This guide is designed to walk you through the core functionalities of the Stax.ai CX product, helping you effectively manage projects just like a CRM. From setting up tasks to efficiently handling client workflows, you'll learn to leverage Stax.ai to keep everything organized and ensure deadlines are met.
Introduction to Projects
Start by accessing Projects in the Stax.ai CX interface, which acts as your centralized CRM-like hub. Projects are designed to help your team excel in organization and team collaboration, and keeping clients aligned with their goals.
Launching Tasks at Scale
Utilize the powerful task launching tool to create and assign tasks across various clients swiftly. Set task statuses such as To Do and Overdue to keep track of progress effectively.
Apply filters to manage and view large-scale client workflows with ease, such as annual reviews or compliance tasks.
Exploring Further Features
Explore the available resources below the introductory video to dive deeper into specific functionalities. Access links to feature videos and detailed articles on creating projects, managing tasks, and completing them for comprehensive learning.
By mastering these features, you're well on your way to managing projects more effectively and ensuring client satisfaction. Don't forget to explore the additional resources and feature-specific videos for deeper insights into managing tasks, creating projects, and more. Happy managing!