ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation.Where to find itLeft sidebar, top rowGlossary knows which page you have open in the WorkspaceThe right-hand area where tabs open (a campaign, a company, a set of results). Several tabs can be open at once.Where to find itRight-hand side; on a phone, the button in the header brings it upGlossary: a company's record, a campaign, a set of results, your tasks or a SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary. So you do not have to name what you are talking about: just say "write to them", "summarise these results" or "stop this campaign".
How it shows in the conversation
When you open another page, a marker appears in the conversation: for example "DizzletA company's own record in the system: its details, contacts, touches, tasks and campaign.Where to find itLeft sidebar › DizzletsGlossary: samplecompany.com", or "Context:" and the name of the search. From then on, Apex takes "this", "this company" and "these results" to mean that page. If you look at several pages one after another without writing, only the last marker stays. If you go back to the page you last wrote from, no new marker is added to the conversation.
Apex reads what is open
Apex sees more than the page's name: if your question needs it, it reads what is on it. From a company's record, the letters, tasks and contacts; from a set of results, the companies; from a campaign, its letters and status.
Going back to an earlier page
Every marker in the conversation can be clicked ("Resume this"): it reopens that page, and you can continue from there.
If you close the page
Apex takes "this" to mean the last page you opened until you open another one; closing the WorkspaceThe right-hand area where tabs open (a campaign, a company, a set of results). Several tabs can be open at once.Where to find itRight-hand side; on a phone, the button in the header brings it upGlossary does not change that. If you are talking about another company, name it or open its record. If it is not clear what you mean, Apex asks.
Where to find it
the workspace next to the conversation (on a phone, it opens with the button at the top right of the header); the markers in the conversation
Ask ApexApex tells you
What was the last letter from this company?
Ask ApexApex does it
Add a task for this company for Friday: call-back.
If a letter from the company has come up in the conversation, Apex puts the task out for your approval.
Ask ApexApex tells you
Summarise these results: what kind of companies are in them?