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
  - Video intro to Max Lite
  - Sign up for Tezi
  - Create and manage a role
Sourcing & Outreach
- Overview
  - Set up sourcing & outreach
  - Review your sourcing list
  - Sourcing & outreach in action
- Calibration
  - Calibrate Tezi
  - Filters
  - AI evaluation criteria
- Outreach
  - Create messaging campaigns
  - Tips for AI personalization
  - Create Gmail filters
- 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
  - Max’s hiring context
Manage Live Roles
- Manage live roles
  - Video overview
  - Automation diagrams
  - Advance or reject a candidate
  - Add a candidate
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
- Account management
  - Billing
- Organization management
  - Security
  - Technical offboarding
For Candidates
- Candidate FAQs
  - Candidate FAQs
More

Account management

Billing

Learn how you’re billed for Tezi and how to manage billing settings

Organization management

Security

Technical offboarding

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