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Guides · Apex's memory

What to teach Apex

Memory helps when it is specific. "We are an innovative, customer-focused company" gives nothing; "we deliver to the capital within two working days, elsewhere within three" is a sentence it can use in every reply. One note is one fact, in one or two sentences.

About the company

  • What you sell, per service or product range, one sentence each.
  • To whom: your best customers today, and why they are the best.
  • Where you beat competitors: speed, price, quality, warranty, special expertise. Anything measurable, with a number.
  • References: who you work for, and which of them Apex may name in letters.
  • Common questions and the answers to them: delivery time, minimum order, payment terms, trial period.
  • Common objections and good answers to them: "too expensive", "we already have a supplier", "we have no money for it right now".
  • What it must not promise: a price, if you only make individual offers; deadlines; or a discount you do not give.
  • The next step you ask a prospect for: a call, a demo, a sample pack, a quote request.

About yourself

  • Your role: managing director, salesperson, marketer.
  • How you write your letters: formal or informal, short or detailed, with what signature.
  • When you are available for a call or a demo, if you offer prospects a time.

What not to give it

Passwords, bank card numbers, and anything the system already knows: your campaigns, companies and tasks are all in your account, and Apex reads them from there. Your existing customers do not belong in memory either: you exclude them on the Customer acquisition › page.

How to give it

The simplest way is to tell it in the conversation, as you would tell a new colleague. On your first sign-in, Apex goes through the basics of the company with you; if it is easier, it also gives you a form to fill in, which your colleagues can work on together, and Apex learns from the uploaded form. If you paste in the text of existing material, such as an offer, Apex picks out the essentials.

How to change it

If something changes, say so: "The price goes up by 20% from January." For company memory, Apex shows on an approval card what it will rewrite; for personal memory, it corrects things on its own and shows a card only if the new fact clashes with an old one. Delete whatever is no longer true: in the conversation with Apex, or on the Memory page with the "Delete entry" button.

Where to find it

What Apex knows › Memory; changes in the conversation. Changes to the company memory can be approved by an Administrator or Superuser

Ask ApexApex does it, with your approval

Remember this about the company: we deliver within two working days, free within 50 km.

Ask ApexApex does it, with your approval

If someone writes that it's too expensive, tell them we give a three-year warranty.

Ask ApexApex does it, with your approval

Here's the text of our current offer: pick out what you need to know about us.

Situations

Automatic letters in your company's voice

The unsubscribe confirmation and the thank-you, in your company's voice.

Open

Apex gets to know your company

Your offer, strengths, objections, and what it must not promise: what you need to tell Apex once.

Open

When something changes at your company

A new price, a new service, a tidy-up: the memory should show how things are today.

Open

Set it up with Apex.

Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.

Free account, no card details · monthly fee, no minimum term