Here, you'll find everything you need to make the most of our platform. From detailed guides on product features to specialized articles tailored for TPAs, we've organized our resources to help you find answers quickly and efficiently.

If you're new here, the best place to start is our Getting Started page, where you'll find a step-by-step guide to setting up and navigating our platform.

We've broken up the training into a couple of videos which walk through various features and the videos are meant to be followed along, so you can learn by doing!

In the Feature Documentation section, you'll find detailed pages for each major feature of our CX platform. Each page includes a collection of articles that dive into the specifics of each function, guiding you through their usage and best practices.

Whether you’re looking for help with the Inbox, To-Do lists, or Files, this is your go-to resource for understanding how to get the most out of our features.

Our TPA Use Cases section is designed to help you with specific applications of the platform.

Here, you’ll find articles that provide instructions and best practices for tasks like Census Collection and Review, Payroll Integrations, Form 5500 submissions, and more. These guides are tailored to the unique needs of TPAs, helping you streamline your processes and get the job done efficiently.

Need help but not sure where to look?

The Magic Bar, located at the top-right corner of your screen, is your personal guide. It offers contextual search results based on where you are in the platform, ensuring you get the most relevant help articles exactly when you need them. And if you need more personalized assistance, you can use the 'Ask AI' button to chat with Stacy, your virtual assistant.

Join the conversation in our Community Forum!

Connect with other users, share tips, ask questions, and get insights from the wider Stax.ai user base. It's a great place to find peer support and discover new ways to use the platform.

If you prefer human assistance, we've got you covered. Simply select 'Speak with a human' in the Ask AI chat within the Magic Bar.

Our support team is ready to help you with any questions or issues you might have.

For developers, our API Reference is the key resource. It provides detailed documentation on how to integrate with the Stax AI platform, including authorization instructions and a clear outline of all available API routes.

Whether you're building custom integrations or automating workflows, you’ll find everything you need to get started.