Finding your way and first steps

What happens

Apex answers both questions in one message: it says where the bell is and what it shows, then that the language can be changed in the Localisation section of the Settings page.

Where it shows

The bell is in the top row of the composer, the language is under the Settings item in the user menu.

What happens

Apex says how many days are left, and that the My subscription button, on the Sample data bar running along the top of the screen, opens the order.

Where it shows

The bar runs along the top of the screen for as long as the demo lasts.

What happens

Apex first says what it can help with, then who the approver is, meaning who authorises outgoing letters and the signature: their name shows on the Team management page, in the member's row, next to the 'Approver' badge.

Where it shows

Both answers arrive in the chat. Team management is in the left-hand rail, below the places, and the example questions are gathered in the Knowledge base, which opens with the ✦ button next to the bell.

What happens

Apex says the Invite button is at the top of the Team management page, and the approver can be set on the member's card, in the Role view.

Where it shows

Team management, in the left-hand rail.

What happens

The composer is at the bottom of the conversation, in two rows: the bell and the ✦ button above, the text field, the microphone and the send button below.

Where it shows

On desktop, at the bottom of the middle column; on a phone, fixed to the bottom of the screen.

What happens

The opened content appears on the right-hand workspace, next to the conversation. Several tabs can be open on it at once, and the Memory tab is always there.

Where it shows

On desktop, to the right of the conversation; on a phone, it's called up with the button in the header.

What happens

While Apex is answering, a Stop button appears in place of the send button. You can use it to stop the answer that's in progress.

Where it shows

In the bottom row of the composer, in place of the send button, while Apex is working.

A search that has already started keeps running in a separate box at the bottom of the conversation, with its own Stop button. The composer's Stop button doesn't stop it.

What happens

Apex doesn't switch tabs: it describes step by step where the screen you asked for is, but it doesn't make the switch itself.

Where it shows

As described: user menu, then Settings.

This is true for every similar request: Apex describes the screen, but doesn't click for you.

What happens

Apex briefly tells you in the conversation what it can help with. You'll find example questions sorted by topic in the Knowledge base, where the 'Try it' button types the chosen question into the composer, and sending it is up to you.

Where it shows

The answer arrives in the chat. The Knowledge base opens with the ✦ button next to the bell, in the top row of the composer.

What happens

Apex gives you ideas in the conversation for what's worth asking it, tailored to your company and your work.

Where it shows

In the chat.

Writing the answer can take a few seconds.

What happens

A simple dot on the bell shows if there's an unread item. The card that opens when you click it shows the most recent items by category: task, letter, item awaiting approval, billing event, and others.

Where it shows

The bell is in the top row of the composer.

The card only shows what's still waiting for a response. Items already viewed disappear from it.

What happens

Apex deletes the listed items right in the conversation, and this is final.

Where it shows

You can also do the same with the Clear all button on the card under the bell.

What happens

The approval emails switch is in the Notifications group of the Settings page.

Where it shows

User menu, Settings, Notifications.

Apex can't toggle the switch itself, it only shows you where it is.

What happens

The push notification switch is in the same place, depending on what the browser supports.

Where it shows

User menu, Settings, Notifications.

If the browser can't send push notifications, or it's disabled, an explanation appears there instead of the switch.

What happens

On the card at the top of the Account settings page, the Change picture button lets you upload a new profile picture, with a cropping tool to help fit it to size.

Where it shows

User menu, Account settings.

What happens

You can change the phone number in the Phone number field, in the Personal details section of the Account settings page, and the Save details button shows whether it saved.

Where it shows

User menu, Account settings.

What happens

Log out is at the very bottom of the user menu.

Where it shows

The last item of the menu that opens when you click your profile picture, in the bottom row of the left-hand rail.

What happens

The Newsletter switch is on the Account settings page.

Where it shows

User menu, Account settings, below Personal details.

Apex doesn't toggle the switch.

What happens

The interface language can be set in the Language picker, in the Localisation group of the Settings page, and the change saves immediately.

Where it shows

User menu, Settings.

What happens

In the Devices group, each row shows the browser, the operating system, the sign-in time, and a Sign out button on every row except your own device.

Where it shows

User menu, Settings.

What happens

On the Settings page, if Apex isn't installed yet, an Install row appears: on Android it installs with one button, on iPhone a short guide shows the steps.

Where it shows

User menu, Settings, Notifications group.

The guide differs by device, because installing works differently on Android and iPhone.

What happens

The Version section shows the app and server versions, which are needed if someone asks for support.

Where it shows

User menu, Settings, at the bottom of the page.

What happens

On the Team management page, colleagues appear by group, row by row: name, position and permission level.

Where it shows

Left-hand rail, below the places, after a divider line.

What happens

On the Team management page, an 'Approver' badge shows in the approver's row.

Where it shows

Team management, in the members' rows.

What approval means and how it works is covered in the Approvals topic.

What happens

The Invite button is at the top of the Team management page, where the system asks for the surname, first name and email address.

Where it shows

Team management, above the members, on the right.

The company lead and the company's administrators see the Invite button. The system sends the invitation, not Apex.

What happens

For as long as the demo lasts, the Sample data bar runs along the top of the screen. Everything visible in the interface is sample data, so you can try out how it would be to work with Apex.

Where it shows

At the top of the screen, for as long as the demo lasts.

What happens

The Sample data bar shows how many days are left in the demo.

Where it shows

The same bar at the top of the screen.

What happens

The My subscription button on the bar opens the order page: this is where you see the package, read the terms, and place the order.

Where it shows

On the Sample data bar, at the top of the screen.

You can't send a letter, exclude a company or change a setting in the demo. Apex tells you what it can show you instead.

What happens

Apex briefly runs through the news you haven't heard about yet, one sentence each on what it helps with. Then it asks which one you'd like to hear more about.

Where it shows

Only in the conversation, it has no page of its own.

What happens

Apex explains in its own words what the update is for, when it helps, and how to ask for it if you haven't tried it yet.

Where it shows

Only in the conversation.

What happens

It runs through the news from the date you gave, oldest to newest, in the same short form.

Where it shows

Only in the conversation.

It shows at most four items at once, and continues with the rest on request.