Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to, and on lists owned by someone in their team.
Product: Client Portal
Where: Edit on the candidate card
Change what your client sees on a candidate: job title, summary, skills, experience and more. The AI recruiter note gives you a ready-made summary to start from.
Edit a candidate
Open the list and click Edit on the candidate. You can also open the candidate and click Edit at the top.
Change the fields on the right. The preview on the left shows what your client will see.
Click Update candidate.
The Edit candidate screen
The preview on the left shows what your client sees. Change the fields on the right.
Changes show for your client straight away if the candidate is active.
Use the AI recruiter note
The Recruiter note sits under Candidate Summary. Your client sees it on the candidate's profile.
In Edit candidate, scroll to AI-generated candidate write-up.
Click Add as recruiter note to use it, or Regenerate for a new version.
To change your own text, click Ask AI in the recruiter note toolbar.
Click Update candidate.
Turn AI notes on or off for a list
In List configuration → General:
AI-Generated Recruiter Notes: on writes a note for every new candidate; off writes none.
Auto-save AI Recruiter Notes: Save AI notes to candidates immediately, or Preview AI notes first so you add them yourself.
Good to know
Empty fields aren't shown to your client.
Which fields you see depends on the list's Candidate appearance.
To hide data instead of editing it, use Control candidate data. See Hide or anonymize candidate data.
To swap the CV, see Replace, add or remove a candidate's CV.
Pro tip: Want to check every AI note before your client sees it? Set Auto-save AI Recruiter Notes to Preview AI notes first in List configuration → General.
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Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.