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tmorgan
Helper ⭐️
September 24, 2026
New Idea

Use AI to Flag Communications in Staircase with Sensitive Information for Review

Related products:Staircase AI
  • September 24, 2026
  • 0 replies
  • 5 views

One of our technical resources sent an email to a client that included a username and password for a particular item. We have Staircase turned on with the AI Follow-up feature that posts to the Gainsight Timeline. He was looking in Timeline later and he saw the email posted had the user/password info. I know Staircase has settings to filter out PII, but I am wondering if there is anything available or in the works to deal with a situation like what happened in this instance? I am thinking maybe the AI could "flag" these or notify the user in some way before posting them?