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
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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
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Partner - the partner user who created/updated the deal
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 in the top toolbar
Partner portal (partner) - in the My Messages area, accessed by clicking > Messages
Click on a message to open it as a pop-up notification.
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