Onboarding IQ is an onboarding progress tracker, which you can enable to give partners continuous recommendations, guidance, and encouragement until they’re ready to start working confidently toward productivity in your partner portal.
Onboarding IQ oversees a user’s progress against their assigned Onboarding Plan:
- Tracks progress automatically
- Lets the user decide how they want to navigate their onboarding journey
- Makes intelligent suggestions
- Gives context on why a task is important
- Celebrates task and milestone completion
- Surfaces incomplete tasks
- Sends personalized reminders when progress stalls
The proactive guidance from Onboarding IQ helps partners get up and running quickly, but also reduces the need for manual oversight and follow-up from you.
For more information, see About Onboarding Partners and Automated Assistance with Unifyr IQ's AI Agents.
Note
For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.
Unifyr supplies, tracks, and manages your AI usage through a credit-based system. Suppliers have an allocated budget and AI services are debited against that budget. For more information, see AI Credit Usage.
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