Help Topic: EVA & Agentic | Introduction to Agents

In this lesson we cover:

• What are Agents

• About each Agent

  • Alignment Scorer

  • AI Screener

  • Resume Scrubber

  • Format TemplateResume Summary

  • xTracked Mail Agent

  • xSpeced Mail Agent

  • Mail Agent

 

Agents are a different thing than EVA: EVA answers, and acts when you ask.

An Agent is something you delegate to entirely, it runs on its own, and hands you the finished output without you supervising it.

In practice, that means you keep working on whatever's in front of you while Tracker's doing the background heavy lifting elsewhere, you're not waiting on it, and it's not waiting on you.

Each user will each need to set up their own Agents and Triggers. This allows for differences in workflows and outcomes by user, and ensures the right person is notified when they are completed.

First, Agents need be enabled in the Activation Hub, see this helpfile: EVA & Agentic | Activation Hub - https://academy.tracker-rms.com/Home/Lesson/1340

For applicable Agents, Agent Instances & Triggers can be set up in the Agent Studio, see these helpfiles:

EVA & Agentic | Creating Agent Instances - https://academy.tracker-rms.com/Home/Lesson/1337

EVA & Agentic | Triggers (Automated Agents) - https://academy.tracker-rms.com/Home/Lesson/1338

 

About each Agent

The Alignment Scorer, compares the candidate to the job spec, it gives a detailed breakdown of how that candidate aligns with the job across multiple factors, lists top strengths and red flags, provides a summary, match level and overall percentage score.

This is the Alignment Score report, it doesn't just give you a number, it gives you the reasoning: match quality, strengths, gaps. Unlike a generic summary it’s job specific, giving both you and your clients a sharper, more relevant picture of why that candidate fits that particular role. This is the one that turns "trust me, this candidate's good" into "here's exactly why."

It means volume stops being the enemy. Twenty-two applicants doesn't mean twenty-two resumes to decipher, it means the Alignment Score Agent clears the noise so you're only calling who's actually worth calling.

This is what you then use when a client asks why you put someone forward. You're not guessing anymore, you've got a rationale. The AI Summary can also form part of the Resource summary used when sending your candidates internally or to your clients, and sharing on the client portal.

This Agent is available as an Agent Instance & and can be used in a Trigger.

The AI Screener Agent will use the job spec to produce specific and relevant screening questions to send to your candidates to help evaluate their fit, and go beyond what they may have provided in their Resume.

This Agent is available as an Agent Instance & and can be used in a Trigger.

The Resume Scrubber Agent strips personal details from the Resume.

This type of resume matters if you're marketing a candidate speculatively and don't want their full details out the door yet, for example, before a client's officially signed off on seeing someone.

This Agent is available as an Agent Instance & and can be used in a Trigger.

Use the Format Template Agent to quickly generate Agency Resumes in your preferred style ready to send to your clients.

This Agent is available as an Agent Instance & and can be used in a Trigger.

The Resume Summary agent will create a summary of that candidate.

This Agent is available as an Agent Instance & and can be used in a Trigger.

xTracked reads every resume you send it, so there's no manual data entry and no duplicate records left behind for you to tidy up. Simply forward resumes as email attachments (one at a time or in a batch) and xTracked will read the document regardless of format, then either create a new Candidate record or update the matching one, using email address, phone number, or LinkedIn profile URL to find the right match. The resume will be attached to the candidate record under documents, as it would when creating manually.

Once a batch has been processed, you'll receive a summary report by email confirming exactly what was created and what was updated.

If you'd like candidates shortlisted as soon as they're parsed, add a Job ID to the email subject line and xTracked will shortlist them directly to that Job. Include a known Candidate Source in the subject line too, and it will be recorded against the candidate in Tracker automatically, no manual attribution needed.

Getting started takes one step: send resumes to xtracked@tracker-agent.com from the email address linked to your Tracker login, and xTracked handles the rest.

Less admin. Cleaner data. A pipeline that builds itself.

xSpeced reads job description documents and builds the Job for you, so there's no manual data entry and no copying details across from a Word doc into Tracker. Just email the job description as an attachment (any file type will do) and xSpeced will parse it and create a new Job automatically; if you'd rather just type the details straight into the email, it will parse those from the body just as well. Where an attachment is used, it's saved against the new Job record too, so the original document is always there alongside it.

Already got the Client set up in Tracker? Even better. When the sender's email matches an existing Contact, xSpeced links the new Job straight to that Contact, so it's ready to work the moment it's created. Once processing is complete, you'll be emailed a summary report confirming the jobs creation.

Getting started takes one step: send job descriptions to xspeced@tracker-agent.com from the email address linked to your Tracker login, and xSpeced handles the rest.

Less admin. Faster time-to-fill. One less thing standing between a job description and a working requisition.

Mail Agent automatically captures every email you send and receive and matches it to the right Contact or Candidate record in Tracker, without you having to lift a finger. It checks the From, To, and Cc fields along with the body for known addresses, then logs a copy of the email as an Activity (timestamped to match when it was actually sent) along with any meaningful attachments (signature logos and icon images are filtered out, so only the documents that matter get saved).

Working a Lead, Job, or Project? Even better. When the matched person is the main contact on an open record, Mail Agent links the email there as well, giving your whole team visibility of the full conversation without anyone having to dig through inboxes.

Getting set up takes two minutes: send or cc emails using the address linked to your Tracker login to mail@tracker-agent.com, and Mail Agent takes care of the rest.

Less admin. More complete records. Zero missed follow-ups.