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Documentation Index

Fetch the complete documentation index at: https://f4c7a9e2d8b1-docs.tenzo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Sourcing in Tenzo

Once enabled for your organization, Tenzo offers the ability to automatically match candidates from your ATS database to an active role. Tenzo’s AI agent will automatically generate requirements based on the job description and find an initial set of matching candidates based on prior experience in the candidate resumes. These requirements as well as additional filters may be adjusted to narrow the search. Custom fields from candidates in your ATS may be added to further constrain the search. Tenzo’s agent grows more powerful over time. Information from prior calls is extracted and indexed directly in the sourcing engine, so future searches benefit from everything the agent has already learned about your candidates.

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Sourcing Basics

There are two entry points into sourcing:
  • Per-job Sourcing tab — open a job and click the Sourcing tab. This is the flow described below and is the right choice when you are actively staffing a specific open role and want to add candidates into outreach.
  • Standalone Sourcing — accessible from the Sourcing entry in the side navigation. Lets you start from a free-text job description, without first creating a job. Useful for exploration, talent-mapping, and qualifying a role before opening it.
When you first open the Sourcing tab on a job, you’ll see a Ready to find candidates? empty state with a Start AI Sourcing button. Clicking it kicks off the initial search — the AI agent reads the job description, extracts requirements, and starts streaming matching candidates into the list. Any requirement can be modified or removed. Each requirement can be marked as required (must be met for a candidate to rank highly) or nice-to-have (a preference that influences scoring but does not exclude candidates).

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Refining With AI Chat

Above the candidate list is a chat input where you can describe changes in plain language — for example:
“Drop the Excel requirement, search near Seattle, and lower experience to 3+ years.”
When you submit, the AI proposes a set of changes (added/removed requirements, updated filters) in a changelog modal. You have three options:
  • Dismiss — close without applying
  • Accept — apply the changes but don’t re-search yet
  • Accept and Search — apply the changes and immediately re-run the search
After applying an AI change, an Undo button appears in the summary bar. Clicking it reverts to the previous configuration snapshot (requirements, location, years of experience, exclude-contacted setting).

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Filters

In addition to high-level requirements, recruiters can adjust additional filters to narrow the result set. Filters fall into two categories: Search filters (re-run the search when changed):
  • Distance from the job — radius and center location
  • Years of experience — minimum / maximum range
  • Exclude contacted — hides candidates who have already been contacted
  • Exclude recent submissions — hides candidates submitted to this company within a configurable recent window (default: last 6 months). Not supported by all ATSs.
  • Last Note Date — include or exclude candidates based on when they were last noted in the ATS. Not supported by all ATSs.
  • ATS field filters — filter on metadata fields from your ATS (categories, status, custom fields, etc.)
  • Extracted attribute filters — filters the AI extracted from the job description that are not full requirements
Post-search filters (refine the existing result set without re-running):
  • Filter by requirement — multi-select to show only candidates matching specific requirements
  • Years-of-experience chip — quickly narrow the visible list to a YOE range
ATS field filters and the Last Note Date filter may be configured organization-wide in the Rules of Engagement page. When an org admin marks those filters as required, they appear locked on the per-job tab; otherwise recruiters can edit or remove them per search. When you change any search filter after results are displayed, the summary bar pulses to indicate the results are stale, and a Search again action becomes available.

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Reading the Candidate List

Each row in the candidate list shows:
  • Star rating — the AI’s overall match score; hover for the reasoning
  • Name and location
  • Years of experience badge
  • Requirement badges — one chip per requirement, color-coded by match quality (green / yellow / gray). Hover any chip to see the supporting evidence text and links to recorded prior calls when available
  • Submission badge — flags candidates with prior submissions to this job or company
  • ATS tags — name/value chips from your ATS (loaded after results arrive)
Candidates are sorted by match quality. A divider separates candidates that meet all required requirements from those that only partially match. Click any row to open the detail panel on the right, which shows the full candidate profile — phone, email, resume, scoring reasoning, and requirement evidence with deep links to prior calls. Use the arrow keys to move between candidates without leaving the keyboard.

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Adding and Rejecting Candidates

Each row has two action buttons:
  • Add to job (green plus) — moves the candidate into outreach for this job
  • Reject (red minus) — removes the candidate from the result set
For larger batches, use the checkboxes on the left of each row plus the header checkbox to select all visible candidates, then click Add to Job (N) to bulk-add. Bulk adds run asynchronously; you’ll see a progress notification and can navigate away while the operation completes. Once added to an active job, sourced candidates go straight to outreach — they skip resume disqualification entirely since they were already vetted through the sourcing filters. Results are posted to the ATS just like applicants.

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Search Progress and Cancellation

Sourcing streams results as they’re found. While a search is running, the summary bar shows the current step — for example:
  • “AI is analyzing job description…”
  • “Searching for potential candidates…”
  • “Evaluating N potential candidates…”
A Cancel button is available throughout the search. If you cancel, any candidates already streamed in remain visible and you can refine and re-run. When the search completes, a toast confirms how many candidates were evaluated. If you need more results than the initial batch, refining requirements or filters and re-running will continue the search and surface additional candidates.

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Auto-Match (Per-Job Override)

When Auto-match sourcing is enabled at the organization level, Tenzo can automatically source, score, and add candidates the moment a job becomes active. Each job can override these defaults from the Sourcing tab using the Auto-match button at the top of the requirements panel. The override modal lets you:
  • Toggle auto-match on or off for this specific job
  • Set the maximum number of candidates to auto-add (1–500)
  • Choose a minimum star rating — only candidates at or above this score will be auto-added
  • Require all minimum requirements to be met before a candidate is auto-added
A few behaviors to be aware of:
  • The override is only available before the job is activated. Once active, the configuration is locked because auto-match only runs on initial activation.
  • If the organization admin has marked auto-match as required (rather than optional), the per-job override is read-only and the modal will display “locked by your organization admin”.
  • If your organization has not configured auto-match defaults at all, this button will not appear.
For information on configuring the organization-level defaults, see Auto-match sourcing in Available Settings.

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Initial Setup

To enable sourcing, Tenzo’s support team must first initiate a one-time-job to index candidates from your ATS to be discoverable by the sourcing engine. Once this is complete, new candidates or updates to existing candidates will sync automatically and the sourcing engine is ready to use.