These built-in tools are included with Ask IQ in your portal. For more information about the Ask IQ assistant, see About Ask IQ.
| Tool | Description | Writes data? |
|---|---|---|
| ASK IQ / AI ASSISTANT | ||
| Managing conversations | ||
| List past conversations | Pull up the Ask IQ session history | |
| Open one conversation | Get a full message history for a specific session | |
| Start a new conversation | Kick off a fresh Ask IQ session | |
| Reply in an existing conversation | Add a message to a session already in progress | |
| Delete a conversation | Permanently wipe the session and all its messages | Yes |
| Thumbs up/down a message | Rate one AI response | Yes |
| AI-generated help | ||
| Suggested starter prompts | Show the curated list of Ask IQ prompts from the supplier | |
| Writing suggestions | Get AI help with drafting portal content | |
| Lead scoring | Predict how likely a lead is to convert, with reasoning | |
| Deal scoring | Predict how likely a deal is to close, with reasoning | |
| Content recommendations | Suggest relevant content for a given context | |
| Social post suggestions | List AI-suggested posts | |
| Deal IQ timeline | Show the AI insight history logged against a specific deal | |
| Onboarding conversation | Chat with the onboarding agent (if enabled on your portal), e.g. can you tell me about my onboarding progress? | |
| Onboarding agent details | Get information about a specific onboarding agent (if enabled on your portal), e.g. what tasks does my onboarding agent have assigned for me? | |
| DEAL REGISTRATION | ||
Search deals |
Find particular deals | |
| Get one deal | Retrieve a single deal record | |
| Register a new deal | Create a new deal | Yes |
| List deal stages | Get a list of all possible stages of a deal | |
Search accounts |
Find particular accounts | |
| LEADS | ||
| Search leads | Find particular leads | |
| Get one lead | Retrieve a single lead record | |
| EMAIL/CAMPAIGNS - NOT AVAILABLE FOR ACTIVATE SUBSCRIPTIONS | ||
Search email activations |
Find particular email activations | |
| Create an email activation | Create an email from a collateral asset | Yes |
| Create a campaign from an Ask IQ session | Draft an email from an Ask IQ session, and create a campaign for sending the email | Yes |
| Get email stats | Report stats from an email after sending - opens, clicks, leads, etc. | |
| SOCIAL | ||
| Search social streams | ||
| List connected social accounts | Get a list of connected social accounts | |
| Create a social post | Create a new social post ready for review, publish and scheduling. | Yes |
| Get social post stats | Report stats from social media activity - social posts sent, clicks, likes, shares, comments or follower growth, and the per-post breakdown | |
| PARTNER COMMUNICATIONS | ||
| Engagement statistics | Get a summary of partner engagement - views, clicks, form submissions, email sends/opens/clicks, or social activity (sends, clicks, likes, shares, comments, followers) | |
| Message the supplier |
Coming soon Send outreach from the partner to the supplier |
Yes |