Loxo’s self-updating CRM Agent continuously refreshes candidate data, transforming your CRM from a data graveyard into a living system recruiters can trust, ensuring that your database retains not only it's freshness, but it's value.
Why Use Loxo's Self-Updating CRM Agent?
Use your CRM with confidence, knowing candidate information is as current as possible.
Stop wasting time on manual research, reduce the need to check social media sites or search engines for updates.
Reach candidates at the right time, right after job changes, moves or certifications.
Personalize outreach using fresh titles, skills and company history.
Fill roles faster by avoiding stale data.
The Self-Updating CRM Agent is only available on Professional plans
How Does the Self-Updating CRM Agent Work?
The agent is capable of updating each of these pieces of data:
Location
Experience Profiles
Current and past titles
Current and past companies
Current and past responsibilities
Education Profiles
Current and past degrees
Current and past schools
Certifications
Skills
Loxo combines public and proprietary data sources into one system. We aggregate billions of professional profiles from trusted public sources and enrich them with proprietary partnerships.
Loxo uses advanced algorithms to match and enrich candidate profiles in your database. The process relies on the presence of social media URLs and emails in the profiles. These are matched against profiles in Loxo's database with the same name and URL or email to enrich your data. This ensures that your database is populated with the most relevant and accurate information available.
For the Self-Updating CRM, this blend is what keeps your database alive. Instead of relying on a single source, we continuously triangulate across multiple datasets to validate changes before applying them. That’s how we turn your CRM from a static system into a living, continuously updated resource you can trust.
How to Activate the Self-Updating CRM Agent
In order to turn on your Self-Updating CRM Agent, if it is not enabled, follow the directions below to access.
Select Settings on the navigation bar
Scroll slightly down the page and click on "Customize agents"
At the bottom of the flyout, you will see Self-updating CRM Agent. Toggle this on!
Frequently Asked Questions
Will I need to toggle this on when it launches or will it be on automatically?
Upon launch, this agent will be off by default, regardless of whether you were using the beta feature. You can enable it through Settings > Customize Agents.
*New accounts may see this agent on by default in the future.
Will I know when a profile was last updated?
Yes. When an update occurs, you will see the deduction in your credit transaction history and an event will be logged in the profile's activity feed.
How can I see all profiles that have been updated?
In order to see which profiles have been updated, you are able to do so by running an activity report. Follow the steps below to create this report:
Navigate to your Reports dashboard
Click the "+" sign at the top right
Select "Report"
Leave the settings as "Activities" and "Activity Performance"
Hit Continue
Change the "Date logged" filter to be the time period you would like to see
Click the blue plus button underneath to add a new filter
Select "Activity type"
Click the "all" box and change the value to "Updated by Self-updating CRM Agent"
Scroll down to the "Detailed" section to see all profiles that have been updated in the time period you have selected!
Can I see a history of all the changes made to a profile?
No, you’ll always see the most up-to-date version of a candidate’s record, but there is not a full log of specific changes or previous versions of a profile.
Can I choose which fields get updated?
No, updates apply across all eligible fields - see the previous section for reference.
Does the Self-Updating CRM Agent update all profiles, or can I choose People Types?
The agent continuously refreshes any profiles in your CRM as updates become available. You are unable to select individual profiles or turn updates on or off for certain records.
As always, please reach out to Support if you have further questions!