AI Copilot

What is Manatal’s AI Copilot?

Manatal’s AI Copilot is your AI-powered assistant built directly into Manatal. It helps recruiters and hiring teams work faster, stay focused, and make better-informed decisions by transforming existing Manatal data into clear summaries, insights, and suggestions exactly where you already work.

Instead of manually reading long candidate profiles, job descriptions, or job pipelines, simply ask AI Copilot questions in natural language and get instant, context-aware answers.

Manatal’s AI Copilot is an in-app assistant that helps you:

• Quickly understand candidate profiles without manual review
• Review job requirements and expectations at a glance
• Analyze candidate-to-job fit and identify gaps
• Compare candidates consistently and objectively
• Prepare for interviews more efficiently
• Reduce repetitive reading and summarization work

Where to use AI Copilot

AI Copilot is available directly within your Manatal workspace and adapts based on where it is opened.

1. Candidate Profile

When opened from a candidate profile, Copilot understands:

• Candidate personal details, work experience, education, & skills

This is useful for:

• Quickly understanding a new candidate
• Reviewing a profile before a call or interview
• Sharing summaries internally

2. Job Summary

When opened from a job summary, Copilot understands:

• Job description and responsibilities

This helps you:

• Review job requirements quickly
• Refine or rewrite job descriptions
• Align on expectations internally

3. Matches (Job Pipeline)

When opened from a match in the job pipeline, Copilot understands:

• The candidate details
• The job details
• The current pipeline stage and match details

This combined context allows Copilot to:

• Assess candidate fit for the role
• Identify strengths and gaps
• Support shortlist and pipeline reviews

4. Organizations

Copilot can access company details (industry, website, location, etc.) and related notes.

This is useful for:

• Quick account research
• Preparing for client calls
• Understanding context across jobs and pipeline

5. Notes and Candidate Emails

Copilot can summarize notes and candidate email threads and extract action items.

This is useful for:

• Summarizing discussions
• Tracking next steps
• Drafting replies

Getting Started with AI Copilot

Step 1: Open AI Copilot

1. Navigate to the Candidates, Jobs, or Organization menu from your side menu and open the desired candidate, job, match in a job pipeline or organization.
   

   

2. Click "Ask AI" in the header.
   
   The Copilot panel opens on the right side of your screen.
   

Step 2: Ask a question

1. Type a question or instruction, such as:

• “Summarize this candidate.”
• “Is this candidate a good fit for the role?”
• “Prepare interview questions for this job.”

AI Copilot automatically detects the context and responds accordingly.

Step 3: Refine with follow-up prompts

Treat it like a conversation. Use follow-up prompts to:

• Dig deeper into specific areas
• Compare candidates
• Adjust format, tone, or level of detail

Step 4: Review your AI usage

To view usage and limits:

1. Open AI Copilot by clicking on "Ask AI" on a candidate, job, or match page.
   

2. Click the three-dot menu (⋯) on the Copilot panel and select "See AI Usage".

   

   The panel will display:
   - Your current consumption
   - Any applicable limits based on your subscription plan & add-ons
   

What you can do with AI Copilot

1. Summarize information

AI Copilot can condense large amounts of information into easy-to-read summaries, such as:

• Candidate background and experience
• Key job requirements
• Match and pipeline status

This reduces time spent scanning profiles and documents.

2. Analyze fit and gaps

AI Copilot can help you understand how well a candidate aligns with a role by:

• Highlighting relevant experience and skills
• Identifying missing or weaker areas
• Suggesting topics to explore during interviews

This is especially useful when managing high-volume pipelines.

3. Prepare interview questions

AI Copilot can generate interview questions tailored to:

• The candidate’s background
• The job’s requirements
• Identified gaps or risks

You can use this to:

• Prepare for interviews faster
• Standardize interviews
• Focus discussions on what matters most

4. Draft or refine job descriptions

AI Copilot can help you:

• Draft a job description from scratch
• Rewrite or shorten an existing description
• Adjust tone, seniority level, or clarity

This ensures consistency while reducing manual effort.

5. Compare candidates

AI Copilot can compare multiple candidates for the same role by:

• Highlighting differences in experience
• Comparing strengths and weaknesses
• Supporting shortlist discussions

This is particularly helpful for internal reviews or client presentations.

Suggested Prompts

Try these prompts to get the most out of the tool:

Candidate-focused prompts

• “Summarize this candidate’s experience in 5 bullet points.”
• “What are this candidate’s strongest qualifications for this role?”
• “What concerns or risks should I explore when interviewing this candidate?”

Job-focused prompts

• “Summarize the key requirements of this job.”
• “Rewrite this job description to be clearer and more concise.”
• “What skills are critical for success in this role?”

Match-focused prompts

• “Is this candidate a good fit for this job? Explain why.”
• “What gaps exist between this candidate and the role?”
• “How long has this candidate been in the pipeline and at which stage?”

Notes & Emails-focused prompts

• “Summarize the notes for the candidate Daniel Wellington and list action items.”
• “Summarize this email thread and suggest a concise reply.”

Data Privacy & Security

Manatal AI Copilot follows the same strict data principles as Manatal’s other AI features:

• Only uses data within your Manatal account
• Does not use customer data to train AI models
• Honors existing user permissions
• Processes data only to respond to your requests

Transparency & Trust

AI Copilot is designed to be transparent and explainable:

• Responses are based on visible Manatal data
• Copilot will indicate when information is missing or unclear
• You can always validate insights against the original source data

This ensures AI Copilot remains a trusted assistant.

Best practices

• Use AI Copilot to save time, not replace review
• Ask clear and specific questions
• Use follow-up prompts to refine results
• Validate critical decisions using original data

FAQ

1. What data and context is accessible?
   AI Copilot can retrieve data from Candidates, Jobs, Matches, Organizations, Notes, and Candidate Emails. For more details, please find the exact fields & interactions here.
2. Does AI Copilot include custom fields?
   No. Custom fields are not currently accessible via the AI Copilot. We are exploring custom field support in future iterations and will actively collect feedback.
3. What makes AI Copilot different?
   AI Copilot doesn’t only read the page you’re currently on. You can ask about any candidate, job, organization, match, note, or candidate email thread even if you’re not viewing it by referencing it in your prompt. This helps you retrieve and use information without extra navigation.
   Example prompts
   • “Show me the Senior Product Manager role at Mana.”
   • “Summarize the notes for Daniel Wellington.”
   • “What emails have we exchanged with [candidate name]?”
   • “Is [candidate name] a good fit for [job title] at [company]?”
     If Copilot needs clarification (e.g., similar names), it will ask follow-up questions.
4. What other functionality is available besides chat?
   To guide users and support continuous improvement, our AI Copilot includes:
   • Suggestions - You will be able to see suggested actions & prompts based on the context you are viewing to help you get started.
   • Share Feedback - Feel like something is not working well or would like to give suggestions? We have also added the ability to give feedback directly for the AI Copilot and those will be routed to our internal teams for review.
5. Do you need to be technical to use the AI Copilot?
   No. You can use Copilot just like popular AI Tools like ChatGPT, by simply typing your question or prompt naturally.
6. Is my data used to train AI models?
   No. The AI Copilot is not trained on client data. It uses a general AI model that is customized for recruitment needs to interact with you and their data. We do not send client data to the AI providers we use.
7. Can the AI Copilot make hiring decisions?
   No. AI Copilot provides insights and assistance only. All hiring decisions remain human-led.
8. Why can’t the AI Copilot answer some questions?
   This can happen when:
   • The required data is missing or incomplete
   • The question relies on assumptions
   • The requested data is not yet supported in the current context coverage
     If something isn’t supported yet, please share feedback. We’re continuously looking to improve the AI Copilot’s capabilities.