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Contact Management in Stax.AI

CX Platform

Today, contacts are trapped in silos.


They sit inside “Companies,” “Plans,” or “Deals,” forcing admins to juggle spreadsheets, Mailchimp lists, and Outlook groups just to send a single follow-up. Data fragments, compliance flags pile up, and engagement slips through the cracks.

We’re fixing that.

What’s Coming

We’re launching People—a CRM-grade contact module purpose-built for TPAs.

That means:

  • One master record per person — manage every contact centrally, even if they’re unattached to a firm or plan

  • Bulk email with brains — templates, scheduled sends, and merge tags—no more Mailchimp workarounds

  • Full interaction timeline — see every send, open, reply, sentiment score, and task linked to that contact

  • Role-based permissions — flag a user as Primary Contact, Accountant, or Plan Participant and auto-tailor their portal experience

  • Automation toggles — auto-link email threads, trigger portal invites, or pause access with one switch

Posted by Andrew Flowers
Status: Done2 comments

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Comments2

  • Linear

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    Merged request

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    1 vote

    Company People

    TPAs often manage hundreds of contacts spanning multiple companies, plans, and roles. Prior to this feature, updating or reassigning contact information required navigating into each company or plan record individually, leading to inefficiency and risk of oversight—especially during staff turnover or advisor changes.

    This feature was built to:

    • Provide a single, scalable view of all contacts, regardless of company or plan association.

    • Allow bulk updates, reassignments, and tagging to save time.

    • Improve accuracy and consistency in contact data across multiple records.

    • Support large-scale changes such as advisor replacements, user suspensions, and client portal invitations with minimal clicks.