Your partner portal includes a set of built-in AI assistants and agents. Each one does a different job - from onboarding assistance 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. |
| 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. |