Communicating an Onboarding Plan to Partners

There are two ways in which you can make your Onboarding Plan(s) available to your partners in the partner portal:

• Onboarding IQ

  You can enable the Onboarding IQ assistant for your partners. For more information, see these articles:

  • About Onboarding IQ
  • Automated Assistance with Unifyr IQ's AI Agents
  • Activating a Unifyr IQ Agent

   

• Custom portal page

  Unifyr includes a Partner Onboarding Plan as a drag-and-drop element in the custom page editor. To publish your onboarding plan to partners in the portal, create a custom page and add the Partner Onboarding Plan widget as dynamic content. 

  For more information, see Adding Dynamic Content to a Custom Page.

   

With either method, partners see the Onboarding Plan for which they are eligible, based on their partner group membership and the priority order in which the plans are stored in Unifyr Admin. Partner activities are tracked in the partner record. If the partner is later added to an onboarding plan, any progress they've already made against a task that's also included in the new plan will be counted.