About Notifications from Unifyr IQ Agents

Note

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

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.

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