Help Center

Everything you need to know about using Hiring Copilot.

1. Getting Started

Welcome to Hiring Copilot (HCP)! This quick guide will walk you through everything you need to start using the platform, from creating your account to receiving your first batch of interview-ready candidates.

Whether you are a founder, hiring manager, or recruiter, HCP is designed to help you source faster, calibrate quickly, and get high-quality candidates with less back-and-forth.

Step 1: Create Your Account

You can sign up using one of the following methods:

  • Work Email: Enter your business email and complete verification.
  • LinkedIn Single Sign-On (SSO): One-click login using your LinkedIn profile.

Step 2: Confirm Your Subscription Plan

If your account does not have an active subscription or free trial, you will be prompted to select a plan before moving forward. You can choose:

  • Start a Free Trial
  • HCP Lite
  • HCP Expert

Once your plan is activated, you can immediately continue to Calibration.

Review Your Estimated Credit Usage

HCP will show an estimate of how many credits this search will likely use based on the seniority level of the role.

  • Entry level: 1 credit
  • Mid level: 3 credits
  • Senior level: 5 credits
  • Staff / Lead / Manager / Founding level: 10 credits

You will also see your current credit balance and whether you have enough credits to proceed.

Confirm Your Credit Usage

If you have enough credits, click Confirm to acknowledge the expected credit usage and proceed.

  • You acknowledge the expected credit usage
  • You are ready to proceed with generating calibration candidates
  • The system continues without interruption

You will then be taken directly into the Calibration step.

Step 3: Create Your First Requisition

Navigate to New Position. You will be guided through:

  1. Upload a Job Description (PDF/DOC/TXT) or enter the text.
  2. HCP parses it into structured Position Filters (title, seniority, location, etc.).
  3. Review and edit as needed.
  4. Click Continue to Calibration.

Step 4: Calibrate With Sample Profile Cards

During calibration, HCP generates sample profile cards to fine-tune your search criteria. These profiles are not real candidates. The system generates up to 10 sample profiles and may stop early after three Qualified decisions. If you mark three Qualified decisions in a row, calibration ends early and moves directly to the Requirements Update step.

How to Review Each Profile Card

QualifiedSelect this when the profile is close to what you are looking for.
Disqualified (required explanation)Select this when the profile does not match your expectations and provide a short explanation.

Helpful disqualification examples

  • Too senior for this role
  • No experience in B2B SaaS
  • Missing Python / ML background
  • Require higher education degree (Master/PhD)
  • Not aligned with product-focused responsibilities

A short, honest explanation is sufficient. No perfect sentence required.

Why this matters

  • Refines the search criteria
  • Adjusts structured variables
  • Eliminates patterns that do not match your needs
  • Ensures future candidates align more closely with your expectations

Step 5: Lock Your Position Filter

During calibration, filters may evolve based on your feedback. This step serves as the final review and confirmation before sourcing officially begins.

  • All requirements become locked
  • HCP begins sourcing candidates in real time
  • Your delivery timeline officially starts
  • The position is added to My Positions for ongoing management

Managing Your Position in My Positions

  • Pause sourcing or close the position to stop sourcing
  • View archived versions of your JD, filters, and candidate profiles in read-only mode
  • Click View Submissions to access sourced candidates
  • Click View Sourcing Update to see daily sourcing progress and status updates

You can always review earlier versions of your filters in read-only mode for reference.

Step 6: Receive Interview-Ready Candidates

Candidates will be delivered in-platform under My Positions and by email.

  • A structured profile
  • A short recommendation note
  • Resume to download

Your daily metrics summary updates automatically with sourcing activity, credits used, and forecasted submissions.

Step 7: Sourcing Report

The Sourcing Report has been upgraded from a lightweight pop-up into a dedicated, full-page experience. All metrics in the report are updated daily and reflect cumulative progress.

Candidate sourcing follows a structured three-phase methodology to ensure both depth and coverage of the market. Strategies are managed within the report and aligned to the current sourcing phase.

Pipeline Metrics (Daily, Cumulative)

Identified: Candidates who match the position filters and appear promising, but have not yet been fully qualified or submitted.

Reachouts: Candidates who have been contacted via email, LinkedIn, or other available channels.

Interested: Candidates who responded positively and are open to next steps (intro call, resume share, or interest confirmation).

Submissions: Interview-ready candidates delivered to your account (and email, if enabled).

Sourcing Strategy and Timeline (Editable by Phase)

Strategies are organized across three phases:

  1. Phase 1: Direct Matches - Same domain, equivalent titles, and must-have skills.
  2. Phase 2: High Potential - Transferable experience, adjacent seniority, or leadership roles in comparable organizations.
  3. Phase 3: Extended Search - Non-obvious matches using signal-based inference (different titles, aligned output, or prior pivots).
  • If sourcing is in Phase 1, strategies for Phases 1, 2, and 3 can be modified.
  • If sourcing has progressed to Phase 3, only Phase 3 strategies remain editable.

Candidate Responses (Market Feedback)

  • Updated daily and shows verbatim feedback from candidates who are not interested.
  • Responses are shown individually without categorization or aggregation.
  • Common themes include seniority mismatch, compensation, location constraints, domain preferences, or timing.

The goal is to provide direct, unfiltered market signal rather than synthesized analysis.

Target Performance Estimates (Forecast)

Benchmark data provides realistic throughput expectations based on current market difficulty and early funnel signals.

Step 8: Submissions

When candidates are sourced with their resume and availability, their profiles are locked by default. Users must unlock a profile to view full candidate details.

This ensures controlled access and proper credit usage.

Unlocking a Candidate Profile

  • View the candidate name, current role, and company
  • Download the resume by clicking the Resume button
  • Access a candidate report with AI recommendations and the sourcer's review

Next Actions

  • Email the candidate directly
  • Schedule an interview by opening the scheduler and entering available time slots
  • Submit feedback on the candidate (used for internal data and quality improvement)

Disputes

If you are not satisfied with a submission, click the Dispute button. Our Customer Support team will review the case and follow up with you via email.

Step 9: Contact Support

We offer email-based customer support on a best-effort basis. For assistance, please contact [email protected].

2. Credits & Billing

Hiring Copilot uses a credit-based system that gives you flexibility and transparency in how you access candidates.

Credits Overview

  • 1 credit = $100 USD value
  • Credits are included every month based on your plan
  • You can purchase additional credits anytime
  • Credits roll over as long as your subscription remains active
  • When a subscription is canceled, all remaining credits (subscription and purchased) are forfeited

Plans and Pricing

HCP Lite

$600/mo
  • Includes 6 credits
  • Best for junior and mid-level hiring
  • Up to 6 candidates per month (assuming 1 credit each)

HCP Expert

$2,000/mo
  • Includes 20 credits
  • Best for senior, lead, and manager roles
  • Typically 2 to 20 candidates per month, depending on usage

HCP Enterprise

Contact Sales
  • Custom credit allocation
  • Best for enterprise or RPO environments with high-volume hiring

Need Additional Credits?

You can purchase more credits whenever you need.

  • Current pricing: $100 each
  • Bulk pricing applies automatically during checkout

Auto-Recharge Setup

To ensure uninterrupted usage, enable auto-recharge:

  1. Toggle Enable Auto-Recharge
  2. Set the credit balance threshold
  3. Set the credit target
  4. Click Save

Example: If the credit balance falls below 10, the system will automatically top up the balance to 50.

How Do I Use My Credits?

Credits are deducted whenever HCP delivers an interview-ready candidate to your account.

  • Credit spent
  • Credit purchased
  • Auto top-up events
  • Remaining balance
  • Requisition associated with each deduction

Billing and Subscription Basics

Your subscription renews on a monthly cycle depending on what you selected at checkout. Each cycle includes new monthly credits, rollover of unused active credits, and access to all features associated with your plan tier. Invoices and receipts are available to download anytime.

Billing and Credits FAQ

3. Account

Business Email Required

Hiring Copilot only supports registration using a company or work email address. We do not allow sign-ups using personal email domains such as Gmail, Yahoo, Outlook personal emails, iCloud, or other personal domains.

  • Your account is linked to your organization
  • Permissions and role assignment stay accurate
  • Collaboration across your hiring team stays secure
  • Company identity verification stays reliable

If you are unsure which email to use, contact your internal admin.

Can I use LinkedIn SSO to sign in?

Yes. You can log in using LinkedIn Single Sign-On (SSO). Your LinkedIn email must match your company domain for proper organization assignment.

I did not receive a verification email

  • Check your spam or junk folder
  • Confirm you used a work email
  • Make sure your email server is not blocking automated messages
  • Request a new verification email
  • Contact [email protected] if it still does not arrive

4. Features

Filters

Filters are the structured criteria HCP uses to understand what you are looking for. These come from your uploaded job description, automatic parsing, calibration feedback, and manual edits.

How do I edit or update Filters?

After uploading your JD, you will be taken to the Filter Review page:

  • HCP converts your JD into 17 structured filters
  • Some filters are required and marked with a red asterisk
  • You can review and edit fields such as title, seniority, location, skills, education, and more

Work Mode and Location Logic

  • Remote: Location input is disabled and you specify whether candidates must be based in the United States.
  • On-site or Hybrid: Location becomes required and supports autocomplete for cities, regions, or addresses.

Editing a filter

  • Click the field you want to change
  • Type or select your preferred value
  • Make sure all required filters are filled
  • Save your changes
  • Proceed to Calibration

Tips for better results

  • Be as specific as possible when setting filters
  • Clear inputs lead to higher-quality matches and faster sourcing cycles

Can I overwrite the auto-parsed filters?

Yes. You can rewrite any field (skills, seniority, responsibilities, years of experience, and more). HCP uses your final version as the source of truth.

What happens to Filters after calibration?

  • If you reject many "too senior" candidates, seniority adjusts downward
  • If you approve candidates with specific tech stacks, skills tighten
  • If you consistently prefer certain backgrounds, domain narrows
  • Once you confirm updates, Filters become the locked version used for sourcing

Profile Cards

Profile Cards are sample candidates generated to help you refine your search. They are structured snapshots with background, skills, recent experience, location, relevant keywords, and highlight tags.

How do I review Profile Cards?

  • Qualified means the profile is close to what you want
  • Disqualified opens a required text box for a short explanation

What should I write when disqualifying a card?

Be specific about what did not work. Examples:

  • Experience mismatch: needs stronger product management and stakeholder collaboration skills
  • Skill gap: not enough hands-on ML modeling experience
  • Industry relevance: hardware/IoT background, but we need deep B2B SaaS experience
  • Seniority mismatch: too senior for the role
  • Functional focus: role requires customer-facing experience
  • Location constraints: based in APAC, need US time zones
  • Role clarity: needs 0 to 1 scaling experience, candidate has only maintained mature systems

Why this matters

  • Refines search filters
  • Understands nuanced requirements
  • Avoids repeating mismatches
  • Gets you closer to the right candidates, faster

Do I need to review all Profile Cards?

Yes. Completing the full set (up to 10 cards) ensures the system has enough signal.

How does my feedback impact the final search?

  • Approving several candidates with similar backgrounds teaches the system patterns
  • Rejecting candidates with the same shortcoming helps avoid that pattern

Can I go back and change my responses?

No. Once a decision is made, earlier profile cards become read-only.

Frequently Asked Questions

Still have questions?

We offer email-based customer support on a best-effort basis.

For assistance, contact [email protected].

Contact Support