Bella, our AI Sourcing Agent

TALENT DATABASE

Follow this step-by-step tutorial on how to leverage Bella, your Agentic AI Recruiting Partner.

10 steps

Step 1

Open the AI Sourcing Tab

Navigate to your CRM and select the AI Sourcing tab.

💡 Note: You can add more context to your search by uploading the resume of a stellar candidate, adding a candidate from your Talent Database, or pulling in the details of your Job Requisition.

Step 2

Run a Search

Type in a search prompt. Bella will suggest filters based on your prompt, then select Apply Filters.

💡 Note: Example prompt: Software Engineer in New York City with 5 years of frontend development experience.

Bella search prompt field — Entering a search prompt for Bella.

💡 Note: You can always message Bella with additional information in the left sidebar to update your search.

Bella suggested filters and Apply Filters button — Bella's suggested filters with the Apply Filters button.

Step 3

Review Your Results

Review the candidates Bella finds for your search.

Choose how to view your results using the view options at the top: Table view or List view.

Bella search results in table view — Search results in Table view.

Bella search results panel — Reviewing results with Bella.

Step 4

Refine Your Search

Refine your search by selecting the Filter button.

Filter button shown after a search completes — The Filter button after a search completes.

Step 5

Apply Search Filters

Select and apply filters to align with your search criteria. Filters are grouped into the following categories:

Position

Current job title

Past job titles

Seniority

Job role

Locations

Location

Likely to relocate

Tenure

Years of experience

Total years of experience

Average tenure

Education

Degree

Graduation year

Major

Schools attended

School country

Companies and Industries

Companies

Industries

Skills

Skills

Keywords

Languages

Select Apply.

💡 Note: You can run a Boolean search using AND / OR groups.

💡 Note: Filters change the number of candidate results. Adding filters narrows the scope of your search, and removing them widens it.

Apply button for search filters — Applying filters to your search.

Step 6

Identify & Order Criteria

Criteria help determine each candidate's match score.

Review the Criteria for your search, and add new criteria as needed.

Order your criteria from most important at the top to least important at the bottom. Candidates who meet your top criteria receive a higher match score.

💡 Note: Criteria change the order of your candidates based on how closely they match your criteria.

Criteria list ordered from most to least important — Adding and ordering criteria for your search.

Step 7

Review Candidate Profiles

Select a candidate's name to reveal their education, skills, and work history.

Link out to their LinkedIn profile directly from this view.

Reviewing a candidate's profile.

Step 8

Take Action on Candidates

Add candidate profiles to Talent Pools, Job Requisitions, or Sequences directly.

💡 Note: If you choose to add candidates to a Sequence, you'll be prompted to enrich their profiles before they're added. Enrichment is required to send sequence outreach and costs credits.

Selecting candidates and choosing where to add them — Selecting candidates to add to a Talent Pool, Job Requisition, or Sequence.

Prompt to enrich candidate profiles before adding to a sequence — The enrichment prompt when adding candidates to a Sequence.

Step 9

Reapply a Previous Version of Your Search

If your filters narrow your results too much, you can always go back to an earlier version of the search.

On the left-hand side with Bella, find the earlier version of your search and select Reapply to revert to it.

Reapply button on a previous version of a Bella search — Reapplying an earlier version of your search.

✓

Final Step

Return to a Previous Search

To revisit an earlier search, select the old search from the list on the left-hand side. Bella will open that search so you can pick up right where you left off.

List of previous Bella searches on the left-hand side — Selecting a previous search from the left-hand side.

That's it! Bella will keep sourcing candidates against these criteria so your pipeline stays full. Reach out to your CSM if you'd like a hand fine-tuning a search.