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How to use the APEX tools

Verification snapshot: 18 October 2026, Colombia time. This guide separates real checks from features still in testing. A menu or link alone does not prove access or a completed operation.

No simulated screenshots are used. Instructions describe implemented interfaces and confirmed checks; your available actions depend on your current session and permissions.

1. Sign in securely

Verified: Google sign-in and account access

Open APEX sign-in and continue in the secure Wix window. Choose Google or the available email option. Complete any verification directly there; do not share passwords or verification codes in a conversation. After returning, open your account.

An account identifies you; it does not establish course enrollment, graduation, certification or VIP eligibility.

2. Practice with or without saving

Verified: account practice saved and repeated without duplication

Read the fictional bakery case before answering. The public unit can be used without saving. To store your answers, open account practice, sign in and tick the explicit save checkbox. Answer all four questions, then use “Grade and save my attempt”.

The server calculates the practice score. Use “View my recent attempts” to retrieve your own results. A repeated identical submission can reuse the earlier stored attempt. A score of 4/4 is practice only: it grants no graduation, certificate or discount.

Proposed twelve-month self-study map and local worksheets. Editorial resources; the official curriculum and completion criteria await owner approval.

3. Choose a profile assistant or tutor

Verified: real Spanish assistant and English tutor replies

Choose one of the five profile assistants or the Academy tutor below. Sign in, read the external-provider notice and decide whether to send. Tick the notice checkbox, write a question and send once. The reply is AI, not the co-founder or a human teacher.

Your message and up to two recent excerpts go through APEX to Groq. Do not include secrets, payment information, identity documents or sensitive customer data. The pilot allows 2 attempts per account and 12 globally per UTC day; failed attempts also count. If a limit or service error appears, do not repeatedly resend. An English tutor reply was also confirmed in a real request; this does not verify every profile or guarantee response quality.

Fictional test question: “A neighborhood stationery shop wants to organize product inquiries. What should I clarify first? Do not access accounts or execute actions.”

4. Use optional browser audio

Browser-dependent: reading request confirmed, audible playback and microphone not verified

If available, choose the audio language. “Dictate draft” requests the microphone through the browser and fills the text draft only. Review it before sending. “Read reply aloud” reads the displayed AI answer; “Stop audio” stops the current audio.

Some speech recognition or voices can process audio through the browser provider. Review that provider’s privacy before using the microphone. If unsupported, type normally. The interface confirmed “Reading requested”; audible playback was not checked, and the microphone was not tested. This does not verify response quality.

5. Work in an authorized client workspace

Verified: CRM creation and versioned editing; stale update rejected

Open the workspace for the client assigned to your account. The server must authorize that client; changing a URL does not grant access. In business records, choose Task, Inventory or Lead. Enter a short title and only necessary details. Inventory uses a whole nonnegative quantity. Save only work you are authorized to record.

Use Reload to verify the server record. Creating a record does not send email, contact a lead, change an external inventory or run automation. A real edit advanced the record to version 2; retrying the old version produced a conflict rather than overwriting. If a version conflict appears, reload and review before retrying. The published reporting endpoint returned one real test task labeled PRUEBA; this is not customer activity or business performance.

6. Internal client conversation

Verified: own message saved and read back; two-account conversation pending

This prepared workspace section is a shared conversation for authorized members of one client, not a private 1:1 channel or AI chat. If the section is available to your authorized account, use “Reload recent messages” to retrieve up to 50 recent messages. Write at most2,000 characters and store the message.

No external contact is made. Stored does not mean delivered or read; no real-time updates, push or read receipts are provided. Do not include sensitive data. If sending fails, reload before retrying to avoid duplicate messages. One own message was saved and retrieved from another tab of the same account. Visibility and interaction between two different authorized accounts remain pending; no completed two-person conversation is claimed.

7. Prepare an agent proposal

Verified with a fictional proposal: version 3 approved; agent inactive

In the authorized workspace, the proposal section records a name and intended functions. Create a draft, review its scope and submit it for the principal’s approval. Buttons depend on server-authorized capabilities; only the authorized approver can approve that version.

Approval records a decision about a proposal. It does not activate an agent, tools, external access or automatic actions. Changes to an approved proposal require another review; a member must not approve projects on behalf of the principal. A fictional proposal reached approved version 3 in a real check; the agent remained inactive. This does not verify separation of duties between two accounts or authorize real projects.

8. Understand empty states and errors

Do not treat a missing confirmation as success

Sign-in required means the session is absent or expired: sign in again. Access denied means your account lacks permission for that client; use the assigned workspace and contact the project owner through the agreed channel. Service unavailable means the operation was not confirmed. An unloaded list is not the same as an empty server result.

Do not paste secrets into error reports. Preserve a non-sensitive description of what you tried and the visible error. Refresh before repeating an uncertain write. This guide does not grant permissions or approve requests.

Web, CRM and PRO

APEX PRO at COP 109,000 includes website, customized CRM with agreed scope, setup, seven calendar days of initial guidance and 12 months of Academy PRO and VIP Room from activation. Domain, hosting, connections, AI, licenses and provider plans are paid separately.

Standalone CRM: COP 19,000, one-time, separate from the Essential website. We agree fields, stages, forms, reports, capacity and delivery before contracting. Extra development is quoted separately.

Explore CRM and demo Request a CRM proposal

Standard CRM: one prospect/task workflow using the existing fields and three standard statuses, notes, assignment, follow-up dates, basic reports and CSV export. Includes one minor revision round and seven calendar days of initial guidance from delivery. New development, extra fields or integrations beyond the agreed base are quoted separately. Upgrading from standalone CRM to PRO costs COP 90,000 after crediting a verified COP 19,000 purchase once.