The Introw AI Agent is designed to provide your partners with real-time, 24/7 support directly from the partner portal. This smart agent helps partners find the information they need quickly, whether it’s guidance on registering deals, understanding their partner tier, commission plan or providing information from your shared assets.
How to Configure the AI Agent
Go to Engage → AI Agent
Open the Configure and test tab
Personalize the Agent
Setup the AI Agent to reflect your brand and define how it should behave:
Avatar – Upload an image to represent the agent.
Display Name – Choose a name that aligns with your brand.
Welcome Message – Set the greeting partners will see when the agent starts a conversation.
Agent Instructions – Define how the agent should respond to partners.
Use this field to:Specify tone of voice and communication style
Instruct the agent to respond only within the correct partner context
Clarify how the agent should handle missing or unclear information
Guide the agent on what it should or should not answer
These instructions control the agent’s behavior and ensure consistent, accurate responses.
💡 Introw tip
Provide clear context and a defined role, break down complex tasks into sequential steps, and specify the desired output format and constraints.
Define Your Knowledge Base
The Introw AI Agent uses multiple knowledge sources to answer partner questions and always responds within the correct partner context.
❗ Partner-specific access only ❗
When a partner asks a question, Introw’s AI agent only accesses and processes data that is available for that specific partner. It never references, compares, or exposes information from other partners, accounts, or organizations
Partner portal data (enabled by default).
Announcements – Updates and messages shared directly with partners.
Goals – Partner-specific performance goals and progress.
Tiers – Current tier status, benefits, and requirements.
Commissions – Only partner assigned commission plans and statements.
Assets – Portal shared assets and partner-specific assets
Attributed CRM objects – Deals, leads, and any CRM records attributed to each partner.
Websites
add your public URLs for Introw to securely crawl and index relevant information.
Snippets
create custom Q&A logic to intercept, override, or tailor responses.
MCP Server
extend the AI Agent with your own external knowledge base or tools. Learn more.
Test your Introw Agent
You can easily test your AI Agent directly in the name of your partner to see how it responds to common questions. This allows you to fine-tune the knowledge base and ensure the answers reflect your tone, branding, and partner expectations—before going live.
Conversation Insights & History
Introw gives you a complete overview of all the interactions your partners have had with your AI Agent.
You can review individual conversations, see what questions were asked, how the agent responded, and evaluate the overall quality and outcome of each chat. These insights help you understand partner needs, identify common questions, and continuously improve your knowledge base and agent responses.
How partners experience it
Once activated, your partners will see the AI Agent in the bottom-right corner of their portal. They can ask questions in natural language and receive helpful answers instantly. If needed, they can still reach out to a human contact.
Stay notified
When a partner reaches out to the agent, the partnership manager is promptly notified to ensure seamless communication and timely response. This helps maintain strong relationships and ensures the partner's needs are addressed efficiently. The notification allows the manager to stay informed and take the necessary actions to support both the partner and the agent.
