Our integrated inbox consolidates all client communication by syncing directly with your existing email platform (e.g., Outlook or Gmail), transforming how teams manage correspondence. It leverages AI to streamline task management by generating tasks and actionable insights from email interactions, ensuring seamless, real-time communication across teams. This integration allows teams to focus on client needs without worrying about missed follow-ups or cluttered inboxes.
Single Inbox for All Client Interactions: Instead of toggling between platforms, all client emails are synced in one location. This inbox provides a centralized view of client correspondence, reducing the risk of overlooked communication
Smart Task Automation: Automatically generate tasks and follow-up actions based on email content. Stax•ai analyzes email threads, identifies relevant actions (e.g., setting up meetings, collecting documents), and creates tasks without manual input, ensuring teams stay on top of all client requests.
Full Communication History: Track all interactions within a single platform, making it easy to view the entire email thread, attachments, and tasks related to a specific client. This eliminates the need to search through cluttered inboxes for important client details.
Automated Attachment Suggestions:
Relevant Document Matching: The system suggests attachments from your stored files based on the context of client emails. For example, if a client requests a document (e.g., a summary plan description), the AI will attach the correct file automatically, reducing manual effort and ensuring accuracy.
Sync your existing email account (e.g., Outlook or Gmail) to centralize communication in the platform, ensuring no important emails are missed.
Automatically create tasks, project reminders, and follow-ups based on email content, ensuring timely action and reducing manual workload. AI analyzes the context of emails and suggests appropriate tasks or responses.
Monitor all email interactions, tasks, and related documents in one view. Each client's complete communication history, including attachments and tasks, is easily accessible for efficient project tracking.
4. Attachment Matching and Suggestions:
The system identifies relevant documents for client requests and suggests attachments from your file system, ensuring that the correct documents are included in responses.
Interested in seeing how AI-powered workflows can improve your processes?
Schedule a personalized demo with a CXpert to discover how it works for you.