Canonical answers about how SourcingOS works.
Use Ask SourcingOS for conversational product help, sourcing guidance, and current external research when needed—or browse the canonical source material directly.
Open the full Ask SourcingOS assistant → · See what Ask SourcingOS knows → · Browse sourcing tips →
Browse help topics
Getting started with SourcingOS
Understand the core SourcingOS workflow: role intake, search planning, multi-source discovery, evidence review, Candidate 360, and recruiter approval.
Reviewed 2026-09-06Role strategyRequirements vs. search expansion
Learn why SourcingOS keeps explicit hiring requirements separate from synonyms, adjacent titles, nearby geographies, and discovery ideas.
Reviewed 2026-09-06EvidenceEvidence, inference, and confidence
How to interpret public evidence, inferred signals, missing information, and recruiter-confirmed facts in SourcingOS.
Reviewed 2026-09-06SearchHow source lanes work
Why SourcingOS treats sourcing as a portfolio of search hypotheses rather than one giant Boolean query.
Reviewed 2026-09-06Candidate reviewCandidate 360 and identity review
How SourcingOS combines candidate evidence without silently treating every matching profile as the same person.
Reviewed 2026-09-06VerificationClearance and license verification boundaries
Why public clearance or license language can support sourcing but should not be presented as current verified status without the proper verification process.
Reviewed 2026-09-06Data & privacyData provenance and contactability
Understand why training data, public professional evidence, production candidate evidence, and contact eligibility are separate concepts.
Reviewed 2026-09-06AI & trustHuman approval and AI actions
What SourcingOS AI can assist with and where recruiter control should remain explicit.
Reviewed 2026-09-06Candidate reviewWhy did this candidate appear in my results?
How to trace a candidate back to the role requirement, search lane, source, and evidence that caused SourcingOS to retain the result.
Reviewed 2026-09-06SearchWhat does “retained from discoveries” mean?
Understand the difference between raw source discoveries, identity-resolved candidates, evidence-fit retained results, and the final review slate.
Reviewed 2026-09-06Candidate reviewHow SourcingOS handles duplicate candidates and identity conflicts
Why duplicate profiles are resolved carefully and why uncertain identity matches should not be silently merged.
Reviewed 2026-09-06Contact dataHow primary contacts and alternative contact values should be interpreted
How SourcingOS presents a strongest available contact per channel while preserving lower-confidence alternatives and source context.
Reviewed 2026-09-06TroubleshootingWhy did my search return few or no useful candidates?
A troubleshooting sequence for low-yield searches that tests role constraints, source coverage, geography, evidence requirements, and query design.
Reviewed 2026-09-06SearchHow to interpret source contribution, overlap, and unique yield
Why raw profile volume is less useful than evidence-fit retained yield, duplication, and net-new contribution from each source.
Reviewed 2026-09-06VerificationHow to review a promising candidate with verification-sensitive requirements
What to do when a candidate looks strong but clearance, license, certification, or another critical requirement is not currently verified.
Reviewed 2026-09-06AI & trustHow to interpret an AI-generated search plan
How to review AI-proposed titles, skills, donor companies, nearby geographies, source lanes, and queries without letting the model silently change the role.
Reviewed 2026-09-06TroubleshootingWhat to do when candidate evidence or contact data looks wrong
How recruiters should treat conflicting evidence, identity errors, stale profile data, and bad contact observations.
Reviewed 2026-09-06Role strategyHow role memory and recruiter feedback should be interpreted
How SourcingOS uses role-scoped recruiter context without treating every click or one-off preference as a universal recruiting rule.
Reviewed 2026-09-06Current categories
Getting started · Role strategy · Evidence · Search · Candidate review · Verification · Data & privacy · AI & trust · Contact data · Troubleshooting