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 remembers what is worth keeping over days and weeks: it notes it down and starts every piece of work with it. You can look at its notes at any time on the Memory page, and ask about any of them in the conversation.
Personal memory: about you
What Apex remembers about you: your role, your way of working, how you like your letters, what to pay attention to when working with you. Only you can see this; your colleagues and the company's User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary cannot. Apex notes things down on its own when they seem lasting; if you do not need a note, delete it.
Company memory: about the company
What Apex knows about the company: what it sells, to whom, where it is better than others, who its references are, what it must not promise. Every member of the company shares this: whatever you teach Apex once helps it with every colleague. After the first introduction, the company memory changes only with approval, and only an User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary or Superuser can approve it.
Workstreams: unfinished work
Apex runs every larger piece of work (a search, a campaign, a company's case) on its own thread. If you come back to it days later, Apex continues where you left off, together with the decisions. If you work on a company, Apex switches to that company's thread on its own. In detail: Workstreams.
How the company memory changes
When you tell Apex a new fact about the company, it makes a proposal on a card: what goes in as new, what it rewrites, what it deletes, and why. If facts contradict each other, for example two different prices, Apex sorts out the whole thing at once. You approve the card as a whole, or reject it. Apex records who asked and who approved.
Deleting
Once a note is deleted, new conversations no longer remember it; the conversation running now may still remember it until it ends. A workstream can be closed (Workstreams).
Where to find it
What Apex knows › Memory (three tabs: "Personal", "Company", "Workstreams"); changes to the company memory in the conversation, on an approval card
Ask ApexApex tells you
What do you know about me and our company?
Ask ApexApex does it
Delete the note that I write every letter informally.
Ask ApexApex does it, with your approval
Go through the company memory and check whether anything in it is contradictory or out of date.