An AI Desk is the working unit of PlacementFlow — it owns a persona, an outreach inbox, and its own screening setup. Creating one takes about two minutes once your mailbox is connected.
| Field | What it does |
|---|---|
| Desk name | Internal label, e.g. "Senior Dev Desk" |
| Persona name | The name outreach is signed as — your own, a colleague's, or an AI persona name |
| Job title (optional) | Shown alongside the persona, e.g. "Senior Recruitment Consultant" |
| Calendar booking link (optional) | Sent when a candidate wants a call; a teammate attends the booked slot |
| WhatsApp number (optional) | A direct personal number candidates can reach you on |
| Assigned manager | The team member who reviews this desk's queues |
| Outreach inbox email | Must be a mailbox you've already connected — this is the desk's warm-sending identity |
| Internal notes | Briefing notes for your team |
A desk with a connected mailbox assigned is active immediately. A desk created without one starts paused — assign a connected inbox to bring it live. If you haven't connected a mailbox yet, the form links you to Settings → Email Accounts first.
An active desk unlocks the full loop: sourcing campaigns, the Playground dry-run, conversational screening on the desk's questionnaire, submissions from its inbox, and the desk health score on the Slots page.
Two different things build sending reputation, and only one of them involves you:
If you've used tools where you managed per-mailbox warmup calendars: that concept doesn't exist here.
A desk isn't locked to one kind of work. It can run candidate sourcing briefs and business development briefs side by side — the same desk that fills roles can also prospect for new clients. Desks have a sensible limit on concurrent active briefs to keep quality high.