Pick Up Where the Member Left Off
Members often talk to the Metaintro career agent between your calls. Their threads show what they asked, what they were told and which jobs came up, so you never start a conversation cold.
Step 1: Open the Member's Threads
From the Dashboard, select the member, then the Threads tab. Each thread shows:
- Its title, usually the member's first question.
- A topic tag, such as Readiness, Skill gap or Job search.
- The number of messages, when it was last active, how many jobs were matched and whether a resume is attached.
Use Filter by to narrow the list.
Step 2: Read the Conversation
Select a thread to open it. On the right you will see who is in it: the member, the Metaintro career agent, your team, and any friends, family or advisors. The Notes and Jobs tabs beside Participants show notes and jobs linked to this thread.
Step 3: Join and Reply
Select Join Conversation to take part. Your reply is visible to the member and signed with your name. Private notes stay internal and are not shown to the member.
Other Things You Can Do in a Thread
- Find jobs: search for roles that fit the member and send them in a reply.
- Log sent list: record a list of jobs you sent them.
- Applied off-list: record a job they applied to that was not on a list.
- Log a conversation: from the + Actions menu, record an outside conversation, like an email thread or call notes, so it stays with the case.
Start a New Conversation
To open a fresh conversation the member can see, select Start Conversation at the top of the Threads tab.
Frequently Asked Questions
Can the member see everything I write?
Replies you send in the conversation are visible to the member. Private notes are not.
What do the topic tags mean?
They show what the thread is mostly about, for example Readiness for getting job-ready or Job search for finding roles.
Where do I see threads across my whole caseload?
Select Threads in the left-hand menu to see conversations that need a reply.
What to do next
Need Help?
If you cannot join a thread, email support@metaintro.com with the member's name.