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NPS Survey and Feedback

We know you're busy — so when you take a minute to share your thoughts in our NPS survey, it means a lot. Every response directly shapes how

Written by Andrew Flowers

We know you're busy — so when you take a minute to share your thoughts in our NPS survey, it means a lot. Every response directly shapes how we improve Stax.ai CX.

What is NPS?

NPS (Net Promoter Score) is a simple, industry-standard way to measure how satisfied our clients are — and how likely they are to recommend Stax.ai to others.

You'll occasionally see a short question from us:

"How likely are you to recommend Stax.ai to a partner or colleague?"

We send this survey at key milestones in your journey — after you've onboarded, after major releases, and periodically throughout the year — so we can track how your experience evolves as your firm grows with Stax.ai.

What we ask — and why

The survey has two parts:

  1. A 0–10 rating. This helps us understand overall satisfaction and trends across our user base.

  2. Scores of 9–10 show us what's working great.

  3. Scores of 7–8 highlight areas to fine-tune.

  4. Scores of 0–6 flag where we've missed the mark and need to act quickly.

  5. Optional comments. These are gold for us. Whether you mention the Client Portal, an automation, or a dashboard, these insights help our teams prioritize fixes and enhancements.

What happens after you respond

Every response is reviewed by our Customer Success, Product, and Engineering teams. Here's how we use the feedback:

  • Product feedback — comments about portal performance, automations, communication tools, and dashboards go directly to the CX product and engineering teams to guide upcoming improvements.

  • Support and onboarding feedback — reviewed by Customer Success, who may follow up directly if you mention a pain point or feature request.

  • Trends — patterns across many firms inform our product roadmap and release priorities each quarter.

In short, your feedback doesn't sit in a spreadsheet — it drives decisions that shape the next release of CX.

How to respond to the survey

  1. Open the NPS survey when it appears — in the app or in your email.

  2. Select a score from 0 to 10.

  3. Add a short comment about why you chose that score. Specifics help most — name the feature or workflow.

  4. Submit your response. That's it — the whole thing takes under a minute.

Tip: You don't need to wait for a survey. You can share feedback anytime through the chat widget in the help center or by emailing [email protected].

Why this matters

Stax.ai CX is built to make your TPA operations more efficient and transparent — but we can only do that when we deeply understand your experience. Your NPS responses help us:

  • Improve feature usability and reliability

  • Refine automation and integration workflows

  • Prioritize what actually impacts your daily work

  • Measure how each release moves the needle on customer satisfaction

Every single score and comment helps us deliver a faster, smarter, and more stable platform that makes your team more productive.

Thank you

Your input is a critical part of how we build. When you take a minute to complete the NPS survey, you're helping shape the future of Stax.ai CX — not just for your team, but for every TPA that runs on Stax.

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