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Guides · Apex's memory

Workstreams: Apex runs the work in threads

You work with Apex in one single, continuous conversation: you do not need to open a new conversation, or search for where you left off. runs every larger piece of work on its own thread: this is the workstream. That way, days later it picks up where you left off.

What it's for

A company's case, a campaign or a search often takes days, and other things come up in between. The workstream keeps track of where the work stands and what was decided in it: for example, "after Wednesday's demo, the company asked for an offer for 40 desks". When you come back to it, Apex continues from these decisions, and you do not have to explain the background again.

Apex switches and saves on its own

When you start working on a company, a campaign or a search, Apex switches to its workstream, or opens a new one for it. When the conversation moves on to something else, it saves the old thread together with the decisions. You do not need to do anything for this: just talk about what you are working on. If you come back to earlier work and it is not clear which one, Apex asks whether to continue there. If you only ask about something, Apex stays on the current thread.

How you can tell where it stands

When Apex switches workstream, a purple divider appears in the conversation, for example "From now on · samplecompany.com". If you put a piece of work aside without starting a new one, the marker reads "Continuing without a separate thread". If work running in the background finishes on another thread, Apex tells you ("Update from another workstream"), and you can go there with the "Continue in that workstream" button; the current conversation is not interrupted meanwhile.

What is in it, and what is not

A workstream holds a summary of the work and the decisions. Letters, company details and results stay where they are: on the company's record, in the campaign, in the search; Apex reads them from there when needed.

Closing and continuing

You can close a finished piece of work: it is kept as an archive on the Memory page and can be continued at any time. Anything you have not worked on for six months, Apex treats as closed, but does not delete; if you come back to it, you can continue. A workstream cannot be deleted, only closed.

Where to find it

the purple divider in the conversation with Apex; What Apex knows › Memory › "Workstreams": click a card to continue, the pencil to rename, the box icon to close

Ask ApexApex tells you

Where were we with samplecompany.com?

Ask ApexApex does it

Let's carry on with last week's search.

Ask ApexApex does it

Let's put this aside for now, I want to ask about something completely different.

Situations

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.

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