Q2 2025 Release Notes for Staircase AI

Switch Between AI Models for Tailored Insights

Ask Staircase now lets users choose the AI model that best fits their query. By default, Ask Staircase uses GPT-4.1 (Azure) for quick and insightful responses. You can click the Extended Thinking (lightbulb) icon in the search bar to switch to the o3 reasoning model (Azure) for deeper, strategic analysis.

Model Options

• Default (GPT-4.1 Azure): Provides quick summaries and clear insights. Ideal for health checks, sentiment trends, and recent interactions.
• Extended Thinking (o3 Model Azure): Delivers deeper analysis and long-range reasoning. Ideal for cross-account analysis and queries with larger context-sets for use cases like churn prediction, relationship patterns, or strategic planning.

To switch models, click the Extended Thinking icon in the Ask Staircase search bar when your query calls for more advanced reasoning.

For more information, refer to the Ask Staircase article.

AI Summaries Now Use Markdown for Improved Readability

Staircase AI has introduced Markdown formatting for AI-generated responses in Ask Staircase, with plans to expand it across AI Summaries throughout the product. This enhancement replaces the previous plain-text format, which limited the clarity of grouped insights and list-based content.

With Markdown support, AI-generated outputs are now cleaner, easier to consume, and better organized for the end user.

Key Enhancements

• Structured formatting for list views and key points
• Enhanced visual clarity and ease of consumption of AI responses for users
• Foundation for future formatting enhancements

For more information, refer to the Ask Staircase article.

Ask Staircase Now Displays Referenced Communications with Contextual Summaries

Ask Staircase responses now highlight top referenced communications, each paired  with clickable links and concise mini-summaries to provide immediate context and increase user confidence in the AI-generated answer. This enhancement improves transparency, reliability, and understanding by showing users exactly which communications the AI answer is based on.

Key Enhancements

• The responses include linked references to relevant communications.
• Each reference includes a short summary to help users quickly understand its relevance.
• Clicking a link opens the communication summary in a slide-out panel for easy review without losing your place in the current workflow.

For more information, refer to the Ask Staircase article.