What the agent can do

The agent can do more than answer questions. On a job, it drafts the brief, searches, shortlists, promotes and changes the process. From any page, it can also run most other things your role allows in Staffer. What it’s allowed to do at any moment depends on where you are, whether the job has a brief yet, your Mode setting, and your role.

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Before a brief exists

Until a job has a brief, the agent’s job tools are for drafting one: from what you tell it, from a link to a job post, from another job’s brief, or by copying another job’s listing and process into this one. Its tools for searching, the listing, the process and the job’s candidates switch on once the brief exists.

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Once a job has a brief

“Asks first” means the agent shows an approval card in Ask permission mode. In Auto mode it goes ahead without one. The agent shortlists up to 50 people at a time. Ask for more and it works through them in batches. Promoting saves a copy of each person’s profile as it is now, which can’t be undone. The agent only mentions this when you promote the whole shortlist. See Shortlist and promote candidates. Editing an Interview step includes its booking settings. The agent can set specific dates and times for candidates to pick from, up to 50 slots, read in your time zone. It can also set the break between meetings and switch on Reserve these times in the calendar. See Interviews and scheduling.

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Anywhere in your workspace

From any page, the agent can also look up and change things outside the job you’re on: jobs, candidates and applications, projects, segments, messages, notes, process steps, references, teams and workspace settings. You ask in plain words and it finds the right action. It can also open a page for you, and the chat follows you there. It only gets the actions your role allows. In Ask permission mode, these ask first:

• Sending a candidate a message, by email or on their application page
• Changing a candidate’s stage
• Closing, deleting or moving a job
• Publishing a listing or creating a share link
• Deleting anything else, such as a note or a segment, or removing a candidate from a job

Other changes run without an approval card, even in Ask permission mode. Adding a note, shortlisting candidates, moving a candidate to another job and reopening a job are examples.

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The Mode dropdown

In every chat box there’s a Mode dropdown, next to +: Ask permission or Auto. The setting is yours alone and is saved separately for each workspace, so a teammate can use a different mode, and your own mode can differ between workspaces. Ask permission is the default. Auto skips the approval card on every action marked “Asks first” above: the action runs as soon as the agent decides to do it. Auto doesn’t skip policy checks. See below.

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What approval looks like

On “Asks first” actions in Ask permission mode, the agent describes exactly what it’s about to do and waits. For example, closing a position shows: “I’d like to close this position: the listing stops taking applications and no new candidates can be added.” Promoting an entire shortlist adds a specific warning: “Heads-up: this freezes an application snapshot for each, irreversible for the candidate.” Two buttons sit below the card: Reject and Approve. Once you answer, the card updates to Approved or Rejected. If you don’t answer within 10 minutes, it shows Expired without an answer and the action never runs. Each approval only ever covers that one exact request: approving one doesn’t pre-approve a similar action later.

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Policy checks happen either way

If your organization has turned on Live policy enforcement (see AI policies), some actions are also checked against your organization’s policies before they run: drafting or updating the brief, running a search, editing job notes, changing the process, adding a step to a candidate and rewriting the listing. This happens in both modes. A refusal looks different from an approval card: Blocked by a workspace policy, with the reason and a View policies link. The agent can then suggest a version that fits the policy.

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What it can’t do

• Anything your role doesn’t allow. It acts as you, with your permissions, never more.
• Manage your chats. Renaming and deleting chats is up to you.
• See your email, Slack or calendar. It only works with what’s in Staffer.

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Role limits

Members, admins and owners get the full set of actions above, within what their role allows. Some actions need more: moving a job to another workspace needs you to be an admin in both. Viewers and reviewers can still chat with the agent and get answers, but their toolset is read-only: it can look things up for them, but it can’t search, draft, edit, send or move anything on their behalf.

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Common questions