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# How to Set Up AI Scoring Criteria and Score Candidates

# How to Set Up AI Scoring Criteria and Score Candidates

Configure AI scoring to automatically evaluate candidates based on your specific criteria.

## What AI Scoring Does

AI scoring analyzes candidate information and provides:
* Overall score (0-100)
* Per-criterion scores
* Summary of strengths and weaknesses
* Detailed analysis for each criterion

## Setting Up Scoring Criteria

1. Open a job
2. Go to the **AI Scoring** tab ![How to Set Up AI Scoring Criteria and Score Candidates: Setting Up Scoring Criteria](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-1_6trfe2.png)
3. Click **Add new prompt** ![How to Set Up AI Scoring Criteria and Score Candidates: Setting Up Scoring Criteria](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-2_q4esjf.png)
4. Write your scoring criterion
5. Set the importance weight (1-10) ![How to Set Up AI Scoring Criteria and Score Candidates: Setting Up Scoring Criteria](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-3_1e8eepk.png)
6. Add 3-5 criteria total (recommended)

## Writing Effective Criteria

Be specific about what you're evaluating. Example for a Sales Manager role:

**Good criterion:**
> "Evaluate the candidate's B2B sales experience. Look for: quota achievement, deal sizes, sales cycle management, team leadership. Score 0 if no B2B experience, 50 if some experience without leadership, 100 if strong track record with team management."

**Weak criterion:**
> "Good at sales"

## Example Criteria Set

For a Senior Software Engineer:

1. **Technical depth** (weight: 10)
   > "Assess programming language expertise and system design experience..."

2. **Leadership experience** (weight: 9)
   > "Evaluate mentoring, code review, and team collaboration..."

3. **Problem-solving** (weight: 7)
   > "Look for complex technical challenges solved..."

4. **Communication** (weight: 5)
   > "Assess ability to explain technical concepts..."

## Data Sources for Scoring

AI scoring analyzes:
* Resume
* Profile fields
* Questionnaire responses
* Evaluation forms
* Email messages
* Discussion notes
* Job description

## Premium Model Option
![How to Set Up AI Scoring Criteria and Score Candidates: Premium Model Option](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-4_373ehq.png)
Enable **Premium Model** for:
* 2x smarter analysis
* External research about candidate's past employers
* Company information (size, industry, products)
* Costs ~10x more AI credits per run

## Importing Criteria from Other Jobs

1. On the AI Scoring tab, click the **Import from existing job** dropdown ![How to Set Up AI Scoring Criteria and Score Candidates: Importing Criteria from Other Jobs](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-5_18uxv6w.png)
2. Select a job
3. Criteria are copied to the current job

## AI-Generated Criteria

1. Click **AI recommend prompts** ![How to Set Up AI Scoring Criteria and Score Candidates: AI-Generated Criteria](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-set-up-ai-scoring-6_1tt287c.png)
2. AI analyzes your job description
3. Suggests relevant scoring criteria
4. Review and adjust as needed

## Running AI Scoring

### Manual Scoring

1. Open a candidate's profile
2. Click **Get AI Score** button
3. Wait for analysis
4. View results in the **Discussions** tab ![How to Set Up AI Scoring Criteria and Score Candidates: Manual Scoring](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/ai-scoring-limitations-best-pr_1bumb86.png)

### Automatic Scoring

1. Go to job's **Workflow** tab
2. Add **AI Score** automation to a stage ![How to Set Up AI Scoring Criteria and Score Candidates: Automatic Scoring](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-auto-score-with-ai-3_11yrt4k.png)
3. Candidates are scored when they reach that stage
4. Optionally set threshold actions:
* Score above X: Move to next stage
* Score below Y: Disqualify-