Stax.ai, Inc

Understand how company records anchor every client relationship in CX — from plans and contacts to projects, files, and portal access.

Companies Overview

Step-by-step guide to adding new company records and updating existing ones in CX.

Creating and Editing Companies

Configure and use custom data fields to store firm-specific information on company records in CX.

Company Profiles and Custom Data Fields

Add and organize assignees, client contacts, and external contacts on company records in CX.

Managing Contacts and People

Use AI-generated summaries, sentiment analysis, and interaction timelines to understand client relationship health in CX.

AI Insights and Interaction History

Andrew Flowers

Browse and report on your book of business.

Companies

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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.

{appName} in 60 seconds

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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