Currently in Staircase, Stakeholder Type must be configured on a per-account basis, even for automated stakeholders like Google Meet/Gemini, Zoom, or Teams meeting summaries. This creates a lot of unnecessary manual work and increases the risk of inconsistent setup, particularly in environments where account data is not perfectly clean by Staircase standards due to partners, resellers, or indirect customer relationships. The process becomes especially tedious for major automated stakeholders like Gemini and Zoom, where automated notes and summaries provide valuable insights that Staircase can and should analyze. This is further compacted by the fact that there are no notifications to alert us when a new stakeholder is added to an account, so this is something we would have to manually identify and track.
It’s worth noting that Staircase does not appear to offer an OOTB way to be notified specifically when a new stakeholder is added, particularly for automated sources like Gemini, Zoom, or Teams. If this is possible, it isn’t documented anywhere, nor is it obvious from current configurations. This would require manual discovery, which is not a scalable or intuitive process in fast moving environments
In real world operations, perfect 1:1 contact hygiene is rarely possible. Automated stakeholders often appear across multiple accounts, and while Staircase is not currently designed to efficiently handle cases where valid contacts exist on more than one account (for example, in partner or reseller models- see related Community Idea: Staircase - Domains Associated to Multiple Accounts with multiple upvotes), there's a clear need for a way to define and apply Stakeholder Type globally for recurring automated stakeholders. The Stakeholder Type should be preserved wherever that stakeholder appears, reducing the need for repetitive manual updates at each account level
This enhancement would allow admins to set Stakeholder Type at a global or system level for specific stakeholders, such as Gemini being classified as “Automated,” with that setting automatically applied wherever the stakeholder appears. Any updates to the global Stakeholder Type should carry over to all applicable accounts, with an optional override at the account level if needed.
The value of this would be significant for teams using Gong, Google Meet/Gemini, Teams, Zoom, or other automated meeting transcription and notes tools. It would reduce administrative workload, improve the consistency and accuracy of Stakeholder classifications, and increase the reliability of insights, particularly in complex account models involving partners and resellers.
It is clear from the related community idea linked above re: domains associated with multiple accounts that many Staircase customers face similar challenges when handling contacts who exist across multiple accounts. Considering how widely automated tools like Zoom and Gemini are used, and considering the continued rise in these products and tools, there’s a strong case for enabling global stakeholder configuration- for automated stakeholders in particular. This would ensure insights from these sources are applied consistently across all eligible accounts, benefiting both standard and partner/reseller account structures.
