INTAKE AGENT

Capture hiring requirements without the headaches and guesswork

A world-class intake is now the default — the prompt for your entire pipeline. The Loxo Intake Agent captures hiring requirements while the conversation is still happening, then turns them into one structured, job-ready brief the whole team can work from.

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A search is only as good as what’s captured at the start...

Every recruiter knows the feeling: a quick call with a hiring manager, a handful of bullet points, and somehow that becomes the foundation for the entire search. Many come face-to-face with a hard truth: no amount of downstream intelligence can fix a shortlist built on the wrong brief.

“We don't have a full structured process for how we create a client brief.”
“A 20-minute conversation, but my intake notes are like five, six sentences.”
“Our current format feels quite unprofessional and isn't suitable as a client-facing asset.”

Capture details once, then build from there

The Loxo Intake Agent is the first agent in the Loxo Agent Workforce because every great search starts with a great intake. The Intake Agent turns that first conversation into a structured, weighted brief, then carries that brief directly into a pre-filled Job so the same information never has to be entered twice.

Conversational intake

Have a real conversation, not another form

The Intake Agent gives hiring managers a conversational way to work through the requirements that matter. Run it live with the recruiter, send it to the hiring manager to complete on their own time, or fill it out yourself based on what you already know. The experience adapts based on their answers, surfaces priorities, and separates true non-negotiables from nice-to-haves.

Consolidation

Turn the conversation into a brief

Everything discussed becomes one structured, weighted record of what the hiring manager actually needs. Requirements, priorities, must-haves, deal-breakers, and context live together instead of getting scattered across notes, documents, and emails. The recruiter can review, adjust, and approve the brief before moving forward.

Workflow

Build the entire search from it

The brief doesn't get filed away after intake. It flows directly into a pre-filled Job, then becomes the shared foundation for Skill DNA, the job description, sourcing strategy, Longlist, and Shortlist. Capture the requirements once, then let every step downstream build from the same understanding.

When intake is structured, everything changes

Intake is the highest-leverage step in the entire search pipeline. If you get the requirements right from the start, every activity & agent downstream inherits that clarity.

Sourcing starts with real clarity: The search begins from weighted requirements the hiring manager confirmed, leading to faster time to first outreach, and fewer wasted cycles.
Deal-breakers surface before they cost you: When non-negotiables and nice-to-haves are separated at intake, the search stays on track instead of having to recover.
Every downstream agent starts smarter: Skills DNA builds from it. The job description uses it. Sourcing strategy, Longlist, and Shortlist all inherit it.

Frequently Asked Questions

If you've got questions about Loxo's Sourcing Agents, you came to the right place.
Will this replace the intake call or my conversation with the hiring manager?

Nope — the conversation still happens, as it should! The Intake Agent just gives it a structured place to live instead of notes getting lost in a notebook, email, or Slack message. Run it live during the call, send it ahead of time and review it together, or complete it yourself based on what you already know: it's up to you!

We already use an intake template or Google Doc. Why do we need this?

A document captures notes, but the Intake Agent creates a structured, weighted hiring brief that flows directly into a Loxo Job. Nothing has to be re-entered, the whole team has access from day one, and it produces something you can actually put in front of a client. It also reduces the amount of work happening outside your source-of-truth platform, which means it reduces the opportunities for things to slip through the cracks or get lost in translation. 

Does this replace the recruiter's judgment?

Absolutely not! Recruiters still decide what makes a great candidate and can review or adjust anything before the Job is created. The Intake Agent organizes the information, but it does NOT make hiring decisions.

Can it surface things the hiring manager doesn't explicitly say?

That's exactly what the ranked priority questions are designed to do. By asking hiring managers to weight requirements rather than just list them, it helps distinguish true must-haves from nice-to-haves before sourcing starts. No intake catches everything, but this agent surfaces far more than a quick meeting recap.

Is this just a chatbot?

 Nope. The experience feels conversational, but the goal isn't just conversation — it's structured information capture. The result is a weighted, job-ready hiring brief that flows directly into Loxo, not a chat transcript.

Plus, Loxo automatically sends reminders, and recruiters can see progress in real time — including partially completed responses that have been auto-saved. You'll always know where things stand without having to chase updates.

How does the Intake Agent connect to the rest of the Talent Intelligence Platform?

Everything captured in the Intake Agent feeds directly into the Loxo Agent Workforce pipeline — Skills DNA, job description, sourcing strategy, Longlist, and Shortlist all build from the same structured brief. It's the first step in a workflow where every agent downstream inherits exactly what was captured at intake, without distortion or re-entry at each step.

Your entire recruitment workflow in one AI-native platform

The Intake Agent is the front door to the Loxo Agent Workforce. What gets captured here flows through the rest of your workflow. And with the Talent Intelligence Platform, that entire workflow lives in one, user-friendly place.

Ready to shape the future?

Your job is placing the best talent in the roles that will define their careers, their lives, and our future. Our job is making it easier for you to do it.