Integrated Inbox for
Streamlined Communication

The Integrated Inbox syncs emails, client portal messages, and notifications into one unified view. No more toggling between platforms—everything is visible in one place, ensuring TPAs never miss a request.

Save time, reduce confusion, and improve response speed by having all communication centralized and easily accessible.

Stax.ai’s AI scans inbound messages, extracts key details, and categorizes requests by urgency. AI-generated summaries provide a quick glance at what needs attention, ensuring important tasks are prioritized.

TPAs can spend less time reading through long emails and focus on high-priority tasks immediately.

With one click, TPAs can convert messages into To-Do tasks or assign them to the right team member. Deadlines, notes, and priority levels can be added directly from the Inbox.

No more lost requests—every client inquiry becomes a structured, trackable task, ensuring accountability.

Use AI-powered Smart Replies to instantly respond to routine questions. For ongoing requests, automated follow-ups remind clients or prompt TPAs to take action—ensuring nothing is left unresolved.

Reduce email fatigue, save time on repetitive responses, and improve client satisfaction with faster communication.

Every email, message, and meeting note related to a client is automatically linked and summarized in Stax.ai’s Client Section. AI extracts key details, providing concise 1-line briefs that highlight important takeaways—making it easy for TPAs to review past interactions at a glance. The full communication history remains accessible in one place, ensuring seamless collaboration across the team.

Save time by quickly catching up on client interactions, avoid redundant conversations, and always stay informed before the next meeting.