Intake Agent — Structured Role Capture Before Sourcing Starts
The Intake Agent guides hiring managers through a structured role brief before any sourcing begins — capturing the full context that makes the difference between a fast, focused search and a frustrating one.
Searches fail when intake is incomplete
Most search failures are intake failures: vague success criteria, undisclosed compensation constraints, internal misalignment on the role scope, or a decision-making process that wasn't surfaced until the offer stage. By the time these problems appear, a recruiter has invested weeks and submitted candidates who fit the described role but not the actual one.
The Intake Agent converts the mandate conversation into a structured brief that forces clarity upfront. It guides hiring managers through a conversational questionnaire — role scope, reporting structure, success criteria, compensation ceiling, interview process, and decision-maker map — and produces a standardized brief that anchors every subsequent step of the search.
Intake Agent capabilities
Conversational intake questionnaire
Guides hiring managers through a structured questionnaire in a low-friction conversational format — not a form. Average completion time under 15 minutes.
Structured brief generation
Converts intake responses into a standardized brief that populates role parameters across all downstream agents: sourcing, matching, screening, and offer.
Misalignment detection
Flags internal inconsistencies in the brief — compensation below market for the seniority described, success criteria that conflict with role scope — so they're resolved before sourcing begins.
Recruiter and hiring-team alignment
Brief is shared with both recruiter and hiring team for confirmation before the search activates. Edits are versioned so everyone is working from the same document.
Intake workflow
Hiring manager conversation → structured brief → alignment confirmation → search activation.
Inputs, outputs, and workflow connection
- 01
Inputs
Hiring manager engagement via the intake questionnaire — triggered by the recruiter or company self-service. Prior search history for this client is pre-populated where available.
- 02
Processing
Conversational questionnaire captures all required fields. Brief is structured, inconsistencies flagged, and compensation benchmarks surfaced for context.
- 03
Output
A complete, structured hiring brief shared with recruiter and hiring team for confirmation. Editable with full version history.
- 04
Workflow connection
Confirmed brief activates downstream agents: Sourcing Agent, Talent Mapping Agent, and Screening Agent all read from this brief as their primary input.
Intake quality impact
Questions, answered
Can recruiters pre-fill intake information they already know?
Yes. Recruiters can pre-populate known fields before sending the intake questionnaire to the hiring manager, reducing the burden to the delta between what you know and what you need.
What happens if a hiring manager doesn't complete the intake?
Recruiters receive a completion reminder to forward. Searches with incomplete briefs are flagged as at-risk — sourcing can begin on a partial brief but fit scores are marked lower-confidence until the brief is complete.
Is the structured brief visible to candidates?
The full brief is visible to the recruiter and the hiring team only. A candidate-facing role summary is generated separately from the brief and shared at the recruiter's discretion.
Related
Start every search with a complete brief
AI-guided intake captures full role context in 15 minutes — so sourcing starts with clarity.