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Core. Enterprise setup is a guided configuration process, not an AI feature. Your Customer Success team runs it with you, and your answers are frozen into a signed Configuration Contract that every evaluation score traces back to.
Exterview enterprise setup overview

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Purpose

Setup captures your structure, what a strong candidate looks like, how evaluations run, and your governance rules. Nothing is scored until this is agreed and frozen.

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The setup journey

Setup runs in phases so you are never configuring everything at once: Foundation first, then Phase 1 (Resume and Phone), Phase 2 (Voice and Avatar), Phase 3 (Panel and HR), and Phase 4 (Offer). Where you are unsure, a sensible default applies and you revisit later.

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Steps

1

Meet your setup team

Your Customer Success facilitator guides the session. Bring your talent, HR, IT, and compliance leads.
Setup session participants
2

Define the Foundation

Set your org structure and what a strong candidate looks like. See Org structure.
Foundation setup
3

Add users and access

Add people and assign roles. See Add users.
Users and access
4

Configure how evaluations run

Set the pipeline, scoring, communication, and integrations. See Pipeline.
Operations setup
5

Set governance

Configure compliance, privacy, and human oversight. See Compliance.
Governance setup
6

Review the phased plan

Confirm which phase enables which steps, so rollout is staged.
Phased rollout plan
7

Freeze the contract

Review and sign. Your configuration is frozen and versioned. See Freeze.
Freeze the configuration contract
8

Go live

Run first sessions and begin the calibration window. See Go-live.
Go live