Ask IQ in Unifyr Admin

An AI-powered assistant that you can enable to get help when creating configuration and content in Unifyr Admin.

Notes

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

Access to the Ask IQ features in Unifyr Admin is controlled with the permission Other > Ask IQ Features. For more information, see Manage Unifyr Admin Users.

You can chat with Ask IQ to get information about your tasks or content - click the IQ icon in the top toolbar to launch the chat window:

Enter your prompt in the Type your message field at the bottom of the window, and click the arrow for a response. If you want to send a multi-line prompt, use Shift + Enter or a soft line break to separate the lines of text.

Ask IQ will remain open while you continue to work and navigate around Unifyr Admin.

Use these buttons to help you:

• - Close Ask IQ
• - Start a new conversation if you're already in one
• - Get a list of the 10 most recent conversations, and rejoin one if required

Ask IQ can also help you with these tasks:

• Generating an overview of a partner for their partner profile

  

  For more information, see Viewing the Partner Profile Summary.

• Improving descriptions or notes you’ve written for items such as partner profiles, custom fields, or marketing emails.

  

• Drafting content for social posts

  

  For more information, see Using AI to Generate Social Post Content.

• Creating content for to-partner emails/pop-ups

  

  For more information, see Using AI to Generate TPC Email/Pop-up Content.

• Setting up partner groups

  

  For more information, see Generating Partner Groups with AI.

• Assessing confidence for leads

  

  For more information, see Viewing Lead Details.

• Generating a summary of a deal account

  

  For more information, see Viewing Account Details.

Training