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Automated Assistance with Unifyr IQ's AI Agents

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Notes

AI Agents need to be enabled on your system. Submit a request to your Unifyr One team to discuss using them.

AI Agents may make mistakes, so make sure you review important information carefully.

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

Unifyr supplies, tracks, and manages your AI usage through a credit-based system. Suppliers have an allocated budget and AI services are debited against that budget. For more information, see AI Credit Usage.

Overview

Unifyr One's AI-powered agents can help you with your daily tasks: by automating some of the basic event analysis, content creation, and notification workload with agents, you and your partners can free up time to pursue other activities. The use of AI provides helpful insights, which can increase your confidence and support your decision-making.

We have these agent types available for you to use:

  • Onboarding IQ - helps a user navigate their portal onboarding journey, giving them recommendations, celebration of task and milestone completion, and progress tracking
  • Deal IQ - guides the deal management process, assisting partners in moving deals through the funnel and submitting them for approval. For more information, see About Deal IQ.
  • Social IQ - generates and curate social media content on your behalf. for more information, see About Social IQ.

You can create multiple instances of Deal IQ and Social IQ Agents to suit your needs, and have them running simultaneously. For example, create 2 Social IQ agents with these prompts:

  • Agent 1 - Create me social posts for North American Partners in US English focusing on keywords such as "new" and "upcoming"
  • Agent 2 - Create me social posts for Portuguese Partners in Portuguese focusing on keywords such as "novo", "nova", "novos", "novas", "próximo", "próxima", "próximos", and "próximas"

You can assign an agent to a specific Partner Group, targeting content creation, insights, and messaging to specific partners, using the content and experience of the specified partners as an agent's source.

Create a Unifyr IQ Agent

Activate a Unifyr IQ Agent

Give Additional Prompts to a Unifyr IQ Agent

Configure a Deal IQ Agent

Configure a Social IQ Agent

Configure the Onboarding IQ Agent

Notifications from Unifyr IQ Agents

Giving Feedback for AI Agent Input

Additional Information for Agents

Create a Unifyr IQ Agent

You can have multiple instances of the Deal IQ or Social IQ Agents. 

You can only run one Onboarding IQ Agent.

To create an instance of a Unifyr IQ AI Agent:

  1. Navigate to   > Settings > AI Settings.
  2. In the Agents area of the left sidebar, choose the agent IQ in which you want to create an agent: Deal IQ, Social IQ, or Onboarding IQ.

  3. Click Create AI Agent. The button isn't available for an Onboarding Agent if you already have one.

    admin_ai_settings_create_ai_agent.png

  4. Give the agent a name.
  5. Configure the agent, to specify how you want it to work on your behalf. For more information, see Configure a Deal IQ Agent, Configure the Social IQ Agent, or Configure the Onboarding IQ Agent.
  6. [Optional] Activate the agent by toggling the Active setting on.
  7. Click Save.

Activate a Unifyr IQ Agent

To activate a Unifyr One AI Agent:

  1. Navigate to   > Settings > AI Settings.
  2. In the Agents area of the left sidebar, choose the agent IQ to which the agent belongs: Deal IQ, Social IQ, or Onboarding IQ.
  3. Click the name of the agent you want to update, to open it for edit.

  4. Toggle the Active setting on.

    admin_ai_agent_activate.png

  5. Click Save.

Give Custom Prompts to a Unifyr IQ Agent

AI Agents are based on certain pre-configured prompts to give them the instructions they need to carry out their defined tasks. You, as the supplier, can pass them additional prompts of your own, to train them to work as effectively as possible within your own specific business processes.

  1. Navigate to   > Settings > AI Settings.

  2. In the Agents area of the left sidebar, choose the agent IQ to which the agent belongs: Deal IQ or Social IQ.

    Note

    You can't give custom prompts to the Onboarding IQ Agent.

  3. Click the name of the agent you want to update, to open it for edit.

  4. Enter your own prompts in the Additional Instructions field. Use a new line to separate multiple prompts.

    For example:

    • Deal IQ agents

      Provide the win probability score.
      Include a countdown of days to the Estimated Close Date.
      If the stage is Perception, tell the user to get sign off from the CEO and make sure proper quotes are attached.

    • Social IQ agents

      Create social media posts for X, LinkedIn, and Facebook for security partners.
      The posts should revolve around our three core product lines: x10, x20 and the new drone cameras. 
      Focus on technology differentiators and how we're pushing to drive more deals within the education, manufacturing and technology space. 
      Add emojis. 
      Construct posts with the following critical social media success components: hook line, value delivery, social proof, call to action, hashtag strategy.

    admin_ai_agent_additional_instructions.png

  5. Click Save.

Configure a Deal IQ Agent

admin_ai_agent_deal_sample_config.png

A Deal IQ agent is based on certain pre-configured prompts, which instruct it to act like a Channel Account Manager - advising, encouraging, and guiding the partners.

As a default, it listens for new deals being submitted, or changes to Amount, Stage, or Status in an existing deal record.

To add your own configuration for a Deal IQ agent:

  1. Go to   > Settings > AI Settings > Agents > Deal IQ, and click on the agent you want to update.
  2. [Optional] In Partner Groups, select the partner(s) whose deals and deal updates the agent should watch for. 

  3. [Optional] In Additional Instructions, you can add your own prompts, to help the agent work within your specific guidelines. For example:

    • If a deal is over 60% ensure that there at least 2 deal line items attached
    • If the partner is doing great work send thanks and encouragement
    • If the value of your deal is over 50000USD ensure their CFO approves it
    • Include a countdown of days left to target close date

    This helps you to customize the messaging you send to the supplier account managers and partner users via the agent. 

  4. [Optional] In Recipient, choose the additional supplier recipients that will receive the notifications from the agent (as a default, the deal owner and the partner’s account manager always receive notifications)

    Choose one of these options:

    • Select User - choose individual recipients
    • Select User Role - choose a role (all users with this role will receive the notifications)
  5. Click Save.

For information about the notifications sent, see Notifications from Unifyr IQ Agents.

Configure a Social IQ Agent

admin_ai_agent_social_curation_sample_config.png

A Social IQ agent is based on certain pre-configured prompts. Suppliers can add their own configuration:

In   > Settings > AI Settings > Agents > Social IQ > <agent name>:

  • Partner Groups - Choose the Partner Group(s) for which this agent's output applies

    The agent will scan collateral that is applicable for the selected group(s), then use the content to create posts that will be pushed to those groups only.

    You may need to have your Social Media support updated to use this option - Submit a request to your Unifyr One team if you can't see it.

  • Additional Instructions - Give the agent additional prompts to tailor the content created, for example:
    • to add custom instructions to guide the tone, style, or topics of generated posts.

    • to specify the list of social platforms for which the agent should generate posts.

      Note: if you target X (Twitter) as one of the platforms, the agent won’t generate an X version of the post if the post content is longer than 280 characters.

  • Requires Approval - Specify the review requirements for the auto-generated posts:
    • On (default) - have the posts created in draft status so you can review/approve them and schedule their publish date
    • Off - confirm that you’re happy for them to auto-publish. Posts set to auto-publish have a scheduled publish date of 7 days after generation.
  • Max Content - Enter the maximum number of posts to be auto-generated each week. If this field is blank, the agent will generate 5 per week.

In   > Settings > AI Settings > Advanced Settings:

For information about the notifications sent, see Notifications from Unifyr IQ Agents.

Configure the Onboarding IQ Agent

admin_ai_agent_onboarding_sample_config.png

The Onboarding IQ agent is based on certain pre-configured prompts, which instruct it to act like a mentor or trainer for partners, helping them navigate their portal onboarding journey. Suppliers can add their own configuration:

In   > Settings > AI Settings > Agents > Onboarding IQ:

  • Partner Groups - Choose the Partner Group(s) for which the agent's output applies

    The Agent will scan the onboarding plan that is applicable for the selected group(s), then guide a user through the tasks to completion.

Notifications from Unifyr IQ Agents

These supplier/partner users will receive notifications from AI agents:

Deal IQ agents - advice, insight, and risk notifications when a new deal is raised or the stage, status, or total value of an existing deal has been updated

  • Supplier - the deal owner and the partner’s account manager (as defined in the Account Manager field in their Partner Profile in Unifyr One Admin), plus any additional notification recipients defined in the Deal IQ agent configuration

    admin_ai_agent_deal_notification.png

  • Partner - the partner user who created/updated the deal

    portal_ai_agent_deal_sample_message.png

Social IQ agents

  • info coming soon

Onboarding IQ - popup messages to confirm that a user has completed a task in their onboarding plan, plus reminder notifications if they've missed or skipped a task

  • Reminder notifications are sent to the logged in partner user

Notifications can be picked up from these areas:

Unifyr One Admin (supplier) - in the Notifications area, identified by the icon_bell.png icon in the top toolbar

admin_notifications_icon.png

Partner portal (partner) - in the My Messages area, accessed by clicking portal_settings_icon.png > Messages

portal_messages.png

Click on a message to open it as a pop-up notification.

A notification includes thumb up/down options for you to give feedback about the information shown, and let the agent know if its guidance is helping you.

Give Feedback for AI Agent Input/Content/Notifications

When you have AI Agents enabled, and they're generating content or insights for you, you can give them feedback to advise whether you liked or disliked their attempt. You can also tell them if the notifications they send to users are helpful.

Like/dislike options portal_ai_expert_2.0_response_like_dislike.png for feedback are available here:

  • Social posts generated by a Social IQ agent

    admin_social_media_posts_ai_generated_feedback.png

  • Notifications from a Deal Agent in Unifyr One Admin:

    admin_ai_agent_deal_feedback.png

  • Notifications from a Deal Agent in the partner portal:

    portal_ai_agent_deal_feedback.png

For more information, see Giving Feedback on AI-Generated Responses and Content.

Additional Information for Agents

For information on monitoring the actions taken by your active AI Agents, see AI Agent Actions (available to Unifyr users only).

For information on augmenting the AI model with content that isn’t available in the partner portal, see AI Sources.

 

Training

Social IQ

 

Onboarding IQ

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