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

1

Interviewers

Track every interview experience and its results. This section shows all interview experiences you’ve created, across roles and time.

chevron-rightWhy this mattershashtag

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.

chevron-rightWhat recruiters typically do herehashtag
  • 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.

chevron-rightShow costs togglehashtag

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.

2

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.

chevron-rightWhy this mattershashtag

Not every candidate enters through a job application. This section lets you:

  • activate candidates you already have

  • avoid recreating interviews for one-off sourcing

  • keep interviews consistent, regardless of entry point

chevron-rightCommon use caseshashtag
  • Push ATS candidates into an interview flow

  • Search and source new candidates when pipelines thin

  • Re-engage past candidates

This is especially useful when hiring slows down but demand doesn’t.

3

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.

chevron-rightWhy this mattershashtag

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.

4

Outreach

Control how candidates hear from you

Outreach is where you define candidate-facing communication.

chevron-rightWhy this mattershashtag

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.

5

Analytics

Get insight into interview performance.

Analytics shows what your interview workflows are producing over time.

chevron-rightWhy this mattershashtag

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.

6

Integrations

Connect HeyMilo to the rest of your hiring stack

Integrations control how candidates and results move between HeyMilo and your ATS or CRM.

chevron-rightWhy this mattershashtag

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

7

Settings

Manage access, security, and workspace preferences

Settings control how your workspace is structured and governed.

chevron-rightWhy this mattershashtag

This is where you:

  • manage user access and permissions

  • configure privacy and compliance settings

  • control billing, usage, and quotas

  • manage calendars, API keys, and workspace preferences

Most teams configure this early, then revisit only when something changes.

8

Resources & Support

Get answers without slowing down

When questions come up, support and documentation are close by.

chevron-rightWhy this mattershashtag

Hiring doesn’t pause for troubleshooting. Between live chat, the wiki, and system status pages, most issues can be resolved quickly without blocking work.

9

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

chevron-rightAgent Status Indicatorshashtag

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

chevron-rightQuick Actionshashtag

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

chevron-rightCandidate List Viewhashtag

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

chevron-rightFiltering and Sortinghashtag

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

chevron-rightBulk Actionshashtag

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

chevron-rightDaily Workflowhashtag

Typical recruiter daily tasks:

  1. Check New Candidates: Review overnight completions

  2. Follow Up: Send reminders to non-responders

  3. Score Review: Evaluate high-scoring candidates

  4. Team Updates: Share findings with hiring managers

chevron-rightWeekly Reviewshashtag

Regular optimization activities:

  1. Completion Rate Analysis: Identify improvement opportunities

  2. Agent Performance: Review question effectiveness

  3. Pipeline Health: Assess candidate flow

  4. Team Feedback: Gather input on process

chevron-rightMonthly Planninghashtag

Strategic dashboard activities:

  1. Trend Analysis: Identify patterns over time

  2. Process Optimization: Refine based on data

  3. Goal Setting: Establish targets for next month

  4. Training Needs: Address team development

Troubleshooting Common Issues

chevron-right❌ Low Candidate Volumehashtag

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

chevron-right❌ Data Discrepancieshashtag

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

chevron-right❌ Performance Issueshashtag

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

chevron-right✅ Regular Monitoringhashtag
  • 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

chevron-right✅ Data Hygienehashtag
  • Archive old agents when hiring is complete

  • Clean up test data from agent creation

  • Organize candidates with consistent tagging

  • Maintain accurate status information

chevron-right✅ Team Communicationhashtag
  • Share insights from dashboard data

  • Coordinate actions to avoid duplication

  • Document decisions for future reference

  • Train new users on dashboard features

circle-check

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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