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Filters and evaluation criteria: how they work and how they differ

Filters exclude anyone who doesn't meet the minimum requirements; criteria give a weighted score with a minimum passing score.

Updated on Oct 12, 2026

Filters exclude a candidate if a minimum requirement is missing. Criteria don't exclude: they give a score that must reach the Minimum passing score.

Where to find it: Recruiting → Job roles → open the job role → Evaluation block → Edit. For a single campaign: campaign → Settings tab → Conversation block → Criteria → Edit.

The difference in short

FiltersEvaluation criteria
What they're forExcluding anyone who doesn't meet the minimum requirementsEvaluating those who remain
EffectFailing a single filter makes the candidate not eligibleScore weighted by importance
ExampleNot available for weekend shifts → not eligibleExperience: more than 1 year = High, 6-12 months = Medium, less than 6 months = Low
Linked questionRequiredRecommended

Evaluation block of a job role with a filter, criteria and minimum score

Steps: set up filters

  1. Open the job role and click Edit in the Evaluation block.
  2. In the Filters section, turn on the ones you need.
  3. For a different requirement, click Add filter and create a Custom filter. Write the condition, e.g. The candidate MUST be available to work shifts.
  4. Link the filter to the question that checks it.

Steps: set up criteria

  1. In the Evaluation criteria section, click Add criterion (e.g. Experience).
  2. Link the question the agent takes the answer from.
  3. Describe the answers for the three levels: Low, Medium, High.
  4. Give each criterion a Weight (importance). The total must be 100%.
  5. Set the Minimum passing score (e.g. 60).
  6. Save.

Good to know

  • The final score is the sum of each criterion's score, weighted by importance.
  • If the weights don't add up to 100%, the app warns you and you can normalize the weights automatically.
  • Each criterion has a percentage importance and three levels: Low, Medium, High.
  • Below the minimum score, the candidate is marked not eligible.
  • Use filters only for truly essential requirements. One filter too many rejects good candidates.
  • Avoid giving almost all the weight to a single criterion: it skews the result.
  • Test the setup with Test the conversation: once with eligible answers, once with not-eligible ones.

Standard filters and availability filters

  • Standard filters (for example having a car, availability and age) have a linked question, which the agent asks the candidate. The question stays saved in the job role even if you turn the filter off.
  • The availability filters you set in the app are also part of the candidate's evaluation.

Common issues

A filter doesn't seem to work. Check that it's linked to a question. Without a question, the filter isn't evaluated.

Too many candidates are rejected. Check which filters are on and whether the minimum score is too high. See also Why did the agent discard a candidate?

I changed the minimum score but candidates already evaluated keep the same outcome. Changes to criteria, filters and questions only apply to new conversations: anyone already evaluated keeps their outcome.

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