Your portal may include AI-powered agents that can help you with your daily tasks: if some of the basic event analysis and notification workload is automated with agents, your users have more free time to pursue other activities. The use of AI provides helpful insights, and identifies potential risks, which can increase your confidence and support your decision-making.
A Deal IQ agent guides the deal management process for you, assisting you in moving your deals through the funnel and submitting them for approval. It acts like a remote Channel Account Manager, available 24/7 for advice and support.
If enabled by your supplier, it listens for specific events, such as a deal being created or updated, and reviews them based on the data they contain, and your past experience, to provide insights or advise you to take actions.
A Deal IQ agent generates notifications to the user who owns the deal, and follows them up with copies to certain supplier users for reference. Notifications can show progress, or give guidance on what’s working well, or advise what might need to be tweaked for success.
Notes
- Your supplier needs to enable a Deal IQ agent in your portal. Reach out to them for clarification.
- AI Agents may make mistakes, so make sure you review important information carefully.
- For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.
The notifications include thumb up/down options so you can give feedback to the agent, confirming if its insights and suggestions are helping you or not. This helps the agent learn how to support you better.