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.
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. The feature does not scrape external platforms for updates, relying instead on these trusted data sources.
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. Additionally, the system ensures that no duplicate profiles are created during updates by using a combination of unique identifiers, such as the candidate's name and either their email address or social profile. Job title or job changes alone do not trigger the creation of new profiles, maintaining a clean and organized database.
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. However, it is important to note that updates are not real-time and may not always immediately reflect the most recent job changes.
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
At the top of the Settings page, select "Agent Settings"
On the Agent Settings page, you will see a toggle for the Self-updating CRM Agent. Toggle on to have the agent run in the background
Select the Minimum Agent Confidence to determine how likely the Self-updating CRM agent is to make a change. The higher the agent confidence threshold, the fewer profiles that will be updated:
Set the Monthly Credit Cap for the maximum credits the Self-updating CRM Agent can use each month.
Review Updates From the Self-Updating CRM Agent
From the People page, get a quick glance at who has had their experience updated by the Self-Updating CRM Agent by clicking Job Changes
This page offers a general overview of who has changed roles or jobs and includes their start date.
Filters:
People
Role Title
Company
Location
Start Date
Date Updated
Additionally, within the Agent Impact Center, clicking on the hyperlinked Self-updating CRM Agent provides greater detail on the history of changes.
Filters:
New Job (Yes/No)
People
Role Title
Company
Location
Specific Fields that have been updated
Role Title
Company
Location
Work Experience
Education
Skills
Certifications
Industry
Description
Alternatively, you can generate an activity report using these steps:
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!
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, an event will be logged in the profile's activity feed and changes will appear in the Agent Impact Center.
Can I see a history of all the changes made to a profile?
The best way to do this would be using the People filter on the Agent Updates page of the Agent Impact Center.
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!