Client help centre
Set up your agency with confidence.
Clear, practical guides for agency owners, managers, and recruiters—from your first workspace settings to the day-to-day habits that keep a desk moving.
Recruiting workflows
Run the day-to-day work of jobs, candidates, submittals, and pipeline movement with a shared source of truth.
For Recruiting manager · Recruiter
Everyday work · 5 min read
Create a job and give the team a usable brief
Set up a job with enough context for recruiters to source, assess, and submit candidates consistently.
Everyday work · 4 min read
Build candidate records your team can trust
Create a reliable candidate record before you begin outreach, matching, or compliance work.
Everyday work · 3 min read
Move candidates through the pipeline with clear ownership
Use the pipeline as a shared operational picture, not just a list of names.
Everyday work · 4 min read
Add a client and facility before opening a job
Create dependable client context so jobs, contacts, submissions, and reporting point to the same place.
Everyday work · 5 min read
Import candidates safely and review the result
Prepare candidate data for import, then review profiles before the team starts matching or outreach.
Everyday work · 4 min read
Submit a candidate and track the outcome
Keep candidate submissions connected to the correct job, client context, and next recruitment decision.
Everyday work · 3 min read
Manage tasks and follow-ups before work goes stale
Turn recruiting commitments into visible next actions for candidates, jobs, and the wider team.
Communication and teamwork
Use agency-owned communications while keeping activity, access, and consent responsibilities clear.
For Recruiting manager · Recruiter · Agency owner
Workspace administration
Manage access, operational settings, and the controls that keep your agency workspace accountable.
For Agency owner · Operations lead
Admin · 6 min read
Review agency controls on a regular rhythm
Build a lightweight review routine for permissions, feature settings, team changes, and operational ownership.
Everyday work · 5 min read
Manage compliance records without losing the recruiting context
Use candidate documents and credential tracking as part of the placement workflow, with clear ownership for verification.
Admin · 6 min read
Run a weekly recruiting review that leads to action
Use a short, repeatable review to turn the agency’s pipeline and activity into clear operational decisions.
Agency foundations
Start hereStart with the workspace decisions that give your team a clean, secure operating base.
For Agency owner · Recruiting manager
Getting started · 4 min read
Set up your agency workspace
A practical starting sequence for owners who are preparing an InferOwl workspace for their recruiting team.
Getting started · 5 min read
Invite your team and assign the right access
Use roles, custom permissions, and feature controls to give each person only the access they need.
Need a specific answer?
Talk to the InferOwl team.
Bring your workspace, recruiting, or operational question. We will help you find the right next step.