Stax.ai, Inc

Andrew Flowers

Getting Started

Welcome to Stax.ai!

Login and understand security options with CX.

Logging In to CX

Configure your display name, photo, email signature, and notification preferences.

Setting Up Your Profile and Preferences

Understand the real-time snapshot of your tasks, client health, and daily priorities.

Navigating the Dashboard

Learn about each of CX's core features for retirement plan administration teams.

CX Features Explained

How CX works, what it can do for your business, and what makes it different from other solutions.

What is CX (Client Experience)?

Get logged in and set up inside Stax.ai CX.

Welcome & Setup

Learn how your book of business is organized around company records and retirement plans.

Understanding Companies and Plans

Walk through creating your first company record in CX — the foundation for managing a client relationship.

Adding Your First Company

Learn how to create companies, add contacts, organize with tags, and run bulk operations in CX.

Managing Your Book of Business

Navigating around and viewing your clients and plans.

Your Book of Business

Learn how to create projects, add tasks, launch from templates, and complete work in CX.

Working with Projects and Tasks

Learn how to connect your email to CX for automatic conversation linking, sending, and templates.

Connecting Email and Communication Tools

Learn how to upload, organize, and manage files in CX company directories including internal and shared folders.

Uploading and Managing Files

Launch your first project, complete tasks, and save files in CX.

Daily Workflow Basics

Learn how to send portal invitations to plan sponsors and HR contacts so they can access their data securely.

Inviting Clients to the Portal

A roadmap of advanced CX features to explore after completing the Getting Started essentials.

Where to Go Next — Exploring Advanced Features

Solutions to the most common questions and issues new CX users encounter during their first days.

Getting Started Troubleshooting and FAQ

These are terms your team will commonly see when using Stax.ai CX.

Stax.ai CX Glossary

Going Further

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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