Stax.ai, Inc

Use your email conversation history to calculate client pulse and generate key client relationship insights.

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

Andrew Flowers

Cameron Sechrist

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

Email & Inbox

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Create your workspace and invite the people you work with.

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

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

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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