Companies in CX
In Stax.ai CX, the company record is the central object that ties together everything related to a client relationship. Every retirement plan, contact, project, task, file, email thread, payroll connection, and portal invitation flows from a company. If your firm manages 200 plans across 150 employer clients, those 150 companies are the organizing backbone of your entire book of business.
This overview explains what a company record contains, how it connects to other parts of CX, and how to think about companies as you manage your daily work.
What a Company Record Contains
Each company record in CX is organized across a set of tabs that group related information:
Overview — core company details (name, EIN, address, phone, website, business type, NAICS code), tags, status, custom data fields, and the AI-generated summary of recent interactions.
Plans — all retirement plans associated with the company. Each plan shows its type, plan year, status, and participant count. Plans are always child records of a single parent company.
People — three categories of contacts:
Internal Contacts (your internal team members)
Company Contacts (HR directors, plan sponsors)
External Contacts (financial advisors, CPAs, attorneys).
Projects — active and completed projects linked to the company (census collection, annual compliance, onboarding, custom projects).
Files — the company's root file directory (internal) and shared directory (portal-accessible). Supports folders, file templates, and version tracking.
Email — interactions automatically linked to the company based on the website domain field. This is where you see the full email history with the client and associated contacts.
Payroll — connected payroll providers, sync status, compensation mapping, and upload history.
Data — custom data fields configured by your administrator. These allow your team to store firm-specific information (e.g., "First Withholding Date," "Plan Effective Date," "Service Tier") directly on the company record.
Company Status and Lifecycle
Every company has a status that reflects where the client is in their lifecycle with your firm. Status controls portal eligibility and helps your team filter and report on active versus prospective business:
Prospect — a potential client not yet onboarded (default for new companies)
Onboarding — actively being set up in CX (portal-eligible)
Active — a live, managed client (portal-eligible)
Terminating — in the process of off-boarding (portal-eligible)
Inactive — no longer active but retained for historical records
Terminated — fully off-boarded
Vendor / Competitor — non-client records used for reference or tracking
Important: Only companies with Active, Onboarding, or Terminating status can have client portal access. If a plan sponsor reports they can't access the portal, check the company status first.
How Companies Connect to the Rest of CX
Understanding how companies relate to other CX objects helps you navigate the platform efficiently:
Companies → Plans — a company can have multiple plans. Plans are always linked to exactly one parent company. Deleting (soft delete) a company deactivates all associated plans.
Companies → Projects & Tasks — projects and tasks can be linked to a company, giving your team context about which client the work is for.
Companies → Inbox — CX automatically associates email threads with companies based on domain matching with the website field. Getting the website field right is critical for this to work.
Companies → Files — each company has its own file directory. Files uploaded to a company are scoped to that client relationship.
Companies → Client Portal — portal invitations are sent to contacts on a company record. The portal gives plan sponsors a workspace to collaborate with your team on tasks, files, and requests.
Companies → Pulse — the health score (Pulse) is calculated at the company level, factoring in email engagement, task completion timeliness, and manual adjustments.
Navigating the Companies List
Click Companies in the left sidebar to see your full book of business. The list view shows each company with its name, status, Pulse score, assigned team members, and key metrics. You can:
Filter by status, assignee, tags, payroll status, or any custom data field
Sort by Pulse score, name, status, or creation date
Search by typing a company name in the search bar
Tip: By default, companies are sorted by Pulse score (lowest first) so at-risk clients appear at the top. This is intentional — it surfaces the relationships that need the most attention.
Permissions
Access to company records is controlled by your permission group:
clients (read) — view company records and their associated data
clients/w (write) — create, edit, and manage company records
clients::all — view all companies in the firm, not just those assigned to you
Users without the clients::all scope only see companies where they are listed as an assignee. If you can't find a company you expect to see, check with your administrator about your permission group.
Related Articles
Creating and Editing Companies — step-by-step guide to adding and updating company records
Company Profiles and Custom Data Fields — configure and use custom fields on company records
Managing Contacts and People — add and organize assignees, client contacts, and external contacts
AI Insights and Interaction History — use AI-generated summaries and sentiment analysis on company records