Cai - AI Rating and Notes

CAI (Clockwork AI) uses information from the person record, including the Resume, Bio, Work History, Contact Details, Notes from the last two years, and email data available through a connected 365 or Google integration to generate its results.

NOTE: CAI Notes and Ratings are limited to 50 candidates at a time.

Once you are inside of the relevant project, navigate to Grid View. 
You can single or bulk select the candidates and click on the +Add button.

Required Project Information

Before CAI can generate AI Ratings and Assessment Notes, the project must include both a Revenue Range and a Funding Stage.

If either the Revenue Range or Funding Stage is missing from the project, CAI will not be able to generate the assessment note and ratings. Update the missing project information, then try generating the CAI Ratings again.

The example below shows the error message that appears when the required project information is missing.

Successfully generated CAI notes:

Once the process has been completed, you will be notified.
You then navigate to Grid View and will see the candidate ratings prepopulated.  

CAI notes will be formatted the same way every time. The note format is as follows.
You can still make manual edits to the note which CAI generated. 
The CAI note should be considered draft documentation that is reviewed, edited and validated by a user.

What is being used to generate the notes:
Candidate Profile: Positions, Education, Address, Biography, Location
Notes (last 2 years): Person, Candidacy. Deal, Deal Target