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Build your first journey

Journey builder, node types, candidate emails, and attaching journeys to positions.

Journeys are ordered flows candidates complete asynchronously — video responses, assessments, document uploads, scheduling, and more.

Journey builder

Dashboard → Journeys → Create journey

FieldGuidance
NameInternal label, e.g. "Engineer async screen v2"
DescriptionShown to candidates on the welcome step
Estimated timeSets expectations ("~20 minutes")

Node types

NodeCandidate experienceRecruiter output
InstructionsRich text welcome
Async videoRecord answers per questionClips + transcripts + AI analysis
AssessmentTimed quiz / case studyScored report
Document uploadPDF/image uploadFiles in candidate profile
Schedule interviewPick slot from calendarCalendar event + reminder emails
Reference checkProvide referee contactsReference workflow
Quiz / cultureCulture or values quizCulture alignment signals

Drag nodes to reorder. Each node can have completion rules (must pass assessment threshold, must upload doc).

Questions & rubrics

For video nodes, pull from Question library or write ad hoc. Attach evaluation guides so AI scoring knows what "good" looks like. See Questions & AI scoring.

Candidate emails

Journey sends transactional emails on:

  • Invite / apply confirmation
  • Reminder if stalled (configurable)
  • Step completion
  • Journey complete → "under review"

Templates: Settings → Notifications and per-org Email templates.

Attach to a position

Position edit → Journey dropdown. One default journey per position; bulk-invited candidates inherit it.

Preview & test

Use Preview journey as admin, or invite yourself with a test email. Completed test candidates can be deleted from Candidates → bulk actions.

Versioning

Editing a live journey does not retroactively change in-progress sessions — new sessions pick up the latest graph. Major changes: duplicate journey, migrate new applicants only.