Level 0
Off
The action does not run.
Autonomous agents
Routine work, handled. Important decisions, yours.
Eight named specialists prepare cited work across your agency. Scheduled pipeline screening adds scores and match evidence. Approvals keep consequential actions with people.
Action-level rules
Automation is a permission, not a blanket promise.
Set action rules at agency, desk and mission level. The supported action determines what can actually run; a higher level never removes a mandatory human decision.
Level 1
Suggest
Prepare a brief, strategy, message or booking for review.
Level 2
Act within rules
Supported actions can progress inside the configured scope. Screening may advance qualifying matches; outreach still waits for approval.
Level 3
Approved envelope
A time-limited campaign permission, not an entire mission on autopilot. Audience, sending limits and stop conditions stay explicit.
Rejections, offers, client submissions and merging people stay human. Interview bookings require confirmation; invoice sending requires a person.
Pipeline screening levels
You decide how screening progresses.
Screening applies the action-level rules in three concrete ways, against a verified brief. It never rejects a candidate.
Off
Automated screening is skipped. Recruiters assess applications and manage pipeline movement themselves.
For workflows you want to keep entirely manual.
Score only
Applications receive a score, summary, supports and gaps against the verified brief. A recruiter decides whether to progress them.
For explained recommendations with manual progression.
Advance qualifying matches
Scores at or above your cut-off can move to Long List. Applications below it stay for review; none is automatically rejected.
For approved progression with a human rejection decision.
Screening runs in scheduled windows, not continuously. It waits for a verified brief and respects your agency’s AI usage cap.
Triggers
Agents start when work happens — not when someone remembers.
Every agent run begins from a visible event in your workspace. You see what started it, what it did and what came out.
A mission is created
Intake structures the brief, flags missing requirements and drafts open questions for the client.
A brief is approved
Sourcing strategy proposes titles, skills, targets and exclusions within agency policy.
A strategy is confirmed
Rediscovery ranks known people with quoted evidence before any external search begins.
A document arrives
Profile reads CVs and notes into sourced facts, detecting conflicts with existing records.
An application awaits screening
Scheduled screening compares it with the verified brief and records supports, gaps and a score.
An outreach message is approved
A connected mailbox can send it; campaigns follow approved schedules and stop conditions.
A reply lands
Replies are classified and routed — interested candidates surface with full context attached.
Handovers
A handover is a package, not a ping.
When an agent stops, the receiving person gets the full picture: what triggered the work, what the agent found, why it stopped and what decision is needed.
Conflict detected
Two records disagree on a candidate's current role. The Profile agent stops, attaches both source quotes and routes the conflict to the relationship owner. Nothing is overwritten.
Boundary reached
A campaign hits its volume limit or a target matches an off-limits rule. The Campaign agent pauses itself and asks for a decision; all other missions continue.
Sensitive contact
First contact with a senior or previously placed candidate is reserved for a person. Outreach prepares the draft and context, then waits.
Uncertainty
Evidence is insufficient to answer or act. The agent says so plainly and hands over what it has — it never fills the gap with a guess.
Review consequential decisions in Approvals
Routed to the named owner of the mission or relationship, with the evidence attached. Your team's day starts with decisions, not digging.
Working together
What a real week looks like.
Three illustrative scenarios showing how agents and recruiters divide the work. Names, activity and figures are examples, not customer results.
Executive search, retained
Agents did: brief, strategy, rediscovery, drafts. People did: client relationship, sensitive approaches, final judgment.
A partner pastes call notes from a confidential CFO search. Intake structures the brief overnight; strategy proposes targets with the client's competitors excluded by rule. Rediscovery surfaces two known finance leaders — one flagged as a sensitive re-approach, which routes to the partner with the relationship history attached. The partner approves every outreach message before a connected mailbox can send it.
Contingency desk, twelve parallel roles
Agents did: intake, rediscovery, campaigns, reply triage. People did: candidate conversations, client updates, one ownership conflict.
Monday morning, twelve missions are already structured from weekend emails. Rediscovery runs first on all twelve; three shortlists are ready from known candidates alone. Approved campaigns follow their agreed audience, schedule and stop conditions. One campaign pauses itself when a reply shows the candidate is already in process with a colleague — the exception lands with that colleague, not a cold follow-up.
Operations lead, end of quarter
Agents did: the record-keeping. People did: policy tuning and client assurance.
The ops lead opens the activity view instead of chasing status updates. Every agent action across the quarter is logged with its source. She reviews the exceptions her team resolved, tightens one outreach envelope that paused too often, and exports the audit trail a client requested — without a manual report.
One connected mission
The agents pass evidence forward, not loose tasks.
This illustrative sequence shows how work moves and where a person becomes responsible.
- 01
Intake
Structures the brief and flags missing requirements.
- 02
Strategy
Builds the search within exclusions and agency policy.
- 03
Rediscovery + profile
Finds known people and attaches sourced facts.
- 04
Outreach + campaign
Progresses approved messages inside the envelope.
- 05
Recruiter
Owns conflicts, sensitive relationships and final judgment.
A deliberate starting point
New workflows start with visible suggestions and explicit boundaries. Autonomous actions are enabled only where your agency has approved the policy, owner and stop rules. An uncertainty, conflict, missing permission or boundary breach pauses that item and routes it to the named owner; unrelated work continues.
The eight agents
Each one has a job, a boundary and a handover rule.
01
Interview Prep agent
Finds gaps between a candidate and the job before interview.
Prepares and progresses
- Marks requirements as met, partial, gap or unknown
- Writes probing interview questions
- Prepares a candidate email that is safe to send
Hands over when
Missing evidence and sensitive preparation stay visible for the recruiter to review.
02
Intake agent
Turns client notes into a structured mission brief.
Prepares and progresses
- Extracts must-haves, nice-to-haves and constraints
- Keeps exact quotes from the source notes
- Lists open questions for the client
Hands over when
Contradictory or missing requirements go back to the recruiter who owns the client.
03
Sourcing strategy agent
Decides where and how to look.
Prepares and progresses
- Title variants and adjacent skills
- Target companies, geography and exclusions
- Applies your agency policy automatically
Hands over when
Off-limits or sensitive target companies are escalated, not assumed.
04
Rediscovery agent
Mines the people your agency already knows.
Prepares and progresses
- Searches past applicants and placements
- Quotes the evidence behind each match
- Ranks by fit to the current brief
Hands over when
Candidates with prior relationship notes are routed to their recruiter.
05
Profile agent
Fills profiles from CVs, emails and notes.
Prepares and progresses
- Extracts structured facts from source material
- Keeps the exact supporting quote
- Lets recruiters correct or remove facts
Hands over when
A recruiter corrects or removes sourced facts; conflicting evidence stays visible.
06
Outreach agent
Drafts messages and matches replies.
Prepares and progresses
- Uses the mission brief and profile evidence
- Matches replies to the person and mission
- Requires a connected mailbox and approval to send
Hands over when
Messages wait for approval; a connected mailbox is required before sending.
07
Campaign agent
Operates inside a defined envelope.
Prepares and progresses
- Audience, cadence and volume limits
- Stop rules and reply handling
- Pauses itself when limits are hit
Hands over when
Anything outside the envelope stops and waits for a decision.
08
Answer agent
Answers questions with citations.
Prepares and progresses
- Labels fact, inference, conflict and unknown
- Links each claim to a record and quote
- Says when evidence is insufficient
Hands over when
Unknowns are stated plainly, never filled in.
FAQ
Questions agencies ask.
See the handover
Test one boundary with your own mission.
Choose a real exception—an off-limits client, conflicting fact or sensitive candidate—and see how Wortol responds.
Run a working session