
Before you start
You need an active account and permission to manage candidates. See Manage users and roles.Steps
1
Open Candidates
Go to the Candidates area to see everyone in table or card view, and filter by status, score, job, or customer.

2
Add candidates
Upload resumes (PDF or DOCX) to add candidates yourself. Exterview checks each file and flags anything that isn’t a resume or is already in the system. From within a job, you can also pull candidates in from your organization’s existing pool.

3
Review a candidate's profile
Open a candidate to see their overview, experience, skills, AI agent reports, and activity, or open their resume to see the AI score breakdown.

4
Update status and proceed
Set or change a candidate’s status directly from the list. Once they’re attached to a role, they’re ready for evaluation. See Running EX Scan.

FAQs
Is this an AI feature?
Is this an AI feature?
No. Viewing and managing candidates is a standard platform task. Scoring happens later, when an agent evaluates them.
Can I add candidates manually or import them in bulk?
Can I add candidates manually or import them in bulk?
Yes. Upload resumes on the Candidates page to add candidates yourself, one at a time or in bulk. Candidates also keep arriving automatically from your careers page and the systems you’re connected to.

