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

Learn how to leverage the power of CX in your business.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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