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

> ## Agent Instructions
> Product noun is jobs.
> MCP at https://rest.hotfix.jobs/mcp is the hiring contract for agents. Clients sign in with Hotfix; API keys are for HTTP only.
> Do not invent unpublished REST or hiring stats. Webhooks are set up in the app; there is no REST route or MCP tool to manage them.
> Do not mention Greenhouse, Ashby, Quick Apply, or claim.
> Creating a draft, offer, or booking link does not send email.

# Getting around

> The sidebar, Settings, keyboard shortcuts, what each role sees, Search, and the in-app Agent.

## The sidebar

The sidebar has three places to work:

| Item | What it's for |
| - | - |
| **Inbox** | Applications across all your jobs. See [Inbox](/help/inbox). |
| **Jobs** | Your jobs, drafts, and closed jobs. See [Post a job](/help/post-a-job). |
| **Analytics** | How your hiring is going. |

The number next to **Inbox** is how many applications are still **New**, waiting for a first look. Saved views you make in the Inbox show up under **Inbox** in the sidebar, each with how many applications it matches.

At the top of the sidebar, your company name opens the company menu. It starts with your name and email, then:

* **Settings** opens your settings.
* **Team** opens **Settings** > **Team**. See [Team](/help/team).
* **Sign out** signs you out.

Next to the company name are two buttons:

* **Search** opens Search. See [Search](#search) below.
* **Post a job** opens a new job. See [Post a job](/help/post-a-job).

**Help** at the bottom of the sidebar opens a menu:

* **Docs** opens these docs.
* **What's new** opens the [Changelog](/changelog).
* **Feedback** sends an idea, a bug, or a question to the Hotfix team without leaving the app. We reply to your email.
* **Keyboard shortcuts** lists the shortcuts below.

## Settings

Open **Settings** from the company menu. The sidebar switches to a list of settings pages, grouped like this:

| Group | Pages |
| - | - |
| **Personal** | **Preferences** |
| **Organization** | **Company**, **Careers page**, **Locations**, **Departments**, **Team** |
| **Hiring** | **Templates**, **Apply**, **Interview feedback**, **Fields**, **Automations** |
| **Connections** | **Integrations**, **API** |
| **Plan** | **Billing** |

To find one setting, type in **Search settings…** at the top. To leave Settings, click **Back to app**. It returns you to where you were.

Related guides: [Careers page](/careers-page), [Automations](/automations), [Integrations](/help/integrations), and [Team](/help/team).

<Frame>
  <img src="https://mintcdn.com/hotfix/y9HLY1uUkJ4veGFS/images/help/settings-sidebar.png?fit=max&auto=format&n=y9HLY1uUkJ4veGFS&q=85&s=a0fd50c70bec23c28ec52bb3fce23563" alt="Settings with the sidebar showing the Personal, Organization, Hiring, Connections, and Plan groups" width="1800" height="1125" data-path="images/help/settings-sidebar.png" />
</Frame>

## Keyboard shortcuts

Press <kbd>?</kbd> anywhere in the app to see these. On Windows, use <kbd>Ctrl</kbd> where Mac uses <kbd>⌘</kbd>. Shortcuts don't run while you're typing in a field.

| Shortcut | What it does |
| - | - |
| <kbd>⌘</kbd> <kbd>K</kbd> | Open Search |
| <kbd>⌘</kbd> <kbd>B</kbd> | Collapse or expand the sidebar |
| <kbd>?</kbd> | Show keyboard shortcuts |
| <kbd>G</kbd> then <kbd>I</kbd> | Go to **Inbox** |
| <kbd>G</kbd> then <kbd>J</kbd> | Go to **Jobs** |
| <kbd>G</kbd> then <kbd>A</kbd> | Go to **Analytics** |
| <kbd>G</kbd> then <kbd>S</kbd> | Go to **Settings** |

Press <kbd>G</kbd>, let go, then press the second key within a second. You only get the pages your sidebar shows. Hover over **Search** or the sidebar button to see its shortcut, and pages in Search show theirs too.

## Notifications

The bell at the top of the dashboard shows updates on your applications: interviews booked or moved, offers accepted or declined, feedback you owe, applications assigned to you, notes that [mention you](/help/candidate-record#mention-a-teammate), and email that didn't send. Click one to open the application. The footer counts new applications in your inbox.

To choose which updates reach you, go to **Settings** > **Preferences**. See [Preferences](/help/preferences#notifications).

## What each role sees

Your role decides which settings pages you can open. Everyone can use **Inbox**, **Jobs**, **Analytics**, and Search.

| Role | Settings pages |
| - | - |
| **Owner** | Everything, including **Plan** > **Billing** |
| **Admin** | **Personal**, **Organization**, **Hiring**, and **Connections**. No **Billing**. |
| **Member** | **Preferences**, and **Team** to see who's on your company. Members can't change the team. |

Only Owners see **Billing**, so only Owners change the plan or buy Agent credits. See [Team](/help/team) to change someone's role.

## Search

Search finds candidates, what notes and email say about them, jobs, settings, and actions, all from one box.

To open it, click **Search** in the sidebar, or press <kbd>⌘</kbd> <kbd>K</kbd> on Mac or <kbd>Ctrl</kbd> <kbd>K</kbd> on Windows. The shortcut doesn't work in Settings, or while you're typing in a field. Press <kbd>Esc</kbd>, the same shortcut again, or **Close** to leave.

Start typing. Results show what each one is:

| Result | What happens when you pick it |
| - | - |
| **Candidate** | Opens the application in the Inbox. Archived and rejected candidates show too. |
| **Mention** | A match in a note, an email, or a resume. Opens the application on that tab. |
| **Job** | Opens the job. |
| **Action** | Starts something, like **Post a job**. |
| **Go to** | Opens a page or a single setting. Pages show their shortcut, like **G then J**. |

Use **All**, **Applications**, or **Jobs** above the results to narrow them. Use the arrow keys to move and <kbd>Enter</kbd> to open.

### Quick actions

With nothing typed, Search lists actions you can start. Press <kbd>⌘</kbd> <kbd>K</kbd>, then <kbd>Enter</kbd>, to run the first one.

* **Post a job**
* **Invite a teammate**
* **New automation**
* **New email template**
* **Connect Zoom or Google**
* **Manage billing**

You only see actions for pages your role can open. For example, only Owners see **Manage billing**.

<Frame>
  <img src="https://mintcdn.com/hotfix/y9HLY1uUkJ4veGFS/images/help/search.png?fit=max&auto=format&n=y9HLY1uUkJ4veGFS&q=85&s=94c4efa9ca481ad953382b650c3d8dca" alt="Search with a query typed and results labeled Candidate and Job" width="1800" height="1125" data-path="images/help/search.png" />
</Frame>

## Agent

Agent is a chat assistant inside the app. Ask it about an application, a job, or an automation.

<Steps>
  <Step title="Open Agent">
    Click **Agent** at the bottom right of the app. On a phone, it opens full
    screen.
  </Step>

  <Step title="Ask">
    Type in the box and press <kbd>Enter</kbd>. Type `@` to point Agent at a
    specific applicant, job, or teammate.
  </Step>

  <Step title="Keep going">
    Use **New chat** to start over, and **Chat history** to open an earlier
    chat. **Expand** fills the main area with the chat, and **Collapse** shrinks
    it back.
  </Step>
</Steps>

Agent doesn't email candidates on its own. When it wants to send an email, create or rescind an offer, send a booking link, or cancel an interview, it shows a card with the details. Nothing happens until you click the action button on the card, like **Send email**. Click **Dismiss** to drop it.

Agent also shows a card before it:

* Rejects someone you didn't clearly ask it to reject by name. "Reject Dana" goes ahead; "Should we reject Dana?" shows a card.
* Turns an automation on, or changes an automation that's already on. Automations Agent creates start **Paused**.

Agent can't change how Hotfix looks or works. If you tell it something is broken, that you don't like part of the app, or that you want it to work differently, it says so and may add a **Feedback for the Hotfix team** card with a short draft. Nothing is sent from the card. **Review and send** opens **Feedback** with the draft, so you can change it before sending.

Under each reply, the thumbs up and thumbs down tell us whether the reply was right. Click the same one again to clear it.

Some pages have an **Ask Agent** button too. For example, when you have no automations, **Automations** offers **Ask Agent** to draft one.

### Agent credits

Each Agent reply uses Agent credits from a pool your whole company shares. Your plan includes credits each month. See [Plans](/help/set-up-hiring#plans).

* Plan credits reset each month. Credits you buy don't reset.
* Automations don't use credits.
* When credits run out, Agent says so until they reset or you buy more.

An Owner can check usage and buy more under **Settings** > **Billing** > **Agent credits**, with **Buy 500 credits**.

Agent needs an active plan. If your plan ends, Agent is turned off. See [When a plan ends](/help/set-up-hiring#when-a-plan-ends).


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