Staircase AI

Staircase AI by Gainsight integration for Gong.io

Gong

Two-step process to automatically onboard your client-facing teams to Staircase AI

Google Domain Install

Steps to add, remove, or reset Staircase permissions to your Google account (individual permissions). Not recommended as best practice.

Google

Integrate Staircase AI with Okta SSO for authentication protocol

Okta SSO

Steps for integration and data sharing between SFDC and Staircase AI

Salesforce

Automatically onboard your client-facing teams' communications to Staircase AI

Microsoft Domain Install

Steps to integrate your client-facing Slack channels to be analyzed by Staircase AI

Slack

Steps for data sharing between Hubspot and Staircase AI

Hubspot

Integrate your Zoom calls and transcripts to be analyzed by Staircase AI

Zoom

Steps to sync Zendesk support tickets to Staircase

Zendesk

Connect Intercom to Staircase to analyze your customer conversations

Intercom

Connect Mixpanel to Staircase to see product usage stats alongside engagement and sentiment metrics for more well rounded visibility.

Mixpanel

Steps to connect Staircase insights into Monday.com tasks and actions

Monday

Share data with Staircase AI via an Amazon S3 Bucket

Amazon S3

Steps to add Staircase permissions to your Microsoft account.

Microsoft

Steps for data push/pull between Pipedrive and Staircase AI

Pipedrive

Connect your Jira Support module to Staircase AI for ticket data and analysis

Jira

Connect Teams with Staircase AI to analyze transcripts from your recorded customer calls.

Microsoft Teams Meeting Transcripts

See the Staircase AI Customer Account page from directly inside their Salesforce record

SFDC iFrame

Steps for data push/pull between Gainsight and Staircase AI

Gainsight

Sync Google Meet transcripts to Staircase AI for analysis and summarization

Google meet

Freshdesk

Connect CoPilot by Clari and Staircase will analyze and summarize your client facing calls. These summaries can also be sent via email & CRM

CoPilot by Clari

Connect Chorus by ZoomInfo and Staircase AI to analyze and summarize client facing calls. These summaries can also be sent via email & CRM

Video call integration with ZoomInfo Chorus

How to connect Okta and Staircase AI for automatic user provisioning

Okta SCIM Configuration Guide

Kate Neal

Lior Harel

Omri Hecht

Integrations

Contact Support

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Track the progress of all tickets related to your company.

Tickets portal.

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