First-Time Setup Guide
Summary After logging in for the first time, you can begin by organizing your workspace and uploading documents. Steps Recommended Setup Next Steps Related Articles
System Requirements (Browsers & Devices)
Summary CX+ is a web-based platform that works best on modern browsers and desktop devices. Supported Browsers Device Recommendations Performance Notes Unsupported / Limited Use Related Articles
Login with Microsoft vs Email Login
Summary CX+ supports both Microsoft single sign-on (SSO) and standard email/password login. Explanation There are two ways to log into CX+: Microsoft Login Email Login Which should I use? Common Issues Related Articles
How do I log into CX+?
Summary You can log into CX+ using either your Microsoft account or your email and password, depending on how your account was set up. Steps Notes Troubleshooting Related Articles
What is a Question Bundle?
Summary A Question Bundle is a group of predefined questions that can be run together across one or multiple documents. Overview Question Bundles allow you to standardize and automate document analysis by grouping multiple questions into a single workflow. Instead of running questions one at a time, you can apply a bundle and extract multiple […]
How do I write effective AI questions?
Summary Writing clear, specific questions helps CX+ return more accurate and useful results. Key Principles To get the best results from CX+, your questions should be: Examples Less effective: More effective: Best Practices Tips for Better Results Related Articles
How do I upload documents?
Summary You can upload one or multiple documents into CX+ to begin organizing and analyzing them. Steps Notes Common Issues Tips Related Articles
What is CX+?
Summary CX+ is a document review and analysis platform that allows users to upload files, organize them, and extract insights using AI-powered tools. Overview CX+ enables teams to efficiently review large volumes of documents by combining structured file management with AI-driven analysis. Users can upload documents, organize them into folders, and apply questions or question […]