Overview

SageScreen is an AI-powered candidate screening platform. You create screening agents called Sages, invite candidates to complete structured interviews, and review scored results with full transcripts. The entire process follows four stages: register your account, build a Sage, create screens, and review results.

This guide provides a high-level walkthrough of each stage. Detailed coverage of every feature is available in the linked articles throughout.

Stage 1: Register and Set Up Your Account

Registration requires a name, email, username, and password. You can also sign up using Google, Facebook, or LinkedIn through social login. After registration, you land on your dashboard immediately.

Your organization in SageScreen is called a council. Every user belongs to at least one council, and all data (sages, screens, results, candidates) is scoped to that council. If you registered through a purchase flow, your council and credits are provisioned automatically.

To add team members, invite them from your council's user management area. Invited users receive an email with a setup link. You assign their role at invitation time:

• Council Admin — Full control over settings, billing, users, sages, all screens, and reporting.
• Council Power User — Operational access: create sages, manage screens, view reports, and manage users (except admins).
• Council Member — Run screens and view their own results only.

Stage 2: Create and Deploy a Sage

A Sage is your AI screening agent, configured to evaluate candidates for a specific role. Building one involves two phases: design and build.

The Six-Step Wizard

Stage 3: Create Screens and Invite Candidates

A screen is a single candidate's invitation to complete a Sage's interview. To create one, select an active Sage, enter the candidate's name and email, and send the invitation. Credits are consumed at screen creation.

Candidates receive an email invitation with a unique, single-use link. They click the link, enter the screening, and complete a structured interview conducted by the Sage. The experience is adaptive and typically lasts between 10 and 45 minutes, depending on the Sage's configuration. **Note: An advanced screen with charts or coding diagrams can take over an hour.

You can create screens individually or in batches. Each screen tracks its own status through the lifecycle:

Candidate-facing emails (the invitation, follow-up reminders, and cancellation notices) can be customized per Sage, including the sender name, subject line, and body content.

Stage 4: Review Results

When a candidate completes the full interview, the evaluation engine scores their transcript and generates a structured report. The report includes:

• Category scores: percentage scores (0–100) for each evaluation dimension, with explanations and candidate quotes.
• Overall score: the arithmetic average of all category scores.
• Recommendation: a pass or do-not-pass signal based on the Sage's evaluation guideline.
• Summary: a written assessment of the candidate's overall performance, strengths, and gaps.
• Transcript: the complete conversation log for manual review.
• Verification: a unique code and QR code for external validation of results.

Results are available on the screen's detail page and can be exported as a PDF. The PDF includes the verification code for third-party authenticity checks.

Onboarding Checklist

Use this as a reference for your first session:

• Account: Verify your email, review your council settings, and invite any team members who need access.
• Credits: Confirm your credit balance covers the screens you plan to create. Screen credits and sage credits are separate currencies.
• First Sage: Start with a single role you know well. Write a detailed, honest job description. Choose an evaluation guideline that matches your bar for the role.
• Test before deploying: Send yourself a test invitation. Experience the screening as your candidates will. Adjust your inputs if needed before going live.
• First screen: Create a screen for one candidate. Review the results to calibrate your expectations before scaling to a larger batch.

Getting Help

SageScreen provides two built-in help tools so you never have to leave the application to get assistance.

Sage Assist

Sage Assist is an AI companion that helps you write content when creating or editing a Sage. It appears as an owl icon next to certain text fields during the Sage creation workflow and on the Sage editing page.

• On the Context step: click the owl icon next to the Job Description field to generate a complete job description based on the role and level you entered.
• On the Culture step and the Sage edit page: click the owl icon to generate a suggested opening interview question and reasoning.

Each click produces a new suggestion. The generated text is a starting point; edit it freely to match your voice and requirements. Sage Assist writes in the language configured for your Sage, so non-English Sages receive content in the appropriate language.

Live Chat

A chat widget is available in the bottom-right corner of every page while you are logged in. Click it to start a conversation with the SageScreen support team. The chat knows your account context (name, email, and council) so you do not need to re-identify yourself. Use live chat for questions about your account, billing, feature guidance, or anything else you need help with in real time.

Where to Go Next