Enterprise

Guides for enterprise teams using Metaintro

Who Can See a Job Seeker's InformationA staff member's role decides which members they can see in Metaintro. Here is who sees what, so you can set up your team the right way.
Welcome to Metaintro Enterprise: What Your Team GetsA quick tour of Metaintro Enterprise for workforce programs: your daily queue, member files, threads with the career agent, outreach and analytics.
Viewing Text History in the SMS ThreadSee what your team has texted a member and whether each message arrived, right from the Text thread card, plus what every delivery status means.
Viewing a Job Seeker's Activity TimelineThe Activity tab shows the notes and actions your team has logged for a member, so anyone can see what has happened on their case.
Uploading or Updating a Job Seeker's ResumeKeep every version of a member's resume in one place. Upload a new version, label it and note which job or employer it was tailored for.
Understanding the Job Seeker ProfileA member's Details tab shows their profile strength, whether they are search-ready, their stage, their next action and every detail on file. Here is how to read it.
Understanding Readiness ThreadsReadiness threads are where the Metaintro career agent gets to know a member. Learn what they cover and how to use them before your first call.
Understanding At-Risk AlertsMetaintro marks members At Risk after 90 days without activity. Here is how to find them, and what automatic alerts will add when they launch.
Transferring a Job Seeker to Another Case ManagerThere is no transfer option in the app yet. Here is how to ask our support team and keep the handover smooth.
Tracking Placements and WagesDetailed placement and wage tracking is coming soon. Here is how to record placements and see your program's outcomes in Metaintro today.
Tracking Applications for a Job SeekerSee the jobs a member saved, record roles they applied to on their own, and move them through the Applying and Interviewing stages.
Telling Job Seekers About AI: Suggested LanguageReady-to-use wording for telling members that Metaintro uses AI, what the career agent does, who can read their chats and how their data is protected.
Sharing a Job With a Job SeekerSend a member a specific role from inside their thread, or log a whole list of jobs you sent them, with titles, employers, pay and apply links.
Setting Your Notifications and AlertsThe bell at the top of every page shows open alerts, like members who have gone quiet or just joined. Here is how to read and clear them.
Setting Up Your Organization ProfileAdd your organization's name, description, website, invitation message, country and language so every member and staff member sees the right details.
Setting Up Offices, Programs, and TeamsGrouping staff and members into offices, programs and teams is coming soon. Here is how to organise your caseload in Metaintro today.
Setting a Follow-Up ReminderNever lose track of a promised call. Set a next follow-up when you log a check-in, schedule check-ins ahead and give members a clear next action.
Sending Job Matches by TextMembers who opt in already get job matches from the career agent by text. Here is how to share a specific role with a member today.
Roles and Permissions: Choosing the Right Role for Each Staff MemberStaff roles in Metaintro, from Admin to Career Counselor. See what each role is for and which job seekers it can see, so you pick the right one every time.
Reviewing a Job Seeker's MatchesSee every role a member saved, every list your team sent, and what happened next, all from the Jobs tab on their file.
Responding to an Alert: Logging an InterventionAlert-based interventions arrive with at-risk alerts, coming soon. Today, respond to Gone quiet alerts with a check-in, a note and a next action.
Reporting a Security or AI ConcernSpot a possible security issue or an AI answer that looks wrong? Here is how to report it to security@metaintro.com, what to include and what happens next.
Reading Your Outcome DashboardAnalytics shows how your program is doing across four tabs: Engagement, Activity, Progress and Outcomes. Here is what each one measures.
Reading a Thread: What the Job Seeker and AI DiscussedRead a member's conversations with the Metaintro career agent to see what they asked, what they were told and which jobs came up.
Preparing Data for WIOA and Grant ReportingWIOA reporting in Metaintro is coming soon. Here is how to keep member records ready for grant reporting today.
Navigating the Member DashboardThe Dashboard shows every member on your caseload grouped by stage, from Intake to Placed. Here is how to find someone and open their file.
Logging Employer Outreach and EngagementLogging employer outreach is coming soon. Until then, here is how to record the jobs and placements that come from your employer relationships.
Logging an Interview, Offer, or PlacementWhen a member lands an interview, gets an offer or starts a job, update their pipeline stage so your Dashboard and outcomes stay accurate.
Inviting Case Managers and StaffInvite case managers and other staff into your Metaintro organization, choose their role and set the language they will use, all from Settings.
Inviting a Job Seeker to Their Own AccountInvite a job seeker to Metaintro so they can use the career agent themselves. Learn what they receive and how your sign-in settings shape it.
How to Send a Text (SMS) to a Job SeekerText a member straight from their file in Metaintro. Here is how to turn texting on, start a text thread and follow what happens next.
How to Log a Check-InRecord every call, email or message with a member in a few seconds. Log the date, method, who reached out, a note and your next follow-up.
How to Hop Into a Job Seeker's ThreadSee what a member has been discussing with the Metaintro career agent, then join the conversation, find jobs or log a job list from inside the thread.
How to Add Job Seekers in Bulk (CSV Upload)Uploading a list of job seekers from a CSV file is coming soon. Here is how to add members to Metaintro one at a time today.
How to Add a New Job SeekerAdd a job seeker to your caseload in under a minute. Enter their email, choose their language and send the invite from the Dashboard or Settings.
How Metaintro Protects Job Seeker DataHow Metaintro keeps the information your organization shares about members private and secure, from where it is stored to what happens when you leave.
How Job Seekers Opt In and Opt Out of TextsMembers are always in control of texts from Metaintro. Here is how they opt in, how they opt out, and what your team sees.
How Job Matching WorksLearn what makes a member search-ready, what blocks matching, and how the career agent and your team put the right roles in front of each job seeker.
Getting Support: Who to ContactReach the Metaintro support team from inside the app or by email. Tell us if it is a problem, a question or an idea, and how urgent it is.
Flagging a Job Posting as SuspiciousMost job postings in Metaintro are legitimate, but scams happen. Here is how to spot a suspicious posting and what to do about it.
Finding Job Seekers Who Have Gone QuietSpot members you have lost touch with using the Gone quiet list on Home and the Last contacted date on the Dashboard, then reach back out.
Filtering Reports by DateChange the date range on any Analytics tab to see your program's engagement, activity, progress and outcomes for the period you need.
Exporting Your Organization's DataYour organization owns its data. Here is how your admin can request a full copy as CSV files, how long it takes and what happens when a pilot ends.
Exporting Reports (CSV and PDF)Exporting program reports as CSV or PDF is coming soon. Here is what you can view and share from Analytics in the meantime.
Enterprise Training ResourcesEvery organization starting with Metaintro gets hands-on help and training to get up and running. Here is what training and support your team receives.
Enterprise FAQQuick answers to the questions organizations ask most before starting with Metaintro, from pilots and pricing to data and security.
Editing Job Seeker Details and BarriersKeep a member's file accurate. Edit their basics, record constraints and open questions, and fix details that were filled in automatically.
Deactivating a Staff MemberWhen someone leaves your team, deactivate their account from Settings, Team so they can no longer sign in to your organization.
Completing an IntakeEvery new member starts in the Intake stage. Here is how to fill in their profile, record constraints and open questions, and make them search-ready.
Chat Safety: How Metaintro Keeps Conversations SafeSafety comes first at Metaintro. Here is how Chat Safety pauses a conversation when a member may be at risk, connects them to crisis support and brings in your team.
Archiving or Closing a Job Seeker's FileWhen a member leaves your program, mark them Inactive or archive their file. Here is where each option lives and when to use it.
Adding Your Logo and BrandingUpload your logo, set your colours and customise your login page so Metaintro looks like your organization to every member you invite.
Adding Case NotesCapture call outcomes, intake summaries and next steps on a member's file with Add note, then find everything later on their Activity tab.
Adding an Employer ContactEmployer contacts are coming soon to Metaintro. Here is what they will do and how to keep track of employer relationships today.
A Tour of Your Home ScreenYour Home screen is your queue for the day. Learn what Needs attention, Overdue, Gone quiet and Not search-ready mean, and how to act on each one.
Accepting Your Invite and Agreeing to User TermsWhen you join your organization on Metaintro, you accept your invite and agree to the user terms. Here is how to get set up, and what is coming soon.
Accepting Your Organization's Pilot AgreementSoon, your organization's administrator will review and accept the Metaintro Enterprise Pilot Agreement right inside Metaintro. Here is what it will cover.