Morning report
Every working morning, at the time you choose, Apex writes up what has happened since the last report, what's worth watching and what's ahead today. With these requests you can set it up, ask about it, and take the next step from its rows.
A Monday morning report: figures, a prospect waiting for an answer and a campaign whose waiting addresses run out this week. The Dizzlet button opens the company's Dizzlet, that is, its record.
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
You can set up the report, ask for a reminder and ask about an earlier report all in one sentence. Apex works through all of it in order.
- What happens
- Apex changes the time and the days in one save, notes the Tuesday reminder, and confirms all three in one reply.
- Where it shows
- The confirmation appears in the chat, and the reminder on Tuesday as the first row of the morning report.
- What happens
- Apex tells you what Friday's report said about the campaign, with the figures the report was built from. Then it checks where things stand now from live data, and tells you what has changed since.
- Where it shows
- In the chat.
- What happens
- In one save, Apex sets your benchmark to 1.5% and turns off the monthly summary. The weekly summary stays.
- Where it shows
- The confirmation appears in the chat, and the new benchmark applies from the next report.
When and on which days
To set up the report, just tell Apex what you'd like. There's no separate settings screen.
- What happens
- Apex saves the time in your time zone and confirms in one sentence from which day you'll get it at that time.
- Where it shows
- The confirmation appears in the chat. The report arrives in the conversation, marked “Morning report”, with a notification.
By default it comes Monday to Friday at 7 in the morning. On the last working day of the week a weekly summary comes with it, and on the first working day of the month a monthly one; Apex doesn't ask about these separately.
- What happens
- Apex only changes the time to 7:30; the days and the summaries stay as they are.
- Where it shows
- In the chat, with a one-sentence confirmation.
- What happens
- Apex sets the report days to Tuesday to Friday; the time stays.
- Where it shows
- The confirmation appears in the chat. From then on no report comes on Mondays, and on the other days it comes at the usual time.
- What happens
- Apex turns the report off and tells you that you can ask for it back at any time.
- Where it shows
- In the chat.
There's no separate pause setting: the report doesn't come until you ask for it back. It doesn't restart on its own.
- What happens
- Apex stops the report, confirms it in one sentence, and lets you know you can ask for it back later.
- Where it shows
- In the chat.
If you only want to drop part of it, you can turn that part off on its own, for example: “I don't need the monthly summary.” The rest of the report stays.
- What happens
- Apex turns the report back on with the days and time set before, and tells you which day the next one comes.
- Where it shows
- The confirmation appears in the chat, and the next report in the conversation.
Earlier reports
When you ask about an earlier report, Apex always answers from the data that report was built from.
- What happens
- Apex retrieves that day's report and answers from its figures, not from memory and not from today's data. Asked about a period, it first goes through that period's reports, then opens the day that matters.
- Where it shows
- The answer appears in the chat. Earlier reports are also in the conversation if you scroll up.
If no report was made on a given day (weekend, public holiday, report turned off), Apex says so plainly.
- What happens
- From the report's data, Apex tells you how many addresses were waiting in the campaign and how many companies got a first letter per day over the last sending days, up to 7. The estimate comes from this measured pace, which is why it says “around”.
- Where it shows
- In the chat. On the report's row, the “Find new addresses” button starts the top-up with Apex straight away.
A forecast is only made for a running campaign, from at least 3 sending days of data, and the report only mentions it if the addresses run out within 7 working days. On an account run by an account manager, the button is replaced by “Tell my expert”.
- What happens
- From the latest report, Apex names the prospect companies that haven't had a reply, a call or a task for more than 24 hours. They're back in the report every morning, for up to two weeks, until someone acts.
- Where it shows
- In the chat. On the report's “Waiting for an answer” rows, the Dizzlet button opens the company's Dizzlet, and the Remind me button brings the company back on a later morning.
Salespeople and group leaders see their own group's companies, the company lead sees the whole company's. Whether anyone has replied since, Apex checks from live data when you ask.
Next steps from the report
From any row of the report you can move on with one sentence: a reminder, a new target-group direction, a new letter.
- What happens
- Apex notes the reminder for the given day. On that day it opens your morning report, with a button to the campaign or the company's Dizzlet.
- Where it shows
- The confirmation appears in the chat, and the reminder at the top of the morning report on the day you chose.
The reminder is yours: no one else sees it, and it isn't a task. If no report goes out that day, it comes with the next one; there's no separate notification. On the report's rows, the Remind me button does the same in one click.
- What happens
- Apex goes through your open reminders by name and day, and closes the one you no longer want.
- Where it shows
- In the chat.
- What happens
- The weekly report may suggest a new target-group direction, towards companies similar to those that have already shown interest or become customers. Apex runs a sample search in that direction and talks it through with you to see whether it's a good one. It doesn't start a campaign on its own.
- Where it shows
- The sample appears in the search results panel, next to the chat. In the report, the “Let's explore it” button starts the same thing.
The idea goes to the company lead, in a single-user company to the only user, and the account manager gets one row per client. An idea never repeats, and only includes criteria the search can filter on, never company size or revenue. On an account run by an account manager, the account manager starts the new campaign.
- What happens
- Apex adds a new letter slot at the end of the sequence, with a delay that fits the campaign's rhythm, writes the letter and shows it on a letter card. If the campaign is running, it first tells you on an approval card that editing will pause it for a while.
- Where it shows
- The cards appear in the chat, and the approved letter on the campaign's page, in the Letter sequence section, as the last one.
The report mentions this when companies in a running campaign will get the last letter within a week; the row's “Add a new letter” button starts the same thing. Those who have already finished can get the new letter on a separate request; the Campaigns topic covers this.
- What happens
- Apex tells you that your account manager helps with this, names them if it can see who it is, and shows you where to reach them. It offers to write the request with you, so you can send it in one step. Apex doesn't forward the request itself, and doesn't say that it did.
- Where it shows
- The answer and the request text appear in the chat; you reach your account manager on the Account manager page.
On an account run by an account manager, the “Tell my expert” button on the report's rows starts the same thing: a bigger target group, new addresses, a new sender or a review of the letters.
The campaign benchmark
The benchmark decides when the report suggests you take a look at a campaign.
- What happens
- Apex tells you the rate below which the report flags a campaign: the number of prospects relative to the letters sent. If you haven't set your own, the company setting applies, and if there isn't one, 1%.
- Where it shows
- In the chat.
The report only measures a running campaign against the benchmark if it has been sending for at least two weeks, its senders finished warming up at least two weeks ago, and it has sent at least 100 letters. If the campaign drops below the benchmark, the report says so once, with a concrete suggestion for the letters or the target group; if it climbs back above, it says that too.
- What happens
- Apex sets your own benchmark to 2%. It only applies to your report, not your colleagues'.
- Where it shows
- The confirmation appears in the chat, and the new benchmark applies from the next report.
The benchmark can be between 0 and 50%. If you reset it, Apex goes back to the company setting, or to 1% if there isn't one.
For account managers
If you run clients' accounts, your own report also shows, client by client, where something needs doing.
- What happens
- From the client section of today's report, Apex goes through your clients, starting with those where sending has stopped or a prospect is waiting for an answer, followed by addresses running low, items waiting for approval and opportunities. For each one it tells you the next step.
- Where it shows
- In the chat. The companies' status, with live signals, is also visible under Portfolio in the user menu.
The client section goes to whoever the company has added as an account manager. Companies with nothing to do appear together on a single row.
- What happens
- From the client section of the latest report, Apex tells you what has happened at Sample Ltd since the previous report: new prospects, won companies and, if there was one, the item needing attention with its next step. If there was nothing to do, it says so.
- Where it shows
- In the chat.
The report covers the time since the previous report. Where the company stands now, Apex checks from live data, and tells you what has changed since.
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.
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