Stax.ai, Inc

Welcome to Stax.ai CX – The Future of TPA Operations

Lesson 1: Introduction to Stax.AI and the TPA Industry (from our POV)

Lesson 2: Configuring Your Profile

The CX Dashboard gives you a real-time snapshot of client health, tasks, and communications to guide your daily work.

Lesson 3: Navigating the Dashboard

In CX, Projects organize repeatable workflows, while Tasks break them down into individual actions for your team or clients.

Lesson 4: Managing Projects and Tasks

Project templates in CX allow you to standardize repeatable workflows; saving time, improving consistency, and reducing manual steps.

Lesson 5: Managing Project Templates

This article walks you through where to find these templates, how to explore them, and how they connect to your broader workflows.

Lesson 6: Navigating Email and Form Templates

In this lesson, you’ll learn how to navigate the three foundational areas of your CX workspace: Companies, Plans, and Participants.

Lesson 7: Navigating Companies, Plans, and Participants

This article walks through how to use the Files system - including folders, permissions, collaboration tools, and client file sharing.

Lesson 8: Navigating File Management

Andrew Flowers

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