The full hiring journey in one place — from setting up your company knowledge base and creating a job, through candidates applying and interviewing, to reviewing, screening, reference checks, panel interviews, and the final offer or rejection. Stitched together stage by stage from the individual flows.

Core idea — Zeli does the work; you review and confirm. No automated step rejects a candidate or makes a hiring decision.

For Hiring Manager, Candidate

Hiring ManagerZeliPeople and CultureSystemCandidate

The flow at a glance

1 · Company knowledge base
Hiring ManagerZeli
01

Open the Company Knowledge Base

Hiring ManagerRequired

From settings, open the Company Knowledge Base — the shared documents Zeli draws on to answer candidate questions across every job.

02

Add company documents

Hiring ManagerRequired

Upload company-wide documents (policies, benefits, culture, FAQs). Zeli grounds its answers only in the material you provide.

03

Zeli answers from the knowledge base

ZeliRequired

Whenever a candidate asks a question, Zeli answers from the Company Knowledge Base plus any job-specific knowledge, and never invents information beyond them.

2 · Job creation
People and Culture
01

Open the Jobs list card

People and CultureRequired

In the workspace sidebar, click Jobs. The Jobs list card opens showing your roles, filters, and the actions at the bottom of the card.

02

Click Create new job

People and CultureRequired

At the bottom of the Jobs list card, click Create new job. The Create Job card opens as a separate card on the workspace.

03

Choose how to start the role

People and CultureRequired

Requires: You're signed in as a Hiring Manager.; You've opened the Create Job card to start a new job.

On the Create Job card, choose how to begin — Upload job description to start from a file, or Create new job to build the role from scratch with Zeli.

Choose one path

Upload JD

Upload a job description

Click Upload job description and select a PDF, DOCX, or TXT (up to 10MB). Zeli reads the file and pre-fills the role details for you to review.

Manual / Chat

Build the role from scratch with Zeli

Click Create new job on the entry screen and Zeli drafts a full job description from a few basics for you to refine.

04

Review & edit role details

People and CultureRequired

You can review and edit any field of the role. Zeli's drafted content is only a suggestion — nothing is finalized without your confirmation.

05

Set application questions

People and CultureRequired

Requires: No candidate has started interviewing yet

Default screening questions are pre-loaded (working rights, expected salary, notice period). You can edit, remove, or add questions up to a maximum of 10.

06

Continue to interview setup

People and CultureRequired

Click Next Step to save the role details and move on to interview setup.

07

Choose interview method

People and CultureOptional

Requires: No candidate has started interviewing yet

Choose how candidates are assessed — Video only, Phone call only, or Apply only (no AI interview). One format applies to all candidates for the job. (Video + phone is coming soon.)

Choose one path

Phone

Configure phone interview

Question set + phone settings (voice/tone/language), call limits, and pre/post-call SMS.

Apply-only

Set up apply-only (no interview)

No AI interview — candidates simply apply and answer the application questions. In-person interviews can still be arranged independently.

Video

Configure video interview

Editable question set; intro/conclusion messages; preview as the candidate sees it.

08

Attach a knowledge base

People and CultureOptional

Optional job-specific documents Zeli answers candidate questions from — grounded only in these. Job KB is scoped to this job; company-wide info lives in the Company KB.

09

Review & publish

People and CultureRequired

Requires: Required fields are filled in (title, location, employment type, and a job description)

Required fields must be present before publishing. Publishing puts the job live on the Zeli job board and generates the share link and QR code; alternatively you can choose Maybe later to save it as a draft.

10

Share the job (link + QR)

People and CultureRequired

On publish, the Share job modal opens with a shareable link + QR code for distribution.

3 · Scoring matrix
Hiring ManagerZeli
01

Open the Scoring Matrix tab

Hiring ManagerRequired

On the Job Status Card, open the Scoring Matrix tab to shape how Zeli scores and ranks applicants for this role.

02

Adjust the scoring criteria

Hiring ManagerRequired

Tune the criteria and weightings Zeli uses to score resumes against the role's requirements.

03

Zeli scores and ranks applicants

ZeliRequired

Zeli scores each applicant's resume against the matrix and surfaces an overall score (shown out of 10) to rank candidates. Scores are a guide — no one is auto-rejected.

4 · Add candidate
Hiring ManagerSystem
01

Add a candidate manually

Hiring ManagerRequired

From the job's candidate list you can add a candidate directly — useful for sourced or referred people who didn't come through the public link.

02

Enter the candidate's details

Hiring ManagerRequired

Provide the candidate's name and contact details (at minimum an email) so Zeli can invite and track them.

03

Candidate joins the job's pipeline

SystemRequired

The candidate is added to the job and appears in the candidate list, ready to be invited or moved through the stages.

5 · Apply
CandidateZeli
01

Open the job's public link

CandidateRequired

The candidate opens the shared job link or scans the QR code and views the role.

02

Complete the application

CandidateRequired

The candidate answers the application questions (working rights, expected salary, notice period, plus any custom questions) and submits.

03

Account created if needed

ZeliRequired

If the candidate is new, Zeli creates their account so they can return to their application and any interview.

04

Application recorded and scored

ZeliRequired

The application is recorded against the job and Zeli scores the resume, so the candidate appears — ranked — in your candidate list.

6 · Interview
CandidateZeli
01

Try a practice interview first

CandidateOptional

Before the real thing, the candidate can run a practice interview to get comfortable with the conversational format.

02

Open the interview invitation

CandidateRequired

The candidate opens the secure interview link from their invitation.

03

Complete the screening interview

CandidateRequired

The candidate completes the conversational Zeli interview — by video or phone — answering in their own time.

04

Responses recorded and scored

ZeliRequired

Zeli records and scores the responses, updating the candidate's profile so you can review the result.

7 · Review candidates
Hiring Manager
01

Open the job's candidate list

Hiring ManagerRequired

You open the job's candidate list in the Job Details view. Applicants are listed with their overall resume score, highest first.

02

Sort and filter by score

Hiring ManagerRequired

You sort and filter the list — for example by stage, eligibility, or a minimum score — to focus on the strongest applicants. Scores are a guide, not a verdict.

03

Compare candidates and ask Zeli

Hiring ManagerOptional

Optionally, you open two candidates side by side and ask Zeli to compare their strengths and gaps before deciding.

04

Shortlist the strongest candidates

Hiring ManagerRequired

You move the chosen candidates to the Shortlisted stage, ready for a screening interview, panel interview, or references.

8 · Screening interview
Hiring ManagerZeliCandidate
01

Set up the screening interview (apply-only)

Hiring ManagerOptional

On an apply-only job, you unpublish it so new applicants can't reach the public link, then add the question set with Set up screening interview.

02

Send the invitation to shortlisted candidates

Hiring ManagerRequired

You select the shortlisted candidates, open the Actions menu, and choose Send video interview invitation. The email card opens with the screening invite template ready to edit and send.

03

Zeli sends the secure interview link

ZeliRequired

Zeli sends the invitation and the secure interview link (delivered separately). No SMS alert accompanies the screening email.

04

Candidate completes it and is scored

CandidateRequired

The candidate completes the screening interview in their own time; their responses are recorded and scored on their profile for you to review.

9 · Reference check
Hiring ManagerZeli
01

Request references with consent

Hiring ManagerRequired

From the candidate's profile you start a reference check. References run only with the candidate's consent — the candidate provides their referees' details.

02

Zeli contacts the referees

ZeliRequired

Zeli's phone-first AI agent contacts each referee to conduct the reference conversation.

03

Reference report generated

ZeliRequired

Zeli compiles the responses into a reference report on the candidate's profile for you to review.

10 · Rejection
Hiring Manager
01

Mark the candidate as not suitable

Hiring ManagerRequired

When a candidate won't progress, you mark them as not suitable, recording the outcome on their profile. No automated step rejects a candidate for you.

02

Send a regret email

Hiring ManagerOptional

Optionally opt in to send a polite regret email. Nothing is sent unless you choose to — the decision and the wording are yours.

11 · Panel interview
Hiring ManagerCandidateZeliSystem
01

Schedule the panel interview

Hiring ManagerRequired

From the candidate's Actions menu you choose Schedule in-person interview or Schedule video interview to set up the panel meeting. The email card opens with the matching invitation template.

02

Candidate picks a time

CandidateRequired

The candidate replies with availability or books into your shared availability. Scheduling only goes public if you've turned on Share my availability and Allow public booking.

03

Zeli confirms and books

ZeliRequired

Zeli re-checks the slot is still free, books it on your real calendar, and sends confirmations to both sides. If a mailbox is connected, messages send from you; otherwise Zeli sends from its own address.

04

Interview tracked on the profile

SystemRequired

The booked panel interview is stamped on the candidate's profile and your calendar, and Zeli nudges or reschedules if needed.

12 · Offer
Hiring ManagerSystem
01

Mark the candidate as the successful hire

Hiring ManagerRequired

When you decide to proceed, you mark the candidate as the chosen hire, recording the offer outcome on their profile.

02

Prepare and send the offer

Hiring ManagerRequired

You prepare the offer for the candidate and send it. The decision is always yours — Zeli never makes a hiring decision.

03

Outcome recorded, pipeline closed

SystemRequired

The offer is recorded on the candidate's profile, closing out the pipeline for that role.

The rules that always hold