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Separate AI Follow-Up and Auto Email Capture

Related products:CS Timeline & Activity TrackingStaircase AICS AI Followups
  • May 8, 2026
  • 0 replies
  • 16 views

Enhancement Request: Separate AI Follow-Up and Auto Email Capture Connection Groups

Currently, the new AI Follow-Up and Auto Email Capture release only supports two configuration options:

  • Meetings Only

  • Email + Meetings

We would like the ability to separate these settings so Email Capture can be enabled independently from Meetings for selected users.

Our use case requires AI Follow-Up for a broader group of users, while Email Capture should only be enabled for a smaller subset of users. The current setup does not provide enough flexibility to support this requirement.

Requested Enhancement:
Add support for two separate connection groups/configurations:

  1. Meetings Only

  2. Emails Only

This would provide greater control and flexibility when enabling AI Follow-Up and Auto Email Capture features across different user groups.