VitalEdge LLC VitalEdge Recruiting
Onboarding
v1.0
New Client Setup

Configure your AI recruiter in fifteen minutes.

Tell us about your business, your offer, and what makes a great agent. We'll spin up your branded landing page, AI screening agent, and owner dashboard automatically.

i.

Tell us about the company.

The basics. Who are you, where do we reach you, what's your business called.

Where we send your portal login + candidate alerts.
ii.

Make it look like your brand.

Your landing page and candidate portal will reflect these settings.

Lowercase, no spaces. Your portal will live at {subdomain}.vitaledge-recruiting.com
If you own a domain you want to use instead. We'll help you point DNS later.
#c9a84c
Primary accent color for buttons, headlines, links.
Direct link to a hosted logo. Leave blank if you don't have one yet.
iii.

Meet your AI recruiter.

Pick a name and voice. This is who candidates will talk to on their screening call.

First name only. Suggestions: Riley, Morgan, Ash, Sloane, Jordan, Taylor.
iv.

What's the offer?

This is what your AI recruiter pitches and what your landing page sells. Be specific — vague offers attract vague candidates.

One sentence. Goes on the landing page hero.
Click each state where the recruit must be licensed.
Carriers the recruit must already have appointments with. Leave empty if any carrier is fine.
Anything that's an automatic no, regardless of score.
v.

What does great look like?

Tell your recruiter what to ask, and how to score the answers. We start you with the 5 essentials — add or remove as needed.

Out of 100. Candidates above this auto-route to your review queue. Below = auto-reject. Default: 70.
vi.

Your interview calendar.

When you approve a candidate, the AI recruiter calls them back and books on your calendar.

Public booking link the AI recruiter will use to schedule interviews.
vii.

Final look.

Review everything below. Once you submit, we'll provision your portal and email you login details within 24 hours.

You're in.
We've received your configuration. Within 24 hours you'll get an email at with your portal login, your AI recruiter's phone number, and your live landing page URL. Welcome to VitalEdge Recruiting.