If you’re using Microsoft Outlook as your calendar and MS Teams as your meeting provider, you may sometimes face challenges integrating Staircase AI for meeting summaries and follow-ups. This guide addresses common confusions and helps you troubleshoot integration issues quickly.
What Happens After Connecting Outlook Calendar and MS Teams
When you connect your Outlook calendar and MS Teams with Staircase, two applications appear in your Azure Active Directory:
1. Staircase AI or Gainsight App for Calendar
- App ID: `504f82fe-xxxx-xxxx-xxxx-xxxxxxxxxxxx`
2. Staircase AI for Teams
- App ID: `4707327f--xxxx-xxxx-xxxx-xxxxxxxxxxxx``
Important:
- Always verify these application IDs with your IT administrator to ensure you have the correct apps connected.
- Customers using AI Follow-up will see a different app named “Gainsight App for Calendar” instead of Staircase AI.
Why do we have a separate app for customers using AI Follow-up and Staircase customers?
→ Staircase AI helps you read both emails and meetings.
→ Gainsight App for Calendar will only allow reading calendar events and will not read emails.
Key Points to Remember
- Staircase can read meeting transcripts only if the user is assigned access to both applications above.
- During setup, you are required to select a group in Microsoft integration. It is highly recommended that this same group ID be used when creating application policies for MS Teams.
- If you see errors during the integration status check or if your user can’t connect Staircase/AI follow-up, these may be the reasons:
Common Error Messages & What They Mean
- The application access policy is not assigned to the user. Please refer to the documentation for instructions.
- The email could not be found in MS Teams.
These errors usually indicate that the user either does not have the correct application policies assigned or MS Teams does not recognize the user email.
Checklist Before Contacting Support
Please verify these details with your workspace (IT) administrator before raising a support ticket:
Here are the troubleshooting steps to check if a user was added to the Staircase MS Teams app:
1. Check if the user has an MS Teams license:
Get-MgUserLicenseDetail -UserId 'user@example.com' | Format-List
2. Verify if the CS policy is assigned (created and granted in step 6 and above):
Get-CsUserPolicyAssignment -Identity "<user@email.com>" -PolicyType ApplicationAccessPolicy
3. Check if the policy is created on the right user group:
Get-CsGroupPolicyAssignment -GroupId "<YOUR_GROUP_ID>" -PolicyType ApplicationAccessPolicy
4. Confirm that the policy was created for the correct App ID (MS Teams):
Get-CsApplicationAccessPolicy -Identity "<MS_Teams_Application_policy>"
Use these steps to validate the user’s access to the Staircase MS Teams app.
What to Do Next
If both permissions or assignments are missing or inconsistent, coordinate with your IT admin to assign the correct application policies to the user for both Staircase AI apps.
When to Contact Support
If after completing all checks above your issue remains unresolved, please create a support ticket and provide:
- Screenshots of the results from both commands showing the user’s access status for the two Staircase applications.
- Any error messages received during integration or connection attempts.
Following these steps will help you identify and fix most integration issues between Microsoft Outlook calendar, MS Teams, and Staircase AI quickly and with less back-and-forth support requests.
Thank you!