Account & Org Management – Tezi

Getting Started
- Technical setup
  - Technical setup (Google Workspace)
  - Technical setup (Microsoft 365)
  - Advanced technical setup (Google Workspace)
  - Select a company logo
- Getting started
  - Sign up for Tezi
  - Create and manage a role
Sourcing & Outreach
- Overview
  - Set up sourcing & outreach
  - Sourcing & outreach in action
- Calibration
  - Calibrate Tezi
  - Filters
  - AI evaluation criteria
- Outreach
  - Create messaging campaigns
  - Tips for AI personalization
- Manage live campaigns
  - Track & optimize performance
  - Pause or end outreach
- FAQ
  - Can I set “nice-to-have” criteria?
  - Can I create multiple outreach campaigns for one role?
  - Can I add non-Tezi candidates to the outreach sequence?
More Automations
- More automations
  - Inbound screening
  - Chat screening
  - AI-powered candidate communication
  - Interview scheduling
  - Scorecards
- Candidate journey
  - Automation diagrams
Manage Candidates
- Manage candidates
  - Advance or reject a candidate
  - Add a candidate
  - Help Max respond to complex candidate emails
Integrations
- Technical setup
  - Set up Tezi's Greenhouse integration
  - Set up Tezi’s Ashby integration
- Features
  - Change whether a candidate is managed by Max or in your ATS
  - How interviews work with Ashby
Account & Org Management
- Organization management
  - Technical offboarding
For Candidates
- Candidate FAQs
  - Candidate FAQs
More

Organization management

Offboarding instructions for Starter, Pro, Business, and Enterprise tiers