What this feature does and when to use it?
The AI Candidate Summary Generator uses information in a candidate’s profile such as name, title, skills, work experience, and education history to automatically create a concise and structured summary.
When to use this feature?
You need a quick, professional summary of a candidate for internal review or client submissions.
You want consistent candidate summaries across your team and processes.
You need to save time preparing candidate overviews from detailed profiles.
Step-by-Step Instructions
Step 1: Prepare the Candidate Record:
Before generating a summary, ensure the following required fields are completed on the candidate record:
Candidate name (required)
Title (required)
Skills (at least one skill required)
For a more detailed and accurate summary, also fill in:
Work experience history
Education details
Any other relevant profile fields
💡 Tip: The more complete the candidate profile, the more comprehensive and useful the generated summary will be. A profile with only the three required fields will produce a brief output. Adding work history and education significantly improves the depth of the result.
Step 2: Generate the Candidate Summary:
Scroll a bit down to locate the Candidate Summary section.
Click the AI Assist button to trigger generation. The system will use all available candidate data to produce a concise summary.
Review the generated summary. If the output is too brief or not specific enough, add more details to the candidate record, then click the Regenerate button again to regenerate.
Step 3: Use the Generated Summary
After the summary is generated, you will see three options:
Copy: Copy the generated text to your clipboard for use in external documents or emails.
Insert: Insert the summary directly into the candidate's Summary field in Recruit CRM.
Regenerate: Generate a new version of the summary to explore alternative outputs or fine-tune the result.
Step 4: Refine with Custom Prompts
After the summary is generated, you can enter a custom prompt to guide the AI toward a more specific or tailored output.
To enter a custom prompt, type your instruction in the prompt input area below the generated summary and apply it. The AI will refine the output based on your instructions.
Step 5: Save and Manage Prompts
Prompts that work well can be saved for future reuse, so you do not have to retype them each time.
Click the Save icon next to the prompt input area.
Enter a clear and descriptive name for the prompt so you and your teammates can identify it easily.
Choose whether to share the prompt with your team by toggling the Share with Teammates option on or off.
Click Save. The prompt will appear in the Saved Prompts section for future use.
To manage your saved prompts:
Open the Saved Prompts section to view all stored prompts.
Click any saved prompt to apply it directly to the current summary generation.
Click the pin icon next to any prompt to pin it to the top of the list for faster access. Click it again to unpin.
Troubleshooting
Problem: The AI button is visible, but the generated summary seems incomplete or not very accurate.
Problem: The AI button is visible, but the generated summary seems incomplete or not very accurate.
Likely cause: Key candidate fields (name, title, skills, work experience, education) are missing or incomplete.
What to check: Review the candidate record and confirm that the Name, Title, Relevant Skills, and major experience/education fields are filled in.
Resolution path: Update the missing fields, then click AI again to regenerate the candidate summary.
Problem: The AI Candidate Summary Generator does not reflect recent changes to the candidate profile.
Problem: The AI Candidate Summary Generator does not reflect recent changes to the candidate profile.
Likely cause: The summary was generated before updating the candidate record.
What to check: Confirm that you regenerated the summary after updating the record.
Resolution path: Update the candidate record, then scroll to the Candidate Summary section and regenerate the summary.
Problem: A teammate cannot see a prompt I created.
Problem: A teammate cannot see a prompt I created.
Likely cause: The prompt was saved as private instead of shared.
What to check: Check whether the prompt was set to be shared with teammates during the save step.
Resolution path: Edit the prompt by clicking on the Pencil icon in the Saved Prompt section and toggling on the Share with Teammates option.
FAQs
Is there a limit to the use of this feature?
Is there a limit to the use of this feature?
Yes, the AI-Assist feature has monthly token limits that vary based on your plan. Token usage includes both input and output, and may vary depending on the language and content.
Monthly token limits per user:
• Free Plan – 50K tokens
• Pro Plan – 5 million tokens
• Business Plan – 10 million tokens
• Enterprise Plan – 20 million tokens
These limits apply to the following AI features:
• Generate Note Summary
• Generate Call Log Summary
• Generate Email Template
• Generate Email
• Generate Email Sequence
• Email Reply Suggestion
• Generate Candidate Summary
• Generate Job Description
Note: These token limits currently do not apply to AI Sourcing and AI Boolean Search.
What happens if I reach the token limit?
What happens if I reach the token limit?
If you reach the token limit, the AI-assist features will stop generating new content until the next monthly cycle begins and you will get this error:
"Oops! It seems you have exhausted your 2 million token limit for this month. It will be restored on {date in this format 20 May 2023}"
What languages does the AI-Assist feature support?
What languages does the AI-Assist feature support?
Currently, the AI-Assist feature officially supports English. However, OpenAI is capable of understanding and generating text in several other languages, including French, Spanish, German, Italian, Dutch, and others. Please note that the quality of AI output may vary across languages.
Is there any limit to the number of prompts I can save?
Is there any limit to the number of prompts I can save?
The limit of prompts that can be saved is 50.
How many prompts can be pinned?
How many prompts can be pinned?
You can pin up to 20 prompts.
Who can use the AI Candidate Summary Generator?
Who can use the AI Candidate Summary Generator?
Any user with permission to view and edit candidate records in your Recruit CRM plan can use the AI Candidate Summary Generator.
Does the AI summary update automatically when I change candidate details?
Does the AI summary update automatically when I change candidate details?
No. If you update candidate information, you need to scroll to the Candidate Summary section and click Regenerate (or the AI button again) to refresh the summary.
Can I customize how the AI writes summaries for different roles or clients?
Can I customize how the AI writes summaries for different roles or clients?
Yes. You can create custom prompts to guide the AI toward specific formats, tones, or focus areas, and then save and reuse those prompts for similar roles or clients.
Will my saved prompts be visible to my entire team?
Will my saved prompts be visible to my entire team?
Only if you choose to share them. When saving a prompt, you can decide whether to share it with teammates or keep it private.
Conclusion:
The AI Candidate Summary Generator in Recruit CRM helps you quickly turn detailed candidate records into clear, structured summaries that support faster reviews, stronger client submissions, and more consistent documentation across your team.