The CRM Update Agents help you automatically update system and custom fields on profiles by reviewing information from files, notes, calls, emails, and more.
However, before you can use it, you’ll need to enable and configure the agents. And we'll show you how.
Credits
Running the CRM Update Agents consumes some AIRA credits each time you use it.
If no suggestions are generated, no credits are deducted.
To get more details on how CRM Update Agents consume AIRA credits, check: How AIRA Credits Are Used and Logged with the CRM Update Agent
How to Enable the Agent?
Step 1:
Go to AIRA Agents from the sidebar. You will see a list of CRM Update Agents ranging from Candidate Update Field Agent, Contact Update Field Agent, and more.
Based on what agents you need, you can simply toggle on/off the agent.
An activity log will record when an agent is enabled or disabled, including the user who performed the action.
Step 2:
Next, click on the agent you enabled and decide where the agent should appear. Options include:
Files
Notes
Email
Scorecard
Call (on candidate profile)
Custom Activity
Chrome Extension (LinkedIn)
The options vary from agent to agent.
On the Chrome Extension, the agent will only appear if the LinkedIn profile matches the candidate loaded in the extension.
Visibility in Recruiterflow
After setup, you’ll see the CRM Update Agent in the places you selected:
Files cards under the Files tab (with a dedicated icon to trigger the agent)
Within notes, emails, scorecards, calls, and custom activities
In the Chrome Extension, when browsing a candidate’s LinkedIn profile
From any of these areas, you can trigger the agent to review details and suggest updates for candidate fields.