CX Platform
Find support articles and guides for Stax.AI CX Platform
FilesLearn how to navigate and store your team's files in Stax.AI CX.
Deals CRMLearn how to use the Deals CRM to grow your pipeline and automate launching projects!
Create and Manage CompaniesLearn how to create and manage company profiles inside CX.
Welcome to Stax.AI Help Center!The Help Center offers quick guides, feature docs, and AI support to help you use the Stax.ai platform effectively.
Getting Started in CX
Everything you need to know to get started with Stax.AI CX.
The InboxThis guide shows how to connect your email to Stax.ai CX, manage messages, and streamline communication within the platform.
DashboardsThe Dashboard in the CX system is a central hub for reporting and operational insights.
Profile and Settings
Learn more about setting up your profile and configuring settings.
User PermissionsConfigure permissions to give your team the right access across projects, clients, and files.
Users and GroupsLearn how to invite users to your team, assign permissions, and group team members.
Your Profile SettingsConfigure your account settings like profile picture, name, and phone number.
Plan Admin SettingsLearn how to configure team wide plan administration settings.
Advanced SettingsLearn about advanced security controls and team settings.
How To Connect Microsoft EmailIf you have connection or permissions issues connecting your Outlook email to Stax.ai, check out this guide.
To Do
Learn more about how to launch projects, complete tasks, and use automations to automate your workflows.
Getting Started With To DoThe To Do section is the central workspace where you plan projects, track every task, and let automations handle repetitive actions.
Overview of ProjectsLearn how to use Stax.ai CX to manage client projects, tasks, and workflows efficiently—just like a CRM.
Creating and Launching ProjectsLearn how to launch projects and tasks at scale to keep your team aligned and effective.
Creating and Managing TasksLearn how to create, complete, and manage tasks for your clients and internal projects.
AutomationsLeverage automations to level up your project and task workflows.
Understanding Filters, Views, and ReportingLearn how to set custom filters, generate data driven reports, and get the right information when you need it.
Bulk ActionsLearn how to update tasks, projects, and other items in bulk.
Client Portal
Configure and invite your clients to use your custom Client Portal.
Brand Your Client PortalConfigure your colors and brand logo on your client portal.
Invite Clients to Your Client PortalLearn how to invite your plan sponsors to use your client portal.
Creating a Client Portal AccountLearn how your clients can create a client portal account through an invitation sent from your team.
Managing Client Portal UsersLearn how to manage who has access to your client portal.
Secure File ExchangeLearn how to send files securely to your clients via the client portal.
Integrations
Advance your workflows using Stax.AI Integrations
Connect Trust AccountingIf you use both Trust Accounting and CX, learn how to connect them to automate the flow of information between both systems.
Participants, Eligibility, Vesting, and More
Learn about how Stax.AI performs census scrubs, imports payroll data, and tracks participant eligibility.
Viewing ParticipantsLearn about CX's participants system toview eligibility, entry dates, and compensation information.
Provisions, Eligibility, and CompensationLearn how to import plan provisions and calculate eligibility.
Exporting Participant Census DataLearn how to export census files directly from CX.
Managing Custom IssuesCreate custom issues to work with your plan sponsors to correct incorrect data on census or employee records.
Equivalency Method CalculationsLearn how to configure equivalency method for plans to ensure eligibility is accurately tracked.
Importing Vesting Basis
Library
Store SOPs, Project Templates, Emails, and Forms here.
Creating and Managing PagesLearn how to save, manage, and publish pages in the CX library.
Project TemplatesLearn how to create and launch repeatable project templates for standardized workflows.
Email TemplatesLearn how to create, customize, insert dynamic merge fields, test, and publish so your team can send polished emails at scale.
Form Fill and SignLearn how to upload and send forms to fill and sign.
Building and Sending QuestionnairesLearn how to create, send, and review questionnaires.
Creating Client RequestsLearn how to create and launch client requests using the client portal.
Payroll
Learn how to navigate payroll connections inside CX
Navigating Payroll in CXIn this lesson, you’ll learn how to view, track, and export payroll data inside Stax.ai CX.