Customer success: SAS
Customer success: SAS

Agentic AI

Unifyr IQ is an ensemble of AI agents designed to keep your partners engaged and your channel team focused on the work that matters. Let the agents handle the repetitive processes.

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How agentic AI works in Unifyr

Agentic AI refers to autonomous modules that take action on your behalf rather than just providing suggestions. In Unifyr, agents actively manage partner interactions without requiring manual intervention.

Onboarding IQ

It's not uncommon for new partners to lose momentum during onboarding. Between navigating an unfamiliar portal and juggling competing priorities, partners can fall behind or disengage entirely. Onboarding IQ keeps them moving toward productivity.

  • Walks partners step-by-step through your process
  • Tracks journey progress and surfaces incomplete tasks
  • Sends reminders when partners stall
  • Integrated with Ask IQ for conversational support
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 and ranks campaigns against partner profiles
  • Explains the reasoning behind each recommendation
  • Continuously refines based on performance data
  • Matches hybrid profiles for more precise targeting
Campaign IQ intelligent campaign recommendations

Ask IQ

Finding the right asset in a content library can be surprisingly time-consuming, and partners often reach out to channel teams with questions that could be answered by materials already in the portal. Ask IQ surfaces relevant content and helps partners help themselves.

  • Provides answers with links to cited sources
  • Drafts emails and social posts within the platform
  • Supports company research with full conversation history
  • Responds in the partner's language
Ask IQ conversational AI interface

Social IQ

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

Deal IQ

Evaluates deals as they progress, comparing them against recent wins and losses. Predicts outcomes with a confidence score and identifies 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.

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.

Read our AI policy

Agentic AI refers to autonomous AI modules that take action on your behalf, rather than just providing suggestions. In Unifyr, agents like Onboarding IQ and Campaign IQ actively manage partner interactions by sending notifications, recommending content, and guiding partners through workflows without requiring manual intervention. Agents also collaborate with each other; for example, Onboarding IQ is integrated with Ask IQ so that partners can ask questions conversationally as they onboard.

Unifyr's intelligence layer is isolated per-customer. Your data is never exposed to third parties, intermixed with other customers, or used to train AI models. All data is encrypted in transit and at rest, and Unifyr is SOC 2 compliant with role-based access controls. All AI features follow an opt-in model, allowing you to 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, drafting, and research. Social IQ automates social content creation with AI-generated visuals. Deal IQ predicts deal outcomes and surfaces risks early. Analytics IQ translates plain-language questions into analytics insights. Distribution IQ and Program IQ are on the near-term roadmap, bringing intelligent lead routing and automated program design.

Yes. Ask IQ includes multi-language support, responding to partners in the language they use. This makes AI-powered assistance accessible to global partner networks without requiring additional configuration.

All AI features in Unifyr are opt-in. Customers must explicitly enable functionality, giving you time to complete internal security reviews before activation. You can enable AI Expert separately for Partner Portal and Admin, and turn individual agents on or off as needed.

The MCP Server allows AI assistants like Claude Desktop and Google Gemini to query your partner program data directly. Admins and partners can retrieve information, interact with agents like Analytics IQ, and get insights from within 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 manage onboarding, campaign matching, deal monitoring, and lead routing on your behalf, while your team retains strategic control. The goal is a channel program that grows without requiring proportional headcount.

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Start building better partnerships with Unifyr.

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