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Staircase AI for Agentforce

Surface the account health signals hiding in every customer interaction

Partner of the Year

Overview

Bring Staircase AI's relationship intelligence and Skilljar's learning data directly into Agentforce, so agents can act on real customer signals.

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  • Connect Salesforce to Staircase AI's relationship intelligence layer to surface deep account health signals derived from real customer interactions — emails, meetings, Slack threads, support tickets, and more.

  • Get a renewal risk brief that pulls together competitive signals, health score declines, and training gaps—automatically, before every renewal call.

  • With integrated Skilljar data, see who's trained and where certification gaps are, right alongside relationship and health signals.

  • Score and rank upcoming renewals by health, ARR, risk, and certification coverage, so your team knows exactly where to focus first.

Staircase AI's relationship intelligence connects directly to Agentforce, giving agents real-time access to health scores, stakeholder sentiment, competitive signals, and expansion signals pulled from actual customer conversations. For customers using Skilljar by Gainsight, learning and certification data surfaces right alongside those signals, so agents see the full picture. With this package installed, Agentforce agents can generate renewal risk briefs, score and rank renewals by health, ARR, and certification coverage, run quarterly churn reviews to flag at-risk accounts, and prepare account and transition briefs that include training history alongside relationship context. Explore the full library of Staircase AI for Agentforce skills and prompt templates at gainsight.com/mcp/library.

Gainsight, Inc's Achievements

ISV

Headless 360

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Categories

Industries
High Tech
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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