Q3 2026 Release Notes for Staircase AI

Track Expansion Opportunities Across All Accounts

Customer Success Managers (CSMs) can now view all expansion opportunities across their accounts in a single report. Previously, the Expansion Analysis report showed one row per account, requiring CSMs to open each account to view individual opportunities. The Expansion Opportunities report displays one row per opportunity, making it easier to filter, sort, and export at the opportunity level.

Key Enhancements

• Expansion Opportunities report: A new Expansion Opportunities report is now available directly in Reports. The report displays one row per expansion opportunity and opens on the last 90 days by default, showing the newest analysis first.
• Default columns: The report includes the following columns by default:
  • Account
  • Offering
  • Generated
  • Category
  • AI confidence
  • Summary
• Filters: You can filter the report by Account, Category, and Momentum.

Example Business Use Case

A CSM managing a large portfolio of accounts wants to identify expansion opportunities before the next quarterly business review. Previously, the CSM had to open each account individually to check for expansion signals. With the Expansion Opportunities report, the CSM filters the report by Category set to Up-sell and sorts by AI confidence to surface the strongest opportunities first. The CSM then exports the report to share with the account management team ahead of the review.

For more information, refer to the Expansion Opportunities Report article.

View Integration Connection Details

Admins can now view connection details directly on each integration card in Settings > Integrations. The integration card now displays who activated the integration, when it was connected, and the user and account configured on the provider's side.

Key Capabilities

The integration card now displays the following fields:

• Authorized by: The Staircase AI user who activated the integration.
• Connected on: The date and time the integration was activated.
• Provider user: The user account defined on the provider's side.
• Provider account: The account in use on the provider's side.

For more information on how to configure the integration, refer to the Integrations Overview and Configuration Guide article.

Track Ask Staircase and MCP Tool Call Activity in System Stats

The System Stats page now includes the new Ask Staircase Queries and MCP tool calls metrics. Admins can use these metrics to monitor Ask Staircase query volume and MCP tool call activity across their organization.

View Stakeholder Engagement in C360 with People Widgets

Admins can now view stakeholder engagement insights directly in C360 through two new widgets, People Heatmap and People Network, available on the C360 Summary page. Both widgets display the strength of engagement between internal team members and customer stakeholders without leaving Gainsight Customer Success (CS).

For more information, refer to the View Stakeholder Engagement in C360 with People Widgets section in the Gainsight CS Q3 September 2026 Release Notes.

View Stakeholder-Level Insights in C360 and P360

Gainsight Customer Success (CS) now makes stakeholder-level AI insights from Staircase AI available directly in C360 and P360 through the new Person AI Attributes object. Admins can add four stakeholder-level insight fields to the Attributes widget in P360 and view aggregated counts in C360, providing a complete picture of stakeholder engagement without leaving Gainsight CS.

For more information, refer to the View Stakeholder-Level Insights in C360 and P360 section in the Gainsight CS Q3 September 2026 Release Notes.

[BETA] Relationship Resolution

Gainsight Customer Success (CS) now includes Relationship Resolution for Gainsight CS and Staircase AI joint customers. AI-generated meeting follow-ups and auto-captured emails are automatically logged to the correct product-level Relationship in Timeline, so users no longer need to manually tag activities.

Meeting and/or Email sync must be turned on through the Staircase AI integration to use this feature.

For more information, refer to the Relationship Resolution section in the Gainsight CS Q3 September 2026 Release Notes.

Customize Your AI Digest

You can now personalize your AI digest to focus on the accounts and insights most relevant to you. The digest was previously generated based on your organization's default settings. To access this, click Customize your AI Digest below the digest text on the Executive Dashboard, or navigate to Settings > Profile > AI digest.

Key Enhancements

• Maximum accounts: Controls the number of accounts displayed in your digest, up to 50.
• Prioritization: Controls the order in which accounts appear in your digest.
• Output language: Displays digest content in the language you select.
• Custom filters: Limits the digest to accounts that match your defined filter criteria.
• Custom prompts: Tailors your digest content based on the instructions you provide. For recommendations on filters and prompts, refer to the Executive Dashboard article.
• Customization toggle: Reverts your digest to your organization's default settings when turned off.

For more information, refer to the Executive Dashboard article.

Map Team Member Fields to Your CRM

Admins can now map team member data from Staircase AI to Salesforce contact fields, making information such as team member properties, ownership data, and manager details available directly in Salesforce.

Key Enhancements

• Team member fields section: A new Team member fields section is now available under Settings > Configurations > Fields. Admins can select from available Staircase AI fields including Team member properties, Owned accounts, Manager properties, and account ownership counts, and map them to the corresponding Salesforce contact fields.
• CRM support: Team member field mapping is supported for Salesforce and Gainsight.

For more information, refer to the Mapping Custom Fields and Integrations article