RecruitersOS Help Center

Overview

Everything you do lives in the Command Center: find people, reach out across channels, let automation handle the first pass, work your replies, and move deals through your pipeline. The platform runs two work modes and you pick which one you're in at any moment:

Each mode has its own campaigns, audiences, and dashboards. Use the BD / Recruiting toggle in the sidebar to switch; the whole workspace re-scopes to that mode.

What's new

• A reply now rings the right recruiter's phone. When someone answers a Role Hunter comment or direct message, the recruiter who made that touch gets a text with the reply in it, the moment it lands. Put each recruiter's cell number in Reply alerts on the Role Hunter tab, once, and no live conversation waits for someone to check a dashboard. See When someone replies.
• Open Profile DMs. A finished JD Sourcing search now reaches out on LinkedIn too: qualifying candidates who keep an open profile get one personal, confidential message from your recruiters' own accounts, free. Every message and reply is tracked on a new tab, and a positive answer texts the search owner right away so the conversation gets picked up while it is warm. See Open Profile DMs.
• InMails from your Sales Navigator credits. Paste a Sales Navigator (or Recruiter) search into JD Sourcing, tick the InMail box, and every strong match it returns gets one personal InMail written from their public work history, sent from your own account a few a day at a human pace. Open Profiles cost nothing; other sends use a credit that LinkedIn gives back when the person replies. See Sales Navigator InMails.
• Role Hunter now shows you what earns replies. Every comment and message carries the script it was written from, and a new scoreboard on the Role Hunter tab ranks those scripts by real replies across your whole team, so you double down on what works instead of guessing. Direct messages are tracked the same way, and the moment one gets an answer your desk lead is texted, so warm conversations get answered while they are warm. See Role Hunter.
• Cell Dialer. The recruiting power dialer: your JD Sourcing lists arrive ready to call, you talk on every call, and when a voicemail picks up one click drops your pre-built message into that same call, opening on the prospect's first name in your own recorded voice (the Name booth), while the follow-up email is written for that person and sent under your name. See Cell Dialer.
• Voice Drops: custom or generic, one key. Voice Drops now lives on the business development desk only. Record each prospect's first name once ("Hey, Dana") on the Recordings tab under Your names, the same name archive Cell Dialer and Hire Signals use. At the mailbox greeting the operator presses Space for the custom voicemail that opens on that name in your own voice, or G for the generic one. See the Operator desk.
• Voice Drops: the Operator desk. A live person now places every Voice Drops call. Name your virtual assistant as an operator on a campaign; they dial from your number, press Drop when the mailbox answers, and your recorded voicemail plays with the prospect's name while they dial the next person. Nothing dials on its own. See the Operator desk.
• Voice Drops, revamped: your real voice + their name. The only AI audio in a drop is now the prospect's first name (and any personalized line you add), spoken in your cloned voice and mastered into your real recording as one seamless file. Build the message as ordered parts and blend a cloned line anywhere, even mid-recording. See Voice Drops.
• Switchboard Autopilot. Hands-free from lead to voicemail: fresh job leads are matched to their decision maker, the company's main line is dialed, the phone menu is navigated to that person, and your voicemail about their opening is left — with a discreet Recruiting lane for reaching candidates the same way. Arm it once in Voice Drops → Autopilot. See Switchboard Autopilot.
• Role Hunter now opens conversations. Every comment and message it drafts leads with proof you know the market and closes with one easy invitation to engage, so a "yes" is a one-word reply away. See Role Hunter.
• Voicemail on your line. Record a greeting once on the BD Phone tab; calls you cannot answer play it, take a message, and drop the recording plus a transcript into your call history. See Set up your voicemail.
• Make it yours. Upload your logo (a separate one for dark and light appearance), set your brand name and accent color, and run the portal on your own web address.
• Natural voicemail scripts. Voice Drops scripts now open pre-formatted for human-sounding delivery, with a built-in pacing guide and the same rhythm baked into AI-drafted scripts. See Voice Drops.
• AI Vetting schedules its own calls. When a resume arrives, the AI texts the candidate for a time, understands answers like "today at 4pm", matches their timezone, and calls them at exactly that moment. See how a screen books itself.
• AI Vetting. Automated phone screening in your own cloned voice, every call recorded, transcribed, and scored.
• Setup hub. One place to connect your tools and track launch readiness at a glance.
• Campaign Sequences Library. Reusable multi-channel templates you can drop into any campaign.
• Hire Signals. Companies hiring right now, surfaced as fresh BD leads.

Quick start

1. Sign in and set your appearance (light or dark) from the account menu in the top-right.
2. Open Setup and work the launch checklist: connect your tools, set up email sending, connect your ATS, and set up your phone tools for voice and texting.
3. Make it yours in Setup → Branding (logo, name, accent color), and optionally add your own domain in Setup → Custom domain.
4. Invite your recruiters from Team. They get their own Recruiter Portal.
5. Build a campaign, add an audience, and launch. Replies land in your inbox; booked meetings and pipeline show on the Dashboard.

Recruiting & BD

The same platform, two modes. A few tabs are specific to one mode:

Shared by both: Dashboard, Campaigns, Outreach & replies, Analytics, Team, and all of Setup.

Working BD? Start with Role Hunter: it puts your name in front of hiring decision-makers, and the audiences following them, every single day.

Admin & Recruiter portals

Everyone uses the same app; what you see depends on your role.

As an admin you can preview the Recruiter Portal as any recruiter from the account menu, so you always see exactly what your team sees.

Your team & roles

Add recruiters from the Team tab. They receive an invite, sign in, and land in their Recruiter Portal. Admins run the workspace (setup, branding, billing, and integrations) while recruiters do the daily work and are walled off from anything that touches credentials or billing. You can change a person's role at any time.

The Setup hub

One place to stand everything up before you launch. A launch-readiness checklist shows what's done and what still needs attention. Setup is organized into sections:

• Integrations: connect the tools your workspace uses.
• Email sending: your sending domains and mailboxes.
• ATS: your system of record.
• Voice Drops: is the calling line connected, who on the team has a voicemail recorded, and what the open queues need.
• AI Vetting: your phone number and cloned voice.
• Branding: your logo, name, and color.
• Custom domain: run the portal on your own web address.

Connecting your tools

Each tool connects right here in the portal, no waiting on anyone. Open a tool, follow its short steps, paste your key, Save, then Test. Status walks from red (not set up) to yellow (saved) to green (verified). All required tools must be green before that mode's campaigns can activate.

The tools you bring, by category:

AI assistants. Any assistant that speaks the Model Context Protocol (Claude Desktop, Claude Code, Cursor, ChatGPT and others) can run JD Sourcing for you. Under Connected, press Create token in the AI assistants card; the token is personal, works only in this workspace, and carries exactly your own permissions, so treat it like a password. Press Copy config and paste the snippet into your assistant's MCP settings (the endpoint is your portal's address followed by /api/mcp). The assistant can then list your saved searches, start a new search from a title and job description, check progress and the suggested next moves, read candidates with their verdicts and screening answers, accept or decline people exactly as the Yes and No buttons do, refine a search with a sentence, mint a client shortlist link, add off-limits companies, and load a list into a texting campaign. Contact details are shared only when the assistant asks and your role may see them, and nothing is ever sent by the assistant itself. If you leave the workspace the token stops working on its own.

Suppression rules. The Suppression card sets what happens when a person you are about to reach is already known: messaged by anyone here within the lookback (180 days by default), unsubscribed, bounced, in another live campaign, in the ATS, or off-limits. Each rule has one action (Send, Hold for review, Skip this channel, Skip person); opt-outs and do-not-contact are always skipped. A touch on one channel never blocks a different channel.

• LinkedIn automation: send connection requests, messages, and voice notes from your seat.
• Contact enrichment: fill in titles, companies, emails, and phone numbers.
• Job-posting signals: power Hire Signals and "the role they're hiring for."
• Texting and your phone service: for OS Text, Voice Drops, and AI Vetting.

Email sending

Cold email only works at scale if your sending reputation stays healthy. This screen stands up and protects that reputation for you, so you can ramp volume without landing in spam.

• Add a sending domain (e.g. go-yourfirm.com) and it's auto-provisioned: the right DNS records, SPF, DKIM, DMARC and reverse-DNS/PTR, are generated so mailbox providers trust your mail.
• Mailboxes & warm-up: each new domain's inboxes are warmed gradually, sending volume ramps over days and weeks instead of a cold spike, which is what gets new domains flagged.
• Rotation: outreach is spread automatically across your domains and inboxes, keeping every mailbox under a safe daily limit.
• Health monitoring: bounce rate, spam placement and warm-up progress are tracked per domain with a clear green / amber / red signal, so you always know what's safe to send from.

Your ATS

Connect your applicant tracking system so it stays the single source of truth and you never double-enter data. Set it up once in Setup → ATS: pick your vendor, paste your credentials, then Test.

• Two-way sync: people and companies flow in from your ATS, and every touch the platform makes, emails, calls, texts, stage changes, placements, is written back, so your ATS always reflects what actually happened.
• Field mapping: your ATS fields are mapped to the platform's so names, titles, stages and owners line up. Review the mapping once during setup.
• Stays current: ongoing sync (plus webhooks where your ATS supports them) keeps both sides up to date automatically, no manual exports.

Phone & texting

Voice (Voice Drops, AI Vetting, the dialer) and SMS (OS Text and AI texting) run on the platform's carrier-grade phone network, on your own dedicated business number. Your account team provisions the number and completes the carrier registration during onboarding, so there is nothing to install or configure yourself.

Carrier registration (why your number needs approval)

US carriers (AT&T, Verizon, T-Mobile) only deliver business SMS from numbers tied to a registered brand (your company) and an approved use case. Until that approval lands, texts are filtered or blocked. Registration happens once, during your onboarding; after that, every number on your account sends reliably. To register your brand we need your legal business name, EIN / Tax ID, business address, and website, so have those ready. Carrier approval typically takes 1-3 business days.

Once your number is registered and approved, all calls and SMS across Voice Drops, AI Vetting, the dialer, and OS Text run through it. Need an extra number or a caller-ID name change? Ask your account team, it is handled for you without re-registering.

Set up your voicemail

The detail: your number can carry your own voicemail greeting. When you cannot pick up (you are on another call, away from your desk, or signed out) the caller hears your greeting, leaves a message after the beep, and the recording plus a transcript land in your call history. Step by step:

1. Open BD Phone from the sidebar. The Voicemail tab holds both halves of this: your messages on the left, your greeting on the right. (The same greeting card also sits on the main Phone tab, so you can record from either one.)
2. Find the Voicemail greeting card in the right-hand column. Every number assigned to you is listed there.
3. Click Record. The first time, your browser asks for microphone access, click Allow.
4. Speak your greeting in your own words, up to 60 seconds. Good greetings cover three things: who they reached, that you can't answer right now, and an ask to leave a name and number so you can call back. Click Stop when you are done.
5. Listen to the playback. Happy with it? Click Save greeting. Want another take? Click Discard and record again.

From the moment you save, your line handles missed calls for you:

• An unanswered call rings for about 25 seconds, then your greeting plays and the caller can leave a message up to 3 minutes long. Declining an incoming call sends the caller to your voicemail too.
• Every message lands in the voicemail box on the BD Phone Voicemail tab, newest first, marked New until you hear it. The tab carries a badge with how many are waiting. Each message shows who called, the number, the audio, and a transcript you can read at a glance; click the transcript to see all of it.
• The workspace owner gets an email the moment a message is ready, with what the caller said, whose line rang, and a link that opens the message in the portal. It goes to the owner only, once per message, for a message left on any number, so nobody has to watch the tab. Recruiters are not emailed about their own line; they see their messages on this tab.
• Call back on any message dials that person straight from your line. Playing a message, or opening it from Details, marks it heard and clears the badge; Mark as new puts it back if you want to deal with it later.
• Messages also stay in your call history and Recent calls marked Voicemail, so nothing lives in only one place.
• On the same card, Listen replays your current greeting, Re-record replaces it, and Remove turns voicemail off so unanswered calls simply ring out.

Branding

Make the portal unmistakably yours, in Setup → Branding:

• Brand name: replaces the wordmark, the browser tab, and the text on your sign-in page.
• Accent color: recolors buttons and highlights across the whole portal.
• Logo: upload one logo for dark appearance and one for light; the sidebar swaps automatically when you toggle appearance. (Set just one and it's used for both.)
• Fit & size: when you upload, a quick adjuster lets you drag and zoom so the logo sits perfectly, and a Logo size slider scales it up or down. Large images are welcome.

Your branding shows everywhere, sidebar, browser tab, your sign-in and signup pages, and this Help Center.

Your own domain

Run the portal on your own web address so your team and candidates only ever see your brand.

1. Go to Setup → Custom domain and enter your domain (for example app.yourcompany.com).
2. Add the two DNS records it shows you at your domain provider, one points traffic at the platform, one proves you own the domain.
3. Click Verify. Once verified and live, your team signs in at your URL, fully branded.

Dashboard

The screen you land on, a live command view of the whole operation, scoped to whichever mode (Recruiting or BD) you're in.

• Live metrics: active prospects in flight, meetings booked today and this week, warm conversations underway, and replies still waiting on you.
• Active campaigns: every running campaign with its progress, so you can see what's moving without opening each one.
• Capacity strip: how much sending headroom you have left today across email and LinkedIn. When it's near full, that's your cue to add more domains or seats before you throttle.
• Drill in anywhere: most tiles are clickable and jump straight to the list or screen behind the number.

Candidates

Your people store for recruiting, the searchable pool you source from before anyone enters active outreach.

• Import & build: bring in lists (CSV, or via your connected tools) to grow the pool.
• Search & filter: find people by title, company, location, skills and more.
• Enrich: fill in missing titles, companies, emails and phone numbers from your enrichment tools, one person at a time or in bulk.
• Promote to a campaign: move the strongest candidates into an active sequence when they're ready to be worked.

Campaigns & the Sequences Library

A campaign pairs an audience with a goal and a multi-step sequence that runs automatically across channels.

• Multi-channel steps: each step picks its own channel, email, a LinkedIn connection / message / voice note, SMS, or a voicemail drop, with its own delay and message.
• Campaign Studio: the visual builder where you add, reorder and edit steps, set the wait between touches, and personalize copy with merge fields (first name, role, company…).
• Sequences Library: a shelf of reusable templates (seeded ones included) you can drop into any campaign and tweak, so you never rebuild a proven sequence from scratch.
• Activation gate: a campaign only goes live once the tools its channels need are green in Setup (a LinkedIn step needs LinkedIn connected, an SMS step needs your number, and so on).

Outreach & replies

One unified inbox for every reply across every channel, so nothing slips through the cracks and no warm lead goes cold while it sits in a tool nobody checks.

• Auto-classification: each reply is tagged, interested, soft yes, referral, not now, not interested, or stop, so you can triage at a glance.
• Smart routing: replies go to the right recruiter (the campaign owner), and positive ones float to the top so the hot leads get worked first.
• Suggested next action: each conversation shows a recommended follow-up so reps always know the next move.
• Automatic opt-outs: a STOP or unsubscribe on any channel is honored on every channel, instantly, with no manual list cleanup.

JD Sourcing Recruiting

Turn an open role into a worked, textable pipeline in minutes, straight from the job description.

1. Give it the role: paste the JD (or just a title and company) and press Initiate Search. The platform builds an ideal-candidate profile, searches, and ranks everyone it finds, strongest first. Or press Queue for overnight and the server runs the whole thing with no tab open.
2. Hands-free from there: the finished list enriches itself with business emails and cell numbers, lands in Candidates under the same name, and arrives in OS Text as a ready-to-edit campaign. Nothing else to press.
3. Watch every list move: each saved list carries a progress tracker, Searched › Enriched › Candidates › OS Text, with a line that fills green stop by stop. A green check means that stop is done, a pulsing blue dot means it is happening right now, an amber dot means press Enrich to continue, and a grey numbered dot means it is coming up automatically. Each stop shows its own detail (counts found, emails and phones filled, delivered totals), and the sentence under the tracker always says what is happening and whether anything needs a press, so you never have to guess where a list is.
4. Grow it your way: paste a LinkedIn Sales Navigator or Recruiter search URL to pull and expand it, tick repeat runs and Combine lists into one master list, and use Boost phones (estimate shown before anything is spent) when the textable count is thin.
5. It remembers: every search answers from your workspace's own pool of people first and only asks the web for people your lists never held, so a rerun is the same set plus what is new. Saved lists sort by fit, distance, newest or contact coverage with a fit floor, every row shows which suppression rules apply (already messaged, unsubscribed, bounced, in another campaign, off-limits) and a measured likely-to-respond rate from your own sends, and the client shortlist link carries a deadline, a PDF view and an email button that uses your own mail program.
6. The simple rule: search first, combine second, send time last. Every list arrives in OS Text as a draft that never texts anyone until you set its send date & time. So run the role as many ways as you like, combine when you are done searching (keep the suggested name), and set the send time on the one combined campaign. Anyone already texted is automatically skipped, so nobody ever hears from you twice.

The same finished search also reaches out on LinkedIn: candidates who keep an open profile get a personal, confidential message from your team's own accounts, with every reply tracked and the search owner texted on a positive answer. See Open Profile DMs.

Open Profile DMs Recruiting

Some candidates keep an "Open Profile" on LinkedIn, which means anyone can message them directly, free, without a connection or credits. After a JD Sourcing search finishes, the platform finds those candidates and reaches out for you.

• What happens on its own: strong candidates from a finished search have their LinkedIn checked at a careful, human pace. Anyone with an Open Profile gets one personal message from a recruiter's own LinkedIn account, written from the job description. The search is always treated as confidential: the message never names the client, and says the company is shared on a short call.
• The right message for the person: someone at the right level gets the role pitched to them directly. Someone clearly senior to the role is never offered a step down; they get a respectful note asking for an introduction to strong people in their network instead.
• Watch it all in one place: open the LinkedIn tool and pick the Open Profile DMs tab. It shows how many candidates were checked, who was messaged, from whose LinkedIn account, for whose search, and every reply with the candidate's exact words.
• When a candidate answers: the reply lands on that tab, and a positive answer texts the cell of the recruiter who owns the search: the candidate's name, what they said, and whose LinkedIn inbox is holding the conversation. So if a reply to Sam's search comes in on Noah's account, Sam knows immediately and can loop Noah in to answer while the interest is warm.
• The answer is always yours: nothing is drafted for you on a live reply. Answer from the LinkedIn inbox that received it, in your own words.
• Built-in restraint: one message per person, ever. Daily limits per LinkedIn account, working-hours pacing, and anyone who has already replied or asked to be left alone is never contacted.

Sales Navigator InMails Recruiting

Your Sales Navigator or Recruiter subscription comes with InMail credits. This lane spends them for you, carefully, on the people your own search returned.

• How to start: on the JD Sourcing page, paste a Sales Navigator or Recruiter search URL into Search from LinkedIn and tick Also InMail the strong matches from my credits. The box only appears when your connected LinkedIn (or the workspace seat) holds credits, and it tells you how many are left.
• Written from the real profile: before anyone is messaged, their public work history is read through the people-search profile source, never through your LinkedIn, so nobody sees a "viewed your profile" notice. The InMail names a real role, tenure or move from that history, keeps the search confidential, and is checked by the copy reviewer before it goes.
• The right message for the person: someone at the right level gets the role pitched. Someone clearly senior to it is asked for an introduction instead.
• Human pace, by design: sends go from the LinkedIn account that ran the search, weekdays inside working hours, a few a day at most, never two close together, and on some days none at all. A new account starts at one a day for its first week. If a batch of credited InMails is not earning replies, the pace halves on its own until the copy improves.
• Credits are protected: an Open Profile is messaged free. Anyone else spends one credit, which LinkedIn refunds when they reply within 90 days. The lane keeps a reserve of credits for your hand sends and stops at a monthly budget per account.
• Pause any time: the list shows an InMails dripping chip; click it to pause or resume. The DMs & InMails screen shows each account's plan for the day, credits left, every InMail sent, and every reply; Role Hunter itself is search and conversations, so that screen opens from the gear on the Role Hunter tab. A positive reply texts the search owner, exactly as with Open Profile DMs.
• Once per person, ever: nobody gets a second message from either LinkedIn lane, and anyone already in a conversation with the desk, opted out, or on the do-not-contact list is never InMailed.

Hire Signals BD

Companies that are hiring right now, surfaced as fresh BD leads with a built-in reason to reach out.

• Live job-posting signals: see which companies just opened roles, and exactly which role, pulled from current job postings.
• A reason to talk: "I saw you're hiring a [role]" is a warm, timely opener that lands far better than a cold pitch.
• Straight into outreach: turn a signal into a prospect and drop them into a BD campaign without leaving the screen.

Role Hunter BD

Role Hunter is your business development desk running in the background. All day it reads public LinkedIn posts, finds the people who are hiring the roles you place, and puts you in front of them — by name, in their notifications, with something worth reading. You approve or it runs itself. Either way you wake up to conversations you did not have to go looking for.

What it actually does for your pipeline

• It finds buyers at the exact moment they need you. A hiring manager posting a role is a company that has already decided to spend money on that hire. That is the warmest a lead ever gets, and it happens in public, hours before it reaches a job board.
• It gets you a reply instead of a delete. Showing up on someone's own post is not a cold approach. You are commenting on something they wrote, in front of the audience they wrote it for. Replies come back at a rate cold email cannot touch.
• It markets you while it prospects. Every comment is seen by the poster and by everyone following that post: their colleagues, their peers, other hiring managers in your market. One motion opens a conversation today and builds the audience that makes next month's outreach land.
• It turns engagement into pipeline automatically. A couple of days after you engage someone, they become a prospect in a campaign of their own, so the follow-up happens whether or not you remembered. Nobody you touched quietly falls off the list.

Setting it up

Ten minutes once, then it runs. Everything below lives on the Role Hunter tab under Business development.

1. Connect each recruiter's LinkedIn. Every recruiter connects their own account once, from their own login. Each person then engages under their own name in their own voice — five recruiters means five desks working, not one account doing five people's volume. Connect once anywhere in the portal and Role Hunter picks the seat up on its own.
2. List the roles you place. The keyword bank is the whole hunt: one entry per role you actually fill. Keep it tight. A focused list reads like a specialist and finds real buyers; a scattershot one finds noise. The matched role becomes the subject of what gets written, so these words decide what you get known for.
3. Pick the moments worth showing up for. The scenarios decide what pulls you into a conversation. Start with the three hiring ones — someone posting an opening, an urgent or backfill hire, and someone saying out loud that a search is hard. That last one is where you win most often. Then add the industry conversation so you also show up as a peer on the posts your buyers write about their work, not only under their job ads.
4. Set your daily number. Choose how many engagements each recruiter makes per day and per week. Twelve to sixteen a day per person is a strong, sustainable desk. The system varies the exact number daily and spaces everything out across working hours by itself.
5. Choose approve-first or hands-free. Leave the auto-post switch off and every draft waits for your one-tap approve, edit, or skip. Turn it on and approved-quality drafts go out on their own inside the same limits and the same guardrails. Most desks start approve-first for a week to get comfortable with the voice, then switch to hands-free.
6. Tidy your profile before you ramp. The real job of every engagement is to earn a click on your name. Before you turn the volume up: headline says exactly who you place, banner and featured section carry your pitch, messages open. That click is where attention becomes a conversation.

Working it day to day

1. Five minutes each morning. Open the queue, approve the good ones, sharpen an opener with anything you know about that market, skip the rest. One detail only you would know outperforms anything written for you.
2. Answer replies while they are warm. When someone responds, your phone tells you (see When someone replies) and the thread is waiting at the top of the tracker with an empty box under their exact words. The answer is always yours: nothing is drafted for you, because the person on the other end just proved they read what you wrote. Replies never spend your daily allowance, so a live conversation is never held back.
3. File every conversation under its role. Open a thread in Messages and the line of chips under the name says what it is about: Role (your Job Library, open jobs only), Recruiter and Reads as. Press a chip to change it; the campaign is set from the … menu and shows as a chip once it is. Pick once and it sticks; the role shows on the thread's row in the list, and the Role picker behind the filter button beside the search box narrows the inbox to one search, or to everything you have not filed yet. The same line says where the thread started — a Role Hunter comment, a campaign step, or the person writing to you first — so you always know how you met. Filing a thread also pairs the person to that job in the Job Library, so they count as its candidate on the Candidates tab and in AI Vetting.
4. Hand a conversation to a recruiter. Press the Recruiter chip on the open thread. Pick a teammate and the thread leaves your list: Messages opens on My desk, which is everything not handed to someone else, so a reply you have reviewed and passed on stops sitting in front of you. The recruiter sees it tagged Handed to you and gets an in-app note; the Desk picker behind the filter button can show everyone's, what is Not handed off yet, or one recruiter's pile. Set the picker back to Not handed off to take it back. The seat still says whose LinkedIn account the reply landed in; the recruiter is who is answering it. By default a thread starts on the desk of the recruiter whose LinkedIn it landed in, so the owner's My desk shows only the owner's own seat and anything a person has put back; a thread you take back stays back.
5. Every LinkedIn inbox, for every seat. Each connected recruiter's main LinkedIn inbox, Sales Navigator inbox and Recruiter inbox are read into Messages: new replies arrive as they happen, and older threads are pulled in every two minutes, a dozen per seat at a time with seats taking turns, until every inbox is here. A small SN tab on the person's picture (R for Recruiter), in the list and on the open thread, says which inbox the newest message came through, and the All / LinkedIn / Sales Nav switch under the search box shows one inbox on its own (LinkedIn, Sales Navigator, or Recruiter) with every count following; a thread you already read on LinkedIn does not light up as unread when it is pulled in, and group chats and company mailings stay out. The list checks for new messages every few seconds while it is open, asking only for what changed, so a reply is on screen within seconds of reaching LinkedIn.
6. Needs reply first. Messages opens on Needs reply: only the people who wrote and are waiting on an answer, newest reply first, with how long each has waited. LinkedIn Recruiter threads show here for the owner too, marked with a small R on the picture (SN for Sales Navigator), unless someone handed one off on purpose. Your own follow-ups that nobody has answered stay under All, and everyone who has ever written back is under Replied. A line above the list counts the replies past four hours, with Draft replies to hold a draft on each (nothing sends). On a thread that started in Role Hunter, the Outcome chip records what the reply turned into (a question mark means it was read from their words), Find cell looks up their number, and the … menu saves it or opens the post that started it.
7. Newest on top. Messages is in order of the latest message in each thread, so what landed a minute ago is the first row. A thread still waiting on you carries Needs reply in amber under its preview (Hiring manager in red when a warm hiring manager wrote) with a counter of how many hours it has waited. The view button above the list picks Inbox, a folder, or Everything; the Needs reply, Drafted and Unread chips beside it narrow that view, and pressing a chip again lets it go. A chip with nothing behind it is not shown. Folder, delete and the LinkedIn profile sit at the end of a row when you point at it, and in the thread's … menu on a phone. Press / to jump to the search box. A thumbs-up, a “thanks” or a “sounds good” on its own is not counted as waiting: only a message with something in it to answer is.
8. Watch the tracker, not the activity. Comments posted shows what happened to each one: posted, replied, still watching, or no reply. Handed to BD is the number that matters — that is engagement turning into pipeline.
9. Let the scoreboard pick your best lines. What's earning replies lists every script your desk has used, how many went out, and how many got a response, ranked by reply rate across all your recruiters. Read it before you change your style: it is the difference between rewriting what already works and doubling down on it.
10. Activate the follow-up campaign. Everyone you engage lands in a campaign of their own a couple of days later, timed so your name is already familiar when the email arrives. Switch it on once and the second touch takes care of itself.
11. Changed your positioning? Rewrite the queue. One button redrafts everything still pending in your current style, so nothing goes out sounding like last month.

When someone replies

A reply to one of your comments is the warmest signal this desk produces: a hiring decision-maker, on their own post, answering you in public. Speed is most of the win, so the moment a reply lands, three things happen on their own.

• The recruiter who made the touch gets a text. Not a desk inbox, not a digest: the phone of the person whose comment (or direct message) drew the reply, with the reply's exact words in the text. It comes from your own business line, with no links and no branding, so it reads like a note from a colleague: "she replied, here is what she said, go answer."
• The full thread arrives by email. The poster's words, the comment they answered, a link to the post, and a link straight to the reply box in the tracker, so you can answer from your phone in under a minute.
• A connection request goes out from the same seat. The thread is the introduction, so the invitation is sent note-less, automatically, from the recruiter who commented, inside the same daily limits as everything else.

Set it up once: on the Role Hunter tab, the Reply alerts section lists every recruiter on your team. Put a cell number next to each name and save. A recruiter without a number still gets the email, just not the text, and one recruiter's alerts never go to another recruiter's phone. Your desk lead can also carry a copy of every alert across the team, so nothing slips even when someone is off for the day.

The tracker shows the trail: each thread reads as the whole conversation — your comment, their reply, your answer, their next reply — and says who was texted (by the last digits of the phone that was reached). The reply box sits directly under the poster's words; what you type there posts in the thread, from the recruiter who commented, in their voice. Nothing is ever drafted for you on a live reply. Answered threads stay watched for two weeks: if the poster writes back again, the thread re-opens at the top of the tracker and the texts go out again, every round, until the conversation goes quiet.

How it protects your name

Your LinkedIn account is the asset. Everything here is built to spend it carefully.

• It never pitches in public. Anything with a link, a calendar, a fee, a guarantee or pressure language is thrown away before you ever see it. One hard sell in public undoes a month of credibility.
• It never repeats itself. Every draft is checked against your recent ones, so the same phrasing never appears twice, and no two recruiters on your team ever turn up under the same post.
• It never talks to the wrong people. Real people only, never company pages. Decision-makers only. Recruiters and staffing firms are screened out so you never pitch a competitor. Your do-not-contact list is respected everywhere, and nothing older than two weeks is ever touched.
• It never guesses a name. A greeting only ever uses a first name confirmed on the person's own profile. When a clean name is not there, the message simply goes out without one, because no name always beats the wrong one.
• It works your hours, at a human pace. Engagements go out spread through the working day, weekdays only, with the gaps varied so nothing arrives on a timer. Daily and weekly ceilings sit underneath, and the desk stays well inside them by design.

OS Text Recruiting

OS Text is the texting side of the platform. It turns every list you build into real text conversations with candidates. You build the list and pick the send time; OS Text checks the numbers, writes nothing you did not approve, sends the texts, watches the replies, and tells you the moment someone answers. This section walks through everything it does, in the order you will use it.

1. Campaigns fill themselves

You never build a texting list by hand.

• From JD Sourcing: every finished search arrives in OS Text on its own, usually within a couple of minutes, as a draft campaign named after the list, with the first message already written for you.
• From Candidates: select people, or a whole saved list, and press Push to OS Text. Same result: a ready draft campaign. No CSV files, no copy-paste, ever.
• Never a duplicate: pushing the same list again just tops up the existing campaign with the new people. You will never end up with two copies of the same campaign, and nobody in it will ever be texted twice.
• Only real cell phones make it in: every number is checked before it can enter a campaign. Landlines and dead numbers are filtered out, so your texts reach real phones and your delivery rate stays high.

2. You set the time; it does the rest

1. Open the draft and read the prefilled message. Edit it, or apply a saved template.
2. Set the send date and time. This is the one thing only you can do. Until you set it, the campaign is a draft and nobody gets texted. There is no way for a campaign to start on its own.
3. OS Text takes over. From the moment you chose, it texts on its own, every day, inside your send window, working through the list until everyone has been reached.

Two safety rules always apply: a campaign never texts outside your send window, and no person is ever texted twice, even if they show up in several lists or campaigns.

3. Working your replies

• AI sorts every reply: each answer is read and scored the moment it arrives, so interested candidates rise to the top of your screen. You never dig through a feed.
• You get a text on your own phone: the moment a candidate replies, OS Text texts your cell. If the conversation sits unanswered, it reminds you. Answering fast is what turns replies into placements.
• Text back in the thread: the whole conversation lives in one thread, and you reply right from it.
• Call with one click: every thread has a call button that opens a dialer on the same number your texts come from, so the candidate always sees one consistent number, whether you text or call.

4. Reuse what works

When a campaign message performs, press Save as template. Next time, pick it from the Quick setup dropdown and a new campaign is ready in seconds. A template fills in the message and settings, but it never touches the send date and time; that always stays in your hands.

5. Honest numbers

Campaign stats come straight from the messages themselves: sent, delivered, replied. Reply counts only include real answers from real people, so if a campaign says 12 replies, 12 humans wrote back. Admins also get an OS Text Performance tab showing the whole funnel in one place: how many candidates were sourced, how many had textable cells, how many were texted, delivered, and replied.

6. Built-in protections

• Opt-outs are instant and everywhere: a STOP reply is honored on every channel immediately, and HELP replies get an automatic answer. No manual list cleanup.
• Per-channel pacing: each channel remembers its own last touch, so no channel ever spams itself, even across two recruiters or two tools. No channel blocks another: an email never stops a text or a LinkedIn message, so a qualified candidate can be worked on every channel until you reach them.
• Nothing sends without you: no campaign can text a single person until a human sets its send date and time.

7. One-time setup

Before your first campaign: register your business (10DLC), get your texting number, and capture consent so your texts actually deliver. It is a short checklist and you only do it once. The full walkthrough is in Phone & texting.

Cell Dialer Recruiting

The power dialer for cell phones. You are on every call, live; the tool removes everything between the calls. Your JD Sourcing lists arrive pre-loaded and line-checked, the dialer advances by itself, and the moment a call is heading to voicemail, one click drops a personalized message into that same call: your real recorded pitch, opening on the prospect's first name in your own voice, played right after the beep. Nothing in the message is synthetic. The call hangs up by itself and the next dial starts. Beside every dial you get the person's LinkedIn, a notes box that follows them, and one press for Record + AI notes. After each call the follow-up email is written for that person from how the call went and goes out under your name, so the follow-up is done before the next ring.

• Lists load themselves: when a JD Sourcing search finishes, its qualified candidates land in your Cell Dialer automatically, the same way they land in OS Text, with the profile the search built on them riding along.
• Every word is yours: your pitch is one recording, and every first name on the list is a take you said yourself in the Name booth. The engine joins the two so the message is one person on one phone. No cloned voice is used anywhere in Cell Dialer.
• Voicemails are built before you sit down: every number is line-checked (confirmed cells first) and every person's voicemail is assembled in the background. You can play them back on the list card before you dial.
• Perfectly timed, on the call you are already on: every dialer call listens for the mailbox beep. Press Drop during the greeting and your message starts the instant the beep ends; press it again to play right now. No callback, no second missed call on their phone.
• Everything about the person, beside the call: their LinkedIn profile (or a one-click search when we do not have it), notes that save as you type and come back with that person next time, and Record + AI notes that turn the call into a transcript and a written screen summary.
• You see the whole conversation before you dial: what we texted them, what they wrote back, on which channel and when, sits beside the call. Anyone who has already replied comes up first on the list.
• They get the details in writing, written for them: the moment a call is filed, an email is written for that one person from how the call went, your notes and their profile, and sent from the recruiter who dialed. The client is never named and no pay figure is ever invented.
• Their callback comes back to you: when they ring the number you called from, the call and any message they leave land on the Recruiter Phone, not on Business Development.
• A stop is a stop everywhere: someone who replies STOP to a text is deleted from every call list in the workspace within minutes, and their number goes on the dialer's do-not-call list so no import brings them back. Press Do not call on a call and it travels the other way: the texting, email and LinkedIn lanes stop too.
• Nothing dials unapproved: the finished voicemail has to be approved by an owner or admin before a single call goes out under it. A message in your own voice start to finish is approved by an owner's or admin's save; only a message a synthetic voice speaks in has to be played all the way through first.
• Compliance is built in: consent attestation per list, local calling hours, a one-click Do-Not-Call list, daily caps, a two-voicemail ceiling per person, and, once it is loaded, the federal Do Not Call registry: listed numbers are never imported, dialed, or dropped. Voicemail drops go to every state, the same as a live call.

What it is actually doing, and why it changes the day

A recruiter working a list by hand does roughly forty dials in an afternoon. Almost none of them are answered. The time does not go into the conversations, it goes into everything around them: finding the next number, deciding whether it is worth trying, waiting through the greeting, deciding what to say, saying it, writing down what happened, and then finding the next number again. Cell Dialer removes each of those, one at a time, and leaves you doing the only part that needed a person.

• The list is already sorted before you arrive. Every number is checked against the carrier in the background, so confirmed mobiles come first, desk lines come later, and toll free numbers are retired rather than dialed. A number the desk has ever checked before, on any lane, is never bought twice. You are never spending your best hour on a number that was never going to ring a person.
• The message is already built, for every single person. While you were doing something else, each lead's voicemail was assembled and mastered as one file, opening on your own take of their first name. Nothing is rendering while you wait, which is why the drop is instant.
• The unanswered call stops being wasted. This is the whole idea. Nine out of ten dials go to voicemail, and on a normal desk that is nine tenths of the effort producing nothing. Here every one of them leaves a personal message in your real voice, saying their name, and every one of them is a reason for the email that follows to get opened.
• It plays into the call you are already on. Not a callback, not a second dial. Their phone shows one missed call and one voicemail, exactly like a human who called once. That is the difference between sounding like a person and sounding like a robodialer.
• The write up happens without you. The call is recorded, transcribed and summarized onto the candidate, an email written for that person goes out under your name, and a LinkedIn touch is queued for two days later. You filed one disposition; the desk did the rest.

Before your first session: the Voicemail tab, top to bottom

Everything you need to set up lives on Cell Dialer → Voicemail, in the order you work it. There is no voice to clone and nothing to set up in another tool. Budget ten minutes the first time; after that you only come back to record the names on a new list.

1. Record your voicemail. The first card. Press record and speak into the mic (a live meter shows your level), or upload an mp3 or wav up to 10 MB. Fifteen to twenty seconds, said the way you would really leave a voicemail: who you are, the role in one line, and that the details are already in their email. Press Play take to hear it, tick that it states your real name and firm, then Save recording. Your first take is placed in your message by itself. A take that is silent, clipping, or mostly room noise is refused with a one-line reason so you can fix the mic and go again.
2. Say the names in the Name booth. The second card lists every first name on a list that you have not recorded yet, the most common first. Press Start recording names and say "Hey, Steve" the way you open a real voicemail; the moment you stop talking the take is saved and the next name comes up. A list of a hundred names takes a few minutes. Every take goes into your own name archive for good, so a name said once serves every list that ever carries it. Match the two takes: say the names in the same tone and at the same volume, from the same distance to the mic, as your voicemail recording. The engine levels them and joins them on a short natural breath, but it cannot turn a bright, chirpy "Hey, Steve" into the calm voice of the message that follows. Record the message first, then the names, in one sitting. Press the small hear it mark on any recorded name to play the finished voicemail opening on that name. Full detail in the next section.
3. Who you are on the call. The name you go by and your firm. These fill the {agent_name} slot and identify you on the call record.
4. Your voicemail message. The message is two parts in order: the Name line, which is Hey {first_name}. and is spoken by your own take of each prospect's name, and Your real recording, which is the take you saved in step 1. The arrows reorder them and the cross removes one. Keep the name line to the greeting and the name: that is the part your archive speaks, and anything typed beyond it would need a synthetic voice this desk does not use. Press Save message (owners and admins) or Save and send for approval (everyone else).
5. Your recordings. Every take you have saved, with Play, Start over and Delete. A deleted recording drops out of the message on its own. This is also where the name swap lives, the most natural way to build the greeting: record the whole voicemail in one take and say any first name where the prospect's goes ("Hey Jordan, this is Ryan with Lume Search…"), press Swap it for each prospect's name, and click the word you said. Your booth take of each prospect's name is dropped in where that word was and the rest of the recording plays exactly as you said it, so your timing on both sides of the name is real. With the swap on, the recording alone is the whole message and no separate name line is needed.
6. Hear it first. Type a first name (it defaults to one you have actually recorded), a title and a company and press Build preview. What you hear is exactly what a prospect's mailbox gets. Listening is optional for a message in your own voice; only a message with a synthetic line has to play through before Approve unlocks.

The Name booth, in detail

The booth is where your name archive is built, and it is built by hand on purpose. A first name said by you, the way you say it at the start of a voicemail, is the one part of a message that no engine gets right, so the desk does not try. The same booth also appears on Hire Signals, so the handful of new names arriving there each day can be said while the machine is still pulling companies.

• Names from. Pick one of your lists or Every list I own. The counts line says how many are left to record here, how many of this list's names are already in your voice, and how many names your archive holds in total.
• The stage. One name at a time, big, with a level meter under it and how many people on the list share that name. Press Start recording names, say "Hey, Steve", stop talking, and it saves and advances by itself. There is no button to press between names. Skip this name moves on without recording; the name comes back next time.
• Pause that pauses. While the booth is running the button reads Pause: it turns the mic off and keeps your place, and Resume recording names picks up exactly there. Thirty quiet seconds pauses the booth on its own, so stepping away never leaves a live mic saving room noise against names nobody said.
• Fixing a flub is two seconds. Everything saved this sitting is listed under the buttons, newest first, with a play arrow to check it and a cross to delete it and say it again; the name goes straight back as the next one up without ending the run. Redo does the same for the very last take.
• The chips. Under the stage, every first name on the list: green chips are names already in your voice (press the arrow to hear one, the cross to record it again), plain chips are still waiting. A recorded name never comes up again, so you can stop any time and pick up days later.
• Voicemails follow the archive. Recording a name re-queues every voicemail that was waiting on it; deleting a take puts those voicemails back on hold until you say it again. Nothing is ever sent in a voice that is not yours.

What happens to your audio before it is sent. Every part goes through the same chain, so a message assembled from a take and a recording still arrives as one person on one phone:

• Your takes are cleaned. Room noise and hiss are measured from the quiet parts of your own recording and subtracted, gently, so the mastering stage is not amplifying your office instead of your voice. Name takes are trimmed to the word.
• One loudness and one room. Every part is levelled to the same speaking volume, and a steady bed of your own room tone runs under the whole message, including the silence before and after it. A noise floor that changes partway through is the clearest sign a message was assembled, and it is the thing most people are hearing when they say a drop sounds "off" without being able to say why.
• Seams are joined on a breath, not butted. Your name take hands over to your pitch the way one phrase runs into the next in real speech.

You build the message once. Every list you ever dial reuses it, and each name in your archive serves every future list for free.

Approval: the sign-off

Nothing dials under a voicemail an owner or admin has not approved. When the message is your own voice start to finish, your recording and your own takes of each name, there is no blend to check, so the approval is a decision, not a listen. Only a message a synthetic voice speaks in has to be played all the way through before it can be approved.

• If you are an owner or admin: your own message in your own voice is approved the moment you save it. A recruiter's message shows under Whose message in your Hear it first card: listen if you like, then Approve or Send back. If a synthetic line is in it, Approve unlocks only once the whole thing has played.
• If you are a recruiter: press Save and send for approval. Your admin is notified, picks your name under Whose message, and either approves or sends it back with a note. The note appears on your message card. You can keep listening to your own message meanwhile; you just cannot dial with it yet.
• Any change re-arms approval. A new take, a re-ordered part, a changed name swap or a different name and firm turns an approved message back to pending, and the card says so. Dialing stops until it is approved again (an owner's or admin's own message in their own voice: until they save it again).

Six voicemails that earn a call back

Copy one of these, swap the bracketed parts for the real facts of your search, and record it in one take. The amber parts are yours to fill in. Word counts are real and the seconds assume an unhurried pace, so you can see at a glance that each one lands inside the fifteen to twenty second window. In every one, the opening "Hey, [name]" is your Name booth take.

1. The default (46 words, about 18 seconds). Your everyday drop, for a search whose job description states a pay range.
   "Hey, [name]." then your recording: "It's [your name] with [your firm]. I'm running a confidential [Controller] search in [New York], base [range] plus bonus. I can't leave the company name on a voicemail, but the brief is already in your inbox. Ten minutes and I'll walk you through it. Call me at [your number]."
2. Pay led (43 words, about 17 seconds). The strongest opener you have, and only available when the job description states a real figure.
   "It's [your name] with [your firm]. Quick one. There's a [Controller] seat in [New York] at [base] plus bonus, and your name came up for it. It's confidential so I can't say the company here. Call me at [your number] and I'll give you the name."
3. Pay in words (44 words, about 18 seconds). For a job description that makes a pay claim without printing a number. Use its words, never your own arithmetic.
   "It's [your name] with [your firm]. I'm filling an [Associate Attorney] seat in [Boca Raton] that pays [Big Law money on a boutique platform]. Confidential search, so the firm name isn't something I can leave here. The brief is in your email. Call me at [your number]."
4. Capability led (47 words, about 19 seconds). For senior people who are not looking and get called constantly.
   "It's [your name] with [your firm]. I'm not calling off a job board. You've [run multi site clinical operations through a growth curve], and that's the exact thing this search keeps failing on. It's a [State Director] seat at [pay], confidential. Details are in your email. [your number]."
5. The last one (39 words, about 16 seconds). Your second and final drop, three or four days later.
   "[Your name] with [your firm] again, and this is my last one. That [Controller] search at [pay] goes to a short list this week. If it's a no, that's genuinely fine and I'll close your file. If it's a maybe, [your number]."
6. The referral (45 words, about 18 seconds). For a strong name who is clearly not moving. Gets call backs from people with nothing to gain.
   "It's [your name] with [your firm]. I'm working a confidential [Controller] search in [New York] at [pay]. It may well not be for you, and that's fine. If one good name comes to mind, I'd rather have yours than twenty out of a database. [your number]."

Never, on any of them:

• The client's name. Not the name, not a hint, not "the big one downtown". Every search we run is confidential and this is a client obligation.
• A figure the job description does not state. Its words are fair game. Its numbers are the only numbers. Never round, never estimate, never say "around".
• A third voicemail. The dialer blocks it, and it costs you the reply you would otherwise have had.
• "Just following up" or "touching base". It says nothing, and it is the exact sound of an automated sequence.
• A close that names nothing. "Interested?" and "let me know" hand the listener no reason to move. Name the thing: ten minutes, the range, the brief, the name of the firm.

Where your call lists come from

Finish a JD Sourcing search and its candidates appear in the Lists tab on their own, filtered the same way OS Text filters: qualified by fit score, inside your search radius, with a phone number, and never anyone on your Do-Not-Call or recently-contacted lists. Top-ups from enrichment flow into the same list, and the search's profile on each person (headline, years, strengths, gaps) is back-filled onto the lead every few minutes so the post-call email has something real to say. Lists are personal: yours are yours, a teammate's are theirs. You can also press New list and paste numbers directly (number first, then name, title, company, and a LinkedIn URL if you have it).

Each list card tells you what you are holding before you dial:

• When it was pulled. The created date sits on the list row and in its drawer. Once a list is three months old the card warns you: people switch roles, so run the JD Sourcing search again (or repull pasted data) and the fresh list drops anyone who has moved on.
• How many are real cells. N cells (M numbers not checked yet). The cell count is a floor until the "not checked yet" figure reads zero; line checks run in the background and never buy a verdict the desk already holds from any other lane, including OS Text.
• Who has already replied (N wrote back, they are dialed first) and how many said STOP and were removed.
• More numbers. A JD Sourcing list whose search still has people without a phone offers Boost phones here, the same paid lookup as on the search, with the same budget. If free enrichment is still running on that search, the card says so and waits.
• The role. A JD Sourcing list reads the role, pay, location and remote-or-not from its own job description (Read the role, then Check the role to correct it); a pasted list asks you to Add the role. Preview an email writes one for a real person on the list so you can see it before anyone does. Nothing else about the post-call email needs setting up.

On the same card you control who actually gets dialed:

• Who to call: everyone, qualified (60+), good fit (70+), strong fit (80+) or top matches (90+), using the same scores you see on the sourcing list. Each rung shows how many people it keeps, and beside it is what the AI-written emails for those people will cost, about a quarter of a cent each.
• Cells only: hold out landlines and VoIP lines entirely. Either way, confirmed cells are always dialed first.
• Hours: each prospect is only dialed inside their own local window (their timezone, not yours).
• Consent attestation: the statement that arms the list. Nothing dials until a person confirms it: Confirm consent on Today, or the checkbox at the top of the list's drawer. Start calling then runs it.

Check numbers & build voicemails runs the line checks first, then renders each person's message, with a live bar. Leave it alone and the background builder does the same work on its own; by the time you open Today, the list is usually ready. The button reads Build voicemails once every number is checked.

Listen, next to that button, plays the finished voicemails back before you dial: each row is one person's file, the very one a drop would leave in their mailbox, with their name and title beside it and What it says for the words. Different first names come first, so a take that needs redoing shows up fast; Play all runs through the page and Hear more walks the rest of the list. If a name sounds wrong, record it again in the Name booth and the voicemail rebuilds by itself.

A dialing session, start to finish

1. On Today, the bar at the top shows your dials against your daily goal (press Goal to change it), who you talked to today, callbacks due and who wrote back, and one button for the best next move: a callback that is due, else the best list that is ready. Your browser phone dials the first person (open Recruiter Phone once beforehand so your line is connected). Under the call sit The role (title, pay, where, why the seat is worth a conversation, what it needs) and Up next; beside it, why this person fits and how the last call went.
2. Callbacks. Filing Callback (key 4) asks when: in an hour, in three hours, their next morning or afternoon, the day after, in a week (keys 1–6, on their clock), or a time you pick. They stay on the list, sit under Callbacks on Today, and go first the moment their time comes.
3. Missed calls wait. A no answer is never the very next dial: the same person rings again about three hours later, then the next day, then two days on (busy: twenty minutes). While the next call counts down, Change (U) takes back the outcome you just filed.
4. They answer? Talk. When the call ends, tap the outcome chip (Connected, Callback, Not interested, No answer, Busy, Bad number, Do not call). After Connected the runner asks one more thing: which email to send. Interested: send next steps, Not interested: send close out, Callback: send confirmation, or No email, next call. Then the next dial starts on your pacing.
5. Voicemail greeting? Hit Drop voicemail now at the beep. That is the whole job: your personalized message plays into this same call and keeps playing after you have left it. You do not wait the 20-30 seconds. The runner moves straight to What goes with it?: Send the email (the role, pay and location in writing, from your own mailbox), Send a LinkedIn connection request (a short note that you called, no pitch, from your own LinkedIn), Both, or Skip, next call. Any of the four starts the next dial at once. Pressed Drop while the greeting was still playing? The runner waits only until the mailbox is confirmed (a second or two), then releases you the same way; the message starts at the beep on its own. You can also press Drop while it is still ringing (Drop voicemail when they pick up): it arms, and fires the moment the far end goes to voicemail. If a person answers instead, the drop cancels itself and your mic comes back on. Should a carrier cut the message short after you left, the tracker says so and the same message is re-sent by callback on its own.
6. Rang out with no mailbox? After the call ends you can still press Leave voicemail by callback: a fresh call from your number that waits for the beep and leaves the message. It is the fallback, never the default.
7. One-click hygiene: the Do not call chip retires the number, adds it to the workspace Do-Not-Call list forever and stops the texting, email and LinkedIn lanes too; Bad number retires it; No answer and Busy stay retryable up to the list's attempt cap.

The tiles above the runner keep score in real time: dials this session, dials per hour, voicemails dropped, live connects. That dials-per-hour number is the whole point, watch it climb.

Two voicemails is the ceiling, and the system enforces it: after this person has had two from you, the drop button switches off and says so. One or two lifts the reply rate to your email; a third pushes it below never having called at all. You can still dial them and talk live.

While you are on the call: LinkedIn, the conversation, notes, Record + AI notes

The right-hand pane of the runner is about the person you are talking to, and it stays put while the call side updates:

• LinkedIn profile: a link when the source knew it (JD Sourcing does), otherwise Find on LinkedIn opens a people search on their name and company. Pasted lists pick up any LinkedIn URL you include on the line.
• The conversation so far: every text, email, LinkedIn message and call either way, newest first, joined from the other lanes automatically. When they have written back you get a banner at the top of the pane with what they said, when, and on which channel, so you open with "you mentioned you were only looking remote" instead of a cold pitch.
• Notes: type while you talk. They save as you type, stay with that person forever, and are on screen again the next time they come up. They also feed the AI write-up for that call and the email that goes out after it.
• Record + AI notes: one press, and it stays on for every call in the session. The call is recorded, transcribed, and written up as a candidate screen summary (current role, comp, availability, motivations, fit) on the call record, which you can open from Recruiter Phone or from the AI notes link on History. Recording works once your workspace has attested lawful consent in Recording settings (one attestation covers both desks), and you are asked to confirm you will tell people the call is recorded where the law requires it. Workspaces that already record every call show the pane as recording automatically.

Keys while calling

Every button on the call screen shows its key, and the ? in the session bar lists them all: V drops your voicemail, H hangs up, 1 to 7 file the outcome, P pauses, N jumps to your notes. After a voicemail, E sends the email, L the LinkedIn request, B both and S skips. After a live call, 1 to 3 pick the email and 0 sends none. Space calls the next person now, and Ctrl+Enter sends an email you are editing. Nothing fires while you are typing. When the session ends you get a one-card summary: dials, talked, voicemails, per hour.

History

Every dial and every drop, newest first: who (with their LinkedIn link), number, role, list, the live-call outcome, the voicemail's delivery state (playing, delivered on the call, cut short, answered by a person), what the other channels have with them (Wrote back by text with the line they sent), which email went out (Missed, voicemail left, Interested, next steps and so on, or Brief waiting with the reason), and your notes with an AI notes link when the call was recorded. Someone who replies on another channel appears here even before anyone has dialed them, because that is part of this list's story too. The tiles on top total dials today, dials all-time, live connects, drops sent, drops delivered and replies across all your lists. Workspace admins see the whole team; recruiters see their own.

People who asked us to stop are not listed on the board. The opt-out is a fact the machine acts on (suppressed everywhere, never dialed), not a report to scroll past; the counts on the list picker and the email table are the only place it shows.

Which email is working sits under the tiles: replies that followed each email, by how the call went and the angle the email took, with the sent count, the reply count and the rate. Under twenty sends a rate is marked early rather than crowned. Open The angles being tested for a one-line description of each shape.

The email that goes out after a call

A voicemail buys you ten seconds. The email is what they actually read. Every filed call sends one, and it is written for that one person, not pulled from a template: an AI writer reads how the call went, your notes, the role, and the profile JD Sourcing built on them, and drafts a short note in your name. What it writes depends on the outcome:

• Missed, voicemail left and Missed, no voicemail go out by themselves the moment you file the call. Ten different shapes are in rotation for a missed call (a fact about them first, the plain facts block, the gap in the seat, money first, easy no, and so on); each person gets one, and History shows which shapes earn replies.
• Interested: next steps, Not interested: close out and Callback confirmed are the three buttons after a connected call. They are written from your notes: the recap, the seat in writing, what happens next and the time you agreed. Press No email, next call and nothing goes out.

Whatever the outcome, every email keeps the same rules, and the writer is checked against them before anything is sent:

• The role, the pay, the location, and remote or not. Under two hundred words, written to be read on a phone, opening on a specific fact about the person that could not have gone to anyone else.
• Never the client's name. Every search reads as confidential, the note says why (the name is given once there is a real match, and before they ever speak to the company), and it promises the name on a ten minute call.
• Never an invented number. If the JD states no pay figure, the email says market rate, negotiable and never a number. Disclosing pay raises applications by about half in controlled studies, so real pay always rides in the note, and even in the subject when it is short enough.
• Two-way confidentiality and one ask. Their name does not move without their say-so; one question with a time in it and an easy out.
• From the recruiter who dialed. It goes out through that recruiter's own sending mailboxes, signed with their own line so the candidate can text back, and their reply lands with them, not with the desk.
• Verified addresses only, do-not-call honored, one email per outcome per person. It is a follow-up to a call, so it carries no unsubscribe footer and no tracking pixel.

Preview an email on the list card shows the To address, its verification state and the sender, and writes a real draft for a real person on the list. Verify and send sends exactly what is on the screen after the address is checked. Each email costs about a quarter of a cent in AI and is booked to the cost ledger.

One follow-up, three days later. If they have not answered on any channel, a short second note goes out by itself, in their working hours: the pay and the place again, an easy way to say no, and an offer to hear the employer's name on a call. Exactly one. The first two messages earn about three quarters of every reply a sequence ever gets, and a desk that keeps nudging past that trains people to ignore it. Anyone who has replied, opted out, or been filed as not interested is skipped.

The LinkedIn step, two days after the call

A sixth of the people you call will answer on LinkedIn and nowhere else. Across 165,000 candidates contacted on both channels, 16.6% replied on LinkedIn against 4.4% on email, and 15.5% replied only on LinkedIn while staying silent on email entirely. So two days after the call, anyone who has not answered gets one LinkedIn touch from your own connected account:

• If you are not connected, a connection request with a short note. The note does not pitch. It says you called, that the missed call was a person, and that you will not chase them. That matters: a pitchy note is accepted about half as often as no note at all, and the one exception is a note that names a real prior interaction. A phone call an hour ago is the strongest version of that there is.
• If you are already connected, a direct message instead: the role, the pay, why the employer is not named, and one small ask, in about fifty words. Short messages reply materially better than long ones and almost nobody sends them.
• If they accept the invite, the message follows a day later. Connecting and pitching in the same breath is the thing candidates complain about, so it waits.

Anyone who has replied anywhere, asked us to stop, or been filed as not interested is skipped, and nobody gets more than one invite and one message. Every pace and safety limit belongs to your LinkedIn account, not to this tool: the daily connection ceiling, the account health checks and the working-hours pacing are the same ones the rest of the portal honours. If your LinkedIn is not connected, the list says so with a Reconnect button rather than quietly skipping the step.

Booked calls and one-off numbers

The right-hand side of Today is the other half of the desk: the single call you have to make right now, and the calls people booked with you themselves.

• A number box. Type or paste any number and press Call. It rings your browser first, then them, on your own assigned line, so the number they see is the one they can call back. The line is printed above the box (They see, then your number) before you dial, not discovered afterwards.
• Everyone who booked a time with you. Anyone who picks a slot on your booking page lands here by themselves, in order, with how long until it starts. No copying anything out of a calendar.
• Everything we hold on them, on the card. Their LinkedIn profile (or a one-click search when we do not have the URL), their title and company, their number and email, what they typed when they booked, whether they are already on one of your call lists, and whether they have written back to you on any channel.
• One button dials them, from the line they were promised. If the booking page told them which number would ring, Call now dials from that line and the card says so; if that line is no longer yours, the card says that too.
• The write-up lands on the card. When the call ends the recording is transcribed and summarized, and the summary appears on that person's card, so the next time you open this tab you can read what was said instead of trying to remember it. The recording acknowledgement is on the dial card itself, so the first call of the day records too.
• A stop is still a stop. Someone who has asked us to stop shows as such and has no Call button.

Callbacks: when the candidate rings you back

You call from your own number, so that is the number they call back. Those calls used to be filed on the Business Development phone, because that is the desk the number is connected under, and a candidate returning a Cell Dialer voicemail could sit unheard on the wrong screen. Now the call is filed to the desk that caused it: if the last thing we did to that number was a recruiting call, the callback is recruiting work.

Find them on Recruiter Phone → Voicemail, newest first, marked New until somebody opens them, with the recording, what they said in writing, and one press to ring them back. The workspace owner still gets the email for every message left on any line.

How the phone and the texting lanes stay in step

The same people are usually being texted by OS Text and emailed by the outreach engines while you are calling them. Cell Dialer reads all of it, so a call is never made blind and never made to somebody who has asked us to leave them alone:

• Calls are part of the thread. Because every call is recorded and written up, the pane shows what was said on the phone too, not just what was typed: "We spoke, 6 min" with the summary, "They left a voicemail" with the words, "They called back".
• Their replies come to you. Every reply on every channel lands in one inbox already; the dialer joins that to your list by number, address and profile. A text reply that arrives written (480) 555-0142 still matches a list holding +14805550142.
• Repliers are dialed first. Anyone who has written back jumps to the front of the queue, ahead of the cell-first ordering. They are the warmest calls on the list.
• STOP deletes them everywhere, at once. A STOP on OS Text, an unsubscribe on email, or a do-not-contact mark in the ATS puts the number on the dialer's do-not-call list and deletes that person from every Cell Dialer list in the workspace. The list card keeps the count (N said STOP, removed) as the trace; no import brings them back. The one row that stays is a Do not call you filed yourself on a call, because that row is the call record.
• Do not call travels outward too. The Do not call chip writes to the workspace-wide opt-out list, which is pushed to OS Text and mirrored to the email and LinkedIn tools. One press, off everything.
• The two databases talk every five minutes. Opt-outs flow both ways, OS Text's line-type verdicts land on the leads, and the JD Sourcing profile is back-filled, all without a button.
• It is re-checked at the last moment. The conversation is re-read when the person is handed to you, not when the list was built, so an opt-out that landed a minute ago is already in force.

Federal Do Not Call registry

Every voice lane (Cell Dialer, Voice Drops, BD Phone) scrubs against the federal Do Not Call registry once it is loaded. Until then it is inactive and the System Health board says so. To load it:

1. Register your organization at telemarketing.donotcall.gov and subscribe to the area codes you dial (the first five are free).
2. Download the flat files for those area codes: the full list first, then the change lists.
3. Load them from any machine with RECRUITEROS_CRON_SECRET set: node integration/scripts/load-dnc-registry.mjs --url https://app.lumesp.com file1.txt file2.txt. Add --append for change files.
4. Repeat at least every 31 days. The health row turns amber at 31 days and red at 62.

Listed numbers are skipped at import, never offered by the dialer, and never receive a drop. A live call to a listed number asks you to confirm prior express permission before it connects, and overrides are counted.

If something looks off

• Drop button greyed out: that person's voicemail is not built yet (press Check numbers & build voicemails on the list), their first name is not in your archive yet (the row says Say "Priya" in the Name booth), your message is waiting for approval, or they have already had two voicemails from you.
• "Start calling" refuses: attest consent on the list first, the list is paused, your message is not approved yet, your daily cap for that list is reached, or everyone left is outside their local hours (it resumes by itself when they are back in-hours).
• A low cell count: read the "numbers not checked yet" figure beside it. The count is a floor until that reads zero; the checks are running. If the search still has people with no phone, More numbers on the card offers Boost phones.
• A list warns it is three months old: run the search again. The fresh list keeps your recorded names and drops anyone who has moved on.
• Voicemail builds failing: usually a deleted recording, re-pick it in the Voicemail tab, or a name waiting on the booth. The per-person error on the list says exactly what happened.
• The booth will not hear you: read the line under the stage. It names the microphone problem (blocked for the site, dismissed prompt, held by another app, refused by Windows) and the fix, and restarts on its own once the mic is allowed.
• Approve stays disabled: the preview has to play all the way to the end first. Build it, let it finish, then Approve.
• Brief waiting on History: hover the pill for the reason, usually an unverified address or a role the list has not read yet (Read the role on the card).

AI Vetting Recruiting

Phone-screen candidates automatically, in your own voice, so your recruiters only spend live time on the ones worth it.

• Set up a "desk": bind a job description, one of your phone numbers, and your consented cloned voice. Each desk screens for one role, and one JD is a complete setup.
• The screen schedules itself: when a candidate's resume arrives, the AI texts them for a time, they answer in plain words, and it calls them at exactly that time. The full walkthrough is just below.
• A natural conversation: the agent greets them by name, works from their actual resume, asks your top 3-4 qualifiers, answers their questions from the role's facts, and holds a real back-and-forth, not a rigid IVR. Candidates can also call the desk's number directly any time.
• Recorded, transcribed & scored: every call produces a recording, a full transcript, and a 1-100 fit score against the role.
• Review scorecards: read the transcript and score per candidate, then push the strong ones forward. Swap a desk's number anytime without rebuilding it.

How a screen books itself

There is no booking page and no calendar link. The candidate just answers a text, and the call happens at the moment they asked for. Here is the whole journey:

Whatever they text back, it's handled:

• A clear time books the call and confirms it by text, timezone spelled out.
• "Anytime" or "call me now" books a near-immediate call, kept inside civil hours (8:00am-8:30pm their local time). Nobody gets a 2am call.
• Something vague ("next week maybe?") gets one friendly follow-up for a concrete day and time, twice at most, then it flags for you instead of nagging.
• A reschedule ("can we do 6 instead?") moves the call and re-confirms. A vague "can we change it?" keeps the original call until they name a new time.
• A no gets a polite goodbye, and any call already booked is taken off the calendar so the AI never dials someone who declined.

The Optimizer: your agent gets more human with every call

Every scored call also grades your agent 0-100 on how human it sounded (pacing, acknowledgments, no robotic tells). The Optimizer tab turns that grade into a learning loop.

• Realism trend: watch the agent's human-likeness score climb call over call.
• Voice delivery: tune how your cloned voice renders on the phone (expressiveness, voice match, speed) with presets set to the documented phone-realism sweet spot.
• Optimize from calls: one click studies recent transcripts and proposes a versioned revision, coaching added to the agent's prompt plus small voice adjustments, each change explained with the call evidence behind it. Nothing goes live until you apply it.
• Stress test: five synthetic candidates (including the skeptic who asks if it's an AI) run against your exact live prompt and get graded, before any real candidate calls.
• Self-learning: switch it on and the agent re-optimizes itself automatically every few scored calls, pushing the improved version straight to your live number. Every revision is kept and can be rolled back.

Voice Drops

Your recorded voicemail, left by a live person. You record it once, in your own voice; an operator (you, or your virtual assistant) dials each person on your list, hears the greeting, presses Drop, and moves on while your voicemail plays from your number. Nothing is synthesized and nothing dials on its own. Available in both Recruiting and BD.

Sending a voice drop (three answers)

Open Voice Drops and press + New Voice Drop. It asks three things:

1. Who should receive it? Search the people you have already sourced (a title, company or city, and Managers-and-up or Directors-and-up), or paste a list. As people are added the machinery line-checks every number, removes duplicates, sets aside mobiles and anyone on a do-not-call list, and resolves each person's local calling window. You see one line: 1,183 contacts ready, and if anything was set aside, 64 excluded with a Review link that explains why.
2. What should they hear? Your recording. The last one you used is offered first; Change picks another or records a new one on the spot (18 to 25 seconds: who you are and your firm, why you called, your number twice). It plays exactly as recorded.
3. When? Start now, tomorrow morning, or a date and time. Advanced scheduling holds the calling hours, daily limit, who dials and your number, prefilled from your defaults.

The summary says how many are ready and roughly how long the queue takes; Send voice drops opens the queue (or schedules it) and saves what you chose as your defaults for next time. A live person then places every call from the Operator desk. Nothing dials on its own.

Every day

• The home screen shows what is running (with a progress bar, delivered, callbacks, reached), what needs attention, and what finished. Press a number to open the list behind it. View opens the drop's details in a side panel: pause, add people, change the recording or who dials, work the queue yourself, add a follow-up voicemail, mark it finished.
• Needs attention is the only place you have to look: numbers that could not be reached, callbacks waiting on your number, people with no city or state, a missing recording, or a calling line that is not connected. Everything the system can fix on its own never shows up there.
• Your operator opens the Operator desk and presses Start. Dial, listen, Drop, next, for as long as their block lasts.
• Settings (top right) holds your defaults, set once: your number, who dials, calling hours, daily limit, days before trying someone again. Every new drop starts from them.
• Recordings is your voice library: play, how often each is used, one Use button to make one your default, and the rest under the ••• menu.

Follow up: callbacks, matched to the voicemail they heard

Every call to a drop's number is matched to the person on the drop by the number they called from, so a callback is never a bare phone number. Voice Drops → Follow up lists everyone who called back or was reached live by your operator, newest first, with which voicemail they heard, their message and transcript, and the operator's note. Home puts Call back ahead of Start dialing whenever anyone is waiting.

• Call back (C) dials them from your line in this browser.
• Log how it went with 1–5: meeting booked, interested, not now, not interested, wrong person (E = handled, nothing to log). It leaves the list and the result goes on their timeline. J/K move; U reopens one under Done.
• A callback ends the cadence. Anyone who calls back, talks to your operator or has a result logged never gets the next follow-up voicemail.
• Your call-back time is the median minutes from a callback to you calling them back over the last 7 days. Inside an hour is the goal.

Each drop's panel shows where people are (not yet, each voicemail, called back, talked, meetings) and its voicemails as a timeline by day.

The Operator desk: a live person places every call

Setting up a virtual assistant

1. Give them a login on your workspace (Team page) with the phone tool, and a headset.
2. Name them on the queue: on the Set up & run page (or a campaign card's Operators button) add their email. You and workspace admins can always work any queue; operators can work only the queues that list them.
3. Send them the link shown under Operators. It opens the Operator desk with that queue selected.

Working the desk (what the operator does)

1. Open the Calls page once so the browser line registers, then open Voice Drops → Operator desk and press Start dialing.
2. The desk hands you the next person who is inside their own local calling hours and dials them from the recruiter's number. Their name, title, company and local time are on screen.
3. Get through the phone tree, then listen. When their mailbox greeting plays, pick the voicemail with one key: Space drops the custom one, opening on "Hey, <their first name>" in the recruiter's own voice, then the recording; G drops the generic one, the recording alone. The lead card says which are ready: "Custom ready" when the recruiter has recorded that name, "Generic only" when not (then Space drops the generic one). The voicemail plays after the beep; you are released to the next dial immediately, and the message keeps playing into the mailbox on its own. Pressing a drop key while it is still ringing arms it to fire the moment a mailbox answers; a person answering cancels it.
4. If a person answers, talk to them. Hang up when done and press 1–5: someone answered, no answer, wrong number, asked not to be called, skip. "Asked not to be called" puts the number on the workspace do-not-call list for every lane. After "someone answered", type or tap one line for the recruiter (what they said) and press Enter; it lands on the recruiter's Follow up list.
5. Pause after any call; Stop ends the session. The header keeps your count: dials, voicemails left, people reached, drops per hour.

Guardrails, always on

• Business landlines / VoIP only: every number is line-checked; mobiles and personal numbers are filtered out and never dialed.
• Federal Do Not Call registry: once loaded (see the Cell Dialer article), listed numbers are marked Suppressed at import and never dialed.
• Timezone-aware: each contact is handed out only inside their own local calling window (default evening, always clamped to a lawful 8 AM–9 PM envelope).
• Honest by design: every queue needs a consent attestation and the recording must say your name and firm; a live human always gets a person, never a recording.
• Answering-machine detection: on every operator call the line also listens for the mailbox beep, so an armed Drop starts exactly where the mailbox starts recording, and a human verdict cancels it.
• Re-dial caps: one attempt per person per calling window, a minimum gap between attempts, and a daily cap per queue.

Switchboard Autopilot: hands-free, lead to voicemail

Most decision makers don't publish a direct line — but their company publishes a main number. Autopilot closes that gap end to end, with no per-run button pressing:

1. Leads arrive from sourcing: as fresh job leads are found, each opening is matched to the decision maker who owns it and to the employer's published main line.
2. Your voicemail is your real recording. Each drop plays the owning recruiter's own recorded pitch (saved once in Cell Dialer → Voicemail). Optionally it opens on the prospect's first name in that recruiter's cloned voice, a switch on each lane; nothing else is synthesized, and a recruiter with no recording is simply skipped until they record one.
3. Autopilot calls the switchboard, listens to the phone menu, presses the right keys, searches the dial-by-name directory, and confirms it reached that person's voicemail by matching the name in the greeting.
4. The message is left and the route through that company's phone tree is saved, so every future contact there is one fast call.

Two lanes, one engine, armed separately in the Autopilot tab:

• Business Dev: calls the decision maker about their open role. Works with or without a prior email touch (a toggle on the lane).
• Recruiting: reaches a candidate through their employer's main line with a deliberately discreet message — it identifies you honestly and asks for a callback, but never says anything that would out a job search to whoever screens the mailbox.

Set it up and hear it before you arm. The Autopilot tab carries your voicemail setup, the same editor as Cell Dialer → Voicemail: play and delete your takes, turn the name swap on, reorder cloned lines and recordings, save. Under it, Hear it before you arm builds the exact file a lane would leave for a sample prospect (pick the recruiter, the lane, and a sample name, title and company) and plays it back. The Whose voice goes out list has a Hear it button per recruiter with a recording. Nothing dials from a preview, and a repeat preview of the same values costs nothing.

Arming is the human step. Press Attest + Arm on a lane: you attest the lawful basis once (recorded, same bar as a campaign's consent attestation) and the first cycle runs immediately. From then on it cycles every ~10 minutes during US business hours. Disarm any time; it stops on the next cycle.

Guardrails that never come off:

• Confirmed business landline/VoIP lines only — personal, residential, and mobile numbers are found and refused.
• Each callee's own lawful local hours; unknown timezone means no call at all.
• Velocity caps: max 4 calls per company per day, 2 per contact per week, plus a daily call cap you set per lane (shared with manual runs, so nothing can double the day's volume).
• Staffing and recruiting agencies are never called, on any lane.
• Nothing is staged for a recruiter without an approved cloned voice — silence is never dialed.
• If a live person answers, the call politely excuses itself and hangs up, and that caller number is never used for that contact again.

Watching it work: the lane card reports each cycle (how many leads were staged, and why others were skipped — no number, agency, already staged, no approved voice). Every call's full decision timeline lives in the Find people tab; every delivered voicemail lands in the Tracker and on the contact's timeline.

Writing scripts that sound human

The cloned voice reads your punctuation literally, pacing and pauses come entirely from how you format the text, not from the words alone. Every saved script (and every AI-drafted one) follows the same rhythm so drops land like a real person leaving a voicemail, not someone reading a paragraph. When you start a New voice script, the box opens pre-filled with this format and a live guide sits right underneath it.

• One held beat with ...: drop a single ellipsis right after the opener (for example Hi {first_name}...) for a natural pause, then don't use it again.
• One idea per sentence: end each with a period so the voice lands the thought, then breathes. Keep sentences short.
• Commas for small breaths: around the recipient's name and before the call-back line, so the ask doesn't rush.
• Spoken, not written: keep contractions ("it's", "we'll"), spell out numbers ("two", not "2"), write "V.P." not "VP", and use no dashes or links.

Here's the default, with the pauses it produces:

Writing your own? Match that structure. And when you tap AI customize or let autopilot draft per contact, the same pacing model is built into the writer, so personalized scripts come out with the correct tone and pauses automatically. Always hit Listen to hear a drop before you save or deploy it.

Analytics

Outcomes over time, so you can see what's actually working and where to push harder.

• By campaign: replies, positive-reply rate, meetings booked, and conversion for each campaign.
• By recruiter: activity and results per team member, so you can coach to the numbers.
• Trends: how the figures move week over week, spot what's improving and what's stalling before it costs you a month.

Billing & plan

Open the account menu (top-right) → Billing & plan to see your plan and manage payment.

• Your tools, your accounts: usage of the tools you connect, email, enrichment, phone/SMS, is billed by those providers directly to your own accounts, so you only ever pay for what you use.
• Plan & seats: your platform plan and any seat limits are shown here.
• Credits: on metered plans a credit is spent only when a lookup finds something (one per found email or phone, two for a Boost phones find). Credits pool across your team, renew monthly on your plan's anniversary, and top-ups never expire. Running out never loses queued work: paid lookups wait for renewal or a top-up while the free steps keep running. Your balance and credit history sit beside the JD Sourcing credit chips; plans without a cap show no balance.

Getting help

• The ? Help button sits in the bottom corner of the app on every screen and brings you right back to this guide.
• This guide covers every screen and how to set it up, use the table of contents on the left to jump straight to what you need.
• Still stuck? Reach out to your account contact for anything this guide doesn't cover.