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What's New in CX: The Redesigned Interface

CX has a refreshed look, a new light theme, redesigned Companies, Plans, project and task screens, and tables in place of lists. Here is what changed and what did not.

Written by Andrew Flowers

Stax.ai CX has a refreshed interface. Your data, your projects, and your workflows are exactly where they were. What changed is how the screens look, how information is laid out, and a new option to use CX in a light color theme instead of the dark one.

This article is the short tour. If something looks like it moved, start here.

What Changed

You can now choose your color theme

CX has always used a dark interface. You can now switch to light, stay on dark, or let CX follow whatever your computer is set to. Theme is a per person setting, so your choice does not affect anyone else on your team.

To change it, click your profile icon in the bottom-left corner of the screen and select My Account. Your theme options are there, and the change takes effect right away.

Several pages were redesigned

Companies, Plans, and the project and task screens have a cleaner layout. Nothing was removed. Some controls sit in a different spot than they used to.

Launching a project looks different

The steps are the same and the result is the same. The screen you fill in has been tidied up.

Lists are now tables

Where CX used to show a stacked list of records, you now see a table with columns. Tables sort and filter, which makes a long book of business much faster to work through.

What Did Not Change

  • Your data. Nothing was moved, renamed, or deleted.

  • Your permissions. Who can see and do what is unchanged.

  • Your integrations, automations, and templates. All still running.

  • Your client portal. Your clients see the same portal they saw last week.

If Something Is Not Where You Expect

Every control you had is still there. If you cannot find one, start with the overview article for that area: Companies Overview, Plans Overview, Projects Overview, or Tasks Overview. If it is still not clear, message us from the chat bubble inside CX or contact your account manager, and we will point you straight to it.

About the Screenshots in This Help Center

Going forward, screenshots in this help center are shown in the light theme. We are working through the existing articles, so some images still show the dark theme. Either way, every button, menu, and step is in the same place. Only the colors are different.

Tell Us What You Think

This is the first release of the new interface, and your feedback shapes what we fix next. Message us from the chat bubble inside CX, or send it to your account manager.

Related Articles

  • Navigating the Dashboard: the home screen you land on after login

  • Setting Up Your Profile and Preferences: where your theme and other account settings live

  • Understanding Filters, Views, and Reporting: sorting and filtering the new tables

  • Companies Overview and Plans Overview: the redesigned record screens

  • Projects Overview and Tasks Overview: the redesigned project and task screens

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