New Products / Features
Loxo MCP — Connect Your AI Assistant to Live Loxo Data
The work you have already done in Loxo is your competitive advantage. Loxo MCP is what lets your AI assistant see it.
Loxo MCP is a new connection layer that securely links your live Loxo data to the AI tools you already use — including Claude, ChatGPT, Cursor, and other AI assistants. Instead of starting every AI conversation from a blank slate, your assistant now has full visibility into your candidates, jobs, companies, and workflows.
Large Enhancements
AI NoteTaker: 57+ Language Support
The Loxo NoteTaker now auto-detects and transcribes conversations in more than 57 languages, making it usable for global recruiting teams and cross-border candidate interviews.
Executive Presentations — Major Upgrade
Executive Presentations (formerly Candidate Status Reports) received a large set of improvements this month, covering layout quality, permissions, usability, and new capabilities.
New capabilities
Repeat a Stage feature: duplicate a stage within a presentation to show candidates at different points in the same pipeline stage
Grouped work experience: repeated companies in a candidate's history are now consolidated for a cleaner, more professional look
Table header now repeats on every page of multi-page reports
Wider Comments column in table view for better readability
PDF download is now available to all users at your agency, not just admins
Delete button for Global Presentations is now restricted to agency admins and owners
Fixes & polish
Each candidate now renders on its own page in both the edit view and the preview PDF
Blank comments no longer appear on downloaded presentations
Experience dates now display correctly throughout
Agency logo sizing is now consistent across all jobs in a global presentation
Resolved an issue with generating blank pages in table view
Fixed comments section overlapping in table view
Fixed column headers rendering at different sizes across pages in table view
Resolved inconsistent spacing in work experience sections
Fixed an issue where updating an existing presentation with an uploaded PDF document was failing
Missing cover images in PDF exports are now resolved
Blank page issue for table view exports has been fixed
Hiring Manager Portal — Drag & Drop + Analytics
Hiring managers can now drag and drop candidates between pipeline stages directly in the job share view
A new Analytics tab is available in the job share view, giving hiring managers visibility into funnel performance for their open roles
Candidate stage badges are now visible on job detail cards in the hiring manager portal
Contact buttons are now shown on the Person Flyout, in addition to Kanban cards
Full-Text Search Across Activity Notes
You can now search across all activity notes and Note Taker transcripts from within the People grid — surfacing context that was previously only visible inside individual records.
Note: This feature is being rolled out per customer. Contact your Customer Success Manager to request it for your account.
Product Updates
Recruiting & Pipeline
Activities are now automatically created when an optional outreach task is marked complete, keeping your history accurate without extra steps
The Create Deal modal now correctly opens with the right default pipeline pre-selected
Filter facet counts for OR options now update correctly after a filter is applied
The manual sort order on the funnel page is now respected when the page first loads
Permissions for blocking candidates and companies are now available, including control over who can add blocked candidates to jobs
Workflow stage counts are now capped for multi-tenant users to maintain performance
📬 Cadences
Cadences with more than 2,000 links now enforce a limit on adding new stages and activations, preventing performance issues
The Cadence editor now paginates large link lists, making it easier to manage high-volume cadences
✉️ Email & Outreach
Today's date is now pre-selected by default in the email and outreach delay picker, reducing clicks for the most common scheduling scenario
The Outlook add-in no longer triggers email syncing when clicking 'Send Anyway,' preventing duplicate records
📞 Dialpad
Phone numbers can now be pasted directly into the dialpad with automatic formatting and cleanup
💼 Jobs & Job Create
Multiple rounds of quality-of-life improvements have been made to the job create modal, including spacing fixes and form flow refinements
Sending an invite to a job contact now automatically creates the correct access permissions for that contact
📝 Intake Forms
Intake form descriptions no longer render twice when a form is opened
👥 People & Contacts
Work experiences without dates (sourced from Loxo Source) are now preserved correctly on import
Contact enrichment now completes before a GDB person record is promoted, ensuring data accuracy
⚙️ Settings & Administration
Non-admin users with the manage_tags permission can now access the Settings Tags page correctly
An option to skip email two-factor authentication can now be configured per user in admin
Duplicate detection now correctly checks for duplicates after a name change is saved
📊 Reporting & Analytics
Bar chart columns and segments are now capped to prevent performance issues with very large result sets
Activity type order in the activity selector now reflects the correct default sequence
🌐 Careers Pages
Job location now displays the full city, state, and country on public careers pages
State name formatting for Singapore locations has been corrected
🔗 Integrations
Placements now sync to the timesheet portal via a reliable background task, resolving previous sync gaps
Xero placement mappings have been corrected to call the right methods, resolving integration errors
Volcanic XML feed configuration is now available for customers using that integration
Webhook delivery now runs with higher concurrency, improving reliability for high-volume accounts