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bradley
Expert ⭐️
July 1, 2026
New Idea

ST: Allow Tailoring of Weekly AI Digest

Related products:Staircase AI
  • July 1, 2026
  • 2 replies
  • 31 views

The Weekly AI Digest is basically the first thing users see when they log into Staircase directly.

Despite what this copy below says, according to Gainsight it evidently doesn’t matter what accounts you are assigned or, if you’re a manager, what accounts your reports are assigned, it will just summarize the business in general:

 

As a first impression, given it also says it is *for me*, that’s neither super intuitive nor all that great an experience.

I would like the ability to have the digest tailored to either the filters on my dashboard, or, at the very least, have the option somehow for it to do what it says on the box: have it related to ‘my’ accounts and/or those of my reports.

2 replies

dcassidy
Helper ⭐️⭐️
July 6, 2026

I may be misunderstanding something - either on your post, Bradley, or about Staircase in general - but I was under the impression that once you set up filters for this, Staircase remembers them. For instance, my COO has a dashboard with specific revenue and team filters and though the first time he logged in he saw this generic dashboard, every time since (bar clearing the filter during usage) he’s logged in to his filtered dashboard.

Is this not the experience you/your team is having?

bradley
bradleyAuthor
Expert ⭐️
July 6, 2026

I may be misunderstanding something - either on your post, Bradley, or about Staircase in general - but I was under the impression that once you set up filters for this, Staircase remembers them. For instance, my COO has a dashboard with specific revenue and team filters and though the first time he logged in he saw this generic dashboard, every time since (bar clearing the filter during usage) he’s logged in to his filtered dashboard.

Is this not the experience you/your team is having?

For the dashboard in general yes - for the Weekly AI Summary, no. It doesn’t adjust per person which seems odd given that’s clearly not what the text says, and is also what the Gainsight team confirmed. I don’t know if maybe there’s some confusion on how it works on both ends, but if the summary does get impacted by your filters it would be great if it...did.