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Agentic AI

Unifyr IQ is a set of AI agents that handle the repetitive work inside a partner program. Your channel team focuses on strategy and relationships; the agents handle the rest.

How agentic AI works in Unifyr

Agentic AI means autonomous modules that take action rather than recommend it. In Unifyr, agents run partner interactions inside the portal without needing manual steps between them.

Onboarding IQ

New partners routinely lose momentum during onboarding. Between navigating an unfamiliar portal and juggling competing priorities, partners fall behind or disengage entirely. Onboarding IQ keeps them moving toward productivity.

  • Guides partners through your process
  • Surfaces incomplete tasks
  • Sends reminders when partners stall
  • Conversational support via Ask IQ
Onboarding IQ autonomous partner onboarding agent

Campaign IQ

Campaign IQ scores and ranks your campaigns against each partner's profile and performance history. It explains why each match was recommended, so partners can evaluate content quickly instead of browsing an entire library.

  • Scores campaigns per partner profile
  • Explains each recommendation
  • Refines on performance data
  • Hybrid profile matching supported
Campaign IQ intelligent campaign recommendations

Ask IQ

Finding assets in a large content library takes time, and partners often reach out to channel teams with questions the portal can already answer. Ask IQ surfaces the relevant content and helps partners help themselves.

  • Answers with cited sources
  • Drafts emails and social posts
  • Remembers conversation history
  • Responds in the partner's language
Ask IQ conversational AI interface

Social IQ

Generates posts from your most recently published collateral with AI-generated visuals. An optional approval workflow gives your team a checkpoint before anything publishes.

Deal IQ

Evaluates deals as they progress, comparing them against recent wins and losses. Predicts outcomes with a confidence score and flags risks before they become blockers.

Analytics IQ

Ask questions about your channel data in plain English and receive results in business terms. Supports follow-up conversation for deeper analysis.

As a customer, IFS could do nearly everything needed for our updated portal re-launch on our own. Unifyr complemented us with guidance, best practices, and help where needed.

Sabine Zink Claesson
Sabine Zink Claesson VP, Global Partner Operations, IFS

Unifyr AI data privacy

Unifyr is committed to customer data privacy. The intelligence layer is isolated per-customer; data is never exposed to third parties or intermixed with other customers.

Data encryption

All data is encrypted in transit and at rest, keeping your information secure at every step.

No model training

Your conversations and content are never used to train AI models.

SOC 2 compliance

Role-based access controls and SOC 2 compliance protect sensitive information.

Analyst Report

IDC MarketScape for PRM Applications

Unifyr is named a Leader in IDC's PRM MarketScape. Read the analyst assessment of the PRM category and Unifyr's position in it.

Read the report

Agentic AI refers to autonomous AI modules that take action rather than recommend it. In Unifyr, agents like Onboarding IQ and Campaign IQ manage partner interactions directly. An agent might send a notification or guide the partner through a workflow step without the channel team pulling a lever. Agents collaborate with each other as well; Onboarding IQ integrates with Ask IQ, for example, so partners can ask questions conversationally during onboarding.

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.

Unifyr IQ includes eight AI agents. Onboarding IQ guides new partners through your portal. Campaign IQ matches campaigns to partner profiles and performance history. Ask IQ provides conversational AI for content discovery and drafting. Social IQ automates social content creation with AI-generated visuals. Deal IQ predicts deal outcomes and flags risks early. Analytics IQ translates plain-language questions into analytics insights. Distribution IQ and Program IQ are in the near-term pipeline, bringing intelligent lead routing and automated program design.

Yes. Ask 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.

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.

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.

The zero-click channel describes a future state of partner management where AI agents handle the routine momentum of your channel program. Agents handle onboarding and lead routing while your team retains strategic control. The goal is a channel program that grows without requiring proportional headcount.

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.

Agents are opt-in per customer and per agent, so customers in regulated industries can roll out the agents that fit their compliance posture and leave the rest disabled. Combined with per-customer isolation and the no-training data policy, the compliance model is designed to meet the requirements most B2B partner programs operate under, including in regulated sectors.

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.

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