Designed as the step immediately following Intake in Loxo's Talent Intelligence Workflow, the Longlist Agent gives your team complete market coverage while keeping recruiters fully in control. It standardizes the sourcing process so every search starts with the same high level of quality, regardless of team capacity. Recruiters retain total authority to review the results, select who moves forward to the Shortlist and choose how much of the sourcing workflow to delegate.
Using the Agent - Creating a Job
When creating a job you will find the option to "Let Loxo handle this"
Selecting this option will allow you to select which Agents are active for this particular Job.
To activate the Longlist Agent:
Click the down arrow next to Customize Agents
Check or uncheck the box for the Longlist Agent
Use the scroll bar to select how many candidate you'd prefer Loxo to source for you
Add the Shortlist Agent or Job Description Agent, if you'd prefer, and click Create Job
If you do not wish to use the Job Description Agent, uncheck the box and a text box will appear below for the job jescription to be added. The Longlist Agent requires a job description to operate - it can be added later, if necessary, and the Longlist Agent activated after, as seen below.
The Longlist Agent will immediately begin processing to supply you with candidates as well as a
Using The Agent - After a Job Is Created
If you have already created a job, you can still initiate the Longlist Agent as long as there is a job description attached to the job. Follow the steps below to use the Longlist Agent:
Open the Job
Find and click the spyglass icon at the top of your typical Sourcing stage.
Configure how many candidates you wish the Agent to source for you
Click Longlist for me
The Longlist Agent will then run
The Longlist Agent will be tied to whichever stage your "Marked as Maybe" progression activity is tied to.
Accessing Your Results
While the Longlist Agent is designed to work in tandem with the Shortlist Agent, you have the ability to review your results before activating the Shortlist Agent. Below is a walkthrough as to how to access and begin evaluating the results returned by the Longlist Agent.
Once the Longlist Agent has finalized, each candidate will have a score attached to their profile
Click the down arrow to see a quick view of their experience and trajectory scores
For more detail, click the spyglass icon at the top of the stage in the kanban view
Or Fullscreen from within the list view
Adjust the sensitivity of the Longlist agent in regards to which candidates for you to review or for the score strengths for the Shortlist Agent to process by dragging the blue line to adjust.
Review scores and rationale for the scores for each candidate
Select whether to
exclude the candidate from the Shortlist Agent's consideration
manually Advance to Shortlist - which bypasses the Shortlist Agent
or action nothing so the Shortlist Agent can evaluate once enabled
Frequently Asked Questions
Q. We already have an ATS or CRM with AI sourcing.
A. Many AI sourcing tools search either an external database or the candidates already in your CRM. The Longlist Agent searches both at the same time. It looks across Loxo's talent graph and your firm's own history, so you're working from a more complete candidate pool instead of choosing one source over the other.
Q. Will this replace my researchers or sourcers?
A. No, the Longlist Agent takes care of building the candidate pool. Researchers and sourcers still do the work that matters most: evaluating candidates, building relationships, and deciding who should move forward.
Q. What if it misses someone we know is a good fit?
A. Recruiters always review the candidate pool before moving forward, so nothing happens automatically. If someone should have appeared and didn't, that feedback helps improve future searches. Every run gives the system more context to build on over time.
Q. Will it contact candidates automatically?
A. No, the Longlist Agent only builds the candidate pool. Recruiters review the results and decide who, if anyone, should be contacted.
Q. We don't call it a longlist.
A. That's completely fine. Some teams call it a pipeline, slate, bench, talent pool, or something else entirely. The terminology isn't the important part. Every recruiting team still has to build a complete list of people worth considering before they can move a search forward.
As always, reach out to Support if you have further questions!