What you’ll achieve
A clear picture of the jobs partners get done from their own assistant, so you can pitch the partner MCP in onboarding, QBRs, and enablement, and partners self-connect and use it.Before you start
Make sure partners can self-connect
Partners connect the assistant themselves from their portal, no vendor toggle needed. See Give partners their own AI assistant for the steps to share.
Steps
Check their pipeline
A partner asks their assistant about their open and registered deals, including stage, amount, and recent activity, without opening the portal.
Track their earnings
A partner asks about their commission status, what they have earned, and upcoming payouts, so they can self-serve finance questions.
Register a deal or share a lead
A partner submits a deal registration or shared lead through their assistant; the assistant discovers the right form, collects the fields, and submits it, scoped to their account.
Update a record or add a comment
A partner updates an editable field on one of their deals or posts a comment, and the change flows back through Introw the same as if they had done it in the portal.
Verify it worked
A partner completes one of these jobs through their own AI client and sees the result reflected in their portal (a registered deal, an updated field, a posted comment), confirming the assistant is acting within their access.Related
Partner AI assistant
The steps partners follow to connect.
Partner support agent
The in-portal AI assistant.
Implementation reference
MCP connectors and how the server is scoped.