Start with a task assigned by your manager and practice with approved sample records. This path links to the existing product guides. Each guide explains the access and prerequisites for its own task.
1. Set up your account
Follow Set up your recruiter workspace. Then read Navigate InferOwl by role to understand why your navigation or actions may differ from a teammate's. Ask the workspace owner to review missing access.
2. Review the person and the requirement
Read Create a candidate record and Create a job. Check for existing records before creating new ones. Review extracted resume information against its source and keep incomplete requirements in draft.
3. Review possible matches
Use Match candidates to jobs to understand the available matching workflow. Confirm the candidate's actual interests and the job requirements before taking the next step. A match does not establish consent, readiness, or a client decision.
4. Track the work against the job
Follow Move candidates through a job pipeline. Choose stages that reflect completed work. If the board blocks or reverses a move, read the message, complete the actual requirement, and confirm the saved state.
5. Prepare for client review
Read Create and track submittals when the candidate is ready and authorized for submission. Complete any required package and record the real client or candidate outcome when it occurs.
Check your understanding
You should be able to identify the candidate, the job, the current application stage, the evidence supporting it, and the person responsible for the next action. If a term is unfamiliar, use the glossary. If a specific task fails, search the help centre for that task and its error.