AI Candidate Routing Agent

How Cassidy automates using AI

Step 1: Trigger on new candidate intake

The Workflow activates when a candidate enters the pipeline—whether from ATS applications, CRM sourced leads, referral portals, event submissions, or agency uploads—normalizing profile data and linking to historical interactions.

Step 2: Parse, enrich, and deduplicate profiles

Cassidy extracts skills, certifications, work authorization, and location data from resumes, enriches profiles with missing details, and deduplicates against existing records to create a unified candidate view.

Step 3: Run eligibility and compliance checks

The agent validates knockout criteria—minimum qualifications, shift availability, location radius, rehire eligibility—and logs EEO/OFCCP compliance data before candidates proceed.

Step 4: Score and segment candidates

Cassidy calculates a match score using skills ontology alignment, seniority calibration, and intent signals, then segments candidates into priority bands with corresponding SLA paths.

Step 5: Route using capacity, skills, and SLA logic

The Workflow applies configurable rules—skills-based routing to domain-expert recruiters, capacity-based load balancing with queue caps, and SLA-based prioritization—to assign each candidate to the right owner.

Step 6: Trigger communications and stage automation

Cassidy sends branded outreach sequences, interview self-scheduling links, and reminders aligned with SLA clocks, while auto-advancing candidates through stages or flagging exceptions for Human-in-the-Loop review.

Step 7: Monitor SLAs and rebalance queues

Live dashboards track time-to-first-touch, time-to-interview, and queue depth by recruiter. When timers approach breach thresholds, Cassidy auto-escalates or reassigns candidates to backup pools to protect program commitments.