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Your Email Inbox Overview

Use your email conversation history to calculate client pulse and generate key client relationship insights.

Written by Andrew Flowers
Updated over 2 months ago

The Inbox in Stax.ai CX lets you read, organize, and send client email without leaving the platform. Think of it as your email workbench inside CX: you can review threads, draft responses, and keep communication tied to your client workflow.

Your connected mailbox (Outlook or Gmail) is still the source of truth, while CX gives you a cleaner way to manage daily email tasks.

Key Benefits

  • Keep communication and operations in one place, so you spend less time switching between tools.

  • Respond faster with built-in actions like Reply, Forward, New Email, and Schedule Send.

  • Stay organized with Search..., filters, labels, bookmarks, stars, and folder views like Outbox and Archive.

  • Reduce missed follow-ups by using scheduled sends and quick re-sync options when messages look out of date.

System Overview

Inbox is designed as a centralized communication layer inside CX. It brings email into the same place your team already manages plans, clients, tasks, and deadlines, so communication stays connected to real operational work.
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What Inbox includes:

  • Mailbox connection support for Outlook and Google Workspace.

  • A unified email list with thread detail viewing.

  • Search and filtering tools for finding messages faster.

  • Sidebar organization views such as All Emails, Scheduled, Archive, Outbox, and Trash.

  • Email composition tools for new messages, replies, forwards, and scheduled sends.

  • Message organization actions like labels, stars, bookmarks, and bulk actions.

How Inbox fits into the bigger CX workflow:

  • Your provider mailbox remains the system of record.

  • CX provides the workflow and visibility layer your team uses to manage communication in context.

  • Sync and reconnect tools are available when message visibility needs to be refreshed.

Get Started With Connecting Your Email

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