Staircase AI

Use this article to help you map custom fields and external integrations to/from Staircase.

Mapping Custom Fields & Integrations

Tier

Help Staircase identify time spent in hours at a team and client level.

Team Effort Hours

Monitor for custom meeting events like onboarding, kick offs, etc.

Custom Events

Add your Customer Journey phases into Staircase to track key milestones and events as they progress through the lifecycle.

Journey Phases

Custom & AI topics to help you understand what customers are saying and feeling.

Topics

General

Define global touch frequencies for each key client stakeholder role type (Champion, Decision Maker, etc.)

Stakeholders

Leverage Staircase to track your exec:exec touch points

Executive Touch Points

Understand and customize your AI generated Health Score

Staircase AI Health Score

Edit existing insights and create custom ones.

Insights

AI Language Preference

Kate Neal

Anu Shekhar

Detailed articles on Staircase configurations.

Configurations

Contact Support

Find answers and get help from Intercom Support and Community Experts

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