Configuring a Deal IQ Agent

A Deal IQ agent is based on certain pre-configured prompts, which instruct it to act like a Channel Account Manager - advising, encouraging, and guiding the partners.

As a default, it listens for new deals being submitted, or changes to Amount, Stage, or Status in an existing deal record.

To add your own configuration for a Deal IQ agent:

1. Go to   > Settings > AI Settings > Agents > Deal IQ, and click on the agent you want to update.
2. In Partner Groups, select the partner(s) whose deals and deal updates the agent should watch for. 

3. In Additional Instructions, you can add your own prompts, to help the agent work within your specific guidelines. For example:

   • If a deal is over 60% ensure that there at least 2 deal line items attached
   • If the partner is doing great work send thanks and encouragement
   • If the value of your deal is over 50000USD ensure their CFO approves it
   • Include a countdown of days left to target close date

   This helps you to customize the messaging you send to the supplier account managers and partner users via the agent. 

4. Click Save.

For information about the notifications sent, see About AI Agent Notifications.