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Tezi technical setup
Tezi technical setup
Updated over 3 weeks ago

This article covers technical setup for Max, your new autonomous AI recruiting partner from Tezi. There are five main steps:

  1. Set up Max's sourcing email: Create an email address that Max will use to send sourcing emails to prospective candidates

    1. Must be completed by a DNS administrator

  2. Set up Max's Google Workspace account and email forwarding: Create and configure a Google Workspace account that Max will use to email candidates and schedule interviews

    1. Must be completed by a Google Workspace administrator

  3. Install and configure the Tezi Google Workspace app: Grant Tezi's service the appropriate Google Workspace privileges to email candidates and schedule interviews

    1. Must be completed by a Google Workspace administrator

  4. Install the Tezi Slack app, which enables users to more easily chat with Max

    1. Typically must be completed by a Slack Workspace administrator (varies by company)

  5. Inform the Tezi team via Slack that you have completed technical set-up

See below for detailed instructions on each step. Completing this process typically takes 30-45 minutes.
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Part 1: Set up Max's sourcing email

Tezi will send outbound sourcing emails to prospective candidates on behalf of your company. While Tezi prioritizes high-quality matches in sourcing, some emails may be marked as spam by prospects. To safeguard your domain's email reputation and deliverability, this section describes how to set up a dedicated subdomain (hey.[yourdomain]) for Max's sourcing emails in your DNS provider. The steps below also enable Tezi to use SendGrid’s Email Platform to send these emails.

Before you begin, please ensure you have the CNAME records provided by your Tezi Customer Success Manager.

If helpful, here are links for how to update DNS records at common DNS providers:

For all steps below, please check that your new DNS records follow the format required by your DNS provider, e.g., MX record ends with a period if required.

1. Sign in to your DNS provider

2. Add CNAME records

Tezi uses Sendgrid’s automated security, which means SendGrid generates three CNAME records that, when added to a domain’s DNS provider, allow SendGrid to manage two main types of email authentication:

  • Sender Policy Framework (SPF): this is an email authentication protocol that allows domain owners to specify which mail servers are authorized to send emails on behalf of their domain.

  • DomainKeys Identified Mail (DKIM): this is an email authentication method that allows the sender to sign their emails with a cryptographic signature, enabling the recipient's server to verify that the email was sent from an authorized source and that its content hasn't been altered in transit.

You should have received three SendGrid-generated CNAME records from your Tezi Customer Success Manager. Please add these CNAME records to your DNS provider. They will enable Tezi to use SendGrid to send fully authenticated emails from the subdomain (but not your company's main domain).
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3. Add an MX record for the subdomain hey.[yourdomain]

When candidates respond to sourcing emails, Tezi has configured those replies to go to the Tezi email account that you will set up in Parts 2 and 3. However, in some cases, candidates might email Max's subdomain address (max.tezi@hey.[yourdomain]) directly. In order for Tezi to receive these emails, you will need to add a record to your DNS provider that signals that any inbound emails to Max's subdomain will be handled by Tezi (through Sendgrid’s email parsing infrastructure):

  1. Add an MX record for the hey.[yourdomain] subdomain with the following values:

    1. Priority: 10

    2. Mail server value: mx.sendgrid.net

Please ensure you add this record at the subdomain level, not at the top-level domain. Otherwise, this may interfere with emails for your overall company domain.

4. Create a DMARC record for your subdomain

DMARC (Domain-based Message Authentication, Reporting, and Conformance) is an email authentication protocol that builds on SPF and DKIM. It allows domain owners to specify what receiving mail servers should do with emails that do not pass SPF or DKIM checks, e.g., mark as spam, reject, etc.

If your subdomain does not have a DMARC record, Tezi will still work. However, we recommend creating one as a general security practice. A DMARC record will protect against unauthorized parties spoofing your subdomain. It will also improve email deliverability by giving email providers more confidence in the authenticity of emails from your subdomain.

To create a DMARC record:

  1. Add a TXT record with the name _dmarc.hey or _dmarc.hey.[your domain] (varies by DNS provider) and your desired DMARC options. We recommend the following values: v=DMARC1; p=none; rua=mailto:[any valid email address in your organization]

    1. The specified email address will receive summary reports of email traffic and authentication results.

    2. p=none means that no action will be taken on emails that fail SPF and DKIM; they will be delivered as usual. This is our recommended starting point for a DMARC policy. Over time, as you learn about email traffic on your domain from the summary reports, you can update your DMARC record to take different actions on unauthenticated emails.

    3. There are many options for configuring your DMARC policy/record. See Define your DMARC record by Google to learn more.

    4. Please ensure you add this record at the subdomain level, not at the top-level domain. Otherwise, this may interfere with emails for your overall company domain.

5. Verify that DNS updates were successful

To confirm that your DNS updates were successful, enter the sourcing subdomain you created into Tezi's DNS Validation tool (in beta). For example, Tezi's sourcing subdomain for Max is hey.tezi.ai:
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If your DNS updates were entered correctly, the tool will confirm that MX, CNAME, and DMARC records all look as expected:

Please troubleshoot any DNS errors as needed. Feel free to reach out to the Tezi team for any help with troubleshooting.

Part 2: Set up Max's Google Workspace account and email forwarding

Max needs an email address in your Google Workspace and Max's emails need to be forwarded to auto@mail.tezi.ai for processing. This section explains how to create Max's email address and configure forwarding.

1. Create an email address for Max

Create an email address for Max and send access to the Tezi team:

  1. Go to Directory -> Users.

  2. At the top of the user list, click on Add new user.

  3. Fill in the following fields and then click on Add new user to create an email address for Max:

    1. First name: Max

    2. Last name: AI Recruiter

    3. Primary email: max.tezi@[yourdomain].com
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  4. The last step is to give the Tezi team access to sign in to Max’s account. You’ll do this in one of two ways:

    1. If your organization doesn’t use an SSO provider, then you can send the sign-in instructions for Max’s Google Workspace account to getstarted@tezi.ai. You do this by clicking PREVIEW AND SEND on the confirmation screen after you create Max’s account (see screenshot below)

    2. If your organization uses an SSO provider (such as Okta or OneLogin) to sign in to Google Workspace, then you’ll follow these steps. The exact process will vary depending on which SSO provider you use.

      1. Create an account for max.tezi@[yourdomain].com in your SSO provider

      2. Grant Max’s account access to log in to Google Workspace

      3. Send the account sign-in instructions to getstarted@tezi.ai

2. Set up email forwarding for Max's new email address

Forward emails received by max.tezi@[yourdomain].com to auto@mail.tezi.ai for processing:

  1. Go to Apps -> Google Workspace -> Gmail.

  2. Click on Routing.

    1. Note: There is also a Default routing option, which is not the correct option.

  3. Scroll to find the Email forwarding using recipient address map option.

  4. Click on Add another rule to create a new forwarding rule with the following specifications:

    1. Enter a helpful description like "Tezi AI Recruiter forwarding rule".

    2. Add a new address mapping from max.tezi@[yourdomain].com to auto@mail.tezi.ai

    3. For Messages to affect, select All incoming messages.

    4. In Routing options, select Also route to original destination.

  5. Click Save to enable email forwarding for Max’s account
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Part 3: Install and configure the Tezi Google Workspace app

In order for the Tezi service to schedule interviews and correspond with candidates, it needs to be able to do the following:

  • Ask users in your company's Google Workspace to grant Tezi read-only access to their Google Calendar.

    • Tezi will only request Calendar read-only access and only from interviewers. Our service uses this information to understand interviewer availability for scheduling.

  • Ask max.tezi@[yourdomain].com to grant Tezi full management access to its Google Calendar and email send permissions for GMail.

    • Tezi Support will briefly log in as max.tezi@[yourdomain].com to grant the Tezi app’s requests for these permissions. Our service uses this access to send emails and interview calendar invites from max.tezi@[yourdomain].com.


Follow the steps below to install and configure the Tezi app, so that our service receives the appropriate permissions:

  1. Go to Security -> Access and data control -> API controls -> Manage third-party app access.

  2. Click Configure new app.

  3. Search for and select the Tezi app using Tezi's OAuth Client ID: 405977416496-dmj02qmj1amufenddmtmhufead80lpmd.apps.googleusercontent.com

    1. Note: Do not search for “Tezi” because you’ll get multiple results and it won’t be clear which one you need to select. Searching for the OAuth Client ID guarantees you get the correct app.

  4. In the Scope step, click All in [your parent organization].

  5. In the Access to Google Data step, select Specific Google data.

  6. Review your selections and finish app configuration.

Part 4: Install the Tezi Slack app

Tezi's Slack app enables users to chat with Max and receive recruiting-related Slack reminders. Please click here to install the Tezi app for your Slack workspace.

Part 5: Inform the Tezi team via Slack that you have completed technical setup

Once you have created Max's email addresses, configured your DNS records, and installed the Tezi Slack app, you have completed all technical setup for Tezi. The Tezi team will now complete additional, final setup in Tezi's system.

That's it! We look forward to making stellar hires with you.

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