Generating Partner Groups with AI

When creating or updating a Partner Group, you can ask Ask IQ to help you. Ask IQ can suggest lists of partners based on your prompts, and will populate the partner rules, title and description of the group when you’ve accepted the suggestion.

For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.

Note

This type of Partner Group generation isn’t based on rules, so it won’t be updated as your partner list changes. Use of AI is recommended when creating partner groups for a one-off action.

1. Navigate to Partner Management > Partners > Partner Groups.
2. Create a new Partner Group or open the group whose membership you want to generate/update for edit.

3. Click Create with AI or Update with AI, as applicable.

   

4. Give Ask IQ some information that will allow it to pick partners for the group, then click Submit.

5. Ask IQ suggests partners for the group, and gives a summary of its reasoning.

   

6. Change and resubmit the request as many times as you like, by entering it into the prompt field and clicking Submit.

7. When you’re happy with the partners found, click Accept Changes. The partners are added to the Partner Segmentation Rules area of the Partner Group configuration. Ask IQ also sets the name and description of the Partner Group to reflect the rules. You can change any of these manually.

   

8. When you’re happy with the Partner Group configuration, click Save.

Note

Ask IQ may make mistakes, so review important information carefully.

For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.