Account & Org Management – Tezi

Tezi Acquisition
- Tezi acquisition
  - Tezi acquisition FAQ
Getting Started
- Technical setup
  - Technical setup (Google Workspace)
  - Technical setup (Microsoft 365)
  - Advanced technical setup (Google Workspace)
  - Select a company logo
  - Install Max by Tezi Slack app
- Getting started
  - Sign up for Tezi
  - Open and manage a role
  - Add team members
Sourcing & Outreach
- Overview
  - Set up sourcing & outreach
  - Review your sourcing list
  - Sourcing & outreach in action
  - Why Auto-Approve?
- Calibration
  - Calibrate Tezi
  - Filters
  - AI evaluation criteria
- Outreach
  - Create messaging campaigns
  - Use send-on-behalf-of (SOBO)
  - Tips for AI personalization
  - Create email filters
- Manage live campaigns
  - Track & optimize performance
  - Pause or end outreach
- FAQ
  - Can I set “nice-to-have” criteria?
  - Can I create multiple outreach campaigns for one role?
  - Can I add non-Tezi candidates to the outreach sequence?
More Automations
- More automations
  - Inbound screening
  - Chat screening
  - Chat screen best practices
  - AI-powered candidate communication
  - Interview scheduling
  - Scorecards
  - Max’s hiring context
Manage Live Roles
- Manage live roles
  - Video overview
  - Automation diagrams
  - Advance or reject a candidate
  - Referrals
  - Close a role
Integrations
Account & Org Management
- Account management
  - Billing
- Organization management
  - Security
  - Technical offboarding
For Candidates
- Candidate FAQs
  - Candidate FAQs
More

Account management

Billing

Learn how you’re billed for Tezi and how to manage billing settings

Organization management

Security

Tezi is SOC2 Type II-certified and CCPA-compliant

Technical offboarding

Offboarding instructions for Starter, Pro, Business, and Enterprise tiers