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Gainsight Inc.

Pulse 2026 Release Notes for Staircase AI

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This article lists all of the announcements and enhancements from the Pulse , 2026 Staircase AI product release.

Release Date: May 27, 2026 

New Feature 

Access AI Hand-off Analyst Report for Accounts

Staircase AI now generates handoff analysis reports that extract and structure critical context from pre-close and pre-renewal communications. CSMs can access these reports before engaging with a new account, eliminating the need to chase down sales reps or search through email threads.

Hand off analysis summary on accounts page.

What's New

For accounts with a contract start date within the last six months, Staircase AI automatically generates a prioritized, evidence-backed playbook that includes:

  • Account Playbook: New sections including Narrative Summary, Main Driver, Goals, Open Concerns, Commitments Made, Purchase Context, and Onboarding Readiness have been added in summary.
  • Handoff Actions: Prioritized recommended actions categorized as Critical, High, or Medium, each with a supporting rationale.
  • Key Stakeholders: Stakeholder cards displaying name, title, role, concerns, and priorities, with the primary decision maker listed at the top.
  • Evidence Layer: Every insight links to the source email or meeting. Select Show evidence to view the direct quote and context.
  • Full Analysis: View the complete expanded playbook and download it as a PDF to share with stakeholders outside Staircase AI.

Staircase AI automatically generates the AI hand-off analysis when all of the following conditions are met:

  • The contract start date is mapped in Staircase AI and falls within the last six months.
  • The account has at least 10 pre-close emails from connected sales team mailboxes.
  • The account has at least three pre-close meetings from a connected meeting source.fFor example, Gong or Zoom.

 For more information, refer to the AI Hand-off Analyst article. 

In the Q2 2026 Pulse Release, only new accounts are eligible. Support for cross-sell wins of existing customers is planned for a future release.

Enhancement

Redesigned Integrations Page

The Integrations page has been redesigned to improve how admins discover, browse, and manage integrations. The previous two-panel layout, with a fixed sidebar list and an inline detail panel, has been replaced with a modern card grid interface. Each integration now appears as a standalone card with a name, description, category tag, and connection status indicator. A category filter bar and a search field have been added, enabling admins to locate integrations faster without scrolling through the full list.

The redesign does not change how individual integrations are configured. Existing connections and settings are preserved.

Key Enhancements

  • Card Grid Layout: The Integrations page now displays all available integrations in a responsive four-column card grid. Each card shows the integration logo, name, a brief description, and one or more category tags. The connection status icon on each card indicates whether the integration is connected or not connected.
  • Category Filters: A row of category filter chips is available at the top of the page. The following categories are supported:
    • Authentication
    • Email & Calendar
    • Ticketing
    • Product
    • Chat
    • Video
    • CRM 
      Selecting a category filters the card grid to display only the integrations that belong to that category. Multiple categories can be applied simultaneously.

      Integrations page in settings.
       
  • Search: A search bar on the top right of the page allows admins to search for an integration by name. The card grid updates in real time as the Admin types.

Key Benefits

  • Faster discovery: Category filters and search eliminate the need to scroll through the full integration list to find a specific tool.
  • Better visibility: The card grid displays all integrations simultaneously, giving admins a complete view of available and connected integrations without switching between panels.
  • Clearer categorization: Category tags on each card make it easy to understand what type of integration a tool is before selecting it.
  • Scalable interface: The grid layout accommodates a growing library of integrations without degrading navigation usability.
  • No configuration disruption: Existing integration connections and settings are not affected by this update.

For more information on how to use integrations page, refer to the Integrations Overview and Configuration Guide article.