Turn your LLM into a Customer Expert with MCP

Session Abstract

This hands-on workshop shows attendees how to connect Staircase AI to LLMs such as Claude using the Staircase MCP, enabling AI tools to access real-time customer context like account health, conversation history, and emerging risks. Participants will learn how to use live customer intelligence to create more personalized outreach, prepare for QBRs, generate account summaries, and build repeatable workflows that turn customer signals into immediate, actionable insights.