CX Academy
Learn how to leverage the power of CX in your business.
Lesson 1: Introduction to Stax.AI and the TPA Industry (from our POV)Welcome to Stax.ai CX – The Future of TPA Operations
Lesson 2: Configuring Your Profile
Lesson 3: Navigating the DashboardThe CX Dashboard gives you a real-time snapshot of client health, tasks, and communications to guide your daily work.
Lesson 4: Managing Projects and TasksIn CX, Projects organize repeatable workflows, while Tasks break them down into individual actions for your team or clients.
Lesson 5: Managing Project TemplatesProject templates in CX allow you to standardize repeatable workflows; saving time, improving consistency, and reducing manual steps.
Lesson 6: Navigating Email and Form TemplatesThis article walks you through where to find these templates, how to explore them, and how they connect to your broader workflows.
Lesson 7: Navigating Companies, Plans, and ParticipantsIn this lesson, you’ll learn how to navigate the three foundational areas of your CX workspace: Companies, Plans, and Participants.
Lesson 8: Navigating File ManagementThis article walks through how to use the Files system - including folders, permissions, collaboration tools, and client file sharing.