Getting Started

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

Technical setup

Technical setup (Google Workspace)

Technical setup for Google Workspace organizations in the Starter, Pro, Business, and Enterprise tiers

Technical setup (Microsoft 365)

Technical setup for Microsoft 365 organizations in the Starter, Pro, Business, and Enterprise tiers

Advanced technical setup (Google Workspace)

Advanced technical setup for Google Workspace organizations in the Starter, Pro, Business, and Enterprise tiers

Select a company logo

How to select a logo for candidate-facing pages powered by Tezi

Video intro to Max Lite

Walkthrough of how to go from initial account setup to fully configured sourcing & outreach for your first role

Sign up for Tezi

How to create a Tezi account

Create and manage a role

How to open a new role, start role setup, and complete other common role actions