A closer look at Unifyr IQ, agentic AI for channel operations
Autonomous channel operations through Unifyr’s AI agents are available to all tiers of Unifyr One. Let’s explore the features creating tremendous operational efficiency for our customers and their partners alike.
Initially, Unifyr recognized the potential for the most intelligent generative AI models to provide an incremental improvement over formerly manual content creation and personalization. Now, with the general availability of our deeply embedded intelligence layer, Unifyr IQ, customers can opt-in to always-on agents that analyze instance data, make decisions, and execute on their behalf. The future of channel operations at scale will demand autonomous agents to facilitate growth.
Our agents
Unifyr IQ is launching with a handful of specialized agents that have access to the full breadth of data available to your Unifyr One instance. Our commitment to customer data privacy is steadfast; customer data is isolated and never exposed to third parties. Read our AI policy here.
Onboarding IQ
The partner onboarding period is critically important much in the way that breakfast is the “most important meal of the day.” Setting the right tone and expectations initially will impact efficacy for a partner’s lifecycle. However, onboarding proves time and time again to be a significant time sink for channel managers, independent of company size, thus many businesses extending into the channel will make unfortunate onboarding concessions at the expense of long-term partner performance. To help mitigate this trade-off, we built the onboarding agent.
The onboarding agent accompanies a partner through the initial body of work required to acclimate to your brand, products, and messaging. In lockstep with Ask IQ, partners will receive personalized recommendations and feedback as they progress through your onboarding process. Crucially, partners will not only receive communications from the autonomous system, but they may communicate back and ask questions, receiving instant answers contextualized to both your business and theirs. This agent, as with the others, is configurable in ways that allow channel managers to guide its behavior.
Campaign IQ
Library content needs to be branded, specific, and plentiful so partners can faithfully represent your brand in any context. Typically, that content requires personalization by partners to reach contextual relevance to their unique audience. Because partner networks spread across diverse geographies and cultures, this “last mile” requirement is inevitable. As your library and ecosystem grow, the burden upon partners increases further: partners first need to locate the correct content based on their sales and marketing needs, and then they need to complete personalization. The campaign agent solves both of these challenges.
The campaign agent:
- Analyzes partner profiles and requirements, assesses your entire content library, and surfaces relevant content.
- Provides a match rating and justification for recommendations, reducing evaluation time from hours to seconds.
- Personalizes the content (email, social posts, miscellaneous collateral) specifically for the partner’s audience.
Partners will turn what are typically very demanding workflows into highly automated and efficient processes, saving significant time and creating better experiences. Without needing to leave the platform, partners can direct the agent to accomplish routine tasks. Access to Unifyr IQ’s vast portal-specific intelligence ensures the campaign agent produces impactful results and recommendations.
Social IQ
Most PRM solutions include a mechanism for enabling partners via social (re-)post content. It’s a powerful way to keep partners on-brand and on-message. To create a more varied channel marketing presence, you could create a handful of posts for partners to choose from either by hand-writing them or leveraging generative AI, both of which constitute a hands-on process.
The social curation agent is a leap forward in enabling partners autonomously. Each week, the agent will take initiative in intelligently producing a quantity of posts configured by the channel manager. These posts will use context from the agent’s unique prompt configuration and the portal’s campaigns, content, and partner activities to create compelling messages. All posts will require one-click approval before distribution through the channel.
Deal IQ
All of our agents are critical in creating the type of experience partners deserve in today’s channel, but it’s accurate to say the deal agent is in a class of its own. Let’s consider the prior state to fully appreciate the power of the deal agent. Prior to intelligent analysis, interventions to identify at-risk deals and keep deals in motion required three key components:
- Detection: what does a stalled deal look like?
- Alerts: how do we engage the partner in response?
- Human intervention: how do we respond in a context-dependent way?
In most cases, detection & alerts would require building automations with actions based on heuristics. The channel manager would be required to define the properties of a deal that indicate it is at risk and may stall, and those properties are highly specific to a given business. This is a tremendous undertaking requiring a deep understanding of the industry, the company’s sales process, and the channel. Paradoxically, channel managers in emerging businesses may not have the information or experience required to build these automations effectively. This type of problem is pretextual to poor channel processes where a high degree of human intervention is necessary.
With the deal agent, these challenges are mitigated. The intelligence layer that fuels our agents is deeply integrated with all your channel data. Armed with a wealth of knowledge about what “good deals” and “at-risk deals” look like, the deal agent will identify stalled and at-risk deals, provide highly specific solutions, and continue to answer partner concerns as the deal progresses.
The goal with our AI agents is not necessarily to eliminate the requirement for the human touch in all cases, but to reduce the time channel managers spend serving one partner as opposed to all partners. It’s important to note our intelligence layer is built on a foundation of ethical use, responsibility, and customer data privacy. Click here to read our Responsible AI Policy.