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Book DemoLog in

Intake Agent

Quickly turn open role requests into clear candidate criteria so hiring teams can start sourcing without waiting for hiring manager alignment.

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Businessman in blue suit with vintage calibration dial in place of head, representing time management and deadlines.

The role is open. The hiring manager’s calendar isn’t.

The clock starts when a role opens, but sourcing is blocked by hiring manager alignment. Recruiters are chasing down hiring managers, then translate hurried notes into a job description days later, losing details in the gap. When a similar role reopens, that context is gone, and the process restarts before sourcing can begin.

Turn one conversation into everything needed to start sourcing.

Phenom Intake Agent runs the intake conversation with the hiring manager in the Hiring Manager portal on their own time, then turns it into a job description, interview document, sourcing criteria, and calibrated candidate list. Everything is waiting in one place for the recruiter to review and move forward, without another meeting or round of follow up.

Try it

Skip scheduling. Get the answers you need without a meeting.

Traditional intake depends on a meeting that requires coordinating calendars. Intake Agent replaces it with an asynchronous conversation the hiring manager completes on their time, adapting each question based on their answers instead of following a fixed script. The result? Faster, more complete intake.


Asynchronous by design, not a scheduling workaround.


Adapts each question to the last answer, not a static form.


Every output traces to an exact response, not paraphrased.


Screenshot 2026-09-09 at 8.57.17 PM

Turn hiring manager input into a calibrated candidate target

Calibrate talent fit during the conversation

As the hiring manager describes the role, Intake Agent surfaces real candidates from your CRM who match what’s been discussed so far. The manager can quickly tag candidates as fits or misses, giving the agent more context with every response. By the end of the conversation, the sourcing criteria is calibrated to a real candidate profile so recruiters can start sourcing with a clearer target.


Surfaces up to five matching CRM candidates at a time mid-conversation


The manager tags fits and misses instead of describing a profile from scratch


Every tag refines the sourcing criteria the AI agent hands off after

Intake agent 1

Get clarity without a scheduled call

Connecting quickly with a hiring manager mid-shift or between meetings can be challenging. Intake Agent notifies the manager, then lets them complete the conversation in the Phenom Hiring Manager portal on their own time, adapting its questions as the answers come in so a vague reply gets a follow-up to avoid any gaps.


Notifies by email, Teams, or Slack. The conversation happens in the HRM portal


Adjusts questions in real time within the categories your team has configured


No calendar coordination required to get started

Intake Agent 2

From one conversation to everything a recruiter needs

The slowest part of the intake process isn’t the conversation. It’s everything recruiters have to build after. Once the manager answers, Intake Agent turns the hiring manager’s feedback into the core deliverables needed for sourcing and screening, so they can review finished drafts instead of starting from a blank page.


Produces job descriptions built on Phenom's Talent Ontology and the manager's


Drafts an interview guide document with rounds, panel, and evaluation focus


Hands off a calibrated candidate list and sourcing criteria, not a rough brief

Intake Agent 3

From an open requisition to a reviewed set of sourcing documents.

What triggers it

A recruiter opens a requisition in the CRM and triggers Intake Agent for the hiring manager, choosing which deliverables to generate and setting any guardrails before the conversation is sent.

Intake agent B1

What it does

Intake Agent notifies the hiring manager to submit the intake details, guiding them through configured questions, adapting each question to their answers, and skipping what isn’t relevant.

Intake Agent B2

What it produces

Once the conversation ends, the agent generates a job description, an interview guide document, sourcing criteria, and a candidate list, organized for the recruiter.

Intake Agent B3

What happens to exceptions

An unclear or vague answer gets a follow-up question instead of a guess, and every deliverable carries a direct link back to what the hiring manager actually said.

Intake Agent B4

What the agent runs on its own, and where it stops.

  • What starts it

    A recruiter triggers the intake from the job record in the CRM. Nothing reaches a hiring manager without that trigger.

  • What it decides

    Which follow-up to ask when an answer is vague, and which CRM profiles to surface for calibration, within set guardrails

  • When it hands off

    Every sourcing deliverable is provided to the recruiter for review and approval before it reaches sourcing or scheduling.

  • What gets logged

    The full conversation, including reasons that connect each generated deliverable to the hiring manager’s original response.

The agent runs the conversation. The judgment stays with your team.

Intake Agent asks the questions and drafts the assets; it doesn't decide what the role needs. Recruiters set guardrails, approve every deliverable before it moves downstream, and step in whenever a hiring manager flags a question or gives an answer the agent can't resolve on its own. A hiring manager still describes the role in their own words rather than picking from a list.

Intake runs on the same platform that runs the rest of hiring.

What intake captures doesn't stay in a document. Criteria, job descriptions, and calibration all flow into the products recruiters already use, so a requisition starts aligned and stays that way.

  • From intake to sourcing

    Sourcing criteria from intake feed directly into Sourcing Agent, so search starts from a calibrated talent target, and candidates surfaced for calibration are ranked by Fit Score, strongest matches first.

    • Sourcing Agent
    • Fit Score
    Learn more
  • Powered by Talent Ontology

    Adaptive dialogue skips what does not apply and probes unclear answers. Job descriptions generate against Phenom's Talent Ontology, and every deliverable traces back to the answer that produced it.

    • Talent Ontology
    • Adaptive dialogue
    Learn more
  • SOC 2 Type II certified

    Guardrails you configure, job description length, EEO language, compensation bands, and location rules are enforced during the conversation and checked again before delivery. Every interaction is logged for audit.

    • SOC 2 Type
    Learn more

Intake without the calendar chase

66%

intake completion rate

25%

faster time to publish after intake

15%

shorter time to fill after intake

  • Our hiring leaders don't have to be frustrated by repeating the same answers over and over again.

    Annie Stone · Talent Solutions Consultant · SSM Health

    Read the customer story→

Give every open requisition a clear start.

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