> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Spott's Matching Tool

> The Matching tab runs an AI search across your candidate database to surface the best new candidates for a role.

**Matching** in Spott uses AI to compare the job's requirements against your candidate
database, surfacing the most relevant matches in seconds. It runs on the same engine as
[candidate search](/docs/candidates/search-candidates), using the job's description,
notes, and sourcing criteria as input.

Matching is built to surface **new** candidates, so it leaves out anyone already in
this job's pipeline. To review the people already on the job, use its
[pipeline](/docs/jobs/job-pipeline) instead.

## Access a job's Matching tab

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/jobs/job-matching-results.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=bbfb964aff62fac1e4cb8785179dff98" alt="The Matching tab with ranked results" width="1600" height="1215" data-path="images/jobs/job-matching-results.webp" />
</Frame>

In Spott, go to **Jobs**, open the job, and click the **Matching** tab.

## Run a search for the job

The first time, click **Start new job search**. Spott converts the job's context
from the Overview tab into filters and criteria, which you can review and adjust
with **Edit criteria** before clicking **Run search**.

<Tip>
  The better the sourcing criteria on the job's Overview tab, the better the
  matches. Upload intake call notes or a detailed job description first.
</Tip>

## Filters vs criteria

When Spott builds the search from the job, it splits your requirements into two parts,
shown separately when you use **Edit criteria**:

**Pre-filters** narrow the candidate pool *before* ranking. They are structured
conditions such as **Job Title**, **Field of Study**, **Keywords**, and **Years of
Experience**. Use the **Match all filters** toggle to require every filter (AND) or any
of them (OR). Spott shows how many candidates currently match, so you can widen the
filters when too few come through.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/jobs/matching-edit-pre-filters.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=4c3f5cb36222bbfd52951192a09c2584" alt="The Edit pre-filters dialog with a filter group" width="686" height="211" data-path="images/jobs/matching-edit-pre-filters.webp" />
</Frame>

**Criteria** rank the candidates that pass the pre-filters. They are plain
natural-language statements (for example, "Business-level fluency in French") and are
**numbered in priority order** — criteria higher in the list weigh more heavily in the
match score. Drag a criterion by its handle to change that order, click the **×** on a
row to drop it, or use **Add criteria** to add your own.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/jobs/matching-edit-criteria.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=940676cb32fecf3c0162d7eeea3f6477" alt="The Edit criteria dialog with four numbered criteria" width="691" height="365" data-path="images/jobs/matching-edit-criteria.webp" />
</Frame>

A good rule of thumb: use **pre-filters** for the hard requirements that must be true,
and **criteria** for the softer qualities you want to rank on.

<Tip>
  Both editors open from the **pre-filters** and **criteria** chips above the results,
  so you can adjust a search and re-run it without starting over.
</Tip>

## Read the results

Candidates are ranked by a **match score from 0 to 100**, from Very Weak to Very
Strong Match.

Every **criterion** you set also becomes its own column: each candidate gets a thumbs
rating for it, from one to three thumbs-up for a match down to a thumbs-down where they
fall short. This lets you see at a glance *which* requirements a candidate meets, not
just their overall score.

Click a candidate's score to open the full **reasoning** — the assessment behind each
per-criterion rating — where you can **Accept** the candidate or **mark them reviewed**.

<Frame>
  <img src="https://mintcdn.com/spott-docs/r9_khhtN6Jx5nuHW/images/jobs/job-matching-explanation.webp?fit=max&auto=format&n=r9_khhtN6Jx5nuHW&q=85&s=89192e8791789dd209ce407248c03628" alt="A match score explanation popover" width="1062" height="678" data-path="images/jobs/job-matching-explanation.webp" />
</Frame>

Each row also shows the candidate's active jobs and last interaction, so you can spot
who is already in a process elsewhere.

## Review workflow

Use the **All**, **To Review**, and **Reviewed** tabs to work through the results:

* Review the candidates with the highest match scores.
* Add strong fits directly to the job's pipeline.
* You can re-run or refine the search at any time by editing the criteria.

<Note>
  **Accept**, **Reject**, and **Reviewed** only track your progress through the list.
  They do not train or personalize the matching model, so marking candidates does not
  change future results.
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Present candidates" icon="paper-plane" href="/docs/candidates/presenting-candidates">
    Send your best matches to the client.
  </Card>

  <Card title="Work the pipeline" icon="diagram-project" href="/docs/jobs/job-pipeline">
    Track applicants through the job's stages.
  </Card>
</CardGroup>
