Stax.ai, Inc

Use your email conversation history to calculate client pulse and generate key client relationship insights.

Your Email Inbox Overview

Pick your recipients, choose whether a bad recipient should stop the whole send, then send now or schedule for later.

Sending Bulk Emails

Understand skipped recipients, all-or-nothing failed sends, and where to review the reason for each one.

Troubleshooting Bulk Emails

See what each bulk send delivered, what it skipped, and what still needs attention.

Reporting on Bulk Emails

Connect your Outlook or Gmail account to CX and begin generating client pulse metrics.

Connecting Your Email in CX

Connect your Google Workspace email account to CX.

Connecting to Google Workspace

Connect your Outlook or Microsoft email account.

Connecting Outlook Email in CX

CX links email threads to the right company automatically by domain. Here's how that works, how to see what's linked, and how to attach or detach a thread yourself.

Linking Emails to Client Interactions

Bulk Email lets you send one email template to many clients or plans at once — annual notices, census reminders, fee disclosures, etc.

Setting Up Bulk Emails

Email templates are reusable messages stored in your Library. Write an email once — a census request, an annual notice, and send to your clients automatically.

Creating Email Templates

Stax.ai CX sends email on your behalf — replies, client reminders, and automated messages. Connecting your email makes sure those messages to your clients.

Email Sending Setup and Configuration

Smart email generation is a writing assistant built into the Stax.ai CX Inbox. Instead of starting every email from scratch, you tell CX wha

Smart Email Generation with AI

CX can read the context of an email and suggest tasks for you, so client requests turn into tracked work in one click.

AI Task Suggestions from Emails

Andrew Flowers

Send messages, reminders, and attach conversations to generate client insights.

Email and Inbox

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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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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.

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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.

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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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