Creating a Role

Modified on Mon, 3 Aug at 10:47 AM

A role is where every hire begins in Lavalier — it's the first thing you create. It tells Lavalier exactly what you're hiring for, so it knows what to listen for and surface in every interview that follows. You can build one from scratch with the AI assistant, import an existing job description, or capture it live in an intake meeting with your hiring manager.

How to create a role

  1. Go to Roles in the left sidebar
  2. Click New Rolein the top right and choose how to get started:
    • Record IntakeRecord an intake meeting with a hiring manager and Lavalier extracts the role details from the conversation automatically.
    • Create Role — Start from scratch by describing what you're looking for. Lavalier will help you build it out and can generate a job description when you're done.
    • Import Job Post — Upload an existing job description (PDF, Word, or text file) and Lavalier will extract the details and create the role for you. Roles imported this way are automatically marked as ready for interviews once extraction completes.

Tip: Already inside a role? You can also drag a file into the role chat to extract details into an existing role.


Lavalier auto-saves as you go, so you can come back anytime to finish.

Using an ATS? Your role details may already be filled in

Roles synced from Greenhouse or Ashby automatically populate their details from the ATS job post. This only fills in empty fields and won't overwrite anything you've already added.


What's next?

With your role created, shape how you'll interview for it — tailor its stages, prepare the questions each candidate will answer, and generate a job post if you need one. When everything's set, mark the role ready for interviews so you can start adding candidates.

Customize interview stages → Prepare interview questions → Generate a job post →

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