Apex knowledge base

Apex's memory

What Apex remembers about you and your company, how you can review it at any time, and how it returns to work you set aside earlier.

The scene shows two views of the Memory tab: what Apex knows about you, and a shared change affecting everyone waiting for approval before the company memory updates.

Who can ask what?

Apex only does what the person asking is authorised to do. Which companies you see is decided by your group.

Click your own role, and only the example prompts you can ask Apex for stay on the page. The filter only rearranges this page; it changes nothing in your account or your permissions.

Several requests at once

One sentence can hold several steps: Apex works through them in order, and at each step makes clear who and what it concerns.

What happens
Apex runs through the personal notes it currently holds, then deletes the fact you flagged. The deletion happens immediately, with no card, because it is your own entry.
Where it shows
The answer appears in the chat; the entry also disappears from the 'About you' view on the Memory tab.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex gives a short summary of the last piece of work, then carries on from where it left off.
Where it shows
The work continues in the same conversation; you can also find the earlier work on the 'Workstreams' view of the Memory tab.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex reviews the whole company memory, gathers the points that need clearing up, and offers the fix on a single approval card.
Where it shows
The card appears in the chat; nothing in the shared memory changes until you decide.
Who can askCompany leadWith approval
What happens
Uploading the completed template goes straight into the company memory with no card, because the upload itself is the decision. Apex offers the separately reported change on an approval card.
Where it shows
Both the upload card and the approval card appear in the chat, one after the other.
Who can askCompany leadWith approval in some cases

What it knows about you

Apex notes personal entries quietly, with no card, and only you can see them.

What happens
Apex saves the information as a one- or two-sentence fact. The save is immediate and needs no approval.
Where it shows
The entry appears on the 'About you' view of the Memory tab.

Only you can see your personal entries, your colleagues cannot.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex sets out the facts it holds about you.
Where it shows
The answer appears in the chat; you can also check the same thing on the Memory tab.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Since this contradicts an entry already stored, Apex does not quietly overwrite it: instead it puts together a proposal and asks you to decide on an approval card.
Where it shows
The card appears in the chat, even when it concerns your own entry.

You approve even your own memory, because every conflicting change goes through a card.

Who can askSalespersonGroup leaderCompany leadAccount managerWith approval
What happens
A clean deletion that conflicts with nothing happens immediately, with no card.
Where it shows
The entry disappears from the 'About you' view of the Memory tab.

The difference from the previous example: there the old and new fact conflicted, here it was just a deletion.

Who can askSalespersonGroup leaderCompany leadAccount manager

The company's shared memory

Everyone working in the account can see the company entries. Only the company lead can request a change, and Apex offers the requested change on an approval card.

What happens
Apex reviews the whole company memory and offers the new rule on an approval card.
Where it shows
The card appears in the chat; once approved, the rule applies to everyone working in the account.

The company lead or the company's administrator can request this, and they approve the card themselves too. While the company is being onboarded, Apex can also update the company memory without a card.

Who can askCompany leadWith approval
What happens
Apex sets out the company facts it holds. Anyone working in the account can ask this.
Where it shows
The answer appears in the chat; you can also check the same thing on the 'About your company' view of the Memory tab.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
If it's not the company lead asking, Apex doesn't change the company memory. It says the company lead is needed for this, and names who to ask.
Where it shows
The answer appears in the chat, no change is made.

The company lead can change the company memory. A group leader cannot do this even within their own group.

Who can askSalespersonGroup leader
What happens
Apex goes through the whole company memory, gathers what conflicts or is outdated, and offers the fix on an approval card. If there's nothing to fix, it simply says so, with no card.
Where it shows
The card appears in the chat.

Only the company lead can request this too.

Who can askCompany leadWith approval

The company profile

You can gather the company's material into a downloadable template; once you upload the completed file, Apex fits its content into the company memory.

What happens
Apex hands over the standard template on a download card, in Hungarian or English. Don't remove the hidden marker lines while filling it in, and never put a password into it.
Where it shows
The download card appears in the chat.

Anyone can download the template, but only the company lead, the company's administrator or a Trendizz system administrator can upload the completed material. The partner's account manager can't do this in the company's account.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex checks the file, then compares it with the existing company memory: it adds what's new, replaces what's changed, and deletes what's outdated.
Where it shows
The upload card appears in the chat; the result shows on the 'About your company' view of the Memory tab.

This step happens immediately, with no card: the upload itself is the decision, there's no separate approval.

Who can askCompany lead
What happens
Apex says exactly what's missing or doesn't match the template, and asks for a fresh upload.
Where it shows
The feedback appears in the chat.
Who can askCompany lead
What happens
The template can be used later too, not just at onboarding: when you upload a more recent version, Apex compares its content with the existing memory again, and adds to or replaces it accordingly.
Where it shows
The upload card appears in the chat.

This also needs company lead rights.

Who can askCompany lead

Workstreams

Apex keeps track of a longer piece of work as a separate workstream, which you can continue, rename or close at any time.

What happens
Apex runs through the workstreams, starting with the one most recently touched, with a short summary for each.
Where it shows
The answer appears in the chat; the same thing also shows on the 'Workstreams' view of the Memory tab.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex loads the workstream's state so far, and continues from where it left off.
Where it shows
The work continues in the same conversation.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex names the workstream, so you can come back to it by name later too.
Where it shows
The name also appears on the 'Workstreams' view of the Memory tab.

You can also rename a workstream at any time on the Memory tab.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex marks the workstream as closed. The closed workstream's material stays in place, and you can reopen it at any time.
Where it shows
The closed workstream stays on the 'Workstreams' view of the Memory tab, with a separate marker.

You can also close it with a button on the Memory tab.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Apex saves the state, and from your next message continues without a workstream, until you choose another one or come back to this one.
Where it shows
The set-aside workstream stays on the Memory tab, ready to continue.

You can only ask this for the workstream that's currently active.

Who can askSalespersonGroup leaderCompany leadAccount manager

On the Memory tab

The Memory tab also shows you directly what Apex knows about you, about your company, and what you worked on before.

What happens
Apex points you to the Memory tab, where you can choose between three views: About you, About your company, Workstreams.
Where it shows
The Memory tab opens from the right-hand panel of the workspace.
Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Anyone can delete their own entry, immediately, with no card.
Where it shows
You can also delete it with the button next to the entry, on the 'About you' view of the Memory tab.

Apex no longer refers to it in new conversations after that; a conversation already running may still remember it until the deletion.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
Deleting a company entry also affects the shared memory, so Apex offers this on an approval card too, rather than deleting it immediately.
Where it shows
The card appears in the chat.

The delete button for company entries on the Memory tab only shows for the company lead too. There, deleting happens immediately after a confirmation, with no card.

Who can askCompany leadWith approval
What happens
Apex no longer relies on the deleted fact in new conversations; a conversation already running may still remember it until it ends.
Where it shows
The answer appears in the chat.

This only applies to conversations already running at the moment of deletion.

Who can askSalespersonGroup leaderCompany leadAccount manager

The limits of memory

There are things Apex never remembers, an approval always decides on the whole proposal, and it never writes an outdated proposal into memory.

What happens
Apex doesn't store passwords or other secrets, either in personal or company memory, and it says why not.
Where it shows
The answer appears in the chat, no save happens.

This applies to every memory save, including uploading the profile material.

Who can askSalespersonGroup leaderCompany leadAccount manager
What happens
An approval card decides as a whole: either the entire proposal takes effect, or none of it does. There's no way to pick parts individually.
Where it shows
The answer appears in the chat.

If you'd only welcome one part, it's worth asking for a new proposal with a narrower, more targeted request.

Who can askCompany lead
What happens
If the entry a proposal would have affected has changed since, Apex doesn't overwrite the fresh content: it says the proposal is outdated, and you need to ask for a new one.
Where it shows
The answer appears in the chat.

This safeguard stops an older proposal from overwriting a fresh change made in the meantime.

Who can askCompany lead

Good to know

The decision is always yours

Wherever approval is needed, Apex shows the card, and only carries it out after you click.

It only works from what it has

Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.

Another team's company

If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.

In your own words

You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.

A closed system.

Access by invitation. Request it from your company email address, and our expert colleague will be in touch.

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