Stax.ai, Inc

Andrew Flowers

Cameron Sechrist

Feature documentation and use case guides for CX.

CX Platform

Learn about each of CX's core features for retirement plan administration teams.

CX Features Explained

How CX works, what it can do for your business, and what makes it different from other solutions.

What is CX (Client Experience)?

These are terms your team will commonly see when using Stax.ai CX.

Stax.ai CX Glossary

Platform Overview

The Daily Briefing in the CX system is a central hub for reporting and operational insights.

Your Daily Briefing

Create, publish, and share custom reporting dashboards.

Custom Dashboards

Learn about the three default dashboards in Stax.ai and how they track census collection, client health, and operational progress.

Viewing Dashboards Inside CX

Milestone Reports

Learn how to set custom filters, generate data driven reports, and get the right information when you need it.

Understanding Filters, Views, and Reporting

Dashboards & Reporting

The Inbox is your email workbench inside CX. What each view holds, what's on the screen, and how mail connects to the client it belongs to.

Your Email Inbox Overview

Connect your Outlook or Gmail account to CX and begin generating client pulse metrics.

Connecting Your Email in CX

Connect your Google Workspace email account to CX.

Connecting to Google Workspace

Connect your Outlook or Microsoft email account.

Connecting Outlook Email in CX

Create detailed client insights and pulse scores by linking conversation threads to clients.

Linking Email Conversations to Specific Clients for Interactions

Use CX to automatically draft email replies for you quickly

Smart Email Generation in CX

Easily create and assign tasks directly from your email inbox

AI Task Suggestions from Emails in CX

If you have connection or permissions issues connecting your Outlook email to Stax.ai, check out this guide.

How To Connect Microsoft Email

Learn how to reset your Gmail connection to Stax.ai

How to Remove and Reconnect Your Google Access Token for Stax.ai

Keep your email connected so your messages always come from you, just the way they should.

Email Sending Setup

This guide shows how to connect your email to Stax.ai CX, manage messages, and streamline communication within the platform.

Inbox Email Connection Walkthrough

Send messages, reminders, and attach conversations to generate client insights.

Email & Inbox

Learn how to create, complete, and manage tasks for your clients and internal projects.

Creating and Managing Tasks

Assign out work to your team and plan sponsors using tasks

Tasks Overview

Easily identify and report on task activity

Reviewing Task Activity

Learn how to update tasks, projects, and other items in bulk.

Bulk Actions

Assign and manage work to your clients and team members.

Tasks

Learn how to use Stax.ai CX to manage client projects, tasks, and workflows efficiently—just like a CRM.

Overview of Projects

Learn how to launch projects and tasks at scale to keep your team aligned and effective.

Creating and Launching Projects

Manage groupings of tasks assigned to specific plans or clients.

Projects

Leverage automations to level up your project and task workflows.

Automations

Automatically request files, send emails, generate reports, and more using task automations.

Learn how to navigate and store your team's files in Stax.AI CX.

File Management Overview

Navigating to Files

Learn how to create and delete folders and files easily

Managing Folders and Files

Learn how to collaborate on files and review file and folder activity easily

Collaborating with Comments and Activity Log in Files

Creating a Public Upload Folder in CX

Sharing Files with a Link

Manage, store, and share files with people and clients.

Files

Control and group user permissions inside CX

Users and Groups Overview

Inviting New Users

Configure permissions to give your team the right access across projects, clients, and files.

User Permissions

Configure your account settings like profile picture, name, and phone number.

Your Profile Settings

Learn how to configure team wide plan administration settings.

Plan Admin Settings

Learn about advanced security controls and team settings.

Advanced Settings

Learn how to ensure that all relevant contacts get task reminders.

Adding Multiple Recipients to Client Reminders

How to change your password in the Stax.ai CX platform

Updating your Password in CX

Compare the ways your team can sign in to CX — password, password plus MFA, password-less, and SAML single sign-on — and pick the right one for your firm.

Login Options to CX

Learn how to set up consistent folder structures for every new client.

Template Client File Directories

Learn more about setting up your profile and configuring settings.

Settings

Learn how to connect to FTWilliam and send census data.

Connecting FTWilliam

If you use both Trust Accounting and CX, learn how to connect them to automate the flow of information between both systems.

Connect Trust Accounting

Datair Integration

Learn how to configure your census grid to export to FTWilliam.com

Configuring an FTWilliam.com Census Grid

Advance your workflows using Stax.ai Integrations

Integrations

In this lesson, you’ll learn how to view, track, and export payroll data inside Stax.ai CX.

Navigating Payroll in CX

Learn more about what various payroll statuses are and what action is required on them.

Payroll Statuses

Learn how to navigate payroll connections inside CX

Payroll

Learn how to create and manage company profiles inside CX.

Create and Manage Companies

The Bulk Provisions Upload feature helps you upload provisions files (typically from document providers like FTWilliam or ASC) and efficiently create new plans with provisions or update existing plan provisions…

Bulk Provisions Upload

Create and manage companies to accurately reflect your book of business.

Companies

Learn how to import plan provisions and calculate eligibility.

Provisions, Eligibility, and Compensation

Learn about plan set up and provision management.

Plans

Learn about CX's participants system toview eligibility, entry dates, and compensation information.

Viewing Participants

Learn how to export census files directly from CX.

Exporting Participant Census Data

Learn how to configure equivalency method for plans to ensure eligibility is accurately tracked.

Equivalency Method Calculations

Importing Vesting Basis

Learn more about how to intentionally remove participants from census, without deleting them.

Bulk Updating Participant Census Status

Learn about how Stax.AI performs census scrubs, imports payroll data, and tracks participant eligibility.

Participants, Eligibility, Vesting, and More

Learn how to save, manage, and publish pages in the CX library.

Creating and Managing Pages

Learn how to create and launch repeatable project templates for standardized workflows.

Project Templates

Learn how to create, customize, insert dynamic merge fields, test, and publish so your team can send polished emails at scale.

Email Templates

Learn how to upload and send forms to fill and sign.

Form Fill and Sign

Learn how to create, send, and review questionnaires.

Building and Sending Questionnaires

Learn how to retroactively apply logging field tracking into data fields from projects.

Applying Reporting Fields Retroactively

Learn how to create and launch client requests using the client portal.

Creating Client Requests

Store SOPs, Project Templates, Emails, and Forms here.

Library

Configure your colors and brand logo on your client portal.

Brand Your Client Portal

Learn how to invite your plan sponsors to use your client portal.

Invite Clients to Your Client Portal

Learn how your clients can create a client portal account through an invitation sent from your team.

Creating a Client Portal Account

Learn how to manage who has access to your client portal.

Managing Client Portal Users

Learn how to send files securely to your clients via the client portal.

Secure File Exchange

The Live Client Portal Screen View feature lets you see what a client is looking at on their portal in real-time, just like looking over their shoulder to help them.

Client Portal Live View

Understand what permissions you have available when giving plan sponsors and external contacts access to the client portal.

Client Portal Permissions

Configure and invite your clients to use your custom Client Portal.

Client Portal

A unified CRM-style hub for managing all plan, company, and contact relationships in one place.

People Management

Learn how to use bulk actions on contacts.

Managing Contacts in Bulk

Learn how to re-assign companies or plans from one contact to another.

Reassigning A Contact's Company or Plan Associations

Learn about quick actions you can perform when viewing a contact.

Company, Plan, or Deal Specific Quick Actions

Learn how to create and use custom data fields for contacts

Custom Data Fields for Contacts

People

Learn about how to track plan admin status across plans.

Plan Admin Page

Create custom issues to work with your plan sponsors to correct incorrect data on census or employee records.

Managing Custom Issues

Learn how to collect, review, and track census data in CX

Plan Administration

Learn how to use the Deals CRM to grow your pipeline and automate launching projects!

Deals CRM

Deals

Learn how to report on the contacts assigned to your companies.

How To Report on Contacts Assigned to Your Companies

Learn how to drag and drop payroll files into CX for processing.

Drag and Drop Payroll Uploading

Export client, plan, and to do data directly to excel.

Exporting Data To Excel

Understand how to set up your census data collection and review projects for success.

Creating a Census Data Collection Project

Export pay data from individual reports or API connections.

Exporting Payroll Data For Specific Date Ranges

Use due dates to report on specific timelines and ensure your team works on what is priority.

Setting Task and Project Due Dates

Set up user groups to give your staff access to the right features at the right time.