Improve Staircase Email-to-Customer Mapping for Partner and End Customer Scenarios
Enhance Staircase email association logic to accurately map email conversations to the appropriate company based on the participants in the conversation. Currently, when emails are pre-logged by Staircase, communications intended for an end customer can be associated with the partner account instead.
The desired behavior is:
- When a conversation includes only an end customer, associate the email with the end customer account.
- When a conversation includes both a partner and an end customer, associate the email with both records or provide configurable mapping behavior.
- When a conversation includes only a partner, associate the email with the partner account.
This enhancement would improve the accuracy of Timeline Activities, AI insights, sentiment analysis, and customer health evaluations by ensuring communications are logged against the correct customer context. It would also reduce the need for manual domain mapping, account updates, or other workaround processes currently required to maintain accurate account associations.