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Juicebox Agents
Juicebox agents are autonomous AI-powered assistants designed to streamline talent sourcing and outreach.
This guide will cover how to create, configure, and manage Juicebox Agents effectively.
Note: Agents are an optional add-on to your Juicebox subscription.
Creating an Agent
To get started with creating an AI agent:
- Navigate to the Projects page, and click Create an Agent.
- Describe the role that you are currently working on in 1-2 sentences, including suggested criteria such as:
- Job title
- Location
- Years of experience
- Industry
- Required and preferred skills
Configuring the Agent
After entering your initial search, the Agent will ask you to review three profiles. This is the configuration workflow, where you tell the Agent which profiles match your expectations and which ones donât.
For profiles that have the right experience and skills, please click the approve button. For profiles youâd like to reject, please continue reading below.
What happens when you reject a profile?
When you reject a profile, youâll be asked for a reason for rejecting the profile. This will help the agent in finding the right profiles. Provide as much feedback as possible.
How many profiles do you need to approve?
To let the agent begin sourcing, you need to approve three (3) consecutive profiles that are good fits. Every time you reject a profile, you will receive three (3) new profiles for approval.
Outreach and Shortlisting
Select the sequence youâd like to use or click âDonât use sequences, I just want to create a shortlistâ to create a shortlist instead and see the shortlisting section below. If youâre interested in sending a sequence, but havenât yet, please head to the Sequences tab and create one. You can use both Email and LinkedIn steps.
Then, select the number of email sequences youâd like to send or profiles youâd like to shortlist each day. For sequences, keep in mind that the total number of emails sent will depend on the number of steps you have. If you have three steps in your sequence, adding 25 new contacts can mean up to 75 emails being sent each day (when accounting for follow ups from previously added contacts).
You can spread outreach across multiple email addresses by connected more than one email account.
Individual vs Automatic Mode
Next, choose if you would like to manually review those profiles or let the agent begin the outreach or shortlist for you. You will be able to edit this afterwards, too.
Your Agent is Sourcing for You
After completing the agent set up, your agent will start sourcing for you. You can review its progress by heading to the mission control (more details below).
It will take 5-10 minutes to receive the initial batch of profiles for review (individual approval). When set to automatic, the agent will start emailing or shortlisting profiles within 10 minutes.
Manual Approval Flow
Reviewing profiles individually will let the agent begin sourcing profiles for your review, and once the profiles are ready for review, the mission control will show you the profiles.
From here, you can review leads and click on âApprove and Send Emailsâ or âApprove and Shortlistâ.
What happens when you reach out automatically?
The agent will automatically shortlist and reach out to candidates. Youâre all set, let the agent take control and grab a cup of coffee!
Pausing Agents
To pause an agent, go to Mission Control, click on 'Pause agent', and confirm by selecting 'Pause Agent'. When you're ready to resume outreach, click 'Resume agent' to continue from where you left off.
When you're ready to resume outreach, click 'Resume agent' to continue from where you left off.
How do I stop an agent?
To stop an agent, head over to your Mission Control dashboard and click on âStop Agentâ in the top right corner. Please note you will not be able to revert this action and all active sequences will also be canceled.
Recalibrating
Go to the your Projects tab and select the Agent you would like to recalibrate. It will then take you to the Agent tab. From here, click on âEdit Agentâ which will present you with the image below.
You can choose to between Automatic and Manual outreach then select âRecalibrate Agentâ. It will be important to remember that this will delete all your existing uncontacted leads and new leads.
Once youâve selected to âRecalibrate Agentâ you can now review 3 candidate profiles again or edit filters to adjust the Agent then review 3 candidate profiles. Once you review the 3 profiles, you are all set to go!
Manual Approval Flow
Reviewing profiles individually will let the agent begin sourcing profiles for your review, and once the profiles are ready for review, the mission control will show you the profiles.
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On this page
- Juicebox Agents
- Creating an Agent
- Configuring the Agent
- What happens when you reject a profile?
- How many profiles do you need to approve?
- Outreach and Shortlisting
- Individual vs Automatic Mode
- Your Agent is Sourcing for You
- Manual Approval Flow
- What happens when you reach out automatically?
- Pausing Agents
- How do I stop an agent?
- Recalibrating
- Manual Approval Flow