An AI-powered assistant that you can enable to get help with querying program data and 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. You can also run plain-language conversations about deal pipeline, partner activity, lead performance etc. if Analytics IQ is enabled, or use the Agent Connect toolset to ask Ask IQ to carry out actions for you, such as creating/updating deals, approving partner registrations, and publishing content.
For some examples of Ask IQ prompts and queries, see Ask IQ Query Examples.
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:
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- Close Ask IQ
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- Start a new conversation if you're already in one
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- Get a list of the 10 most recent conversations, and rejoin one if required
Ask IQ can also help you with these tasks in other areas of Unifyr Admin:
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Generating an overview of a partner for their partner profile
For more information, see Viewing the Partner Profile Summary.
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Improving descriptions or notes you’ve written for items such as partner profiles, custom fields, or marketing emails.
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Drafting content for social posts
For more information, see Using AI to Generate Social Post Content.
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Creating content for to-partner emails/pop-ups
For more information, see Using AI to Generate TPC Email/Pop-up Content.
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Setting up partner groups
For more information, see Generating Partner Groups with AI.
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Assessing confidence for leads
For more information, see Viewing Lead Details.
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Generating a summary of a deal account
For more information, see Viewing Account Details.
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