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.
A Deal IQ agent guides the deal management process, assisting partners in moving deals through the funnel and submitting them for approval.
If enabled, it listens for specific events, such as a deal being created or updated, and reviews them based on the data they contain, and your past experience, to provide insights or take actions.
Deal IQ generates notifications to certain supplier and partner users - notifications can show progress, or give guidance on what’s working well, or advise what might need to be tweaked for success - you as the supplier can prompt the agent to tell your users whatever you want them to hear!
Deal IQ also adds a Deal Analysis area to your deal records in Unifyr One Admin. This shows a chronological listing of the AI-driven insights generated by the relevant Deal IQ agent.
For more information about setting up a Deal IQ agent, see Configuring a Deal Agent.
For information about the notifications sent, see About AI Agent Notifications.
Note
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.
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