Stax.ai, Inc

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

Andrew Flowers

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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