Your partner portal includes a set of built-in AI assistants and agents. Each one does a different job - from onboarding assistance to campaign recommendations to deal coaching.
Your supplier may enable any or all of these for you. Reach out to them to discover the AI support they've given you.
| AI | How it helps you |
|---|---|
| Ask IQ |
Talk to a built-in AI assistant about your everyday tasks. Ask IQ responds to questions about your sales/marketing program in your own language, can create social posts or marketing emails directly from a conversation or a collateral item, and can give task-based guidance. |
| Campaign IQ |
Discover, personalize, launch, and monitor your supplier's pre-built marketing campaigns in one place, with AI-optimized scheduling and matching. Campaign IQ provides a portal page with three tabs: Discover - browse and filter available campaigns, with AI-generated match-percentage recommendations based on the partner's profile. Draft - personalize and step through launch preparation for chosen campaigns, with an IQ Scheduling option that lets AI pick optimal send times. Monitor - track performance, opens, clicks, and leads for launched campaigns. |
| Deal IQ |
Get ongoing AI-driven coaching, insights, and notifications as deals move through your pipeline. A Deal IQ agent behaves like a Channel Account Manager. When you create a deal, or change a deal's stage, status, or value, it reviews the deal against its data and historical patterns to generate insights, recommended next actions, and notifications to nominated stakeholders. |
| Onboarding IQ |
Keep on track during onboarding to your portal. Onboarding IQ tracks your progress against your assigned Onboarding Plan, automatically surfacing what's incomplete, explaining why a task matters, celebrating milestones, and sending personalized reminders if progress stalls, while still letting you choose your own path through the plan. |