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Staircase - Admin Ability to Reparent Insights

Related products:Staircase AI
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heather_hansen

Staircase Admins should have the ability to reparent incorrectly associated Insights to the correct account if needed. 

Our Use Case - our customers frequently work with partners, and one of the partner emails was incorrectly associated with a customer.  As an admin, I’d like to be able to go into that insight and move it to the correct account instead.

5 replies

romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 437 replies
  • April 8, 2025

100%!
This was one of the potential problems we flagged during onboarding.

Going one step further, it would be great if we can have a view with all insights associated with more than one record (Company person >1) where we can either “confirm” the entry as valid to that customer or reparent to the correct one

FYI ​@Molly.McQ 


ajprince
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  • Contributor ⭐️⭐️⭐️⭐️
  • 38 replies
  • April 8, 2025

@heather_hansen are you able to do that by editing the domain settings for the customer account? We also work with partners/distributors and have had that issue.

Because of the fact that they can work with multiple customers, we’ve removed their email domains from each customer record and will be treating each as their own company. 

I could imagine benefits one way or the other with this though.


heather_hansen
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  • Author
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 955 replies
  • April 9, 2025

@ajprince yes - but they just get added back because they are still associated as Related Contacts in SFDC (and thus the company in Gainsight).  


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 437 replies
  • April 10, 2025

Heather beat me to it! It’s the same for us 


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  • Gainsight Employee ⭐️
  • 5 replies
  • April 14, 2025

Hi team, my recommendation would be to run through the data hygiene on CRM/CSP so that insight aren’t incorrectly assigned - let’s solve for the root of the issue rather than the symptom! :) 


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