Dashboard Overview
Once your interview agents are live, the dashboard is where you monitor outcomes and make decisions. Learn how to navigate and make the most of your HeyMilo dashboard!
Think of the dashboard as the layer that shows you:
how candidates are progressing through AI screening
where interviews are completing or stalling
which roles need attention
and what results are coming back into your ATS
When you do open it, you know immediately know what’s happening.
🔹 Dashboard Features Overview
Interviewers
Track every interview experience and its results. This section shows all interview experiences you’ve created, across roles and time.

Why this matters
Each interviewer represents a live (or past) screening workflow. From this view, you can quickly answer:
Is this role still actively screening?
Are candidates actually completing interviews?
Is the experience about to expire?
Are results flowing back as expected?
This helps you stay ahead of issues before they affect hiring velocity.
What recruiters typically do here
Extend or archive interview experiences
Check candidate volume and completion rates
Share interview links or add candidates manually
Clone a working setup for a similar role
If something feels “quiet” in your ATS, this is the fastest place to confirm whether interviews are running or stalled.
Show costs toggle
At the top of the Interviewers view, you’ll see a Show costs toggle.
What it does
When turned on, each interview experience displays:
total spend to date
cost per stage (where applicable)
When turned off, cost information is hidden so you can focus purely on candidate flow.
Why this is useful
Quickly understand spend across multiple roles
Keep hiring within budget without opening reports
Review cost visibility when hiring for clients or leadership review
This toggle is visibility only. Turning it on does not change budgets or billing.
Use this button to create a new AI interview agent. You can:
Upload a job description.
Choose or customize interview questions.
Configure tone of voice and logic for candidate interactions.
Ideal for launching screening interviews for new roles within minutes.

Source Candidates
Add candidates into interviews without rebuilding workflows

Source Candidates is how candidates enter HeyMilo, whether they come from your ATS, external platforms, or direct sourcing.
AI
Set the standards your interviews run on

These settings define how your AI interviewers behave and evaluate candidates. These will apply to all agents created, edit it as needed.
Why this matters
Without shared defaults, interviews drift. Different recruiters configure things differently, and results become harder to compare.
The AI section lets you standardize:
how interviews sound
how answers are evaluated
how strict integrity checks should be
Once set, every new interviewer inherits these rules automatically. This keeps results consistent across teams, clients, or regions.
Outreach
Control how candidates hear from you

Outreach is where you define candidate-facing communication.
Why this matters
Interview completion depends heavily on clarity and trust. Outreach lets you:
send from your own domain and chosen number
control wording and tone
manage SMS and email behavior
When candidates understand what’s expected, and know exactly comms are from they’re far more likely to complete interviews without follow-up. If completion rates dip, this is one of the first places worth reviewing.
Analytics
Get insight into interview performance.

Analytics shows what your interview workflows are producing over time.
Why this matters
Instead of guessing, you can see:
how many interviews are completed
how fast candidates move through screening
how costs change by role
estimated savings compared to manual screening
This is especially helpful for:
internal reporting
client conversations
understanding which workflows are actually working
You don’t need to check this daily, but it’s valuable when reviewing outcomes.
Integrations
Connect HeyMilo to the rest of your hiring stack

Integrations control how candidates and results move between HeyMilo and your ATS or CRM.
Why this matters
When integrations are set up correctly:
candidates flow into interviews automatically
completed results sync back without manual work
recruiters stay inside their ATS while HeyMilo handles end-to-end screening
This keeps HeyMilo additive, not disruptive, to existing workflows.
Common uses include:
triggering interviews when candidates apply
syncing scores and transcripts back to the ATS
supporting high-volume or agency workflows without extra steps
Settings
Manage access, security, and workspace preferences

Settings control how your workspace is structured and governed.
Notifications
Stay informed without constant checking

Notifications surface events that matter:
interview completions
new candidates entering workflows
scoring updates
This allows you to react when needed without monitoring dashboards all day.
🧠 Common Use Cases
Goal
Feature to Use
Launch interview for a new job opening
Create Interviewer
Reuse interview questions across roles
Clone Agent
Invite hiring team to collaborate
Invite Team
View or download candidate reports
Analytics
Integrate with an ATS like Lever
Integrations
Update user or billing details
⚙️ Settings > 👤 My Account
Understanding Your Agent List
Agent Status Indicators
Each agent shows:
Active/Inactive Status: Whether the agent is currently accepting candidates
Candidate Count: Total number of candidates who have completed interviews
Completion Rate: Percentage of invited candidates who finished
Last Activity: When the most recent candidate completed an interview
Quick Actions
From the agent list, you can:
View Candidates: See all candidates for a specific role
Edit Agent: Modify questions, scoring, or settings
Share Links: Get interview URLs and email templates
Archive Agent: Deactivate when hiring is complete
Candidate Management Interface
Candidate List View
When you click into an agent, you'll see:
Candidate Names: With application timestamps
Completion Status: Completed, In Progress, or Not Started
Overall Scores: AI-generated candidate ratings
Quick Actions: View profile, send reminders, or dismiss
Filtering and Sorting
Organize candidates by:
Score Range: High to low performers
Completion Date: Most recent first
Status: Completed vs. in progress
Custom Filters: Based on specific criteria
Bulk Actions
Manage multiple candidates:
Send Reminders: To candidates who haven't completed
Export Data: Download candidate information
Bulk Dismiss: Remove candidates from consideration
Tag Candidates: Organize for follow-up
Candidate Ingestion: Import candidates in bulk
Common Dashboard Actions
Daily Workflow
Typical recruiter daily tasks:
Check New Candidates: Review overnight completions
Follow Up: Send reminders to non-responders
Score Review: Evaluate high-scoring candidates
Team Updates: Share findings with hiring managers
Weekly Reviews
Regular optimization activities:
Completion Rate Analysis: Identify improvement opportunities
Agent Performance: Review question effectiveness
Pipeline Health: Assess candidate flow
Team Feedback: Gather input on process
Monthly Planning
Strategic dashboard activities:
Trend Analysis: Identify patterns over time
Process Optimization: Refine based on data
Goal Setting: Establish targets for next month
Training Needs: Address team development
Troubleshooting Common Issues
❌ Low Candidate Volume
If you're not seeing enough candidates:
Check Agent Status: Ensure agents are active
Review Sharing: Verify interview links are distributed
Examine Filters: Make sure you're seeing all candidates
Contact Support: Get help with technical issues
❌ Data Discrepancies
If numbers don't match expectations:
Refresh Dashboard: Ensure you have latest data
Check Time Zones: Verify date ranges are correct
Review Filters: Confirm you're seeing complete data
Sync Status: Check integration connections
❌ Performance Issues
If dashboard is slow or unresponsive:
Clear Browser Cache: Refresh your browser data
Check Internet: Verify stable connection
Try Different Browser: Test with Chrome or Safari
Contact Support: Report persistent issues
Dashboard Best Practices
✅ Regular Monitoring
Check daily for new candidate completions
Review weekly for trends and patterns
Analyze monthly for strategic insights
Update quarterly based on hiring needs
Use the dashboard to monitor, not micromanage
Check expiring interviews weekly
Review completion rates if pipelines slow
Adjust outreach before changing interview logic
Use templates to avoid inconsistent setups
✅ Data Hygiene
Archive old agents when hiring is complete
Clean up test data from agent creation
Organize candidates with consistent tagging
Maintain accurate status information
✅ Team Communication
Share insights from dashboard data
Coordinate actions to avoid duplication
Document decisions for future reference
Train new users on dashboard features
Pro Tip: The dashboard is most effective when used consistently. Make checking it part of your daily routine to stay on top of your candidate pipeline.
Ready to Dive Deeper?
The dashboard shows you what’s happening at a high level.
When you’re ready to make decisions, the next step is reviewing:
candidate profiles
scorecards
interview recordings
That’s where context and confidence come together.
📬 Need Help?
If you have any questions, feel free to reach out to our support team [email protected], visit the Help section or contact your Customer Success Manager directly.

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