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

# Stardex Help Center

> Setup instructions, product guides, customization, and integrations for Stardex.

Find setup instructions, daily workflows, customization options, and integrations for Stardex.

<CardGroup cols={2}>
  <Card title="Getting Started" icon="rocket" href="#getting-started">Set up your account, import data, and learn Stardex.</Card>
  <Card title="Core Features" icon="layer-group" href="#core-features">Explore recruiting, outreach, sourcing, reporting, and CRM workflows.</Card>
  <Card title="Settings & Customization" icon="sliders" href="#settings-%26-customization">Tailor Stardex to your team and manage access.</Card>
  <Card title="Integrations" icon="plug" href="#integrations">Connect email, calendars, notetakers, voice tools, and AI assistants.</Card>
</CardGroup>

## Getting Started

General info about how to get set up

[Stardex 101 Guide](/help-center/stardex-101-guide)

[Custom fields](/help-center/custom-fields)

[Tracking upcoming interviews](/help-center/tracking-upcoming-interviews)

[Mobile app](/help-center/mobile-app)

[Importing your LinkedIn connections](/help-center/importing-your-linkedin-connections)

[Bulk import candidates / clients / companies / resumes](/help-center/bulk-import-candidates-clients-companies-resumes)

[Moving candidates through the pipeline](/help-center/moving-candidates-through-the-pipeline)

***

## Core Features

List of core features and relevant docs

### Daily workflows

[Your Home page: what's on your dashboard](/help-center/your-home-page-what-s-on-your-dashboard)

[Active Candidates: tracking candidates across all your jobs](/help-center/active-candidates-tracking-candidates-across-all-your-jobs)

[Lists: organizing candidates and companies](/help-center/lists-organizing-candidates-and-companies)

[Tasks: staying on top of your to-dos](/help-center/tasks-staying-on-top-of-your-to-dos)

[Task Management](/help-center/task-management)

[AI Activity Updates](/help-center/ai-activity-updates)

[Scorecards](/help-center/scorecards)

[Client Sharable Link (Client Portal)](/help-center/client-sharable-link-client-portal)

[Target companies](/help-center/target-companies)

[Automations](/help-center/automations)

### Engagement

[Setting up your multi-step outreach campaign](/help-center/setting-up-your-multi-step-outreach-campaign)

[Advanced campaign features](/help-center/advanced-campaign-features)

[AI variables](/help-center/ai-variables)

[Bulk emailing candidates or clients](/help-center/bulk-emailing-candidates-or-clients)

[“Do Not Contact” / Off-limits Lists](/help-center/do-not-contact-off-limits-lists)

[Syncing LinkedIn Messages into Stardex](/help-center/syncing-linkedin-messages-into-stardex)

[Blocking Campaign Progression on Task Completion](/help-center/blocking-campaign-progression-on-task-completion)

[**Unsubscribe link in campaign emails**](/help-center/unsubscribe-link-in-campaign-emails)

### Public Job boards

[Making a job public](/help-center/making-a-job-public)

[LinkedIn Job Ad Responses](/help-center/linkedin-job-ad-responses)

[Application Notifications](/help-center/application-notifications)

### Sourcing

[Searching your database with AI](/help-center/searching-your-database-with-ai)

[Sourcing agent](/help-center/sourcing-agent)

[One-click sourcing via Chrome extension](/help-center/one-click-sourcing-via-chrome-extension)

[Research Agents](/help-center/research-agents)

[Finding contact information (data enrichment)](/help-center/finding-contact-information-data-enrichment)

### People

[**Using Location and Recent Engagement Filters to Refine People Searches**](/help-center/using-location-and-recent-engagement-filters-to-refine-people-searches)

[**Share People Search Results** ](/help-center/share-people-search-results)

### Reports

[Reports](/help-center/reports)

[Reports on custom fields](/help-center/reports-on-custom-fields)

[Placement Fee Tracking & Commissions](/help-center/placement-fee-tracking-commissions)

### Calendar and notetaker

[Connect your calendar and enable Stardex notetaker!](/help-center/connect-your-calendar-and-enable-stardex-notetaker)

[Meeting recordings, transcripts, and summaries](/help-center/meeting-recordings-transcripts-and-summaries)

### CRM

[Using Stardex CRM for business development](/help-center/using-stardex-crm-for-business-development)

[Companies: your company database and research tool](/help-center/companies-your-company-database-and-research-tool)

### Webhooks

[Webhooks](/help-center/webhooks)

***

## Settings & Customization

Stardex is designed to be highly customizable

[Customize profile view](/help-center/customize-profile-view)

[Custom domain for share links](/help-center/custom-domain-for-share-links)

[Job board customization](/help-center/job-board-customization)

[Customize job pipeline stages](/help-center/customize-job-pipeline-stages)

[Tracking Multiple Interview Rounds with Custom Pipeline Stages](/help-center/tracking-multiple-interview-rounds-with-custom-pipeline-stages)

[Setting up a job](/help-center/setting-up-a-job)

[Extension settings](/help-center/extension-settings)

[User roles, permissions, and team setup](/help-center/user-roles-permissions-and-team-setup)

[Confidential Jobs / Internal Search](/help-center/confidential-jobs-internal-search)

[Editing templates (email, summaries, scorecards, meeting notes)](/help-center/editing-templates-email-summaries-scorecards-meeting-notes)

[Customizing table column layouts for users](/help-center/customizing-table-column-layouts-for-users)

[Team Knowledge Base](/help-center/team-knowledge-base)

[Merging duplicates](/help-center/merging-duplicates)

[Keyboard shortcuts](/help-center/keyboard-shortcuts)

### Email & other integrations

Stardex connects Google, Microsoft, notetakers, VoIP, WhatsApp, and API keys from **Settings → Email & other integrations**.

[Email & other integrations](/help-center/email-other-integrations)

[Email and calendar syncing](/help-center/email-and-calendar-syncing)

[Connecting Multiple Mailboxes](/help-center/connecting-multiple-mailboxes)

[Calendar Stage Automation](/help-center/calendar-stage-automation)

[Resume Forwarding & Email Intake](/help-center/resume-forwarding-email-intake)

[Email deliverability : Best Practices](/help-center/email-deliverability-best-practices)

[Setting up Stardex for Microsoft 365](/help-center/setting-up-stardex-for-microsoft-365)

[Blocking domains and email addresses from syncing](/help-center/blocking-domains-and-email-addresses-from-syncing)

[Adding / Removing team members to your account](/help-center/adding-removing-team-members-to-your-account)

[Email & calendar sharing controls](/help-center/email-calendar-sharing-controls)

### Backup

[Requesting a data backup](/help-center/requesting-a-data-backup)

### Compliance and do not contact settings

[GDPR compliance: data subject requests, Article 14 notices, retention, and Do Not Contact](/help-center/gdpr-compliance-data-subject-requests-article-14-notices-retention-and-do-not-contact)

[Single Sign On](/help-center/single-sign-on)

***

## Integrations

Stardex connects Google, Microsoft, notetakers, VoIP, WhatsApp, and API keys from **Settings → Email & other integrations**. Start with the overview, then use the guides below.

Stardex can integrate with most software through Zapier

<Icon src="/images/integrations/zapier.svg" size={20} className="my-0 mr-2 align-middle" /> [Zapier setup](/help-center/zapier-setup)

<Icon src="/images/integrations/ringcentral.png" size={20} className="my-0 mr-2 align-middle" /> [Ringcentral Call Widget](/help-center/ringcentral-call-widget)

<Icon src="/images/integrations/fireflies.png" size={20} className="my-0 mr-2 align-middle" /> [Fireflies](/help-center/fireflies)

<Icon src="/images/integrations/ringcentral.png" size={20} className="my-0 mr-2 align-middle" /> [RingCentral Transcripts](/help-center/ringcentral-transcripts)

<Icon src="/images/integrations/claude.svg" size={20} className="my-0 mr-2 align-middle" /> [Claude connector](/help-center/claude-connector)

<Icon src="/images/integrations/chatgpt.svg" size={20} className="my-0 mr-2 align-middle" /> [ChatGPT connector](/help-center/chatgpt-connector)

<Icon src="/images/integrations/gemini.png" size={20} className="my-0 mr-2 align-middle" /> [Gemini Google Connector](/help-center/gemini-google-connector)

<Icon src="/images/integrations/claude.svg" size={20} className="my-0 mr-2 align-middle" /> [Advanced: Claude Code](/help-center/advanced-claude-code)

<Icon src="/images/integrations/ringover.svg" size={20} className="my-0 mr-2 align-middle" /> [Ringover Integration](/help-center/ringover-integration)

<Icon icon="key" size={20} className="my-0 mr-2 align-middle" /> [API Keys](/help-center/api-keys)

<Icon src="/images/integrations/metaview.png" size={20} className="my-0 mr-2 align-middle" /> [Connecting Metaview to Stardex](/help-center/connecting-metaview-to-stardex)

<Icon src="/images/integrations/granola.png" size={20} className="my-0 mr-2 align-middle" /> [Granola Integration](/help-center/granola-integration)

<Icon src="/images/integrations/openclaw.png" size={20} className="my-0 mr-2 align-middle" /> [Integrating Stardex with your OpenClaw](/help-center/integrating-stardex-with-your-openclaw)

<Icon src="/images/integrations/whatsapp.svg" size={20} className="my-0 mr-2 align-middle" /> [WhatsApp Integration](/help-center/whatsapp-integration)

### Other integrations

<Icon src="/images/integrations/quil.png" size={20} className="my-0 mr-2 align-middle" /> [Quil](https://help.quil.ai/en/stardex-integration)

<Icon src="/images/integrations/pin.png" size={20} className="my-0 mr-2 align-middle" /> [Pin](https://docs.pin.com/integrating-with-stardex)

<Icon src="/images/integrations/metaview.png" size={20} className="my-0 mr-2 align-middle" /> [Metaview](https://support.metaview.ai/integrations/ats-integrations/stardex)

<Icon src="/images/integrations/claude.svg" size={20} className="my-0 mr-2 align-middle" /> [Claude Skills](/help-center/claude-skills)

<Icon icon="shield-check" size={20} className="my-0 mr-2 align-middle" /> [How Stardex Uses AI — Security, Models & Data Handling](/help-center/how-stardex-uses-ai-security-models-data-handling)

***


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