July 2026 Updates

July 26, 2026

Unifyr's new AI assistants

We've been previewing some exciting new AI helpers in the Unifyr platform, getting feedback from our customers how they can help them become more efficient. We're now delighted to announce the general release of these members of the Unifyr IQ family:

• Deal IQ - Agent giving AI-driven insights and recommendations to help move deals forward faster

  

  For more information, see About Deal IQ.

• Onboarding IQ - Agent giving partners intelligent, contextual guidance through their onboarding journey

  

  For more information, see About Onboarding IQ.

• Campaign IQ - AI-powered smart campaign delivery and recommendations, with a unified management experience for partners

  

  For more information, see About Campaign IQ.

These join our Ask IQ assistant and our Social IQ social curation agent to add AI-powered capabilities to your day-to-day tasks.

All the helpers are available to all, and can be configured to suit your own requirements.

Get help with configuring your Deal IQ agents

When you're setting up Deal IQ AI agents, to assist partners in keeping their deals moving through the funnel, you can give each one additional instructions/prompts to guide its behavior. We now provide sample instructions, to give you a starting point. You can tweak these as required, or remove them and add your own custom prompts.

For more information about Deal IQ, see About Deal IQ and Automated Assistance with Unifyr IQ's AI Agents.

Provide a curated set of campaigns to your partners

We've added a new widget to our set of dynamic content objects for custom pages - Campaign Search. The widget allows you to control the campaigns you make available to your partners.

Drag and drop the Dynamic Content widget into the required location in a custom page. Click on the widget and choose Campaign Search (you may need to click the More Content button to find it). You can then specify which campaigns you want the widget to display as a default, based on campaign type and content tags. Partners can filter the campaigns on these criteria, too.

For more information, see Adding Dynamic Content to a Custom Page and Adding Campaigns to the Partner Portal.

July 19, 2026

New look for campaigns in Unifyr Admin

We continue to modernize and update the Unifyr Admin UI, this time bringing a fresh layout to the details page for campaigns.

All campaign metadata, assets, tags, and statistics are arranged in a card-based layout for enhanced visibility. You can add content, publish, or carry out other actions without having to enter edit mode.

Find what you're looking for in the Collateral Library

We've made a small usability change to the Collateral Library - On-Demand Assets are now named Webinar Assets. The tab for these assets is now at the bottom of the page navigation, so it's not automatically selected when you land in the library. The default view of the Collateral Library is now all uploaded collateral assets.

Keep your Countries list up to date

You can now apply updates to your Countries listing in bulk. In   > Settings > Countries, select all the countries you want to update and click Bulk Update. You can enabled/disable these values:

• Priority Order
• Visible
• Display States

For information about managing your Countries list, see Country Management.

Partners can focus on their co-sell opportunities

We've added a Co-Selling Partner filter to the Deals list in the partner portal, if you're set up to run co-selling between partners. Users can narrow their deals list down to just the partners they are actively selling with.

Manage all Deal activities via API 

Admins and integration developers can now explore and test the full set of Deal APIs directly in the API Explorer, making it easier to build and validate deal integrations without leaving the platform.

For more information, see the API Explorer at   > Help > API Documentation.

July 12, 2026

Announcing the new Unifyr supplier and partner academies 

Announcing our new academies, with a fresh new look, access to more content, AI-powered answers, and brand new URLs. We're moving Unifyr to a new domain - app.unifyr.ai - to better reflect where Unifyr is headed. AI is at the core of how we're shaping the platform, from Ask IQ, Social IQ, Deal IQ to other AI-powered Agents, and our new product and academy URLs reflect where we are going.

If you've bookmarked an academy, please ensure that you update the links:

• Supplier - https://help-admin.unifyr.ai/hc/en-us
• Partner (Enterprise subscriptions) - https://help-partners.unifyr.ai/hc/en-us
• Partner (Engage subscriptions) - https://help-portal.unifyr.ai/hc/en-us (this URL hasn't changed)

The path to access the academies hasn't changed:

• Supplier - click   > Help > Academy in Unifyr Admin
• Partners (Enterprise) - click ? > Support Portal in the partner portal
• Partners (Engage) - click > Support Portal in the partner portal

For information about navigating the supplier academy, see Find Answers with Unifyr Admin Academy.

Ask IQ is more responsive

We've made a small but effective improvement to how users interact with their Ask IQ AI assistant (if you've enabled it) - Ask IQ now streams its response as it generates it, instead of waiting until the full response is ready. This gives you confidence that the assistant is working on your behalf.

More improvements to CRM Connectors

We're making continuous improvements to our CRM Connectors feature, where you can set up an integration with your chosen CRM and synchronize your partner, lead, deal, and custom information between it and Unifyr Admin.

• New Issues tab for a sync - lists sync failures, with support for automatic and manual retries. Up to 5 automatic retries are permitted before the sync is aborted and the user must make a manual attempt

   

• Rename of Transactions tab to better reflect the information it contains - it's now labelled Activity

   

Manage Product and Pricebook information via API

We've added two sets of endpoints to the Unifyr API:

• Products - Manage product catalog entries for use in Deal Registration
• Pricebooks - Manage pricebooks and pricebook entries for use in Deal Registration

For more information, see the API Explorer at   > Help > API Documentation.

July 05, 2026

Creating web content for your partners

We’ve completely rethought the way in which you, as a supplier, create web content (for example, landing pages, micro-sites, in-page ads) for your partners.

You now have a WYSIWYG Editor, powered by Beefree, for creating, updating, and managing your web content. This aligns with the way you work with other types of content - custom pages, portal posts, marketing emails, and notification templates - and allows you complete freedom to create your own branded content.

Your partners also have access to the WYSIWYG Editor when they’re activating and personalizing new web content for use in their marketing campaigns.

With the Beefree Editor, you can:

• Create a new piece of web content
  • No reliance on templates, although you can select a template if required
  • A whole new set of templates if you choose to to use one when creating the content of the object:
    • Templates from the Beefree library
    • Common templates provided by Unifyr
    • Your own saved templates
    • Support for legacy templates (ones you've already used)
• Edit content of a web content item
  • Use the new WYSIWYG Editor (powered by Beefree) to design your own web content
  • Change the base template, if you’re using one
  • Lock content areas so partners can’t change them when they personalize the web content
  • Use merge tags to auto-generate partner data and logo for recipients, and contact data for the partner’s recipients
  • Add sub-pages to an object, for example a landing page and a confirmation page, and link them to provide a navigation path for recipients
  • Include links to collateral assets, customizable multimedia, or other web content (web plugins or landing pages)
  • Save a web content object as a template for your organization
  • Generate a URL for a web content object
• Use the new Actions menu to access Copy, Preview, and Archive actions for a web content item
• Update web content in bulk or export information about selected ones
• See your drafts saved automatically, so you don’t lose your work if you navigate away from the page, or your session is interrupted.

For more information, see Manage Web Content.

Manage your web content

We’ve consolidated the pages for creating landing pages and web plugins into a single page in Unifyr Admin - Partner Marketing > Web Content.

You’ll see a message, and be redirected to the Web Content page, if you click on the old Partner Marketing > Landing Pages link.

Create cohesive, on-brand marketing

You can now include links to collateral assets, co-brandable multimedia, or other web content in the content of your marketing emails or web content objects (e.g. web plugins such as banners or microsites).

To help the partners use this content, we’ve introduced some guardrails that ensure all linked content is kept together:

• Partners must review/personalize/publish all linked content before scheduling an email for sending or publishing web content. They’ll see a Review task for each piece of linked content when personalizing the original item.
• If an email with linked web content is added to a campaign, the linked content items are automatically added as well. Users will see a warning if they remove any linked items from the campaign, to let them know that the existing content is not complete.

CRM Integrations are now CRM Connectors

As part of the continuing work to improve Unifyr CRM data syncs, we've given CRM Integrations a new, more intuitive name - CRM Connectors.

For more information, see CRM Connectors.

Sync Deal status with your CRM

You can now create field-level value mappings for Status when setting up a CRM data sync of Deal data. Click Map Values to get a list of available values.