button in each, to decide which is which.

<ParamField type="Hard filter (lenient)">
  Shown under **"Must have at least one of these skills."** Clarvo keeps only candidates who
  match **at least one** of these skills, no matter which you list. It's an *any-of* match
  (OR logic) across the whole bucket, not an *all-of* one, so adding more required skills
  **widens** the pool rather than narrowing it. Leave this bucket empty to skip skill-based
  narrowing entirely.
</ParamField>

<ParamField type="Soft filter">
  Shown under **"Preferably has some of these skills."** These never exclude anyone, they only
  **lift** matching candidates in the ranking. A search with *only* nice-to-have skills (no
  required ones) applies no skill filter at all and simply ranks everyone by how well they
  match.
</ParamField>

<Tip>
  Loose mode's two buckets are the same idea as Strict mode's **Must** and **Can** groups,
  just simpler: one shared "any of these" requirement instead of several groups that each
  must be matched. Switch to Strict when you need a skill from *every* group, not just one
  skill overall.
</Tip>

### Skill groups as boolean logic (Strict mode)

Strict mode turns your skills into a boolean expression. You build it by sorting skills into
**groups** and marking each group **Must** or **Can**:

* **Within a group, skills are OR.** A candidate qualifies for the group by matching *any one*
  of its skills. Put interchangeable skills together, like `React` OR `Vue` OR `Angular`.
* **Between Must groups, the logic is AND.** A candidate must satisfy *every* Must group to
  appear. Use a separate group per distinct requirement.

So three Must groups read like `(React OR Vue) AND (TypeScript) AND (AWS OR GCP)`: a frontend
framework, *and* TypeScript, *and* a cloud platform. Drag skills between groups, or use **Add
new group**, to shape the expression. Loose mode is the special case where every skill shares
one big OR.

<ParamField type="Hard filter (in Strict mode)">
  In Strict mode, a candidate must match at least one skill from **every Must group** to
  appear (OR within the group, AND across groups).
</ParamField>

<ParamField type="Soft filter">
  **Can** skills sit outside the AND requirement: they only affect ranking, lifting matching
  candidates without excluding anyone.
</ParamField>

<ParamField type="Soft filter">
  Setting a desired minimum experience for a skill (the clock icon) influences ranking.
</ParamField>

## Companies

<ParamField type="Hard filter">
  Keeps only candidates who have worked at the companies you choose (at any point in their
  history), great for targeting competitors.
</ParamField>

<ParamField type="Hard filter">
  Removes candidates who **currently** work at the companies you choose. Switch the recency to
  also exclude anyone who worked there in the past.
</ParamField>

<ParamField type="Hard filter">
  Narrows by how large a candidate's company is, or how recently it was founded.
</ParamField>

## Education

<ParamField type="Hard filter">
  Narrows to candidates at or above a minimum degree level (or, optionally, excludes anyone
  with a higher degree).
</ParamField>

<ParamField type="Hard filter">
  Narrows by when candidates finished their most recent education.
</ParamField>

<ParamField type="Soft filter">
  Matched by meaning and used to **rank** candidates. A related field still appears, it just
  ranks accordingly.
</ParamField>

<ParamField type="Soft filter">
  Treated as preferences that inform ranking rather than strict cut-offs.
</ParamField>

## Languages

<ParamField type="Hard filter">
  Candidates must speak every required language (at a reasonable proficiency).
</ParamField>

<ParamField type="Soft filter">
  A bonus that improves ranking but never excludes anyone.
</ParamField>

## Interaction filters

These narrow results based on your team's prior activity, so you don't reach out to the same
person twice. Each can be scoped to **this project** or **your whole organization**.

<ParamField type="Hard filter">
  **Limit to** or **exclude** candidates you (or your team) have already contacted or viewed,
  optionally within a recent time window.
</ParamField>

<ParamField type="Hard filter">
  **Limit to** or **exclude** candidates who are already LinkedIn connections.
</ParamField>

## Saving filters as templates

Built a filter set you like? Save it as a **template** to apply the same criteria to future
searches in one click. Your filters also persist as you work, so you won't lose them when
refining a search.

<Tip>
  Too few candidates? Loosen the hard filters first. Switch skills to Loose, move a
  Must group to Can, widen seniority or experience, or remove a location, then turn on
  [deep search](/search/deep-search). Soft filters (titles, industries, field of study) never
  need loosening; they only affect ordering.
</Tip>


# How search works
Source: https://docs.clarvo.ai/search/how-search-works

The journey from a plain-language description to a reviewed list of matching candidates.

Search in Clarvo is designed so you describe who you want in plain language, **review how
Clarvo interpreted it**, and only then look at results. That review step is what keeps your
results on target.

## The search flow

<Steps>
  <Step title="You describe the role">
    Start a **New Search** and write who you're looking for in everyday language: titles,
    skills, experience, location, and anything else that matters.
  </Step>

  <Step title="Clarvo translates your description">
    Clarvo reads your description and turns it into a set of structured **filters**: the
    concrete criteria it will search against. You'll see a short "translating" step while it
    works.
  </Step>

  <Step title="You review the interpreted filters">
    Clarvo shows you the filters it understood as a row of badges above your results. This
    is your chance to confirm it got things right **before** you rely on the results.
  </Step>

  <Step title="You adjust if needed">
    Tweak the wording with **Edit Search**, or open **Edit Filters** to fine-tune the
    criteria directly. See [Search filters](/search/filters) for every available filter and
    whether it narrows or just ranks your results.
  </Step>

  <Step title="You set your evaluation criteria">
    Before you see candidates, you define the **criteria** Clarvo should judge them on. The
    criteria editor appears first. Confirm or refine it to continue.
  </Step>

  <Step title="Clarvo runs an AI-powered evaluation">
    Clarvo assesses every candidate against your criteria. This evaluation is a built-in
    part of search: it's how candidates are scored, not an optional extra.
  </Step>

  <Step title="You view your evaluated results">
    Clarvo returns the matching candidates, each scored and ordered by how well they fit your
    criteria.
  </Step>
</Steps>

## Reviewing before you trust the results

The interpreted-filter badges are the heart of the review step. Each badge is something
Clarvo decided to search for based on your description. Reviewing them means you can:

<Steps>
  <Step title="Catch misreadings early">
    If a badge doesn't match what you meant, fix it before judging the results.
  </Step>

  <Step title="See what's driving the match">
    Understand why a candidate showed up, and what's narrowing vs. simply ranking the list.
  </Step>

  <Step title="Open the right filter in one click">
    Click a badge to jump straight to that filter in **Edit Filters**.
  </Step>
</Steps>

<Note>
  Some filters narrow your results (hard filters) and others only rank them (soft
  filters). Knowing which is which is the key to widening or tightening a search. See
  [Search filters](/search/filters).
</Note>

## Widening or narrowing

* **Too few results?** Loosen or remove hard filters, or switch skills to **Loose** matching.
  Turn on [deep search](/search/deep-search) to widen the candidate pool.
* **Too many results?** Add hard filters (specific titles, seniority, location, or required
  skills) to tighten the list.


# Running a search
Source: https://docs.clarvo.ai/search/running-a-search

Describe a role, review the interpreted filters, then view your matching candidates.

Start a **New Search** to find people that match the role you're hiring for. For a deeper
look at what happens behind each step, see [How search works](/search/how-search-works).

<ConnectAccountsPrereq />

<Steps>
  <Step title="Start a New Search">
    Open **New Search** from the sidebar within your current project.
  </Step>

  <Step title="Describe who you're looking for">
    Write the role in plain language, for example, *"Senior Software Engineers with 5+
    years Fintech experience, Python & AWS."*
  </Step>

  <Step title="Review the interpreted filters before your results">
    Clarvo translates your description into **filters** and shows them as badges above your
    results. **Review them first**: confirm Clarvo understood the role correctly before you
    rely on the candidates it returns.
  </Step>

  <Step title="Adjust the filters">
    Use **Edit Search** to reword your description, or **Edit Filters** to fine-tune the
    criteria. Each filter either **narrows** your results or just **ranks** them. See
    [Search filters](/search/filters) for the full breakdown.
  </Step>

  <Step title="Set your evaluation criteria">
    Before results appear, confirm the **criteria** Clarvo should judge candidates on. The
    AI-powered evaluation against these criteria is a built-in step of every search. See
    [How search works](/search/how-search-works).
  </Step>

  <Step title="View your evaluated matches">
    Clarvo returns matching candidates, each scored against your criteria and ordered by fit.
    Refine the filters at any time to widen or tighten the list.
  </Step>

  <Step title="Add to your shortlist">
    Send the strongest matches to your [Shortlist](/shortlist/overview).
  </Step>
</Steps>

<Tip>
  Not getting enough candidates? Switch skills to Loose matching, relax a hard filter,
  or turn on [deep search](/search/deep-search) to widen the pool.
</Tip>


# Saving & sharing searches
Source: https://docs.clarvo.ai/search/saving-sharing

Save searches to revisit and share them with teammates.

Save a search to return to it later, or share it so teammates can review the same results.

<Steps>
  <Step title="Save a search">
    Keep a search within your project so you can re-run or refine it anytime.
  </Step>

  <Step title="Share a search">
    Generate a shareable link so a teammate can view the search and its results.
  </Step>
</Steps>


# What sequences are
Source: https://docs.clarvo.ai/sequences/overview

Automated, multi-step outreach that contacts candidates across email and LinkedIn over time.

A **sequence** is an automated outreach flow. You build a series of steps (emails and
LinkedIn messages) and Clarvo sends them to the candidates you enroll, on a schedule, until
they reply. It's how you reach a whole shortlist personally without sending every message by
hand.

<ConnectAccountsPrereq />

## How a sequence works

<Steps>
  <Step title="Build the steps">
    Add [email and LinkedIn steps](/sequences/steps) in the **Editor**, and personalize each
    message.
  </Step>

  <Step title="Enroll candidates">
    Add candidates from your [shortlist](/shortlist/overview) or a search. Each enrolled
    candidate is a **contact** in the sequence.
  </Step>

  <Step title="Clarvo sends on schedule">
    Steps go out automatically at the [times you set](/sequences/schedule-and-history), from
    your connected email and LinkedIn accounts.
  </Step>

  <Step title="Replies stop the outreach">
    When a candidate replies, Clarvo automatically **cancels their remaining steps** so you
    never keep messaging someone who's already responded. Pick the conversation up in your
    [inbox](/conversations/inbox).
  </Step>

  <Step title="Statuses keep your shortlist in sync">
    As steps send, each candidate's [shortlist status](/shortlist/tracking-candidates#how-statuses-update)
    updates automatically (Email Sent, Connection Request, InMail Sent).
  </Step>
</Steps>

## The sequences list

Each project has its own sequences. The list shows, per sequence:

| Column          | What it shows                                 |
| --------------- | --------------------------------------------- |
| **Name**        | The sequence's name (rename it any time).     |
| **Sender**      | The connected account messages are sent from. |
| **Steps**       | How many steps it has.                        |
| **Enrollments** | How many candidates are enrolled.             |
| **Status**      | Active, Paused, Stopped, or Archived.         |
| **Created**     | When it was made.                             |

A sequence marked **Incomplete** has a step that still needs attention (such as missing
content) before it can send.

## Inside a sequence

Open a sequence and you'll find four tabs:

<CardGroup>
  <Card title="Editor" icon="pen-to-square" href="/sequences/steps">
    Build and edit the steps.
  </Card>

  <Card title="Contacts" icon="users" href="/sequences/performance">
    Everyone enrolled, with their status and engagement.
  </Card>

  <Card title="Schedule" icon="calendar" href="/sequences/schedule-and-history">
    What's scheduled to send next.
  </Card>

  <Card title="History" icon="clock-rotate-left" href="/sequences/schedule-and-history">
    Everything that's already gone out.
  </Card>
</CardGroup>

## Controlling a sequence

Use the sequence controls to **Pause** (hold all sending), **Resume**, or **Stop** a
sequence, and **Rename**, **Archive**, or **Delete** it. Archiving cancels all pending
steps and enrollments and sets the sequence aside; its history is kept. You can unarchive
any time to reuse the sequence for new enrollments, but the cancelled enrollments are not
restored. You can also pause, resume, or stop individual contacts from their row. Archive
and Delete are available both from the sequence's controls and from each row of the
sequences list.

<Warning>
  Archiving cancels all pending steps and enrollments, and unarchiving does not bring them
  back. Deleting goes further: the sequence's steps, enrollments, history and any scheduled
  sends are removed entirely and cannot be recovered. Pause the sequence instead if you
  just want to hold sending.
</Warning>


# Sequence performance
Source: https://docs.clarvo.ai/sequences/performance

Measure your outreach with the Analytics tab's funnel, channel metrics, and activity chart, then drill into individual candidates from the Contacts tab.

Sequence performance lives in two places: the **Analytics** tab gives you the aggregate
picture across your outreach, and the **Contacts** tab shows where each enrolled candidate
is and how they've engaged.

## Analytics tab

The **Analytics** tab on the Sequences page rolls up your results. Two controls shape
everything on the page:

<ParamField type="Filter">
  Look at **all sequences** together or zero in on a single one.
</ParamField>

<ParamField type="Filter">
  **Last 7 days**, **last 30 days**, **last 90 days**, or **all time**.
</ParamField>

### Funnel

The funnel section tracks candidates through their enrollment lifecycle:

| Metric         | Meaning                                                                                                          |
| -------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Enrolled**   | Candidates added to the sequence.                                                                                |
| **Contacted**  | Candidates who received at least one message.                                                                    |
| **Active**     | Candidates with steps still scheduled.                                                                           |
| **Completed**  | Candidates who finished every step, with the completion rate as a share of contacted.                            |
| **Inactive**   | Enrollments that were paused, stopped or cancelled.                                                              |
| **Reply rate** | Share of contacted candidates who replied, counting both channels: email replies and LinkedIn messages received. |

### Email metrics

| Metric          | Meaning                                                        |
| --------------- | -------------------------------------------------------------- |
| **Sent**        | Emails delivered, plus how many candidates that covers.        |
| **Open rate**   | Share of emailed candidates who opened at least one email.     |
| **Click rate**  | Share of emailed candidates who clicked a link.                |
| **Bounce rate** | Bounced emails as a share of all send attempts.                |
| **Failed rate** | Emails that couldn't be sent, as a share of all send attempts. |

### LinkedIn metrics

| Metric                  | Meaning                                                                        |
| ----------------------- | ------------------------------------------------------------------------------ |
| **Messages sent**       | LinkedIn steps sent (messages, InMails), plus how many candidates that covers. |
| **Connection requests** | Invites sent.                                                                  |
| **Accept rate**         | Share of connection requests that were accepted.                               |
| **Reply rate**          | Share of candidates messaged on LinkedIn who replied.                          |

### Activity over time

The chart at the bottom plots four lines — **emails sent**, **LinkedIn sent**, **opens**, and
**replies** — so you can see your sending cadence and the engagement it generates side by
side. Buckets are **daily** for the 7- and 30-day ranges, and **weekly** for 90 days and
all time.

<Tip>
  A healthy sequence shows replies tracking sends with a short lag. Sends without opens or
  replies trailing far behind are your cue to revisit your [steps](/sequences/steps).
</Tip>

<Note>
  Analytics appear once candidates are enrolled and messaged; until then the tab shows
  "No data for this range".
</Note>

## Contacts tab

The **Contacts** tab is the per-candidate view inside a sequence. Every enrolled candidate
is a row showing where they are in the sequence and how they've engaged with your outreach.

### What each contact shows

<ParamField type="Progress">
  Whether the candidate has **Replied** (highlighted) or is still in progress, along with the
  **current step** they're on.
</ParamField>

<ParamField type="Signal">
  A quick **High / Medium / Low** read on how engaged the candidate is, backed by counts of:
  **opens and LinkedIn messages received**, **clicks**, and **replies**.
</ParamField>

<ParamField type="State">
  Whether the candidate's enrollment is **active**, **paused**, or **stopped**.
</ParamField>

<ParamField type="Date">
  When the candidate was enrolled.
</ParamField>

### Reading performance at a glance

<Steps>
  <Step title="Spot your repliers">
    Candidates who've **Replied** stand out: these are your warmest leads. Pick the
    conversation up in [Conversations](/conversations/inbox).
  </Step>

  <Step title="Gauge engagement">
    A row of **High** engagement (lots of opens, clicks, or replies) tells you the message is
    landing; lots of **Low** engagement is a sign to revisit your [steps](/sequences/steps).
  </Step>

  <Step title="Filter to focus">
    Filter the contacts by status to zero in on, say, everyone who's replied or everyone still
    waiting on a first touch.
  </Step>
</Steps>

### Per-candidate detail

Open a contact to see their full **timeline** for the sequence: each step that was sent,
when a connection request was **accepted**, and when they **replied**, so you can see the
whole outreach story for one person in one place.

<Note>
  Because a reply automatically cancels a candidate's remaining steps, a rising number of
  Replied contacts is the clearest sign your sequence is working.
</Note>


# Schedule & history
Source: https://docs.clarvo.ai/sequences/schedule-and-history

Control when each step sends, see what's coming up, and review everything that's already gone out.

Every step in a sequence sends on a schedule. You set the timing in the Editor, and track
what's upcoming and what's already happened from the Schedule and History tabs.

## Timing a step

Each step has its own timing, set relative to the step before it:

<Steps>
  <Step title="Delay">
    Choose how long to wait after the previous step, counted in **business days** (skipping
    weekends) or **any days**.
  </Step>

  <Step title="Send time">
    Pick the time of day the step should go out.
  </Step>

  <Step title="Time zone">
    Set the time zone the send time is based on, so messages land at a sensible local hour.
  </Step>
</Steps>

<Note>
  The "message after connection accepted" step is the exception. It sends when the candidate
  accepts your request rather than after a fixed delay. See [Sequence steps](/sequences/steps).
</Note>

Clarvo also paces sending so a batch of messages goes out gradually rather than all at once,
which keeps your outreach looking natural.

## Schedule tab: what's coming up

The **Schedule** tab shows the **upcoming steps** queued to send, and when. It's the easy way
to see what each contact will receive next. A project-wide schedule view also rolls up the
upcoming steps across all of your sequences.

## History tab: what's already gone out

The **History** tab is the record of every step that's been processed, each with a status:

| Status        | Meaning                                                                                    |
| ------------- | ------------------------------------------------------------------------------------------ |
| **Scheduled** | Queued to send.                                                                            |
| **Sent**      | Delivered to the candidate.                                                                |
| **Failed**    | Couldn't be sent.                                                                          |
| **Bounced**   | An email bounced back (invalid or rejected address).                                       |
| **Cancelled** | Won't send: for example, the candidate replied, so the rest of their steps were cancelled. |

A project-wide history view shows activity across all sequences in one feed.

<Tip>
  If a step failed, check that the right account (email or LinkedIn) is still connected,
  then retry it from history.
</Tip>


# Sequence steps
Source: https://docs.clarvo.ai/sequences/steps

Every type of step you can add to a sequence (email and the three LinkedIn step types), and how to personalize them.

You build a sequence from **steps** in the Editor. Each step is one outreach action on one
channel. Steps run in order, with a [delay](/sequences/schedule-and-history) between them.

## Email steps

An **email step** sends an email from your connected email address.

<ParamField type="Email">
  Write a subject line and message. Follow-up emails can thread under the first so they read
  as one conversation.
</ParamField>

## LinkedIn steps

LinkedIn steps send from your connected LinkedIn account. There are **three** types, each
suited to a different moment:

<ParamField type="LinkedIn">
  Sends a connection invitation, optionally with a short personal note. Notes are limited by
  LinkedIn (a couple of hundred characters, depending on your LinkedIn plan), so keep them
  brief.
</ParamField>

<ParamField type="LinkedIn">
  Sends a LinkedIn InMail, a longer message you can send without being connected first.
  Allows much more text than a connection note.
</ParamField>

<ParamField type="LinkedIn">
  Waits until the candidate **accepts your connection request**, then automatically sends a
  direct message. Because it depends on the candidate acting, this step only fires once the
  acceptance comes through, and it allows the longest messages of the three.
</ParamField>

<Note>
  The "message after accepted" step is event-driven: it doesn't send on a fixed date like
  other steps. It waits for the connection to be accepted, then delivers your message. If the
  request is never accepted, the message simply doesn't send.
</Note>

## A typical multi-channel sequence

<Steps>
  <Step title="Connection request">
    Open with a connection request and a short note.
  </Step>

  <Step title="Message after accepted">
    Once they accept, send your real pitch as a LinkedIn message.
  </Step>

  <Step title="Email follow-up">
    Add an email a few days later for anyone who hasn't replied.
  </Step>
</Steps>

## Personalizing messages

Every message can be personalized so each candidate gets something that reads as one-to-one:

<Steps>
  <Step title="Use personalization">
    Drop in details like the candidate's name or role so messages aren't generic.
  </Step>

  <Step title="Reuse what works">
    Save and reuse your best-performing messages across steps and future sequences.
  </Step>

  <Step title="Preview before it sends">
    Preview a step to see exactly how it will look for a candidate.
  </Step>
</Steps>

<Tip>
  Mixing channels (a LinkedIn touch plus an email follow-up) tends to reach more candidates
  than a single channel alone.
</Tip>


# Account settings
Source: https://docs.clarvo.ai/settings/account-settings

Manage your profile, connected accounts, and billing.

Your settings are home base for everything about your account.

<Steps>
  <Step title="Profile">
    Update your name and details used when Clarvo reaches out on your behalf.
  </Step>

  <Step title="Connected accounts">
    Manage your [LinkedIn and email connections](/get-started/connect-accounts), and
    connect [Slack](/integrations/slack) to search from a channel.
  </Step>

  <Step title="Billing">
    Review your [plan and subscription](/billing/managing-subscription).
  </Step>
</Steps>


# Shortlist overview
Source: https://docs.clarvo.ai/shortlist/overview

The shortlist is your project's working list of candidates: a sortable table you fill from search and imports.

The **Shortlist** is the curated list of candidates you're pursuing for a project. It's a
single table where you collect people, track where each one stands, and open their full
profile to dig in. Like everything else, the shortlist is scoped to the
[current project](/projects/overview).

## The shortlist table

Each candidate is a row, holding the people you've added from a search or imported by
LinkedIn URL. Every column is sortable (click the header), and you can **Search by name** or
**Filter by Status** from the toolbar at the top.

| Column           | What it shows                                                                                                             |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Full Name**    | The candidate's name; click the row to open their full profile.                                                           |
| **Profiles**     | Links to the candidate's profiles (such as LinkedIn).                                                                     |
| **Status**       | Where the candidate is in your pipeline, set from a dropdown (see [Tracking candidates](/shortlist/tracking-candidates)). |
| **Owner**        | The teammate responsible for the candidate.                                                                               |
| **Date**         | When the candidate was added.                                                                                             |
| **Current Role** | Their current job title.                                                                                                  |
| **Organization** | Their current company.                                                                                                    |
| **Education**    | Their highest or most recent education.                                                                                   |
| **Location**     | Where they're based.                                                                                                      |

## Adding candidates

<Steps>
  <Step title="From a search">
    Send the strongest matches from a [search](/search/running-a-search) straight to the
    shortlist.
  </Step>

  <Step title="Import by LinkedIn URL">
    Click **Import**, paste one or more **LinkedIn profile URLs**, and Clarvo validates them
    and pulls the candidates in. Invalid links are flagged so you can fix them.
  </Step>
</Steps>

## Removing candidates

Tick the checkboxes next to one or more candidates (or **Select all**) and choose **Remove
Candidates from Shortlist**. This takes them off the shortlist for this project.


# Tracking candidates
Source: https://docs.clarvo.ai/shortlist/tracking-candidates

Move candidates through your pipeline with statuses, and dig into each one from the profile panel.

The shortlist isn't just a list. It's where you track each candidate's progress and review
them in depth.

## Status

Every candidate has a **Status** you set from the dropdown in the Status column. The
available statuses are:

| Status                 | Meaning                                     |
| ---------------------- | ------------------------------------------- |
| **Not Contacted**      | On your shortlist, no outreach yet.         |
| **Email Sent**         | You've emailed the candidate.               |
| **Connection Request** | You've sent a LinkedIn connection request.  |
| **InMail Sent**        | You've sent a LinkedIn InMail.              |
| **Interested**         | The candidate has shown interest.           |
| **Interviewing**       | The candidate is in your interview process. |
| **Hired**              | You've hired the candidate.                 |
| **Rejected**           | The candidate isn't moving forward.         |
| **Not Interested**     | The candidate has declined.                 |

Use **Filter by Status** in the toolbar to focus on candidates at a particular status.

### How statuses update

You can set any status yourself from the dropdown. Clarvo also updates the outreach statuses
**automatically as a [sequence](/sequences/overview) runs**. When a step actually sends to a
candidate on the project's shortlist, their status moves to match:

| When this sends…              | …the status becomes    |
| ----------------------------- | ---------------------- |
| An email step                 | **Email Sent**         |
| A LinkedIn connection request | **Connection Request** |
| A LinkedIn InMail             | **InMail Sent**        |

<Note>
  Automatic updates only happen when a message sends (not when you enroll a candidate),
  and only for candidates already on the project's shortlist. Each change is recorded in the
  candidate's Activity with the sequence noted as the source.
</Note>

The remaining statuses (**Interested**, **Interviewing**, **Hired**, **Rejected**, and
**Not Interested**) reflect what happens after outreach, so you set those yourself as
candidates progress.

## The candidate profile panel

Click any candidate to open their profile panel. Alongside their full details (work
experience, education, skills, and location), it has four tabs:

<CardGroup>
  <Card title="Evaluation" icon="clipboard-check">
    How the candidate scored against your search **criteria**, broken down criterion by
    criterion. This is the [AI-powered evaluation](/search/how-search-works) from your search.
  </Card>

  <Card title="Notes" icon="note-sticky">
    Write and read notes on the candidate so your team stays aligned.
  </Card>

  <Card title="Activity" icon="clock-rotate-left">
    A timeline of what's happened with the candidate.
  </Card>

  <Card title="Chat" icon="comments">
    Message the candidate directly. This tab appears when messaging is available, and replies
    also show up in [Conversations](/conversations/inbox).
  </Card>
</CardGroup>

<Note>
  The Owner column shows who's responsible for each candidate, so a shared shortlist
  stays organized across your team.
</Note>


# Inviting teammates
Source: https://docs.clarvo.ai/team/inviting-teammates

Collaborate on hiring with your team in Clarvo.

Invite colleagues so your team can collaborate on roles, share searches, and avoid
contacting the same candidates twice.

<Steps>
  <Step title="Send an invite">
    Invite a teammate by email from your settings.
  </Step>

  <Step title="Collaborate on projects">
    Teammates can work together on projects and see shared searches.
  </Step>

  <Step title="Coordinate outreach">
    Use [interaction filters](/search/filters#interaction-filters) to limit a search to,
    or exclude, candidates your collaborators have already handled.
  </Step>
</Steps>

<Note>
  Team collaboration is part of the Growth plan and above. See [Plans](/billing/plans).
</Note>