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General

Configure Staircase AI general settings

K
Written by Kate Neal
Updated this week

In this configuration page, you can configure the response time SLA you want your team to meet, add email domains that are allowed to sign up to your account, and ID if your revenue number represents ARR or MRR.

Response Time SLA

Set the response time SLA you'd like your team to keep - 10 hours, 12 hours, 24 hours - the choice is yours! Once you set this, on all response time graphs throughout Staircase, you will see the SLA line through the graph - allowing you to quickly identify instances where the SLA was not met (both by client or your team).

Signup - Allowed Domains

Any email domains you add here will allow for that user to sign up to your Staircase account. If you prefer to keep your instance on an invite only status or using a domain install, simply leave this blank.

Revenue Period Basis

Use the radio button to select which option best represents the revenue number you share with Staircase (ARR (annual) or MRR (monthly)). This will help ensure accuracy in the Team Efficiency report.

Multilingual AI Summaries

Staircase AI offers multilingual AI-generated summaries, allowing organizations to receive AI summaries and answers in their chosen language. For example, a Japan-based company can set its AI Language Preference to Japanese. AI-generated summaries appear in Japanese, while the platform's user interface remains in English. To use this feature, Admins must configure the organization-wide language setting by following these steps:

  1. Navigate to Settings > Configurations > General.

  2. Scroll down to the AI Language Preference option and select a language from the dropdown.

  3. To save the changes, click Submit.

Note: This setting is applied organization-wide and cannot be personalized for individual users.

LLM Preferred Language applies to the following AI-generated summaries:

  • Executive Summary (Executive Dashboard)

  • Account Summary (Account page)

  • Renewal/Churn Summary (Account page)

  • Meeting Summary (Meeting engagements)

  • Relationship Summary (Account page - Stakeholder reports)

  • Topic Summary (Topic report)

Limitations:

  • The UI is not modified as per the AI Language Preference and remains to show the default language, English.

  • Existing or scheduled summaries will be updated in the selected language during the next scheduled run cycle.

  • The AI Language Preference setting is applied organization-wide and cannot be personalized for individual users.

Ask Staircase - Intelligent Language Selection

Additionally, users can ask questions by entering a query in Ask me about this topic. The answer is provided in the same language as the query, allowing for flexible multilingual interaction. These interactions are independent of the instance-wide language setting, enabling regional support teams to assist global customers effectively.

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