CafeX overview

CafeX helps enterprises collaborate with each other using secure workspaces to:

  • coordinate meetings,
  • share content,
  • collect actions and outcomes.

CafeX streamlines how companies work with their partners and end customers around persistent topics.

Meetings assemble people for a particular purpose.  CafeX works with your existing tools to provide context and organization for a meeting’s journey from start to finish:

  • Before the meeting
    • we schedule the meeting,
    • gather content,
    • create agendas,
    • review documents.
  • During the meeting
    • we discuss the content and topic,
    • work together to generate or update content,
    • assign actions.
  • After the meeting
    • we process actions,
    • create responses,
    • hold quick chats about what people are working on,
    • schedule follow up meetings to validate what work is done.

CafeX keeps all of this together in a persistent track. Meetings are only part of the journey; tracks keep progress on course between meetings too.

See also: CafeX key features

What is a track?

A track is a journey relating to a topic. Tracks organize your:

  • documents and files,
  • emails,
  • meetings and live sessions,
  • actions and minutes
  • chats and conversations,
    and,
  • the participants you include.

Track members collaborate and work on content at the same time or separately from one another. Members may schedule simultaneous working sessions, or manage activities over a longer duration.

CafeX lets you share content from your cloud storage without having to copy it and provides access to all track members, including those from outside of your organization.

Tracks include a CafeX assistant to pick up emails and add content to your track.

What is a meeting or live session?

A meeting is where track participants connect together with voice and video from their browser, or by using phone. Your track hosts a meeting and this where you collaborate in real time. CafeX collects everything that happens with the content you share and adds it to your track. After a meeting ends, track participants can connect to the meeting again, to start a new session, when they need.

What can I add to a track?

Tracks support a huge variety of content. Track content includes the following:

  • web applications,
  • emails and file attachments,
  • meeting invites and events,
  • metadata files.
  • links to other resources, such as: 
    • relevant websites
    • documents from your organization’s cloud storage service.

CafeX provides tools to find and add content from a number of web applications, including Google Drive, Microsoft Teams, Slack, Jira, and Zendesk.

Use folders to organize your track.

When you add content to a track, you share it with all track members.

How do I access my track?

CafeX tracks, and meetings, are accessible from your web browser or mobile web browser. CafeX does not require any downloads.

When you create a track, CafeX emails you a hyperlink to access it. You receive the email from a CafeX assistant allowing you to start to interact with your track. 

What is a CafeX assistant?

CafeX designates an assistant to each track. A CafeX assistant picks up emails and takes actions for you, and collates everything within its track. You and your participants send emails to the CafeX assistant to add content and interact with tracks while you are away from the CafeX interface.

Use your native calendar tools, to create tracks by inviting your assistant to your events.  When the CafeX assistant receives your invitation it creates a new track for you.

Within a few seconds the CafeX assistant:

  • updates your original event with meeting details
  • sends a welcome email to every participant linking to your track in CafeX.
  • adds any content you include on your invitation to the track.

Setting up CafeX

If you are a system administrator, to set up CafeX across your organization see: Setting up CafeX.

When you are ready, see: Learning to use CafeX.