> ## 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.
# What's New
> New features and improvements in Spott, updated with every weekly release.
Spott ships a release every week. The highlights land here; smaller fixes and
polish ship continuously.
## Every applicant in one place, waits in automations, and views on applications
* **Inbound applications across all jobs**: a new **Inbound Applications** tab on the Jobs
page gathers every application waiting for review, whatever job it came in on. Accept,
reject, or email applicants one by one or in bulk, and filter down to a job, a company,
or an owner, without opening each job in turn.
[Read the guide](/docs/jobs/inbound-applications#review-applicants-across-all-jobs).
* **Wait steps in automations**: an automation can now pause for a set number of months,
days, and hours before it carries on, and the conditions after the wait look at the
record as it is by then. Create a candidate, wait three days, and open a follow-up task
only if nobody has planned one yet. [Read the guide](/docs/settings/automations#wait-before-the-next-step).
* **Views on applications**: the Applications and Speculative Presentations tables on the
Jobs page take saved views, with the columns, filters, and sorting you choose, just like
Candidates and Jobs. [Read the guide](/docs/settings/using-views).
**Also new**
* The job's Inbound tab is now called **Applicants** and has a search box for applicant
names
* Applications record their **source**, the channel someone applied through, even when
they were already in your database
* Schedule an email or send a calendar invite in a different time zone from your own,
right from the dialog
* A warning before you send an email with an empty subject line
* Marketing skips addresses that are known not to exist or to be undeliverable, which
protects your sending domain
* **Email editor colors** under Settings → Branding put your brand colors in the
Marketing and Company Portal email editors
* A **Signature request completed** automation trigger, and a **has file with type**
filter on Candidate created
* A **Delete Interaction** permission for removing individual emails and other
interactions from Spott
* Permanent placements take over the deal value and fee splits already set on the job
* Team and Office filters on Reports, and a Placed by Team filter on Placements
* Filter the Job Adverts column on its published and unpublished dates
* Colleagues can act on each other's Broadbean postings, such as reposting them
* AI text to filters uses a radius when your prompt asks for one
* Deactivated users are grouped and sorted alphabetically when you pick a user
* The mobile app speaks your language, following the display language in your Spott
preferences
* New API endpoints for updating custom attributes on companies and jobs in bulk, and a
simpler job application endpoint
## A bigger mobile app, searchable documents, and a smarter global search
* **The mobile app grows up**: the meetings the Note Taker joined bring their details,
transcript and summary to the phone, and play back their video recording when one was
made. Notes and tasks are there too, and you can read and update candidates and
contacts from it. [Read the guide](/docs/mobile/overview).
* **Search inside a document**: the file viewer is faster and steadier, particularly on
Word files, and `Ctrl+F` finds text within the document you are reading. Checking
whether a six-page CV ever mentions a skill no longer means reading all six pages.
[Read the guide](/docs/candidates/managing-candidates#files).
* **Global search takes the pieces you remember**: a partial first name with a last
name, or a first name with the company someone works at, both find the person. Results
prefetch as you move through them, so the detail panel is filled in before you get to
it. [Read the guide](/docs/get-started/global-search#combine-what-you-remember).
**Also new**
* Completing a task linked to a record writes it into that record's activity feed and
updates its Last Activity Date
* Labels and linked records can be set from a docked note, without reopening it
* A column on Candidates showing the companies a candidate is also a contact at
* Filters and sorts on Recipient Activity in Marketing
* A permission of its own for managing Templates, split out of Manage Workspace
* Teams can be assigned to a brand from the Teams page in Settings
* Asking AI to rework a job description now proposes the changes for you to review
instead of applying them
* AI text to filters reads more phrasings, so more of what you type becomes real filters
* Imported AdvertsData jobs land in a job stage you choose, and DataChecker accepts
several files in one request
* New API endpoints for creating candidates, companies and contacts in bulk
## Personalized subject lines, scorecard templates, and AI you approve
* **Variables in subject lines**: personalize the subject, not just the body. The same
variables you already use in message content now work in the subject of an individual
email, a message template, and a campaign, which is the part a recipient reads before
deciding whether to open anything at all.
[Read the guide](/docs/inbox/message-templates#variables-in-the-subject-line).
* **Scorecard templates**: save a set of interview criteria once and apply it to any
job, instead of generating a new scorecard with AI or building one by hand every
time. Two recruiters scoring two candidates then score them on identical criteria.
[Read the guide](/docs/candidates/interview-scorecards#reuse-a-scorecard-across-jobs).
* **Job details you approve field by field**: regenerating a job with AI now proposes
suggestions instead of overwriting what is there. Each field shows its original value
next to the suggested one and you accept or discard them one at a time, so a job you
have already curated survives a regeneration. Custom attributes get suggestions too.
[Read the guide](/docs/jobs/job-details).
* **Import CVs straight into a job or a list**: pick the destination while you import
and every parsed candidate lands there as it is created, turning a stack of CVs from a
client into a populated pipeline in one pass.
[Read the guide](/docs/candidates/adding-candidates#upload-a-cv-drag-and-drop).
**Also new**
* Rejected filters on the Candidate pages cover every rejection type rather than only
By Us, and filter on rejection labels
* Rejection labels can be created from the popover where you use them, without a trip
to Settings, for users with Manage Workspace permissions
* Speculative presentations can be created in bulk from the snackbar on the Candidate,
Application and Speculative Presentation tables, and contacts can be added or removed
on a speculative presentation's own page
* Matching streams its results, so the strongest matches are on screen while the rest of
the database is still being scored
* Message templates with variables now work on calendar invites
* Job Status and Job Users as columns and filters on the Applications and Speculative
Presentations tables, and a LinkedIn column on Contacts
* Candidates by Stage in the job level Excel export, when the column is in your active
view
* A recipient with several email addresses on file can be switched to another one
directly from the bulk email window
* File tabs on record pages filter by file type instead of making you scroll
* The send and present email file pickers are easier to read and offer a wider range of
files to attach
* Transcription is given recruiting context, so names, skills and job titles come out
right more often
* Reposting a VDAB job under a new VDAB ID with the native integration, which refreshes
its published date
* Relative date filters on Contacts, for example created in the last 90 days
* A permission for editing company hierarchies, and an optional cap on how deep they go
* Warnings in Marketing when deliverability, bounce or unsubscribe rates reach levels
that hurt your domain reputation
* Company logos can be uploaded by hand, as was already possible on person profiles
* A **Job advert closed** automation trigger, firing whether the advert was closed by
hand, by its unpublish date, or by the job board
* Sorting on the Job Status pipeline on the Dashboard
* Kosovo and Turkmenistan added to the supported nationalities, and Greek to the AI
supported languages
* On the API: applicationId on placement webhooks, creating companies to link to work
experience or education, deleting contacts without touching the person record,
submitting inbound applications for any job board posting with source attribution,
and teamIds and roleIds on the Users endpoint. On MCP, Opportunity field write tools,
and the Spott connector is now listed in the OpenAI marketplace
## Candidates from your phone, and SAP Fieldglass
* **File uploads on mobile**: add a candidate from a document without waiting until you
are back at a laptop. Upload a file from your phone, or photograph a printed CV or an
ID card on the spot, and Spott parses it into a candidate record. Needs app version
1.30 or above on iOS and Android.
[Read the guide](/docs/mobile/overview#create-a-candidate-from-your-phone).
* **SAP Fieldglass**: connect jobs and candidates to a client's Fieldglass instance.
Map their statuses to your stages once, and Spott moves candidates through the
pipeline as the client updates them, so nobody has to watch the client's portal and
keep your board in step by hand.
[Read the guide](/docs/integrations/sap-fieldglass).
**Also new**
* Re-transcribing a call in a specific language when the VoIP provider detected the
wrong one, plus copying and downloading the transcript as you already could on meetings
* ZIP and postal code filtering on every Location filter, not just on candidates
* Image files on the CV parser, which is what lets a photographed CV become a profile
* A workspace-wide default stage for inbound applications, under Settings and Stages,
instead of setting it on every new job
* Rejection labels and reasons on the Company Portal, so a client sees why an
application closed and not only that it did
* Every Company Portal view recorded rather than only a contact's first one, so repeat
interest in a candidate is visible
* The placement fee in the currency it was agreed in, next to the converted figure, in
placement tables
* Filtering and sorting VDAB synced CVs on when they were last updated on VDAB, not
only when they arrived in Spott
* Autocompletes that keep loading as you scroll, instead of stopping at the first
twenty results
* A permission for creating and editing company hierarchies
* Montserrat added to the fonts you can send email in
* Icelandic added as a language option
* Country ISO codes on every location in the API, and patching a client's location
## A refreshed Calendar, and automations for the commercial side
* **Calendar refresh**: a cleaner Calendar, and a new **Meetings** view showing every
meeting scheduled against a record in Spott. Filter by colleague to see who your team
has been in touch with and when, without opening a single record.
[Read the guide](/docs/calendar/schedule-a-meeting).
* **Opportunities in automations**: Opportunity created, moved and updated, plus Client
created, now trigger background automations, with matching actions to update an
opportunity or a client. Business development runs on the same rails as recruiting.
[Read the guide](/docs/settings/automations).
**Also new**
* Pin is now a direct integration, so pushing candidates into Spott no longer costs an
integration fee to Pin
* Global search returns one result per person, instead of a row for every company they
are a contact at and another for being a candidate
* Comments in the browser extension, and creating a contact at a company Spott has
never seen, both without leaving the page you are on
* Linking a record to a note opens a full search dialog, for when three people share a
surname
* A job description language you set when you create the job, instead of American
English every time
* Area code filters on phone numbers, on both Candidates and Contacts
* The stage an application was created in, now on its activity feed and in the API
* An optional phone number on scheduler bookings, so a no-show is still reachable
* In-app or email notifications when an eSignature envelope is completed
* Job autocompletes anywhere in Spott now put open jobs first
* Create contact and create company on the MCP server
* A tidier editor toolbar when you select text, and a clearer Company Portal status
column on job pipelines
## WhatsApp Business, and defaults for every Company Portal
* **WhatsApp Business**: send from your business number using templates WhatsApp has
approved, to one person or to a whole shortlist at once. Variables fill in per
recipient, so a bulk send still reaches everyone with their own name and their own
job. [Read the guide](/docs/integrations/whatsapp-business).
* **Company Portal defaults**: decide once how new portals should be configured,
instead of setting the same toggles on every job. Files such as your Terms of
Business can be attached automatically too.
[Read the guide](/docs/settings/general#company-portal-defaults).
**Also new**
* Contact details on the side of spec and non-spec applications, so a pipeline works
like a call list
* Continent filters for Europe, North and South America, Asia, Africa and Oceania
* A column showing whether a candidate is published on the Company Portal, on both
the Jobs list and board
* VoIPPlay calls arriving through webhooks, cutting the wait from around 10 minutes
to under one
* Browser back button behaving as you would expect when pages open in an overlay
* A clearer, more informative "mentioned in a comment" notification
* Contact name, email and phone as variables in placement automations
* A font size selector in every email dialog, shown when you select text, and Aptos
as a supported font
* CVs sent to `cv@spott.io` or bulk parsed now set you as the candidate's Main Contact
* A description field on custom attributes in the data model
* Call and meeting summaries that no longer skip salary, compensation and benefits
## Comments on records, and bulk actions on their contacts
* **Comments**: discuss a candidate, contact, company, or note on the record itself
instead of in a chat tool, and `@mention` a colleague to notify them in the app or
by email. The question and everything it refers to finally live in the same place.
[Read the guide](/docs/notes/comments).
* **Bulk contact actions**: select rows on a Companies, Jobs, or Opportunities table
and act on every contact linked to them at once, whether that is an email, an SMS,
a presentation, or enrollment in a campaign. No more opening records one by one.
[Read the guide](/docs/contacts/search-contacts#5-reach-contacts-in-bulk-from-another-table).
* **Relative date filters**: filter on windows that move with today, such as "last 30
days" or "next 7 days", so a saved view keeps meaning the same thing tomorrow
instead of quietly becoming a report about the past.
[Read the guide](/docs/settings/using-views#relative-dates).
**Also new**
* Importing an opportunity from a URL, in the platform and in the next release of the
browser extension, the way jobs already worked
* A redesigned in-app notification feed, split into read and unread
* More detail on the campaign picker when you enroll someone, so two similarly named
sequences are no longer easy to confuse
* Filtering Contacts on a missing or present email address or phone number, as you
already could on Candidates
* DataChecker for identity checks, with ID verification and verified upload
* Webhooks for job descriptions created and updated
* Filtering Notes down to the ones with no owner
* Deactivated users offered in the user filters on Notes, Lists, and Placements
* Candidate file expires, Company file expires and Candidate reference created as automation triggers
* Sorting the Jobs tab on a company profile
* Custom file attributes writable through the private API
## SMS from Spott, and a cleaner Notes layout
* **SMS**: send and receive text messages straight from a candidate or contact,
using the SMS-capable numbers on your VoIP account. RingRing, RingCentral,
Ringover, and Aircall are supported to start with, so one more channel stops
living on your phone. [Read the guide](/docs/inbox/sms).
* **Refreshed Notes layout**: labels, properties, and linked records moved into a
side panel instead of a row of badges above the note, which makes a note far
easier to scan when you open it. [Read the guide](/docs/notes/adding-notes).
* **Refreshed documentation**: new and rewritten guides across the product, and the
help links inside Spott now take you to the matching page instead of the front
door.
**Also new**
* Rejecting candidates in bulk from a job's Applications view
* Live job board postings as a column or card row on the Jobs table and board,
with filtering
* Sorting on the Dashboard pipeline summary
* A configurable daily campaign limit per connected email account
* Stacked overlays, so you can arrow through jobs from the Jobs table
* VAT checks through VIES and credit checks through Creditsafe when you create a
client
* Broadbean multiposting that fills the structured sub-fields certain Benelux and
DACH job boards expect
* An interactive automation that opens the Task window
* Campaigns in draft or ongoing as a column on Candidate and Company views
* Converting a contract placement into a permanent contingent placement
* Private API endpoints for speculative application stages and custom attributes on
attachments
## Multi-language job descriptions and message templates in Automations
* **Multi-language job descriptions**: create and manage localized versions of the
same job description, so you can advertise one role in several markets without
maintaining separate jobs. [Read the guide](/docs/jobs/job-portal).
* **Message templates in Automations**: pick one of your existing
[message templates](/docs/inbox/message-templates) in an automation's send email
action instead of rewriting the message, so automated communication stays
consistent and is faster to set up.
[Read the guide](/docs/settings/automations).
**Also new**
* Job descriptions split into structured sections for deeper API and job board
integrations
* A Language attribute on jobs
* Fee splits configured on the Job Overview page before any placement exists
* Single-click imports from LinkedIn Sales Navigator and Recruiter in the Browser
Extension
* Tasks grouped into due date blocks
* A Retained milestone completed automation trigger
* Analytics reports for emails sent
* Webhook events for eSignature envelopes and for approved or declined Creditsafe
reports
* Searchable human-readable job reference IDs on VDAB postings
* Renaming automation titles and descriptions in line
* Smoother scrolling on grouped Kanban boards
* Faster table loading
* Pay and charge rates on contract placements
* New attachment endpoints in the API
## Email block list, portal stage filters, and fixed retained fees
* **Email block list**: block specific email addresses or entire domains from
email synchronization, so they are never imported into Spott. Keeps your
database clean and gives you control over what syncs.
[Read the guide](/docs/settings/accounts).
* **Company Portal stage filters**: publish candidates to the Company Portal
automatically as they move through your pipeline, and configure which stages
trigger publication, so only candidates at the right stages are shared.
[Read the guide](/docs/jobs/company-portal).
* **Fixed fees on retained jobs**: retained placements now support a fixed
success fee in addition to percentage-based fees, matching more retained fee
agreements.
**Also new**
* The [OneUp](/docs/integrations/oneup) and
[Nitro eSignature](/docs/integrations/nitro) integrations
* Email previews in the Present flow
* Hiding weekend days in the Calendar
* A fixed number of billed days on interim placements
* End dates on contingent placements that put candidates back in the available pool
* File attachments on placement pages
* Job created and Candidate rejected automation triggers
* Interim dashboards with weekly or monthly KPIs
* Deleting individual emails from the mail sync
* AI summaries that use first names
* A configurable minimum duration for call transcription
## Docked emails, test sends, and conversational job descriptions
* **Docked email composer**: dock the composer like Tasks and keep working in
Spott while you draft, instead of being locked into the compose window.
* **Send test emails**: send a message to yourself first to check formatting and
personalization before a bulk send.
* **Rewrite job descriptions with AI**: the Job Advertising page now has an Ask AI
assistant that refines descriptions through a conversation, not just a one-click
rewrite.
**Also new**
* Filtering the Dashboard by Team
* Dragging action blocks around in Automations
* Optional end dates on staffing placements, with weekly GP from the working
schedule
* A minimum call duration for VoIP providers
* Polish, Romanian, Italian, and Afrikaans as AI languages
* New automation triggers (Job created, File expired) and actions (delete
attachment, open placement, open note)
* Merging records straight from table views
* VAT numbers on the Client API
## Unique record identifiers, attachment attributes, and DocuSign
* **Unique record identifiers**: display a unique ID on every record and find
records by ID in global search. Ideal for large databases with duplicate names.
Admins enable it under Settings → Features.
* **Attachment attributes**: attachments now support custom attributes and shared
file types across records, configurable in Settings → Data Model and accessible
via the API.
* **DocuSign integration**: send any attachment for signature to one or more
recipients and track signature status from the record's files.
**Also new**
* Bulk presenting candidates from the Candidate table
* Bulk actions on the Similar Candidates tab
* Activity feeds filterable by type
* Upcoming meetings in the Calendar sidebar, with double-click scheduling
* List membership as a table column
* Email labels on send
* Over-the-air updates for the mobile app
## The Marketing suite and multiple booking types
* **Marketing**: create and send designed email campaigns with an interactive
builder, recipient lists, and full tracking of opens, clicks, and unsubscribes.
Enable it under Settings → Features. [Read the guide](/docs/outreach/marketing).
* **Booking scheduler upgrade**: create multiple scheduling links, such as a
15-minute intro call and a 1-hour interview, each with its own availability and
rules, in a refreshed booking experience.
[Read the guide](/docs/calendar/scheduler).
**Also new**
* Bulk publishing candidates to the Company Portal
* Boolean search on notes
* Kanban column counts that cycle total, in-process, and rejected
* Tenant-wide video recording controls for the Note Taker
* The AdvertsData integration
## Import jobs from anywhere and full calendar management
* **Import jobs from the internet**: bring any publicly visible job into Spott
with the browser extension.
* **Calendar management**: create, reschedule, and cancel calendar invites
directly from the Calendar, and view your teammates' calendars while
scheduling.
**Also new**
* In-job Matching rebuilt on the new search engine, with 0 to 100 match scores and
explanations
* A Kanban view for application lists
* Boolean queries on jobs, contacts, companies, and opportunities
* Multiple locations per job
* Explicit permissions for analytics reports
## Boolean search for candidates
* **Candidate Boolean search**: full AND, OR, and NOT queries in candidate
search. Spott switches to Boolean mode automatically when your query uses
quotes. [Read the guide](/docs/candidates/search-candidates).
* **Placement exports** now include nested placement form values in the Excel
output, ready for BI analysis.
**Also new**
* Automatic email warm-up for new campaign accounts
* Smarter AI filters that activate as you type
* Time-based automation triggers
## Analytics exports and matching actions
* **Export analytics drilldowns** to Excel for deeper analysis in your own BI tools.
* **Matching workflow actions**: act straight from candidate-to-job match results,
pitching a candidate to multiple jobs or bulk presenting them to clients.
**Also new**
* Filtering the Application view by job stage
* ZIP-code location filters
* Sending calendar invites as Free or Busy
* Pagination on Global Search
* A Settings search bar
## Candidate cards and stronger automations
* **Candidates as cards**: a richer, more visual layout next to the table view.
* **Automation extensions**: time-based automations, field updates, more filter
conditions, and more background actions.
**Also new**
* Enrolling a whole List into a campaign
* The Dialpad VoIP integration
* Company size and industry filters
* Recurring and all-day meetings for Gmail and Outlook
## Bulk CV parsing
* **Parse up to 1,000 CVs at once** from the Add Candidate button. Spott extracts
the details and creates the records in the background.
* **Tab metadata**: open browser tabs now show contextual titles so you can tell
pages apart at a glance.
**Also new**
* Custom attributes on Applications
* A replies-only filter in the Inbox
* CC and BCC on background automations
* Importing Contacts into a List, or Candidates into a Job, from CSV
## Application View, hierarchies, and AI filters
* **Application View**: all speculative and regular applications in one list under
Jobs, without opening each candidate or job.
* **Company hierarchies**: model parent/subsidiary and PE-owned structures.
* **AI text to filters**: describe who you are looking for in plain language and
Spott builds the filters.
**Also new**
* Previewing a campaign before enrolling recipients
* idibu multiposting
* Converting interim placements to permanent
* Optional file upload on application forms
* application.rejected webhooks
## Personal email styling and smarter record selection
* **Default font family and size** for emails, so messages from Spott match your
usual mail client.
* **Improved record selection**: every "Add to..." dialog now uses the richer
Global Search format with contextual details.
**Also new**
* Bulk actions on Search results
* Excluding placed candidates in filters
* A permission to lock placements after creation
## Retained fees and campaign upgrades
* **Retained fees with milestones**: configure milestones on the job, with values
adjusting between estimated and final salary.
* **Campaign upgrades**: campaigns now live inside Jobs, you can partially edit a
running campaign, and sequences can exit when a meeting is booked.
**Also new**
* Saved filter sets
* A clearer enrichment credit split (personal email 3, work email 1)
* Inbound call pop-ups for Aircall, Ringover, and RingCentral
* Months and days as automation delay options
## Background automations and the MCP server
* **Background automations**: trigger workflows from events such as application
moved, placement created, task assigned, or job moved.
* **Spott MCP server**: connect AI tools like Claude to securely read and write your
Spott data. [Read the guide](/docs/developers/mcp).
**Also new**
* An extensible GDPR consent model
* Optional attachment expiry dates
* Team filters
* Location Area filters on Contacts and Companies
## Search v2 and account security
* **Search v2**: search your entire candidate database, not just within one job,
with semantic job-title search and flexible location filters.
* **MFA and SSO**: multi-factor authentication and single sign-on, plus password
reset under Settings → Profile.
* **Spec workflow**: create speculative applications in bulk and present to multiple
client contacts at once.
**Also new**
* Linking opportunities to jobs, and converting won opportunities
* Bulk-updating job attributes
* Ask AI reading file attachments
* Swedish content generation
## Company insights and a bigger browser extension
* **Company information dialog**: click through to linked candidates and contacts,
headcount, and growth.
* **Browser extension upgrades**: manage notes, tasks, lists, and campaigns, and
import companies, all from the extension.
**Also new**
* A Company Portal activity feed
* Color-coded select attributes
* AI-filled candidate scorecards
* The VoIPPlay and Devyce VoIP integrations
## Faster bulk selection
* **Shift-click** to select a range of rows across all core tables.
* **Exclude previously rejected candidates** with a single filter.
* **Hyperlink variables**, including Job and Candidate IDs, for dynamic links.
**Also new**
* A Kanban view for speculative presentations
* Admin-configurable file types per record
* Sorting and filtering on Campaigns and Lists
## Placements, Company Portal, and the public roadmap
* **Placements for perm and staffing**: a clearer split across the product, with
weekly GP tracking for staffing.
* **Company Portal upgrade**: share files, scorecards, and a job overview; clients
can request interviews and leave ratings.
* **Public roadmap** at [roadmap.spott.io](https://roadmap.spott.io): explore what
we are building and upvote ideas.
**Also new**
* Exporting multiple job pipelines at once
* Duplicating an outreach campaign
* Viewing the CV inline in the Experience tab
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