Welcome Aboard
Metaintro Enterprise is built for the people who help others find work: case managers, career counselors and program staff. This guide shows you what is in the platform so you know where to go first.
What Is in the Left-Hand Menu
- Home: your queue for today.
- Dashboard: every member, grouped by stage from Intake to Placed.
- Threads: conversations that need a reply.
- Analytics: how your program is doing, across Engagement, Activity, Progress and Outcomes.
- Outreach: messages sent to members and their results.
- Settings: your organization, team, members and integrations.
What Your Admins Get
Admins set up the organization profile, logo and colours, invite staff with the right role, choose how members sign in and review an audit log of who accessed records.
What Your Case Managers Get
Case managers get a file for every member, with their profile, search readiness, next action, threads, an AI-written brief, saved jobs, resume versions and activity. They can log check-ins, add notes, send roles and track what each member applied to.
The + Button
The + button at the top of every page opens the Actions menu. From there you can jump to any person or start an action like Add member, Log check-in or Set next action. You can also paste an email thread or call notes to turn them into suggested updates.
Frequently Asked Questions
Where should an admin start?
Set up your organization profile and branding, then invite your staff.
Where should a case manager start?
Open Home each morning and work through Gone quiet and Not search-ready.
Who do I contact if I get stuck?
Select the Support button at the top of any page, or email support@metaintro.com.
What to do next
Need Help?
Questions about getting your team started? Email support@metaintro.com.