--- title: Getting Around Pin's New Navigation slug: getting-around-pins-new-navigation icon: 🧭 createdAt: 2026-11-02T18:11:25.092Z --- Pin's navigation has a new layout designed to get you to your candidates and answers faster, with fewer menus and less clicking. This guide walks through what changed, where everything lives now, and what's new along the way. Don't feel like reading and just want a start to end of first job creation guide? See [Onboarding](https://docs.pin.com/). # What Changed Previously, each job had its own long menu with the AI Agent, Sourcing, Candidates, Outreach, Inbox, Reports, and Job Settings. Finding an answer usually meant opening a job and digging through those menus. Now, the sidebar is split into two parts: - **Top section (all your positions):** Home, Inbox, Sequences, Contacts, Notes, and Reports - **Bottom section (the job you're working on):** Overview, Sourcing, Messages, Candidates, Sequence, and Pipeline Use the job picker between the two sections to switch which job you're working on. It lets you browse **All Positions**, **Mine**, **Bookmarked**, and **Archived**, filter by **Hiring For**, search, or click **+ New Position**. You can also click **+ New** next to **My Positions** to create a job. ![The new sidebar, split into an all-positions section and a job section](https://api.archbee.com/api/optimize/JtqPsvk-s0xQ7dgMBVpor/lWC_e8oIDAWig8U5TJK4F_home-sidebar.png) *** # Across All Your Positions ### Home Home is new. It's your starting point to see how your agents are doing across **Sourcing**, **Sequence**, **Replies**, and **Meetings**, and where your attention is needed. Use **My Positions** / **All Positions** at the top and the date picker (for example, **Last 7 Days**) to change what you see. The table at the bottom lists each position with its Sourcing, Sequence, Replies, and Meetings status. Use the **All**, **Needs attention**, and **Set up** tabs to narrow down to the positions that need something from you. ### Inbox Inbox brings every reply into one place. - Switch between **Mine** and **All** at the top to see your replies or everyone's, or use **Position** to filter to a single job. - Replies that need a response are shown first (**Needs Response First**). ### Sequences Sequences now has its own overview so you can see how outreach is performing across your positions, from candidates added all the way to interested. Under **Sequences** in the sidebar you'll also find: - **Errors** – candidates whose outreach stopped and needs review - **Outreach Queue** – messages waiting to go out - **Recently Sent** – messages that have just been sent ### Contacts **Candidates across all jobs are now called Contacts.** Contacts shows everyone across your positions. Cards at the top show **All contacts**, **In Sequence**, **Active** (replied or interviewing), and **Archived**. Click one to see those contacts, then use the status tabs, **Views**, **Filter**, and **Columns** to narrow the list. See [View all contacts and conversations](https://docs.pin.com/view-all-candidates-and-conversations) for details. ![Contacts](https://api.archbee.com/api/optimize/JtqPsvk-s0xQ7dgMBVpor/x0noDt6CHG_h51TfFydv3_contacts-new-layout.png) ### Notes Notes is where you take and keep meeting notes. Switch between **My notes** and **All notes**, click **New Note** or **Join call**, and link a note to a candidate with **Add candidate**. Each note has **Note**, **Summary**, and **Questions** tabs, and you can **Dictate** or **Join a meeting** from a note. ### Reports Reports now has one picker at the top of the page. Use **My Positions**, **All Positions**, or **Positions** to drill down to a set of positions or see your whole team in total. Reports includes three views: **Communications Insights**, **Pipeline Insights**, and **Team Activity**. ### Search Search now finds positions as well as contacts, so you can jump straight to either one from the search bar at the top of the sidebar. ### Settings Settings now opens in a single window. Click your name in the bottom-left corner and select **Settings**. It's organized into **Your Account**, **Your Team**, **Global Preferences**, **Integrations**, and **Content**. *** # Inside a Job ### Overview A job's **Overview** shows its key numbers (Candidates Added, Messaged, Open Rate, Replied), message activity, and history. The panel on the right is where you now change the job's **Owner**, **Hiring Company**, **Visibility**, and **Project**, connect an ATS, edit the job description, and manage **Company Lists** (Preferred and Do Not Source). This replaces the old **Job Settings → Position Details** tab. **Archive Position** is at the top right. ### Sourcing and the AI Agent Sourcing now opens the AI Agent, so the agent and your searches live in one place. Your saved searches are listed under the agent in the sidebar, along with **+ New Search**. The panel on the right shows current agent activity and anything waiting for you, along with the status of Search Criteria, Sourcing, Sequence, Replies, and Meetings. The buttons at the top right let you **Edit Criteria**, open the **Talent Report**, open **Candidates**, **Review Sequence**, or hide and show the agent panel. ### Turning the Agent On If an agent is paused or only partly on, you'll see it at the top of the right panel. Use **Resume** (or **Turn on all**) to turn it back on. ### Messages **Messages** shows the conversations with candidates for this job only. To see replies across all your jobs, use **Inbox** in the top section. ### Candidates The job's **Candidates** page holds everyone for the role. Its views are: - **Review Queue** – candidates waiting for you to approve or decline (this is where your Maybes now live) - **Manually Added** – candidates you added yourself - **In Outreach** – candidates currently in the sequence - **In Communication** – candidates you're actively talking to - **Declined** – candidates you declined - **All Candidates** – everyone for the role ![Candidates → Review Queue](https://api.archbee.com/api/optimize/JtqPsvk-s0xQ7dgMBVpor/zUkZ2dlAJKECIsiuEdvBa_candidates-review-queue.png) From here you can **Add Candidates**, use **Bulk Actions** (Approve All, Decline All), **Export**, **Approve All**, or **Request Review**. Select candidates with the checkboxes to **Approve**, **Decline**, **Remove from Review**, or **Move** them to another job. ### Sequence Each job's **Sequence** page now opens on an overview of how outreach is going, step by step, including how many candidates have been added, contacted, opened, replied, and are interested. Under **Sequence** in the sidebar you'll also find the job's **Errors**, **Outreach Queue**, **Recently Sent**, and **Edit Sequence**. **Outreach Preferences**, **Outreach Automations**, **Outreach Errors**, and **Knowledge Base** for the job are in the left panel of the sequence editor. *** # Quick Reference: Where Did It Go? | If you're looking for... | You'll now find it in... | | ---------------------------------- | ----------------------------------------------- | | Candidates (across all jobs) | **Contacts** | | Replies from all your jobs | **Inbox** (top section) | | Replies for one job | **Messages** (inside a job) | | Outreach performance across jobs | **Sequences** (top section) | | The AI Agent for a job | **Sourcing** (inside a job) | | Your Maybes / shortlist | **Candidates → Review Queue** (inside a job) | | Candidates you're actively working | **Candidates → In Outreach / In Communication** | | Outreach for a job | **Sequence** (inside a job) | | A job's outreach performance | **Sequence** (inside a job) | | Job Settings → Position Details | **Overview** (right panel, inside a job) | | Archived jobs | Job picker → **Archived** | | Team, members, billing, presets | **Settings** (click your name, bottom-left) | | A specific position | **Search** at the top of the sidebar | *** # Frequently Asked Questions ### Where did the Shortlist go? It's now called the **Review Queue**. Open the job, select **Candidates**, then **Review Queue**. Candidates you **Approve** move to **In Outreach** and go through the job's sequence. Candidates you **Decline** move to **Declined**. To see everyone for the job in one list, select **All Candidates**. ### Where are the candidates I sourced? Your searches are listed under **Sourcing** in the job's sidebar, below **Agent**. Click a search to see its results. Candidates you've reviewed are on the job's **Candidates** page. To see candidates across all your jobs, use **Contacts** in the top section. ### Do I have to use the AI Agent? No, the agent is optional. If a job's **Sourcing** item shows **Set up**, the agent hasn't been set up for that job. To run a search yourself, open the job and click **+ New Search** under **Sourcing**. You can then review candidates and add them to the sequence manually. ### How do I pause or turn off the AI Agent? Open the job and select **Sourcing → Agent**. The panel on the right shows whether the agent is on and what it's allowed to do: - To stop new candidates being approved automatically, open **Sourcing** in the panel and turn off **Auto-approve matches**. Candidates will wait in the Review Queue for you. - To stop outreach, open **Sequence** in the panel and turn off **Send the sequence**. - To pause the agent completely, type **pause** in the agent chat. Type **resume**, or click **Resume** at the top of the panel, to turn it back on. The sidebar shows **PAUSED** next to **Sourcing** or **Sequence** when they're stopped, and **LIVE** when they're running. ### Can I close the AI chat or get more room for candidates? The chat stays on the agent view, but you can give your candidates the whole screen: 1. On **Sourcing → Agent**, click the **Candidates** button at the top right (or **Review candidates** below the chat). 2. Click **Fullscreen** at the top of the Candidates panel. Click **Exit fullscreen** to go back. 3. Use the view menu to switch between **Compact View**, **Detailed View**, and **Table View**. You can also hide the status panel on the right with the **Hide Agent panel** button at the top right. To run a search without the agent, click **+ New Search** under **Sourcing**. ### How do I filter candidates by Fit score? Open the Candidates panel from **Sourcing → Agent**, click the view menu (for example, **Compact View**), and choose a **Minimum Fit Score**, from **All** down to **5+**. To change the minimum Fit score the agent uses, click **Edit Criteria**. ### Where's the pipeline for all my jobs? The all-jobs Pipeline board was removed in the new navigation. **Pipeline** is now per job: choose the job, then select **Pipeline** to see and drag candidates between stages. We're looking at bringing back an all-jobs version. To see candidates across all your jobs, use **Contacts** in the top section. The **Active** card shows everyone who has replied or is interviewing. You can also use **Filter → Stage** or **Filter → Project** to narrow the list. ### Where did Outreach go? Outreach is now called **Sequence**. Inside a job, select **Sequence** to see how outreach is performing. Under it you'll find **Errors**, **Outreach Queue** (steps waiting for you, such as manual emails or calls), **Recently Sent**, and **Edit Sequence**. To see outreach across all your jobs, use **Sequences** in the top section. ### Where are a job's settings (Position Details)? On the job's **Overview** page. Use the panel on the right to change the job's owner, hiring company, visibility, project, ATS connection, job description, and company lists. Settings that affect outreach are in **Sequence → Edit Sequence**, in the left panel: **Outreach Preferences**, **Outreach Automations**, **Outreach Errors**, and **Knowledge Base**. ### How do I stop Pin from answering candidates or scheduling meetings automatically? These are set per job. Open the job, select **Sequence → Edit Sequence → Outreach Automations**, then: - Set **Answer candidate questions** to **Create drafts** so Pin drafts replies for you instead of sending them. - Set **Schedule a meeting if candidate qualifies** to **Do not schedule**. Team-wide defaults for everything else, such as your calendar, event duration, and nudges, are in **Settings → Global Preferences → Outreach Automations**. Click your name in the bottom-left corner to open Settings. ### How do I see replies for just one job? Open the job and select **Messages**. You can also open **Inbox** in the top section and use the **Position** filter. ### Where can I see open rates? For open rates across your jobs, go to **Reports → Communications Insights**. Use the picker at the top to choose positions and a date range. For a single job, select **Sequence**: the overview shows how many candidates were contacted, opened, replied, and interested, step by step. There isn't a filter for individual candidates who opened an email yet. In **Contacts**, you can filter by **Contacted**, **Replied**, **Last contacted**, and **Last replied**. ### How do I duplicate a job? Create the new job with **+ New** next to **My Positions**. When the job's **Sourcing** page asks "Do you have an existing job description?", choose the **Duplicate Existing** tab and pick the job to copy. To reuse a sequence from another job, open **Sequence → Edit Sequence**, click **Clear All**, and copy the steps from the previous job. ### Where did Settings go? Click your name in the bottom-left corner and select **Settings**. Your profile, connected email accounts, team members, billing, outreach defaults, integrations, block list, and company presets are all there. ### Can I switch back to the old navigation? No. There isn't an option to switch back to the previous layout, but we're actively improving the new one based on your feedback. If you'd like a quick walkthrough, reach out to our team and we'll set one up. ## Need Help? If you have questions about the new navigation, reach out to our team and we'll be happy to help.