Your partners’ personal guide.
Onboarding IQ guides new partners through each step, tracks their progress, and helps them stay on track.
A clear start for every new partner
When partners first log in, Onboarding IQ welcomes them and offers to guide them through onboarding. They can get started right away or explore the portal on their own.
- Introduce onboarding at the first login
- Let partners choose how they want to begin
- Make it easy to return to Onboarding IQ later
Help partners pick up where they left off
Onboarding IQ shows partners how far they’ve come, which tasks are still open, and what they can work on next.
- See completed and outstanding tasks at a glance
- Track progress across onboarding categories
- Give partners a clear next action
Partners know when they are done
Onboarding IQ tracks progress against the assigned plan, shows what is still open, and tells the partner when everything is complete.
- Progress tracked against the assigned plan
- Completed milestones acknowledged
- Onboarding IQ steps aside once the plan is done
Grow faster with the power of Agentic AI
Pick an agent, or click a stage, to see where Unifyr IQ works for you.
The front door to your program, in every stage.
- Answers in plain language from your program data
- Changes deals, leads and applications from the chat
- Drafts emails and posts in any language
Your partners’ personal guide.
- Introduces onboarding at the first login
- Tracks progress across onboarding categories
- Gives partners a clear next action
Assistance from recommendation to launch.
- Shows which campaigns fit each partner, and why
- Brands the assets for the partner
- Schedules the campaign once it is approved
From content to social posts. In seconds.
- Turns new assets into ready-to-share posts
- Gives a first draft with a clear call to action
- Lets you choose what needs approval
Your AI deal advisor, on every deal.
- Estimates the win probability of each registered deal
- Flags risks without asking for updates
- Recommends the next steps in one place
Ask your partner data. Get answers in seconds.
- No report setup or filters
- Charts and tables that make comparisons clear
- Results to download and share
Find and sign the right partners.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
Get new partners productive fast.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Onboarding IQWalks every new partner through onboarding and nudges the next step.
- Analytics IQAnswers performance questions without anyone building a report.
Enable partners to sell like you do.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Onboarding IQWalks every new partner through onboarding and nudges the next step.
- Analytics IQAnswers performance questions without anyone building a report.
Help partners create demand.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Campaign IQPicks, brands and schedules the right campaign for each partner.
- Social IQTurns your latest marketing content into ready-to-share posts.
- Analytics IQAnswers performance questions without anyone building a report.
See every partner deal.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Campaign IQPicks, brands and schedules the right campaign for each partner.
- Social IQTurns your latest marketing content into ready-to-share posts.
- Deal IQReviews every registered deal and flags the risks early.
- Analytics IQAnswers performance questions without anyone building a report.
Measure what your partners produce.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
Reward partners by tier and activity.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
Common questions
What buyers ask before a demo.
What is Onboarding IQ?
Onboarding IQ is Unifyr’s onboarding agent. It guides new partners through the onboarding process you defined, surfaces the tasks they have not completed, and sends reminders when they stall. It works alongside Ask IQ so partners can ask questions conversationally while they work through the plan. About Ask IQ
Can partners interact with AI in their preferred language?
Yes. Unifyr IQ includes multi-language support and responds in the language the partner uses. That makes AI-powered assistance accessible to global partner networks without additional configuration.
Do I need to enable AI features, or are they on by default?
All AI features in Unifyr are opt-in. Customers explicitly enable each feature, so you can complete internal security reviews before activation. Individual agents can be enabled independently for Partner Portal and Admin surfaces, and turned on or off as needed.
How does Unifyr protect customer data when using AI?
Unifyr’s intelligence layer is isolated per customer. Your data doesn’t leave your tenant and isn’t used to train AI models. Encryption covers both transit and rest, and Unifyr is SOC 2 compliant with role-based access controls. AI features are opt-in, so you can complete internal security reviews before activation.
Can we white-label the AI experience for our portal?
AI features inherit the portal’s branding like any other Unifyr component. The agents run inside your branded partner experience without Unifyr’s visual identity appearing in the conversation. Partners interact with what appears as your AI assistance rather than a third-party tool.
What is the Unifyr MCP Server?
The MCP Server lets AI assistants like Claude Desktop and Google Gemini query your partner program data directly. Admins and partners can retrieve information or interact with agents like Analytics IQ inside their preferred AI workflow. About Agent Connect
Is there an AI audit log?
Agent actions log alongside other system activity. You can see what an agent did for a partner and what the partner did in response. The log is available for compliance review and for understanding which agent behaviors drive the best outcomes.
See Onboarding IQ on your own data
We will connect a tenant and put your question to the agent during the call.
Get a demo