Loxo gives control of how and when you utilize your Loxo Credits to fetch contact information and utilize your Loxo Agents.

When planning for your monthly credit allotment, you will have the opportunity to utilize your Loxo Credits where you best see fit. Credits are deducted for specific actions you take, such as fetching contact information, having our submittal agent draft an executive summary, the AI Notetaker joining your calls, the Longlist and Shortlist Agents sourcing and evaluating candidates, the Job Description & Skills DNA Agent crafting a fine-tuned initial search for you and so much more.

When deciding to fetch a person's contact information, you can choose whether you wish to collect personal email, work email or a personal phone number. This gives you flexibility in regards to what contact information is a priority for you. If no email or phone number are returned, you will not be charged a credit. How many credits are used depends on what type of information you fetch. See your Loxo Credits page to explore current usage.

Utilize Loxo's Candidate Submittal Agent to draft an executive summary. Within this highlight, the agent will summarize the qualities of the candidate, compare their profile to the job description and provide a recommendation to your hiring managers.

If you are looking to save yourself admin time, Loxo's AI Notetaker will transcribe and summarize your video call conversations automatically.

Simplify your search by writing in plain language. Loxo's Natural Language Search provides an avenue to expertly source candidates without requiring expertise in Boolean.

You are not charged credits for utilizing an NLS query to search for candidates - whether you write the prompt yourself or use Loxo's AI to write your prompt. However, you will expend a specific credit amount for each person you add to your job from Loxo Source if you ran an NLS query - written with AI or on your own.

Keep your database as up-to-date as possible, automatically, with Loxo's Self-Updating CRM Agent. Each time a profile is automatically updated, you will expend a fraction of a credit.

Loxo AI Chat gives recruiters instant, cited answers about candidates, clients, pipelines, and deals by searching their own database in seconds - eliminating the need to dig through records or use external AI tools. With no setup or training required, it centralizes institutional knowledge within Loxo, improving efficiency, consistency and visibility across the entire team.

The Job Description & Skills DNA Agent automatically converts static job postings into structured, data-driven competency profiles aligned with real-time market trends. By mapping core skills and calibrating experience requirements upfront, it creates a single source of truth that keeps hiring managers aligned and seamlessly powers candidate matching, scorecards, and submissions.

The Longlist Agent provides comprehensive market coverage while standardizing sourcing quality across your team. It automates initial candidate discovery to ensure consistency regardless of capacity, while keeping recruiters in full control to review results, select shortlist candidates, and decide how much of the process to delegate.

The Shortlist Agent streamlines candidate selection by objectively scoring applicants across seven key dimensions, including skills, trajectory, and compensation alignment. By replacing manual resume reviews with standardized ranking and plain-language evidence, it automates repetitive comparative analysis while eliminating "black box" decisions. Ultimately, it serves as a baseline that supports recruiter judgment, allowing teams to adjust rankings and shift their focus from manual screening to relationship building.

The Data Hygiene Agent maintains clean company records from the moment information enters Loxo, preventing messy data build-up instead of relying on reactive cleanup projects. By resolving incoming records against Loxo’s company data foundation, it recognizes real-world organizations, brands and parent-subsidiary relationships while standardizing names across all entry points. The system enhances accuracy without merging or deleting records - preserving original values with full history tracking - giving recruiters reliable search results and trustworthy reporting without pulling focus away from relationship building.

Coming soon!

Coming soon!

To activate the AI Notetaker Agent or turn on/off agents which run in the background (Data Hygiene Agent or Self-updating CRM Agent), the Agent Settings page provides access and control of the agents in your account.
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