Stax.ai, Inc

Files is the document home base in Stax.ai CX. It's where your team stores, organizes, and shares every client document.

Files Overview

The Files area in Stax.ai CX is where your team keeps important documents in one place. It works like a familiar file explorer — folders, fi

Navigating and Organizing Files

Getting documents in and out of Stax.ai CX shouldn't require email attachments or adding every outside contact as a user.

Uploading and Sharing Files

Client File Directory Templates give every new client the same organized folder structure, automatically. Think of a master folder as a "blu

Template Client File Directories

Comments and the activity log let your team collaborate right where the documents live.

Collaborating with Comments and Activity Logs

Andrew Flowers

Securely store, share, and reference files using CX.

Files

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