When something changes at your company

Prices, services and colleagues change. If knows the old version, it writes the old version into the letters, and that is worse than knowing nothing. In the example, a software company introduces a new plan, discontinues an old one, and a new salesperson joins.

This is for you if…

your offer, price or terms have changed;
you have been working with Apex for a long time and do not know everything that has built up in its memory;
wrote something out of date in a letter.

What will be ready at the end

The company memory shows how things are today: the new facts are in, the old ones are deleted, and nothing in it contradicts anything else.

Four steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

Say what has changed
One sentence is enough. finds what it affects and shows on a card what it will rewrite and what it will delete, each with the reason why.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
From January the Basic plan is discontinued and replaced by the Plus plan, at 190 euros a month.
On the card: "New", "Rewritten", "Deleted", each with the reason.
Tidying up
After a bigger change, such as a new plan, it is worth going through the whole thing too. Now and then, ask Apex to review the entire company memory: it looks for contradictions, repetitions and outdated facts, and proposes a tidy-up on a card. If there is nothing to tidy, it says so.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
Go through the company memory and check whether anything in it is contradictory or out of date.
Deleting a note
Tidying up reconciles old and new facts. But if a note is simply not true, delete it. New conversations will no longer remember it.
Where: What Apex knows › Memory, the "Delete entry" button. A company note can be deleted by an Administrator or Superuser
Ask ApexApex does it, with your approval
Delete last autumn's promotion from memory.
Your personal memory
After the company memory comes your own. Go through your own notes too: if your role has changed, or you want your letters written differently, say so. Apex mostly corrects personal memory on its own; if a new fact clashes with an old one, it shows the resolution on a card.
Where: What Apex knows › Memory › "Personal"
Ask ApexApex does it
From now on, write my letters in a formal tone.

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

The conversation is 's work and comes out of the ; the allowance has a 5-hour part and a weekly part, and both refill on their own. There is no separate charge for memory.

Frequently asked questions

What most people ask in this situation.

Can I choose which parts of the card to accept?

No, you approve or reject the card as a whole. If you disagree with part of it, say so, and makes a new card.

Can I see who changed what?

The card shows who asked for the change, and Apex also records who approved it.

What if a colleague tells Apex something different from what I said?

Apex does not settle the contradiction on its own: it proposes a resolution on a card, and whoever approves it decides.

Pitfalls

What most people run into, and how to avoid it.

The change only in the letter

If you correct the price in a reply letter but not in memory, writes the old one again in the next letter. Tell Apex as well.

Skipping the tidy-up

The more notes build up, the more important it is that they do not contradict each other. After a bigger change, ask Apex to go through them.

Basics for this situation

If you want to look behind a step.

How Apex remembers

Personal memory, company memory and workstreams.

Open

What to teach Apex

What information to give it, in what form, and what not to give it.

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