Ask Staircase is an AI-powered tool that helps you quickly uncover insights from customer communications across email, meeting transcripts and support interactions using simple, natural language questions. Instead of manually reviewing conversations, you can ask direct questions and get instant, actionable insights with linked source references.
Use Ask Staircase to spot early risks, save time on meeting preparation, uncover details and previously hidden account signals, identify customer champions, and reduce churn.
Ask questions using Ask Staircase across multiple views:
Executive Dashboard (Cross-Account Ask Staircase): Analyze customer engagements across multiple accounts. If your question targets a specific account, the system automatically triggers the Account Ask Staircase agent for deeper, account-level analysis.
Account Page (Account Ask Staircase): Focus your questions on a single account to uncover detailed insights about customer engagement and sentiment.
Topics Page (Topics Ask Staircase): Explore customer sentiment and feedback across key themes and trends derived from conversations.
Ask Staircase is canvas based, but it is still conversational as subsequent questions keep your previous queries in context.
Note: Ask Staircase currently references only the communication data layer (email, call summaries, chats, and support tickets). CRM-related tabular data such as renewal dates or revenue are not included yet, but support for CRM data will be added in a future update.
To Ask Staircase across multiple (or all) of your accounts, navigate to the Executive Dashboard page.
Here are the different options user can use in the Executive dashboards page:
Filter icon: Click the Filter icon to apply filters and refine your result based on specific parameters like Status, Tier, Owner, Health score label, Sentiment score label, Insights, and Lifecycle events. These filters help you refine the context you want the AI to analyze.
Ask a question: In the Ask a question text input field, ask questions in your own language, just like having a conversation, and receive AI-powered analysis. For example: Users can ask “Which enterprise accounts mentioned competitive solutions in the past quarter?” or “What feature requests have been mentioned across my mid-tier accounts?”
The default model used is GPT-4.1 (Azure), which delivers quick summaries and clear insights. It’s ideal for analyzing health checks, sentiment trends, and recent customer interactions.
Extended Thinking: Click the Extended Thinking icon (lightbulb) in the search bar to switch to the o3 reasoning model (Azure) for deeper analysis and long-range reasoning. Ideal for churn prediction, relationship patterns, and strategic planning.
References: The Ask Staircase responses include linked references with brief summaries to provide context at a glance.
Clicking a link opens the communication summary in a side-out panel, allowing quick review without leaving the current view.
Clear Chat: Click the Close icon next to the question to clear the chat.
Arrow icon: Click the back or forward icon to navigate between questions and answers when multiple questions have been asked.
Sample Prompts for Ask Staircase
Below are some sample queries that users can ask using Ask Staircase:
Customer Sentiment Analysis:
What customers are talking about [specific features]?
What is the sentiment around our new pricing model?
Summarize what customers are saying about our [feature]?
Show me the latest sentiment score for [customer]?
Product Feedback:
Which customers have mentioned issues with [feature]?
What are the most common complaints in the last quarter?
How are customers responding to our latest release?
Account-Specific Questions:
What was the last issue reported by [customer] and was it resolved?
What is the current health score for [customer]?
Summarize the last meeting with [customer]
When did we last talk to the decision maker at [account]?
When is the contract renewal date for [customer]?
What were the key topics discussed with [customer] in the last 30 days?
Are there any expansion opportunities with [customer]?
Are there any critical alerts for [customer]?
Show me recent emails regarding 'XXX' for [customer].
What was the outcome of the call on May 5th with [customer]?
Have any new significant risks been identified for [customer] recently?
Were there any complaints mentioned in the last communication with [customer]?
List action items from the QBR with [customer]
What is the status of the onboarding plan for [customer]?
Are there any open high-priority tickets for [customer]?
Show me any critical events logged for [customer] in the past week
Cross-Account Analysis:
Show me all customers unhappy about feature XYZ
Which accounts might have upsell opportunities?
What topics are trending across our enterprise customers?