Sourcing Mode for Intake Calls

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Overview

Sourcing mode adds a short, optional segment to the end of Autopilot call-in intake calls. Once the AI assistant has worked through the intake questions, it offers to check your organization’s existing candidate database against the requirements discussed on the call:

“Before we wrap up — I can check how many candidates already in your database look like a match for this role, and share a couple of quick highlights. Would you like to hear them?”

If the hiring manager accepts, the assistant shares:

• A match count — approximately how many candidates already in your candidate database fit the requirements gathered during the intake.
• The strongest matches, one at a time — the assistant introduces the top candidates individually, giving each candidate’s first name plus a couple of sentences on why they fit, then pausing for the hiring manager’s reaction before moving on. If no candidate stands out strongly enough, the assistant shares the count and leaves the details for your recruiting team to review.

If the hiring manager declines, the call wraps up as usual — the rest of the intake is unchanged either way. Matching runs against your organization’s existing candidate database, drawing on resumes and everything Tenzo has learned from prior calls — the same engine that powers the Sourcing tab. Results are compiled live while the intake conversation finishes, so the highlights reflect the requirements that were just discussed.

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Walking through the candidates

The hiring manager reacts to each candidate naturally, in plain language — no commands or menus. After hearing a candidate, they can:

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Add or change a requirement

If a candidate makes the hiring manager realize they need something different, they can say so out loud — for example:

“Actually, they’ll need a forklift certification too.”

The assistant folds that requirement in, re-runs the search from scratch, and starts the walkthrough over with the strongest match for the updated criteria. Requirements the hiring manager adds this way accumulate, so each re-search reflects everything they’ve asked for so far.

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Move to the next candidate

If the hiring manager is happy with a candidate or has nothing to change, the assistant asks whether they’d like to hear the next one and moves on when they’re ready.

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Wrapping up

The segment ends when the hiring manager asks to stop, the strongest matches run out, or they pass on a few candidates in a row without changes — a signal the shortlist is on the right track. The assistant then lets them know the recruiting team will follow up with the full list and says goodbye.

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What happens to the feedback

Every requirement the hiring manager adds during the segment is stored with the intake and available to your recruiting team, so the team starts from the criteria the hiring manager just confirmed rather than re-litigating the role.

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If matches aren’t ready in time

Matches are compiled live during the final minutes of the call, so occasionally they are still being pulled together when the assistant reaches this part of the call:

• Still compiling. If the hiring manager wants to hear the matches and they are nearly ready, the assistant lets them know it may take a brief moment to pull them up, then shares them as soon as they come through.
• Couldn’t be compiled. If the matches don’t come together in time, the assistant lets the hiring manager know and wraps up normally.

Either way the matches aren’t lost — your recruiting team can pull up matching candidates for the role from the intake note at any time, they just get reviewed after the call instead of read aloud.

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Availability

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Related

• Autopilot Call-In Number — the dedicated number hiring managers dial to start an intake
• Meeting Copilot — intake and interview notes, templates, and ATS sync
• Sourcing — how Tenzo matches candidates from your database to a role