February 2024 Edition
K
Written by Kaitlyn Fisher
Updated over a week ago

๐Ÿ’ฌ Google Meet; More Conversations, Less Manual Work, More Insights.

If youโ€™re using Google Meet to record your customer calls, you can now use Staircase AI to analyze them too! Integrate now to get more from your Staircase AI experience.

๐Ÿ“ AI Summaries: Account Overview, Churn/Risk Notification, & Renewal

New AI summaries for whatโ€™s happened recently with customer/prospect accounts and summaries of why a customer churned or renewed with associated reasons listed. These can also be sent back to your CRM for wider team visibility.

๐ŸšจNew Report Alert: Churn Analysis

Leverages our new AI churn summary feature to identify common reasons for customer churn and the associated revenue loss to help you optimize your post-mortem process and mitigate future churn by addressing systemic and common causes.

We're SOC2 Compliant (again!) ๐Ÿ”ฅ

We remain committed to keeping your data safe, and your customers happy ๐Ÿ˜Š

Visit our Security Center to learn more about our commitment to security.

๐Ÿค– The More Data the Merrier: Connect Freshdesk

Freshdesk integration is LIVE: get even more visibility into your customer communications via Freshdesk support tickets.

Staircase will pull in support tickets created by your clients and show them in the Activity tab and Engagement stats.

๐Ÿ’ซ Executive Dashboard: Custom Segmentation

Curious which customers are due for a QBR, who has recently renewed, or what accounts are overdue for an Exec:Exec connect? Create new custom segments (buckets) on the executive dashboard.

๐Ÿ’ง Little Drops, Great Ripples

  • You can now drag & drop to reorder columns on the Account overview table.

  • Get a meeting summary email from Staircase AI after any recorded client meetings - enable this in your profile settings page.

  • System stats page - ever curious how many emails, tickets, chats, and calls Staircase has analyzed for you and the resulting insights and alerts!? Check out the new system stats page to see.

  • Gap Analysis report - now supports all role types!

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