Career Coach
Your customised AI WhatsApp coach
that speaks in your tone of voice, keeps candidates warm, and surfaces new roles, counter-offer risks, and leads you'd otherwise miss
WhatsApp-native
Always-on
CRM auto-sync
Signal detection
Good morning, Sophie ☀️
Across 94 candidates — 5 new signals, 2 check-ins overdue, 3 tasks needing action today
94
Active candidates
↑ 12 this month
5
New signals today
↑ 2 since yesterday
3
Actions needed
Needs attention
Tasks needing action All candidates →
JC
Follow up — James Carter referral lead
Colleague at Meridian may be open to move
This week
SO
Review Sarah Okonkwo — competitor risk
No follow-up recorded in 2 days
Urgent
PM
Acknowledge Priya Mehta — promotion
Promoted to Head of Design at Vertex
Today
LN
Lena Novak — 90-day check-in due Friday
Orion Group · not yet triggered
Due Fri
Recent activity Signals →
James Carter
Referral signal + promotion detected in 90-day check-in
2h ago
Priya Mehta
Promoted to Head of Design · Vertex · CRM auto-updated
5h ago
Marcus Bell
Move intent detected for Q2 · pipeline tag added
Yesterday
Sarah Okonkwo
Hiring signal at Kestrel · BD alert sent to Tom B.
2 days ago
Tom Farrell
30-day check-in replied · positive, no risk flags
2 days ago
CandidateCompanyLast contactEngagementStatusSignal
JC
James Carter
Senior PM
Meridian Tech
Today
● Active
🔔 Referral
PM
Priya Mehta
Head of Design
Vertex
5h ago
⚠ Overdue
↑ Promoted
SO
Sarah Okonkwo
VP Engineering
Kestrel
2 days ago
⚠ At risk
🏢 Hiring
MB
Marcus Bell
Engineering Lead
Torque
Yesterday
● Active
Move intent Q2
TF
Tom Farrell
Product Manager
Cascade Labs
2 days ago
● Active
No signals
DK
David Kim
Product Director
Fintero
3 weeks ago
Annual due
No signals
LN
Lena Novak
Senior Designer
Orion Group
4 days ago
● Active
No signals
+ 87 more candidates · use filters to narrow
JC
James Carter
● Active🔔 Referral
PM
Priya Mehta
⚠ Overdue↑ Promoted
SO
Sarah Okonkwo
⚠ At risk🏢 Hiring
MB
Marcus Bell
● ActiveMove intent Q2
TF
Tom Farrell
● ActiveNo signals
DK
David Kim
Annual dueNo signals
LN
Lena Novak
● Active
+ 87 more candidates · use filters to narrow
← Back to Candidates
Viewing candidateSwitch ▾
JC
James Carter
Senior Product Manager · Meridian Tech
● Active⚠ Monitor🔔 Signal
Relationship health
Trust scoreHigh
Engagement86%
Likely to moveMedium
Counter-offer riskLow
What the AI remembers
⚽
Supports Chelsea FC
Noted 14 months ago
📈
Promoted to Senior PM · Feb 2026
Meridian · CRM auto-updated
🎯
Wants leadership in 12 months
Stated June 2025
⚠️
Difficult manager relationship
Flagged for consultant
👥
Colleague may be open to move
Product team · today
💬
Prefers WhatsApp to calls
Stated preference
Relationship timeline
Placed at Meridian Tech
March 2025
9 mo
30-day check-in
Positive, settling in
8 mo
90-day · 3 signals detected
Promotion + referral + manager risk
Today
🎯
Career Coach
WhatsApp
Interview Prep · 14 March 2025
Companion
Hi James — your interview at Meridian is tomorrow at 10. Want to do a quick run-through? I can help you open strongly and handle any tricky questions.
09:02
James
Yeah that'd be good. A bit nervous about the "why are you leaving" question.
09:06
Companion
Understandable — but you have a clean answer here. You're not running away from anything; you're running toward something specific: building product at scale. Want me to show you how to frame it?
09:06
James
Yes please
09:07
Companion
Try: "I've built well in a structured environment — now I want to do it somewhere moving faster, where my decisions have bigger consequences." Honest, confident, forward-facing. Your version?
09:08
James
The thing that energises me is building fast with real constraints. This role feels like that.
09:12
Companion
That's better than my version. "Building fast with real constraints" is memorable. Don't lose that line. Good luck tomorrow — you're ready.
09:13
90-Day Check-in · 18 June 2025
Companion
James — three months at Meridian. How are you settling in? Also — how are Chelsea doing these days? Still ruining your weekends? 😄
10:05
James
Haha yeah as per usual. Job's good mostly — manager is a bit difficult but I'm managing. Enjoying the product challenges.
10:23
Companion
Glad the work itself is landing. A difficult manager is worth keeping an eye on. Style mismatch or something more structural?
10:24
James
Bit of both. Anyway — they've told me I'm being promoted to Senior PM. Unexpected but I'll take it.
10:28
Companion
Congratulations — Senior PM in under three months is a real statement of confidence. Does it change how you're thinking about the next year? I remember you mentioned wanting a leadership track.
10:29
James
Still the goal. Maybe 12 months away now rather than 6. One of my colleagues — another PM, really talented — was saying they're thinking of looking around. Not saying much more but it's not just me finding things heavy.
10:32
Companion
Good to know — no pressure to share more. When the moment feels right — 6 months or 18 — you've got a strong story to tell. Sophie will want to know early.
10:33
↑
Recruiter intelligence
Live
🔔 Referral↑ Promoted⚠ Risk
Readiness & risk
Interview readiness82%
Counter-offer riskLow
Likelihood to accept75%
Signals today
🔔 Referral — colleague may be open to move
✓ Promotion — Senior PM · CRM updated
⚠ Manager friction — monitor at offer stage
📅 Leadership — 12-month horizon
CRM sync — this candidate
📈
Promotion synced
PM → Senior PM
10:34✓ Synced
🔔
Referral tag added
"Referral opp. pending"
10:34✓ Synced
⚠️
Manager risk flagged
Tag + consultant alert
10:34Review
Suggested next action
Follow up with James in 2–3 weeks. Ask casually about the colleague — don't lead with it. Relationship is warm; gentle conversation, not a hard ask.
Signals — Intelligence from candidate conversations
What the AI has learned across 94 candidates. Discoveries spanning move intent, promotions, hiring activity, referrals, and market shifts.
18
All signals
↑ 6 vs last month
3
Move intent
↑ 1 new
3
Referral leads
↑ 1 new
5
Promotions
New this month
2
Hiring signals
BD opportunities
4
Salary changes
Expectation shifts
🔔 Referral leadConfidence: HighToday · 10:33
JC
James Carter
Senior PM · Meridian Tech · 90-day check-in
James mentioned a colleague in the product team at Meridian is "thinking of looking around." He described them as "really talented" and the signal is credible — he volunteered it unprompted.
"One of my colleagues — another PM, really talented — was saying they're thinking of looking around. It's not just me finding things a bit heavy."
🏢 Hiring signalConfidence: High2 days ago
SO
Sarah Okonkwo
VP Engineering · Kestrel · 6-month check-in
Sarah mentioned Kestrel is actively expanding engineering and product. She referenced 4–5 new PM roles in Q2. BD opportunity — Kestrel is not a current Halcyon client.
"We're growing fast — I think there are 4 or 5 new PM roles coming in Q2, plus senior engineers too."
📈 Move intentConfidence: MediumYesterday
MB
Marcus Bell
Engineering Lead · Torque · 6-month check-in
Marcus indicated readiness to explore from April. Primary push factor: lack of ownership at Torque. Timeline is concrete and the signal is credible given previous check-in context.
"From April I'd probably be willing to hear what's out there. I need more ownership than I'm getting right now."
↑ Promotion detectedConfidence: HighToday
PM
Priya Mehta
Head of Design · Vertex · 6-month check-in
Priya confirmed promotion to Head of Design last month. CRM auto-updated. Job matching criteria should be refreshed — seniority and salary expectations have shifted significantly.
Signal breakdown — this month
Promotions5
Salary changes4
Move intent3
Referral leads3
Hiring signals2
Competitor interview1
Most active sources
James Carter
3 signals · 90-day check-in
Today
Priya Mehta
1 signal · promotion confirmed
Today
Marcus Bell
2 signals · move intent + salary
Yesterday
Sarah Okonkwo
2 signals · hiring + competitor
2 days ago
Intelligence value — this month
3
Referral leads
2
BD opportunities
5
Promotions
3
Move-ready
CRM Sync
Structured updates written back to Bullhorn ATS across all candidates
📈
James Carter — promotion synced
PM → Senior PM · Meridian Tech
10:34 today✓ Synced
📈
Priya Mehta — promotion synced
PM → Head of Design · Vertex
5h ago✓ Synced
⚠️
James Carter — manager risk tag
"Watch: manager friction" — awaiting review
10:34 todayNeeds review
💰
James Carter — salary expectation updated
£85k → £100k+ post-promotion
YesterdayQueued
⚡
Sarah Okonkwo — departure risk
Competitor interview — status update recommended
2 days agoNeeds review
Companion Behaviour
Controls when the companion reaches out, how it coaches, and what it does at each lifecycle stage.
Post-placement schedule
ActiveAuto check-ins enabled
Dormant re-engagement
ActiveAuto re-engage after 90 days
Interview prep trigger
ActiveAuto-start when interview confirmed
Counter-offer coaching
ActiveEnabled at offer stage
Messaging Tone
Defines the companion's voice, warmth, message length, and brand vocabulary for Halcyon Search.
Tone dials
FormalityWarm professional
FormalCasual
HumourOccasional, light
Message lengthConcise
BriefDetailed
Brand voice rules
Memory Retention
Controls what the companion stores and how personal context is used in conversation.
Personal detail storage
ActiveRetain personal context
Career goal tracking
ActiveTrack ambitions & goals
CRM Sync Rules
Controls what gets written back, which triggers are automatic, and what requires review.
Auto-update triggers
Promotion → update title, seniority, milestoneAuto
Salary stated → update salary bandAuto
Manager friction → tag + alert consultantReview
Open to move → tag + create diary taskAuto
Custom rules — Halcyon
Signal Detection
Defines signal types, priority levels, and routing rules.
Signal types & priority
Departure intentHigh
Hiring activityHigh
Promotion detectedMedium
Referral leadTrack
Alert routing
Escalation & Compliance
When the companion must defer to a human and how opt-outs are handled.
Escalation triggers
Candidate distress — pause immediatelyImmediate
Legal / compliance — pause, notify managerImmediate
Counter-offer accepted — flag for recoveryUrgent
Candidate requests human — always honourAlways
Opt-out protocol
Integrations
Connect to ATS, CRM, and messaging platforms.
🔗
Bullhorn ATS
CRM sync · candidate records · task creation
● Connected
💬
WhatsApp Business API
Primary messaging channel
● Connected
📧
Slack
Signal alerts · recruiter notifications
● Connected
📱
SMS / Twilio
Fallback messaging channel
Not connected
Team & Access
Manage who can view candidates, configure settings, and receive alerts.
SR
Sophie R.
Senior Consultant · Admin
TB
Tom B.
Managing Consultant · Admin
LK
Laura K.
Consultant · Member
RN
Rohan N.
Associate · View only
Automations
Active lifecycle workflows running across the candidate portfolio
💬
Interview prep sequence
Auto-triggers 48–72h before confirmed interview date. Runs motivation framing, rehearsal, question planning, close coaching.
Active94 candidates eligible
🔁
Post-placement check-in schedule
30-day, 90-day, 6-month, and annual check-ins triggered automatically for placed candidates.
Active18 candidates in cycle
😴
Dormant re-engagement
Candidates inactive for 90+ days receive a warm, personalised message referencing something from memory. Never a sales message.
Active11 candidates in queue
⚡
Signal detection & CRM enrichment
Runs continuously across all conversations. Detects signals, writes structured updates to CRM, and routes alerts to the right consultant.
Running91% enrichment rate
Settings
Workspace preferences, notifications, and account settings
Notifications
New signal alerts
Check-in reminders
CRM sync errors
Weekly desk summary