# Introw

## Docs

- [Record an affiliate conversion](https://docs.introw.io/api-reference/affiliate/record-an-affiliate-conversion.md): Records an affiliate conversion and creates the campaign form submission it maps to.
- [Create a portal session](https://docs.introw.io/api-reference/auth/create-a-portal-session.md): Creates a pre-authenticated partner portal URL for a visitor email. This is the foundation of the **embedded portal experience…
- [Create a commission line](https://docs.introw.io/api-reference/commission-lines/create-a-commission-line.md): Creates a commission line for a partner. Omit `payoutId` to create a pending line that a future payout batch can pick up, or p…
- [Decline a commission line](https://docs.introw.io/api-reference/commission-lines/decline-a-commission-line.md): Soft-deletes (voids) a commission line attached to a payout, with a categorised reason. If the payout becomes empty as a resul…
- [Detach a commission line](https://docs.introw.io/api-reference/commission-lines/detach-a-commission-line.md): Detaches a commission line from its payout and returns it to the pending pool so it can be picked up by a future payout batch.…
- [Get a commission line](https://docs.introw.io/api-reference/commission-lines/get-a-commission-line.md): Returns a single commission line by id, scoped to the authenticated API key organisation.
- [List commission lines](https://docs.introw.io/api-reference/commission-lines/list-commission-lines.md): Returns commission lines for the organisation resolved from the authenticated API key. Filter by partner, payout, or status.
- [Update a commission line](https://docs.introw.io/api-reference/commission-lines/update-a-commission-line.md): Updates a commission line's amount, currency, description, source amount, or internal note. Voided lines cannot be edited.
- [Create a partner](https://docs.introw.io/api-reference/partners/create-a-partner.md): Creates a partner in the organisation resolved from the authenticated API key.
- [Get a partner](https://docs.introw.io/api-reference/partners/get-a-partner.md): Returns a single partner by id, scoped to the authenticated API key organisation.
- [List partners](https://docs.introw.io/api-reference/partners/list-partners.md): Returns partners for the organisation resolved from the authenticated API key.
- [Update a partner](https://docs.introw.io/api-reference/partners/update-a-partner.md): Updates allowed public partner fields in the authenticated API key organisation.
- [Get a payout](https://docs.introw.io/api-reference/payouts/get-a-payout.md): Returns a single commission payout by id, scoped to the authenticated API key organisation.
- [List payouts](https://docs.introw.io/api-reference/payouts/list-payouts.md): Returns commission payouts for the organisation resolved from the authenticated API key. Use filters to pull payouts ready for…
- [Update a payout](https://docs.introw.io/api-reference/payouts/update-a-payout.md): Update payout fields from your finance software. Set the stage to reflect your approval, scheduling, and payment workflow, and…
- [The Introw-powered affiliate partner](https://docs.introw.io/days-in-the-life/affiliate-partner.md): A day in the life of an affiliate partner using Introw: self-serve links, campaign assets, conversion visibility, fraud-safe a…
- [The Introw-powered co-sell partner](https://docs.introw.io/days-in-the-life/co-sell-partner.md): A day in the life of a co-sell partner using Introw: account overlap, shared pipeline, CRM-native collaboration, deal guidance…
- [The Introw-powered distributor](https://docs.introw.io/days-in-the-life/distributor.md): A day in the life of a distributor using Introw: two-tier attribution, scoped network access, reseller enablement, sell-throug…
- [The Introw-powered implementation partner](https://docs.introw.io/days-in-the-life/implementation.md): A day in the life of an implementation partner using Introw: a clean sales-to-delivery handoff, scoped account access, onboard…
- [Days in the life](https://docs.introw.io/days-in-the-life/index.md): See how Introw changes the daily operating rhythm for partner managers and every partner type: affiliate, referral, co-sell, r…
- [The Introw-powered partner manager](https://docs.introw.io/days-in-the-life/partner-manager.md): A day in the life of a partner manager using Introw: partner health, pipeline visibility, self-serve partner workflows, automa…
- [The Introw-powered referral partner](https://docs.introw.io/days-in-the-life/referral-partner.md): A day in the life of a referral partner using Introw: warm intros, off-portal submission, protected credit, automatic deal upd…
- [The Introw-powered reseller](https://docs.introw.io/days-in-the-life/reseller.md): A day in the life of a reseller using Introw: deal registration, margin protection, self-serve quoting, partner support, certi…
- [Access & Security](https://docs.introw.io/features/access/index.md): Control who can see and do what, on both sides of the partnership - internal team roles and permissions, partner team roles, a…
- [Set up internal SSO for your team](https://docs.introw.io/features/access/sso/guides/set-up-internal-sso.md): Connect your identity provider, map SAML attributes to user fields, set a default role, and switch your team to single sign-on.
- [Set up portal SSO for partners](https://docs.introw.io/features/access/sso/guides/set-up-portal-sso.md): Let partners sign in to your portal through their own identity provider with SAML, using your portal's service provider URLs a…
- [Single Sign-On](https://docs.introw.io/features/access/sso/index.md): Let your team and your partners sign in through your identity provider with SAML - centralized access, your security policy, a…
- [Single Sign-On](https://docs.introw.io/features/access/sso/technical/index.md): Configure SAML single sign-on for your internal team and your partner portal in Introw - service provider details, identity pr…
- [Access multiple organisations](https://docs.introw.io/features/access/team-management/guides/access-multiple-organisations.md): Use one Introw login to create, join, and switch between multiple independent organisations, with data kept strictly siloed.
- [Create an internal role](https://docs.introw.io/features/access/team-management/guides/create-an-internal-role.md): Build a reusable role from permission categories, choose an access type, optionally scope it to a user's assigned partners, th…
- [Invite a team member](https://docs.introw.io/features/access/team-management/guides/invite-a-team-member.md): Add a colleague to your team in the right role, understand paying vs CRM-only seats, and manage their status from invited thro…
- [Set up partner team roles](https://docs.introw.io/features/access/team-management/guides/set-up-partner-team-roles.md): Define the roles people hold on a partner, sync them to your CRM as a single owner or a multi-member field, and assign people…
- [Team Management](https://docs.introw.io/features/access/team-management/index.md): Give every internal user and partner contact exactly the access they need - role-based permissions for your team, scoped acces…
- [Team Management](https://docs.introw.io/features/access/team-management/technical/index.md): Invite internal users, build roles from permission categories, scope access to assigned partners, and define partner team role…
- [Launch an affiliate campaign](https://docs.introw.io/features/affiliate/campaigns/guides/launch-an-affiliate-campaign.md): Create a campaign, set attribution and commission, enroll partners with tracked links, install conversion tracking, and surfac…
- [Campaigns](https://docs.introw.io/features/affiliate/campaigns/index.md): Stand up a referral campaign in minutes - a destination, a conversion form, partner links, and a reward - all tracked end to e…
- [Campaigns](https://docs.introw.io/features/affiliate/campaigns/technical/index.md): Create affiliate campaigns, set commission, enroll partners, and surface campaigns to partners in Introw.
- [Record conversions via the API](https://docs.introw.io/features/affiliate/conversion-tracking/guides/record-conversions-via-the-api.md): Track affiliate conversions server to server by posting to the conversions API with a scoped secret key.
- [Set up affiliate conversion tracking](https://docs.introw.io/features/affiliate/conversion-tracking/guides/set-up-affiliate-conversion-tracking.md): Install the tracking snippet, restrict allowed origins, verify a test conversion, and review conversions in Introw.
- [Track HubSpot form conversions](https://docs.introw.io/features/affiliate/conversion-tracking/guides/track-hubspot-form-conversions.md): Attribute affiliate conversions automatically when a tracked visitor submits a HubSpot form.
- [Conversion Tracking](https://docs.introw.io/features/affiliate/conversion-tracking/index.md): Record the conversions partners drive - via a snippet, the API, or a HubSpot form - and turn them into attributed CRM records…
- [Conversion Tracking](https://docs.introw.io/features/affiliate/conversion-tracking/technical/index.md): Install the tracking snippet, record conversions via the API or HubSpot forms, and review conversions in Introw.
- [Protect affiliate revenue from fraud](https://docs.introw.io/features/affiliate/fraud-protection/guides/protect-affiliate-revenue-from-fraud.md): Turn on the campaign Quality-tab controls - self-referrals, disposable emails, deduplication, new-customers-only, excluded dom…
- [Fraud Protection](https://docs.introw.io/features/affiliate/fraud-protection/index.md): Keep referral programs honest with signed attribution, self-referral and disposable-email blocking, deduplication, and traffic…
- [Fraud Protection](https://docs.introw.io/features/affiliate/fraud-protection/technical/index.md): Enable self-referral and disposable-email blocking, deduplication, new-customer gating, and traffic-quality monitoring in Intr…
- [Affiliate](https://docs.introw.io/features/affiliate/index.md): Run partner referral programs with trackable links, attributed conversions, and built-in fraud protection - all reconciled to…
- [Create a vanity link alias](https://docs.introw.io/features/affiliate/links-attribution/guides/create-a-vanity-link-alias.md): Give a partner a cleaner, branded referral link with a custom alias that still tracks and attributes conversions.
- [Revoke or restore a link](https://docs.introw.io/features/affiliate/links-attribution/guides/revoke-or-restore-a-link.md): Instantly disable a partner's affiliate link and every alias, then restore it later without regenerating, in Introw.
- [Links & Attribution](https://docs.introw.io/features/affiliate/links-attribution/index.md): Give every partner a signed, trackable link and assign credit accurately with a clear attribution window and model.
- [Links & Attribution](https://docs.introw.io/features/affiliate/links-attribution/technical/index.md): Set attribution windows and models, create vanity aliases, and manage partner referral links in Introw.
- [Catch and resolve channel conflict](https://docs.introw.io/features/ai/channel-conflict/guides/catch-and-resolve-channel-conflict.md): Turn on AI channel-conflict screening for a deal form, then review and resolve any overlap from the Submissions inbox before i…
- [Channel Conflict Resolution](https://docs.introw.io/features/ai/channel-conflict/index.md): Let AI detect when a partner-registered deal overlaps with a direct or another partner's deal, and guide a fair, fast resoluti…
- [Channel Conflict Resolution](https://docs.introw.io/features/ai/channel-conflict/technical/index.md): Turn on AI channel-conflict screening per form and resolve flagged overlaps from the Submissions inbox.
- [Set up an AI deal coach](https://docs.introw.io/features/ai/deal-coaching/guides/set-up-an-ai-deal-coach.md): Create a deal coach, scope it to the right partners and deals, and refine its stage guidance, objections, enablement, and rule…
- [Deal Coaching](https://docs.introw.io/features/ai/deal-coaching/index.md): Put an AI coach in every partner deal - segment-specific stage guidance, objection handling, and the right enablement, surface…
- [Deal Coaching](https://docs.introw.io/features/ai/deal-coaching/technical/index.md): Create deal coaches, write stage instructions and objection handling, attach enablement, and set rules of engagement in Introw.
- [AI Agents](https://docs.introw.io/features/ai/index.md): Introw's AI agents answer partner questions 24/7, coach every deal, and take action across your CRM - so a small team can run…
- [Connect an MCP server](https://docs.introw.io/features/ai/knowledge-base/guides/connect-an-mcp-server.md): Give the partner support agent live tools by connecting your own MCP server, so it can fetch real-time data and take actions b…
- [Fill the knowledge base](https://docs.introw.io/features/ai/knowledge-base/guides/fill-the-knowledge-base.md): Ground the partner support agent by crawling your websites, adding snippets for specific answers, and uploading PDF documents…
- [Knowledge Base](https://docs.introw.io/features/ai/knowledge-base/index.md): Control exactly what the partner support agent knows - crawl your websites, add snippets and documents, and connect live tools…
- [Knowledge Base](https://docs.introw.io/features/ai/knowledge-base/technical/index.md): Add websites, snippets, and documents, and connect MCP servers, to ground the partner support agent in Introw.
- [Launch the partner support agent](https://docs.introw.io/features/ai/partner-support/guides/launch-the-partner-support-agent.md): Enable the partner support agent, give it a name, instructions, welcome message, and logo, test it, surface it in the portal,…
- [Use the agent in Slack](https://docs.introw.io/features/ai/partner-support/guides/use-the-agent-in-slack.md): Connect Slack and map partners to shared channels so the partner support agent answers partner questions where they already wo…
- [Partner Support Agent](https://docs.introw.io/features/ai/partner-support/index.md): An AI agent that answers partner questions 24/7 in every language, across the portal, Slack, Teams, and email - deflecting rou…
- [Partner Support Agent](https://docs.introw.io/features/ai/partner-support/technical/index.md): Enable, configure, brand, test, and surface the partner support agent across the portal and channels in Introw.
- [Deal & Lead Registration](https://docs.introw.io/features/co-selling/deal-lead-registration/index.md): Registration is the on-ramp to co-selling: partners register a deal or lead, it is checked for conflict and approved, and it b…
- [Co-selling](https://docs.introw.io/features/co-selling/index.md): Sell together on shared CRM records - register deals, share pipeline, collaborate on every object, and link partner deals, wit…
- [Collaborate on a shared deal](https://docs.introw.io/features/co-selling/shared-pipelines/guides/collaborate-on-a-shared-deal.md): Open a CRM record for partner collaboration, set the right collaborators, and keep the deal conversation on the record with co…
- [Configure deal attribution](https://docs.introw.io/features/co-selling/shared-pipelines/guides/configure-deal-attribution.md): Link every deal to the partner who sourced or influenced it, so partners see the right deals in a shared pipeline and partner-…
- [Set up a shared pipeline](https://docs.introw.io/features/co-selling/shared-pipelines/guides/set-up-a-shared-pipeline.md): Attribute deals to partners, add a scoped pipeline view to a partner experience, and control which deals and properties partne…
- [Fix deals not showing in the partner portal](https://docs.introw.io/features/co-selling/shared-pipelines/guides/troubleshoot-deals-not-in-portal.md): Understand the 'No portal yet' and 'No deal embed yet' messages on a deal and take the right action so partners can see and co…
- [View partner pipeline](https://docs.introw.io/features/co-selling/shared-pipelines/guides/view-partner-pipeline.md): Read pipeline org-wide or per partner from Introw.
- [Shared Pipelines](https://docs.introw.io/features/co-selling/shared-pipelines/index.md): Give partners and your team one CRM-drawn view of the deals you work together - and collaborate on each record in context, wit…
- [Shared Pipelines](https://docs.introw.io/features/co-selling/shared-pipelines/technical/index.md): Configure deal attribution, add a scoped pipeline view to the partner portal, and collaborate on each record - managing collab…
- [Run tasks on a shared deal](https://docs.introw.io/features/co-selling/tasks/guides/run-tasks-on-a-shared-deal.md): Add a task to a shared deal, assign it to your rep or the partner with a due date, and turn on the notifications that keep bot…
- [Tasks](https://docs.introw.io/features/co-selling/tasks/index.md): Keep co-sold deals moving with tasks on the shared record, so the partner and your rep always know the next step and who owns…
- [Tasks](https://docs.introw.io/features/co-selling/tasks/technical/index.md): Add tasks to shared deals and records, set owners and due dates, and notify on changes.
- [Add a manual commission line](https://docs.introw.io/features/commissions/commission-lines/guides/add-a-manual-commission-line.md): Put an adjustment, bonus, or one-off correction directly onto a partner's payout.
- [Review and adjust commission lines](https://docs.introw.io/features/commissions/commission-lines/guides/review-and-adjust-commission-lines.md): Check calculated commission, then decline, postpone, restore, or correct lines before anyone is paid.
- [Commission Lines](https://docs.introw.io/features/commissions/commission-lines/index.md): Every calculated commission, line by line - review, decline, postpone, and adjust before it becomes a payout.
- [Commission Lines](https://docs.introw.io/features/commissions/commission-lines/technical/index.md): Review commission line statuses, decline, postpone, restore, and add manual lines in Introw.
- [Build and launch a commission plan](https://docs.introw.io/features/commissions/commission-plans/guides/build-and-launch-a-commission-plan.md): Take a commission plan from an empty wizard to live, partner-earning rewards end to end.
- [Set eligibility conditions](https://docs.introw.io/features/commissions/commission-plans/guides/set-eligibility-conditions.md): Define exactly which records earn on a commission plan - stack property filters with And/Or groups, target partner-attributed…
- [Commission Plans](https://docs.introw.io/features/commissions/commission-plans/index.md): Define how partners earn - revenue shares, fixed fees, tiered rates, and one-time bonuses - calculated automatically from your…
- [Commission Plans](https://docs.introw.io/features/commissions/commission-plans/technical/index.md): Build commission plans with a data source, conditions, rewards, and enrolled partners in Introw.
- [Commissions & SPIFFs](https://docs.introw.io/features/commissions/index.md): Calculate, review, and pay partner incentives - reconciled to your CRM or billing source of truth, and visible to partners in…
- [Request a partner invoice](https://docs.introw.io/features/commissions/payouts/guides/request-a-partner-invoice.md): Generate a statement and collect a partner's invoice before you pay, the invoice-first payout path.
- [Run a payout cycle](https://docs.introw.io/features/commissions/payouts/guides/run-a-payout-cycle.md): Take approved commission from a new batch all the way to partners marked paid, with statements along the way.
- [Payouts](https://docs.introw.io/features/commissions/payouts/index.md): Turn approved commission into partner payouts - grouped, approved, paid, and documented with statements partners can see.
- [Payouts](https://docs.introw.io/features/commissions/payouts/technical/index.md): Create payout batches, request invoices, move payouts through stages, and generate statements in Introw.
- [Configure commission and payout settings](https://docs.introw.io/features/commissions/settings/guides/configure-commission-payout-settings.md): Set the payout schedule, minimum amount, billing info, and the currency and fiscal year commissions rely on.
- [Settings](https://docs.introw.io/features/commissions/settings/index.md): Run commissions predictably - set payout schedules, minimum amounts, currency, and the billing details used on statements.
- [Settings](https://docs.introw.io/features/commissions/settings/technical/index.md): Configure payout schedule, minimums, currency, fiscal year, and commission billing info in Introw.
- [Add and configure an Asset Hub in the portal](https://docs.introw.io/features/content/asset-hub/guides/add-and-configure-an-asset-hub.md): Embed a browsable, curated asset library in a partner experience, from adding the block to publishing it.
- [Share assets at scale with audience filters](https://docs.introw.io/features/content/asset-hub/guides/share-assets-at-scale-with-filters.md): Embed your asset library once and use audience filters to automatically show each partner only the content relevant to their t…
- [Asset Hub](https://docs.introw.io/features/content/asset-hub/index.md): Embed a curated, branded library of assets directly in the partner portal, with full control over what each partner sees.
- [Asset Hub](https://docs.introw.io/features/content/asset-hub/technical/index.md): Embed an Asset Hub in an experience, curate its assets, set the layout, and show partner-specific assets in Introw.
- [Build the asset library](https://docs.introw.io/features/content/asset-library/guides/build-the-asset-library.md): Add content, organize it into folders and categories, set who can see each asset, and give AI the context to answer on it.
- [Review asset engagement](https://docs.introw.io/features/content/asset-library/guides/review-asset-engagement.md): See which assets partners view, how interest trends over time, and which partners and people engage.
- [Share an asset with a trackable link](https://docs.introw.io/features/content/asset-library/guides/share-an-asset-with-a-link.md): Send a single asset to a partner by link, set who can open it, and see whether they viewed it.
- [Track and restore asset versions](https://docs.introw.io/features/content/asset-library/guides/track-and-restore-asset-versions.md): Use asset history to see every change to an asset and roll back to any previous version in one click.
- [Translate a document into partner languages](https://docs.introw.io/features/content/asset-library/guides/translate-a-document.md): Generate language variants of a document with AI so every partner reads it in their own language.
- [Asset Library](https://docs.introw.io/features/content/asset-library/index.md): One governed home for every partner-facing asset - organized, access-controlled, multilingual, and tracked for engagement.
- [Asset Library](https://docs.introw.io/features/content/asset-library/technical/index.md): Upload and organize assets, set visibility, localize, and track engagement in Introw.
- [Create and share co-branded assets](https://docs.introw.io/features/content/co-branded-assets/guides/create-and-share-co-branded-assets.md): Build a co-branded PDF, generate a personalized copy for each partner, and make them available in the portal.
- [Co-branded Assets](https://docs.introw.io/features/content/co-branded-assets/index.md): Let partners generate marketing assets that carry both your brand and theirs, so co-marketing scales without your team designi…
- [Co-branded Assets](https://docs.introw.io/features/content/co-branded-assets/technical/index.md): Create co-branded asset templates, control what partners can change, and share them in the portal.
- [Content & Enablement](https://docs.introw.io/features/content/index.md): One governed home for every partner-facing asset - organized, branded, embedded into the portal, and tracked for engagement.
- [Reuse content across portals with synced sections](https://docs.introw.io/features/content/synced-sections/guides/reuse-content-with-synced-sections.md): Build a section once, insert it into many experiences, update it everywhere from one place, and detach a one-off when needed.
- [Synced Sections](https://docs.introw.io/features/content/synced-sections/index.md): Build a content block once and reuse it across every portal experience - edit in one place, update everywhere.
- [Synced Sections](https://docs.introw.io/features/content/synced-sections/technical/index.md): Create reusable sections, insert them into experiences, update them everywhere, and detach when needed in Introw.
- [Enable partners with a campaign kit](https://docs.introw.io/features/content/tcma/guides/enable-partners-with-a-campaign-kit.md): Assemble messaging, email templates, and co-branded collateral into one discoverable kit partners and their AI agents can laun…
- [Track partner campaign attribution](https://docs.introw.io/features/content/tcma/guides/track-partner-campaign-attribution.md): Wire affiliate links and end-user forms so partner-driven clicks, leads, and conversions attribute back to each partner in you…
- [Through-Channel Marketing (TCMA)](https://docs.introw.io/features/content/tcma/index.md): Equip partners with discoverable, AI-ready marketing assets they launch in their own tooling, and attribute every click, lead,…
- [Through-Channel Marketing (TCMA)](https://docs.introw.io/features/content/tcma/technical/index.md): Assemble co-branded, AI-ready campaign assets, distribute them to partners, and attribute the clicks and leads their campaigns…
- [Build a partner course from scratch](https://docs.introw.io/features/courses/authoring/guides/build-a-course-manually.md): Structure modules and chapters, add rich content and assessments, configure the AI tutor, and make the course available to par…
- [Duplicate a course](https://docs.introw.io/features/courses/authoring/guides/duplicate-a-course.md): Clone a proven course as a starting point for a new variant, then adapt only what differs.
- [Generate a partner course with AI](https://docs.introw.io/features/courses/authoring/guides/generate-a-course-with-ai.md): Turn a prompt or an uploaded deck into a full course draft, then refine, configure, and make it available.
- [Import a SCORM course](https://docs.introw.io/features/courses/authoring/guides/import-a-scorm-course.md): Reuse existing SCORM or Articulate Rise training by importing it into Introw, then make it available to partners.
- [Course Authoring](https://docs.introw.io/features/courses/authoring/index.md): Build partner courses in minutes - from scratch, from a prompt with AI, or by importing SCORM.
- [Course Authoring](https://docs.introw.io/features/courses/authoring/technical/index.md): Set up and configure partner courses in Introw.
- [Create and auto-issue a certificate](https://docs.introw.io/features/courses/certificates/guides/create-a-certificate.md): Design a branded, time-bound certificate template, then attach it to a course so it is awarded automatically on completion.
- [Generate a certificate with AI](https://docs.introw.io/features/courses/certificates/guides/generate-a-certificate-with-ai.md): Create a course-matched certificate in one step, then refine and attach it.
- [Issue a certificate manually](https://docs.introw.io/features/courses/certificates/guides/issue-a-certificate-to-a-segment.md): Award a credential to individual partners or a whole segment at once, with an optional notification.
- [Revoke a certificate](https://docs.introw.io/features/courses/certificates/guides/revoke-a-certificate.md): Decertify partners and pull a credential when it no longer applies, keeping your CRM in sync.
- [Certificates](https://docs.introw.io/features/courses/certificates/index.md): Award branded, time-bound credentials that prove partner competency - synced to the CRM.
- [Certificates](https://docs.introw.io/features/courses/certificates/technical/index.md): Design, issue, and manage course certificates in Introw.
- [Configure enrollment rules for a course](https://docs.introw.io/features/courses/enrollments/guides/configure-enrollment-rules.md): Auto-enroll the right segments and set a completion deadline so training targets itself and lands on time.
- [Manually enroll partners in a course](https://docs.introw.io/features/courses/enrollments/guides/manually-enroll-partners.md): Enroll a hand-picked cohort into a course, with an optional enrollment notification.
- [Nudge incomplete learners](https://docs.introw.io/features/courses/enrollments/guides/nudge-incomplete-learners.md): Remind partners who have not finished a course, in a couple of clicks, through the channels they already use.
- [Enrollments](https://docs.introw.io/features/courses/enrollments/index.md): Get the right partners into the right courses automatically - by segment, with due dates and nudges.
- [Enrollments](https://docs.introw.io/features/courses/enrollments/technical/index.md): Set up manual and automatic course enrollment, due dates, and nudges in Introw.
- [Courses & Training](https://docs.introw.io/features/courses/index.md): Author, enroll, quiz, track, and certify partner training - so resellers can sell your solution and referrers know your ICP.
- [Monitor course progress and sync it to your CRM](https://docs.introw.io/features/courses/progress-tracking/guides/monitor-course-progress.md): Read completion status in the tracking view, drill into individual learners, and surface progress on CRM records.
- [Progress Tracking](https://docs.introw.io/features/courses/progress-tracking/index.md): See who's enrolled, in progress, and certified - reported in your CRM, next to pipeline.
- [Progress Tracking](https://docs.introw.io/features/courses/progress-tracking/technical/index.md): Read course progress in Introw and keep it flowing to your CRM.
- [Assess learners with a quiz](https://docs.introw.io/features/courses/quizzes/guides/assess-learners-with-a-quiz.md): Add quiz questions to a course, require a passing score, and review the answers that need a human - end to end.
- [Quizzes](https://docs.introw.io/features/courses/quizzes/index.md): Prove partners actually learned - AI-graded questions with a minimum passing score.
- [Quizzes](https://docs.introw.io/features/courses/quizzes/technical/index.md): Set up quiz questions, grading, and the passing score in Introw.
- [Let trusted partners set their own price](https://docs.introw.io/features/cpq/discounts/guides/allow-custom-pricing.md): Enable custom pricing on a product so partners can set the unit price when they add it to a quote.
- [Apply each partner's negotiated discount from your CRM](https://docs.introw.io/features/cpq/discounts/guides/set-a-partner-based-discount.md): Price a product from a numeric CRM property on the partner so negotiated discounts flow into every quote.
- [Reward partner tiers with automatic discounts](https://docs.introw.io/features/cpq/discounts/guides/set-tier-based-discounts.md): Set a discount percentage per partner tier so partners are priced by the tier they earned.
- [Pricing & Discounts](https://docs.introw.io/features/cpq/discounts/index.md): Govern the price partners quote - drive discounts from a CRM property, set them by partner tier, or let trusted partners price…
- [Pricing & Discounts](https://docs.introw.io/features/cpq/discounts/technical/index.md): Configure partner-based, tier-based, and custom pricing on products in Introw.
- [CPQ & Products](https://docs.introw.io/features/cpq/index.md): Let partners build accurate quotes from your CRM product catalog, with governed pricing, discounts, and approval - all synced…
- [Bulk edit product configuration](https://docs.introw.io/features/cpq/product-catalog/guides/bulk-edit-product-configuration.md): Apply the same visibility and discount rule across many products at once.
- [Govern which products a partner can quote](https://docs.introw.io/features/cpq/product-catalog/guides/govern-product-visibility.md): Scope a product to the right partners and the right deals using segments and deal filters.
- [Product Catalog](https://docs.introw.io/features/cpq/product-catalog/index.md): Your CRM product catalog, governed for partners - decide which products each partner segment and deal can use, without duplica…
- [Product Catalog](https://docs.introw.io/features/cpq/product-catalog/technical/index.md): Review CRM-synced products and govern their visibility by segment and deal filters in Introw.
- [Let partners build and send quotes on a deal](https://docs.introw.io/features/cpq/quotes/guides/enable-partner-quoting.md): Enable partner quoting end to end: line items and quotes, who can create them, templates, e-signatures, payment, expiration, a…
- [Quotes & Line Items](https://docs.introw.io/features/cpq/quotes/index.md): Let partners build accurate quotes and add line items directly on a deal, with templates, e-signatures, payment, and approval…
- [Quotes & Line Items](https://docs.introw.io/features/cpq/quotes/technical/index.md): Configure quote and line-item creation on deal embeds, with templates, e-signatures, payment, and approval in Introw.
- [Deal Registration](https://docs.introw.io/features/deal-registration/index.md): Protect partner-owned deals end to end - resellers register and lock in their opportunity, edit the fields they own on the CRM…
- [Register a two-tier deal](https://docs.introw.io/features/deal-registration/multi-tier/guides/register-a-two-tier-deal.md): Credit both a distributor and a reseller on one CRM deal: map each role's attribution, capture the tier at registration, and g…
- [Multi-tier Attribution](https://docs.introw.io/features/deal-registration/multi-tier/index.md): Credit both a reseller and a distributor on the same deal - map multiple partner roles onto one CRM record so each tier gets a…
- [Multi-tier Attribution](https://docs.introw.io/features/deal-registration/multi-tier/technical/index.md): Map multiple partner roles onto one CRM deal, capture the distributor at registration, and let attribution drive shared visibi…
- [Configure the deal owner and name for partner deals](https://docs.introw.io/features/deal-registration/registration/guides/configure-partner-deal-owner-and-name.md): Control who owns partner-registered deals in your CRM and how those deals are named, using default fields on the deal automati…
- [Link a registered deal to an existing lead](https://docs.introw.io/features/deal-registration/registration/guides/link-a-deal-to-an-existing-lead.md): Let partners pick an existing CRM lead when they register a deal, write the lead reference on the deal, and associate the two…
- [Register and approve a reseller deal](https://docs.introw.io/features/deal-registration/registration/guides/register-and-approve-a-deal.md): Build a reseller registration form that creates an attributed CRM deal, protect the claim with channel conflict checks, gate i…
- [Register by email](https://docs.introw.io/features/deal-registration/registration/guides/register-by-email.md): Let resellers register a deal straight from their inbox.
- [Register by embed](https://docs.introw.io/features/deal-registration/registration/guides/register-by-embed.md): Put deal registration on your own site or portal.
- [Register by link](https://docs.introw.io/features/deal-registration/registration/guides/register-by-link.md): Give resellers a link to register a deal in seconds.
- [Register via Slack](https://docs.introw.io/features/deal-registration/registration/guides/register-via-slack.md): Let resellers register a deal from a Slack channel.
- [Register via Microsoft Teams](https://docs.introw.io/features/deal-registration/registration/guides/register-via-teams.md): Let resellers register a deal from a Microsoft Teams channel.
- [Register with AI](https://docs.introw.io/features/deal-registration/registration/guides/register-with-ai.md): Let resellers register through an AI assistant.
- [Deal Registration](https://docs.introw.io/features/deal-registration/registration/index.md): Let resellers register and protect the deals they own - a fast registration that checks for channel conflict, routes through y…
- [Deal Registration](https://docs.introw.io/features/deal-registration/registration/technical/index.md): Set up a reseller deal registration form with channel-conflict checks and approvals, then review submissions, in Introw.
- [Quote on a reseller deal](https://docs.introw.io/features/deal-registration/shared-pipeline/guides/quote-on-a-reseller-deal.md): Let resellers build their own deal economics: turn on line item editing and quote creation on the shared deal so resellers ass…
- [Set up a reseller pipeline](https://docs.introw.io/features/deal-registration/shared-pipeline/guides/set-up-a-reseller-pipeline.md): Give resellers a CRM-drawn pipeline of the deals they own, then control which deal fields they can see and which they can edit…
- [Shared Pipeline](https://docs.introw.io/features/deal-registration/shared-pipeline/index.md): Give resellers one CRM-drawn view of the deals they own and let them work each one on the live record - see the fields you exp…
- [Shared Pipeline](https://docs.introw.io/features/deal-registration/shared-pipeline/technical/index.md): Put registered reseller deals on a CRM-drawn pipeline and configure what resellers can see, edit, line-item, and quote on each…
- [Embed Introw in your CRM](https://docs.introw.io/features/developer/embed/guides/embed-introw-in-your-crm.md): Meet partners inside HubSpot and Salesforce - this lives in the CRM embed feature, which is the canonical home for setup.
- [Embed the partner portal](https://docs.introw.io/features/developer/embed/guides/embed-the-partner-portal.md): Authorize a domain, create a portal-session key, and render the authenticated partner portal inside your own product.
- [Embed](https://docs.introw.io/features/developer/embed/index.md): Bring the partner experience to where partners already are - embed the portal inside your own product with an iframe, or meet…
- [Embed](https://docs.introw.io/features/developer/embed/technical/index.md): Embed the partner portal in your product with an allow-list and authenticated sessions, and set up CRM embeds for HubSpot and…
- [Developer Platform](https://docs.introw.io/features/developer/index.md): Build on and embed Introw - a public REST API with scoped keys, portal and CRM embeds, and an MCP server that exposes your par…
- [Connect an MCP client](https://docs.introw.io/features/developer/mcp/guides/connect-an-mcp-client.md): Connect any MCP-capable client - Cursor, Gemini, Windsurf, Notion AI, Lovable, Langdock, and more - to Introw with the generic…
- [Connect ChatGPT](https://docs.introw.io/features/developer/mcp/guides/connect-chatgpt.md): Connect ChatGPT to Introw over MCP so you can query and act on your partner program from inside ChatGPT.
- [Connect Claude](https://docs.introw.io/features/developer/mcp/guides/connect-claude.md): Connect Claude to Introw over MCP so you can query and act on your partner program from inside Claude.
- [Partner MCP use cases](https://docs.introw.io/features/developer/mcp/guides/explore-partner-mcp-use-cases.md): What partners can do once they connect their own AI assistant to the partner MCP - and how to drive adoption.
- [Give partners their own AI assistant](https://docs.introw.io/features/developer/mcp/guides/give-partners-their-own-ai-assistant.md): Partners connect their own AI client to the partner MCP from their portal and work with only their own scoped data - no vendor…
- [MCP](https://docs.introw.io/features/developer/mcp/index.md): Bring your partner program into your AI tools - connect Claude, ChatGPT, Cursor, and other MCP clients to an OAuth-protected s…
- [MCP](https://docs.introw.io/features/developer/mcp/technical/index.md): Connect AI clients like Claude, ChatGPT, and Cursor to the Introw MCP server over OAuth, and find the server URL and connectio…
- [Connect a form to your CRM](https://docs.introw.io/features/forms/crm-field-mapping/guides/connect-a-form-to-your-crm.md): Map fields to CRM properties, control how submissions create or update records, attribute them to the partner, and prefill fro…
- [CRM Field Mapping](https://docs.introw.io/features/forms/crm-field-mapping/index.md): Connect form fields to your CRM so accepted submissions create and update the right HubSpot or Salesforce records automaticall…
- [CRM Field Mapping](https://docs.introw.io/features/forms/crm-field-mapping/technical/index.md): Map form fields to CRM properties, configure create/update automations, prefill, and attribute submissions in Introw.
- [Build and publish a form](https://docs.introw.io/features/forms/form-builder/guides/build-and-publish-a-form.md): Create a no-code form, add and configure every field, set the confirmation, and get it in front of partners.
- [Bulk upload multiple records](https://docs.introw.io/features/forms/form-builder/guides/bulk-upload-multiple-records.md): Let partners submit many records in one form with a CSV batch upload.
- [Set up a partner application form](https://docs.introw.io/features/forms/form-builder/guides/set-up-a-partner-application-form.md): Turn a form into a self-serve partner application that auto-creates the partner in Introw, links company and contact records i…
- [Form Builder](https://docs.introw.io/features/forms/form-builder/index.md): Build no-code, on-brand forms in minutes and put them in front of partners through links, embeds, and portal sections.
- [Form Builder](https://docs.introw.io/features/forms/form-builder/technical/index.md): Create forms, add fields, set the confirmation screen, and share or embed them for partners in Introw.
- [Forms](https://docs.introw.io/features/forms/index.md): No-code forms that capture structured partner input, route it through approvals, and sync straight back to your CRM.
- [Customize the submissions inbox](https://docs.introw.io/features/forms/submissions-approvals/guides/customize-the-submissions-inbox.md): Choose the columns you review submissions by, including custom and CRM fields.
- [Run a submission approval workflow](https://docs.introw.io/features/forms/submissions-approvals/guides/run-a-submission-approval-workflow.md): Set up an approval gate with steps and AI validation, notify the right people, and review every submission to a clear outcome.
- [Submissions & Approvals](https://docs.introw.io/features/forms/submissions-approvals/index.md): Every form submission in one inbox - reviewed, approved through gates you define, with AI handling the routine cases.
- [Submissions & Approvals](https://docs.introw.io/features/forms/submissions-approvals/technical/index.md): Review submissions, configure approval gates and AI validation, customize the inbox, and set notifications in Introw.
- [API](https://docs.introw.io/features/integrations/api/index.md): Build on Introw programmatically with the REST API and API keys. The full API documentation lives in the API Reference and Dev…
- [Connect your billing data to partners](https://docs.introw.io/features/integrations/billing/guides/connect-billing-data.md): Choose which billing objects to import from Stripe or Chargebee, identify the partner on each, and auto-link records so revenu…
- [Connect Chargebee billing](https://docs.introw.io/features/integrations/billing/guides/connect-chargebee.md): Connect Chargebee with your site name and API key so Introw can import subscriptions, customers, and invoices to power partner…
- [Connect Stripe billing](https://docs.introw.io/features/integrations/billing/guides/connect-stripe.md): Authorize Stripe in live or test mode so Introw can import customers, subscriptions, and invoices to power partner commissions.
- [Billing & Subscriptions](https://docs.introw.io/features/integrations/billing/index.md): Sync billing data from Stripe or Chargebee into Introw and use it to calculate partner commissions on real, recognized revenue.
- [Billing & Subscriptions](https://docs.introw.io/features/integrations/billing/technical/index.md): Connect Stripe or Chargebee, map billing objects and partner links, sync, and use billing data in commissions in Introw.
- [Configure Slack or Teams for partner activity](https://docs.introw.io/features/integrations/chat/guides/configure-the-chat-integration.md): Map internal channels to keep your team informed, choose which partner events post, and open shared channels with each partner…
- [Connect Microsoft Teams to run partnerships in chat](https://docs.introw.io/features/integrations/chat/guides/connect-microsoft-teams.md): Authorize Microsoft Teams so Introw can post partner notifications, run shared partner channels, and keep your team in the loo…
- [Connect Slack to run partnerships in chat](https://docs.introw.io/features/integrations/chat/guides/connect-slack.md): Authorize Slack so Introw can post partner notifications, run shared partner channels, and keep your team in the loop without…
- [Slack & Teams](https://docs.introw.io/features/integrations/chat/index.md): Meet partners and your team in chat - post partner activity to Slack and Teams, run shared partner channels, and let the suppo…
- [Slack & Teams](https://docs.introw.io/features/integrations/chat/technical/index.md): Connect Slack and Microsoft Teams, map partner channels, and configure internal notifications in Introw.
- [Capture partner file uploads in HubSpot](https://docs.introw.io/features/integrations/crm/guides/allow-partner-attachments-in-hubspot.md): Have files partners upload on a shared deal in Introw automatically pushed to the HubSpot deal's attachments, so all partner-s…
- [Attribution options: every way to link deals to partners](https://docs.introw.io/features/integrations/crm/guides/attribution-options.md): Compare every way to attribute revenue to partners in HubSpot and Salesforce - properties, associations, lookups, relation tab…
- [Collaborate from HubSpot deals and tickets](https://docs.introw.io/features/integrations/crm/guides/collaborate-from-hubspot-deals-and-tickets.md): Use the Introw card on a HubSpot deal or ticket to share the record with a partner and exchange comments without leaving the C…
- [Connect HubSpot as your source of truth](https://docs.introw.io/features/integrations/crm/guides/connect-hubspot.md): Connect HubSpot, choose how partners are stored, filter which records sync, and link deals to partners so attribution flows bo…
- [Connect Pipedrive as your source of truth](https://docs.introw.io/features/integrations/crm/guides/connect-pipedrive.md): Enable and connect Pipedrive, choose how partners are stored, filter which records sync, and link deals to partners via custom…
- [Connect Salesforce as your source of truth](https://docs.introw.io/features/integrations/crm/guides/connect-salesforce.md): Connect a Salesforce org, choose how partners are stored, filter which records sync, and link opportunities to partners for ac…
- [Create a partner portal from HubSpot](https://docs.introw.io/features/integrations/crm/guides/create-a-portal-from-hubspot.md): Spin up an Introw partner portal for a company without leaving HubSpot, using the Introw workflow action or the Introw Copilot…
- [Disconnect a CRM](https://docs.introw.io/features/integrations/crm/guides/disconnect-a-crm.md): Safely disconnect a HubSpot, Salesforce, or Pipedrive connection and understand exactly what stops flowing.
- [Embed Introw in Salesforce](https://docs.introw.io/features/integrations/crm/guides/embed-introw-in-salesforce.md): Install the Introw managed package, add the Introw component to record pages, and grant access so reps work with partners from…
- [Link HubSpot deals to partners](https://docs.introw.io/features/integrations/crm/guides/link-hubspot-deals-to-introw.md): Attribute HubSpot deals to the partner who influenced them using a custom property, an association, or Introw's one-click setu…
- [Link Salesforce opportunities to partners](https://docs.introw.io/features/integrations/crm/guides/link-salesforce-opportunities-to-introw.md): Attribute Salesforce opportunities to the partner who influenced them using a custom field or a relation table.
- [Drive contact portal access and roles from your CRM](https://docs.introw.io/features/integrations/crm/guides/map-contact-portal-access.md): Map portal access and contact roles to CRM properties so the CRM controls who logs in and how contacts are grouped.
- [Sync partner tiers, programs, and roles to your CRM](https://docs.introw.io/features/integrations/crm/guides/map-tiers-to-a-crm-property.md): Push partner tiers, tier programs, partnership managers, and team roles back to CRM properties so sales sees them without leav…
- [Register or link a partner deal from HubSpot](https://docs.introw.io/features/integrations/crm/guides/register-a-deal-from-hubspot.md): Use the Introw card on a HubSpot deal to register a new partner deal or link the deal to an existing partner, keeping attribut…
- [Report on partner engagement in HubSpot](https://docs.introw.io/features/integrations/crm/guides/report-on-partner-engagement-in-hubspot.md): Get Introw partner activity onto the HubSpot timeline and into reports by keeping the app installed with current scopes - even…
- [Set up Introw inside HubSpot](https://docs.introw.io/features/integrations/crm/guides/set-up-the-hubspot-partner-connect-card.md): Authorize the Introw app in HubSpot and add the Introw cards to deal, ticket, and company records so reps work with partners w…
- [Show course progress in HubSpot](https://docs.introw.io/features/integrations/crm/guides/show-course-progress-in-hubspot.md): Surface Introw partner course enrollments and certificates on HubSpot records by adding the Introw course cards to your record…
- [Show course progress in Salesforce](https://docs.introw.io/features/integrations/crm/guides/show-course-progress-in-salesforce.md): Surface Introw partner course enrollments and certificates on Salesforce Account and Contact records by adding Introw's relate…
- [Sync partners & contacts from your CRM](https://docs.introw.io/features/integrations/crm/guides/sync-partners-and-contacts.md): Pull all your partner accounts and their contacts live from the CRM, drive portal access from a CRM field, and build dynamic s…
- [Troubleshoot a CRM connection](https://docs.introw.io/features/integrations/crm/guides/troubleshoot-a-crm-connection.md): Diagnose and fix a CRM sync that shows a needs-attention status, from expired authorization to missing scopes and over-tight f…
- [Use Introw workflow actions in HubSpot](https://docs.introw.io/features/integrations/crm/guides/use-introw-workflow-actions-in-hubspot.md): Drop Introw actions into HubSpot workflows to create or update partners, enroll them in a journey, or issue a certificate auto…
- [CRM](https://docs.introw.io/features/integrations/crm/index.md): Run your partner program on HubSpot, Salesforce, or Pipedrive without changing your RevOps setup - Introw adapts to how you al…
- [CRM](https://docs.introw.io/features/integrations/crm/technical/index.md): Connect HubSpot, Salesforce, or Pipedrive, set the partner object, filter and import records, configure attribution, map field…
- [Connect Crossbeam and map your partners](https://docs.introw.io/features/integrations/crossbeam/guides/connect-crossbeam.md): Authorize Crossbeam, align each Crossbeam partner with its Introw partner, and track your record export usage so ecosystem ove…
- [Crossbeam](https://docs.introw.io/features/integrations/crossbeam/index.md): Bring partner ecosystem overlap into Introw - see shared accounts and prospects with each partner, right where you collaborate…
- [Crossbeam](https://docs.introw.io/features/integrations/crossbeam/technical/index.md): Connect Crossbeam, map Introw partners to Crossbeam partners, and use overlap data in Introw.
- [Integrations](https://docs.introw.io/features/integrations/index.md): Keep your CRM as the single source of truth and connect the rest of your stack - HubSpot and Salesforce, Crossbeam, Stripe, Sl…
- [MCP](https://docs.introw.io/features/integrations/mcp/index.md): Connect Introw to Claude, ChatGPT, and other AI clients over MCP. The full MCP documentation lives in the Developer Platform.
- [Automate Introw with Zapier](https://docs.introw.io/features/integrations/zapier/guides/automate-introw-with-zapier.md): Generate a Zapier API key, connect the Introw app in Zapier, and build a Zap from a partner event so onboarding, notifications…
- [Zapier](https://docs.introw.io/features/integrations/zapier/index.md): Connect Introw to thousands of apps with no code, so partner events trigger actions across your stack and external systems can…
- [Zapier](https://docs.introw.io/features/integrations/zapier/technical/index.md): Connect the Introw Zapier integration and build no-code automations from partner events.
- [Localization](https://docs.introw.io/features/localization/index.md): Serve every partner in their own language and currency - translate portal content automatically and show deals, commissions, a…
- [Run your program in multiple currencies](https://docs.introw.io/features/localization/multi-currency/guides/enable-multi-currency.md): Set your base currency, turn on multi-currency, confirm CRM-synced rates, and give each partner the currency they work in.
- [Multi-currency](https://docs.introw.io/features/localization/multi-currency/index.md): Show every partner their deals, commissions, and analytics in the currency they work in, while your team keeps reporting in on…
- [Multi-currency](https://docs.introw.io/features/localization/multi-currency/technical/index.md): Enable multi-currency, set your company base currency, assign partner currencies, and understand how conversion rates stay in…
- [Control which experiences get translated](https://docs.introw.io/features/localization/multilingual/guides/enable-multilingual-for-an-experience.md): Turn automatic translation on or off for a specific portal experience.
- [Keep your brand correct in every language](https://docs.introw.io/features/localization/multilingual/guides/manage-the-brand-glossary.md): Define protected terms so product names and trademarks are never mistranslated.
- [Set up the languages your partners see](https://docs.introw.io/features/localization/multilingual/guides/set-up-portal-languages.md): Add the locales your partners speak, set the fallback default, and control how each partner is served their language.
- [Localize a file in the asset library](https://docs.introw.io/features/localization/multilingual/guides/translate-an-asset.md): Give a library asset translated versions so partners download collateral in their language.
- [Multi-lingual](https://docs.introw.io/features/localization/multilingual/index.md): Run one partner program in every language your partners speak - portal content, courses, forms, and emails translate automatic…
- [Multi-lingual](https://docs.introw.io/features/localization/multilingual/technical/index.md): Add partner languages, set a default, manage a brand glossary, and control which content gets translated in Introw.
- [Set up an MDF program](https://docs.introw.io/features/mdf/funds-allocation/guides/set-up-an-mdf-program.md): Stand up a marketing fund end to end: general details, budget allocation by segment, ROI tracking, lifecycle timelines, and a…
- [Funds & Allocation](https://docs.introw.io/features/mdf/funds-allocation/index.md): Create MDF funds with a budget and period, and allocate them to partners by segment - fixed per partner or from a shared pool.
- [Funds & Allocation](https://docs.introw.io/features/mdf/funds-allocation/technical/index.md): Create marketing funds, allocate budget by segment, choose fixed or pooled, and surface balances to partners in Introw.
- [Market Development Funds](https://docs.introw.io/features/mdf/index.md): Run your MDF program end to end - allocate budgets to partners, collect requests and claims, and prove ROI, all as CRM-linked…
- [Request funds by email](https://docs.introw.io/features/mdf/requests-claims-roi/guides/request-by-email.md): Let partners request MDF straight from their inbox, with the AI agent filling in the request for them.
- [Request funds by embed](https://docs.introw.io/features/mdf/requests-claims-roi/guides/request-by-embed.md): Put an MDF request form on your own site or partner page so partners request in context.
- [Request funds by link](https://docs.introw.io/features/mdf/requests-claims-roi/guides/request-by-link.md): Give partners a shareable link to submit an MDF request in seconds, attributed to the right partner.
- [Run the MDF request-to-payout flow](https://docs.introw.io/features/mdf/requests-claims-roi/guides/run-the-mdf-request-to-payout-flow.md): Operate the full MDF lifecycle: configure the request, claim, ROI, and invoice steps, then review requests, collect proof of s…
- [Track ROI on a fund](https://docs.introw.io/features/mdf/requests-claims-roi/guides/track-roi-on-a-fund.md): Measure the return of a marketing fund from partner-reported outcomes and real-time CRM data.
- [Requests, Claims & ROI](https://docs.introw.io/features/mdf/requests-claims-roi/index.md): Run the full MDF lifecycle - partners request funds, submit claims with proof, and report ROI, all reviewed in one place.
- [Requests, Claims & ROI](https://docs.introw.io/features/mdf/requests-claims-roi/technical/index.md): Configure the MDF lifecycle forms and timelines, review submissions, track ROI, and mark requests paid in Introw.
- [Enable Partner Connect and link a deal](https://docs.introw.io/features/partner-connect/connected-deals/guides/enable-partner-connect-and-link-a-deal.md): Turn on Partner Connect, have a partner connect their own HubSpot, and link their deal to the matching deal in your CRM so bot…
- [Register instead of link](https://docs.introw.io/features/partner-connect/connected-deals/guides/register-instead-of-link.md): When a partner has an opportunity that does not yet exist in your CRM, register it as a new shared deal instead of linking, so…
- [Unlink a deal](https://docs.introw.io/features/partner-connect/connected-deals/guides/unlink-a-deal.md): Disconnect a linked partner deal from the matching deal in your CRM when the link was wrong or the opportunity is no longer jo…
- [Connected Deals](https://docs.introw.io/features/partner-connect/connected-deals/index.md): Link a partner's own CRM deal to yours so both sides collaborate on a single opportunity, each from their own CRM.
- [Connected Deals](https://docs.introw.io/features/partner-connect/connected-deals/technical/index.md): Enable Partner Connect, invite partners, and link or register deals between two CRMs in Introw.
- [Partner Connect](https://docs.introw.io/features/partner-connect/index.md): Introw's headless, AI-native way of working, extended to your partners - they stay in their own CRM, chat, and AI assistant an…
- [Connect an MCP client](https://docs.introw.io/features/partner-connect/partner-ai/guides/connect-an-mcp-client.md): As a partner, connect any MCP-capable client - Cursor, Gemini, Windsurf, Notion AI, and more - to your Introw partner data wit…
- [Connect ChatGPT](https://docs.introw.io/features/partner-connect/partner-ai/guides/connect-chatgpt.md): As a partner, connect ChatGPT to Introw over MCP so you can query and act on your own partner data - deals, commissions, tasks…
- [Connect Claude](https://docs.introw.io/features/partner-connect/partner-ai/guides/connect-claude.md): As a partner, connect Claude to Introw over MCP so you can query and act on your own partner data - deals, commissions, tasks…
- [Partner AI](https://docs.introw.io/features/partner-connect/partner-ai/index.md): Partners connect their own LLM - Claude, GPT, Gemini - to reach deal registration, coaching, enablement, training, and support…
- [Partner AI](https://docs.introw.io/features/partner-connect/partner-ai/technical/index.md): How a partner connects their own LLM to Introw over MCP and reaches vendor resources from their assistant.
- [Connect HubSpot](https://docs.introw.io/features/partner-connect/partner-crm/guides/connect-hubspot.md): As a partner, connect your own HubSpot, add the Introw card to your deals, and verify it so vendor context and actions appear…
- [Partner CRM](https://docs.introw.io/features/partner-connect/partner-crm/index.md): Partners see the vendor and live deal status on their own CRM opportunity, and register, co-sell, coach, and reach the right r…
- [Partner CRM](https://docs.introw.io/features/partner-connect/partner-crm/technical/index.md): How a partner connects their own CRM to Introw and works vendor deals from their HubSpot or Salesforce record.
- [Partners](https://docs.introw.io/features/partners/index.md): Auto-detect, organize, and progress partners with your CRM as the single source of truth - management, journeys, tiers, and se…
- [Assign a journey and track progress](https://docs.introw.io/features/partners/journeys/guides/assign-a-journey-and-track-progress.md): Apply a journey to the right partners, then follow each one through to do, in progress, and done so you can step in before any…
- [Auto-apply a journey from the experience](https://docs.introw.io/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience.md): Use the tasks section in the experience builder to auto-assign a journey to every partner who gets the experience.
- [Build a journey from scratch](https://docs.introw.io/features/partners/journeys/guides/build-a-journey-from-scratch.md): Define your own ordered or flexible set of partner tasks, with each task's assignee, due date, visibility, and auto-complete a…
- [Create a journey from a template](https://docs.introw.io/features/partners/journeys/guides/create-a-journey-from-a-template.md): Start from a built-in onboarding, activation, or certification journey, then tailor the tasks, order, assignees, and auto-comp…
- [Journeys](https://docs.introw.io/features/partners/journeys/index.md): Run onboarding and activation as repeatable task journeys applied to the right partners - so new partners reach first deal fas…
- [Journeys](https://docs.introw.io/features/partners/journeys/technical/index.md): Create onboarding and activation journeys, apply them to partners, and track progress in Introw.
- [Configure partner notifications by email](https://docs.introw.io/features/partners/notifications/guides/configure-partner-notifications-by-email.md): Choose which partner notifications go out by email, scope them to the right partners, and turn on reply-by-email so partners r…
- [Configure partner notifications in Microsoft Teams](https://docs.introw.io/features/partners/notifications/guides/configure-partner-notifications-in-microsoft-teams.md): Enable the right partner notifications on Chat so Introw posts them to each partner's mapped Microsoft Teams channel, and scop…
- [Configure partner notifications in Slack](https://docs.introw.io/features/partners/notifications/guides/configure-partner-notifications-in-slack.md): Enable the right partner notifications on Chat so Introw posts them to each partner's mapped Slack channel, and scope who rece…
- [Nudge stalled deals automatically](https://docs.introw.io/features/partners/notifications/guides/nudge-stalled-deals.md): Set up the Sleeping deal notification so partners are automatically reminded when a deal sits too long in a stage, keeping you…
- [Troubleshoot partner email delivery](https://docs.introw.io/features/partners/notifications/guides/troubleshoot-partner-email-delivery.md): Work through the usual causes when a partner says they did not get an email or invite: the address, the notification setting,…
- [Partner Notifications](https://docs.introw.io/features/partners/notifications/index.md): Keep partners engaged with timely email, Slack, and Teams notifications, including automatic deal nudges.
- [Partner Notifications](https://docs.introw.io/features/partners/notifications/technical/index.md): Configure partner notification channels, automatic deal nudges, and troubleshoot delivery.
- [Build a progressive onboarding path](https://docs.introw.io/features/partners/onboarding/guides/build-a-progressive-onboarding-path.md): Plan onboarding stages, create a dynamic segment per stage, gate portal tabs, sections, and abilities to those segments, and l…
- [Partner Onboarding](https://docs.introw.io/features/partners/onboarding/index.md): Onboard partners progressively: start them small, then unlock tabs, assets, and abilities as they complete steps and qualify,…
- [Partner Onboarding](https://docs.introw.io/features/partners/onboarding/technical/index.md): Build a progressive onboarding by combining journeys, dynamic segments, and segment-gated portal tabs and sections so partners…
- [Bulk update partners](https://docs.introw.io/features/partners/partner-management/guides/bulk-update-partners.md): Change tier, commission plan, currency, team roles, or the published experience for many partners at once.
- [Create a partner manually](https://docs.introw.io/features/partners/partner-management/guides/create-a-partner-manually.md): Add a single partner by hand, linked to its CRM company, before sync detects it.
- [Detect partners from your CRM](https://docs.introw.io/features/partners/partner-management/guides/detect-partners-from-your-crm.md): Understand how Introw builds and keeps your partner list from CRM records, and where to run the connect-and-detect setup.
- [Organize the partners list](https://docs.introw.io/features/partners/partner-management/guides/organize-the-partners-list.md): Build views, columns, filters, and lifecycle phases so each team reads the partners list the way they need to, then act on par…
- [Work a partner record](https://docs.introw.io/features/partners/partner-management/guides/work-a-partner-record.md): Open a partner, set every field that drives their experience, keep their contacts current, and capture the context your team n…
- [Partner Management](https://docs.introw.io/features/partners/partner-management/index.md): Auto-detect partners from your CRM, keep them in sync both ways, and organize them into lifecycle phases - one partner list, a…
- [Partner Management](https://docs.introw.io/features/partners/partner-management/technical/index.md): Detect partners from your CRM, turn on automatic sync, and organize the partners list into phases in Introw.
- [Create a dynamic segment](https://docs.introw.io/features/partners/segments/guides/create-a-dynamic-segment.md): Build an audience that updates itself from filters, then set its permissions and notifications so the whole segment behaves th…
- [Create a static segment](https://docs.introw.io/features/partners/segments/guides/create-a-static-segment.md): Hand-pick a fixed list of partners and contacts, then set its permissions and notifications so the exact group behaves the way…
- [Layer segments to progressively unlock capabilities](https://docs.introw.io/features/partners/segments/guides/layer-segments-to-progressively-unlock.md): Start every partner in a restricted default segment, then let more specific segments grant more; when a contact is in several…
- [Segments](https://docs.introw.io/features/partners/segments/index.md): Group partners into dynamic or static segments that target content, notifications, permissions, and more - audiences that keep…
- [Segments](https://docs.introw.io/features/partners/segments/technical/index.md): Create dynamic or static segments, set their audience, permissions, and notifications in Introw.
- [Create and show partner tasks](https://docs.introw.io/features/partners/tasks/guides/create-and-show-partner-tasks.md): Create a one-off task on a partner with the right owner, due date, visibility, and auto-complete action, then surface it in th…
- [Tasks](https://docs.introw.io/features/partners/tasks/index.md): Assign, automate, and show the tasks that move partners through onboarding and activation in the portal.
- [Tasks](https://docs.introw.io/features/partners/tasks/technical/index.md): Assign and automate the tasks that move partners through onboarding and activation, and show them to partners right in the por…
- [Wire partner ownership](https://docs.introw.io/features/partners/team/guides/wire-partner-ownership.md): Assign your team to a partner with the right roles, then wire that ownership through the portal points of contact, communicati…
- [Partner Team](https://docs.introw.io/features/partners/team/index.md): Assign your team to each partner with clear roles, and let that ownership drive who appears in the portal, who sends partner c…
- [Partner Team](https://docs.introw.io/features/partners/team/technical/index.md): Assign team members and roles to a partner, and configure how that ownership drives portal contacts, communication senders, ce…
- [Assign a partner's tier](https://docs.introw.io/features/partners/tiers/guides/assign-a-partner-tier.md): Set a partner's tier on their detail page, or update a whole cohort at once with bulk edit, and have it flow to your CRM when…
- [Build a tier program](https://docs.introw.io/features/partners/tiers/guides/build-a-tier-program.md): Create a tier program, add ordered tiers with their name, color, badge, and description, and fill each tier's requirements and…
- [Tiers](https://docs.introw.io/features/partners/tiers/index.md): Build tier programs with clear requirements and benefits, show partners how to level up, and keep every partner's tier synced…
- [Tiers](https://docs.introw.io/features/partners/tiers/technical/index.md): Create tier programs, define requirements and benefits, assign partners, and sync tiers to your CRM in Introw.
- [Generate an announcement with AI](https://docs.introw.io/features/portal/announcements/guides/generate-an-announcement-with-ai.md): Draft a partner announcement in seconds from a URL or prompt using an AI preset, then refine and send it.
- [Review announcement engagement](https://docs.introw.io/features/portal/announcements/guides/review-announcement-engagement.md): See who an announcement was sent to, who opened it, and who clicked, then decide who to nudge.
- [Send an announcement](https://docs.introw.io/features/portal/announcements/guides/send-an-announcement.md): Compose an announcement, set who it comes from and who handles replies, target the right segments, choose channels, and publis…
- [Announcements](https://docs.introw.io/features/portal/announcements/index.md): Reach partners where they are - broadcast updates in the portal, by email, and in Slack or Teams, with AI helping you draft an…
- [Announcements](https://docs.introw.io/features/portal/announcements/technical/index.md): Compose announcements, target segments, choose channels, publish, and review engagement in Introw.
- [Brand email notifications](https://docs.introw.io/features/portal/branding/guides/brand-email-notifications.md): Make the emails partners receive carry your logo and colors so off-portal messages still look like your product.
- [Brand the partner portal](https://docs.introw.io/features/portal/branding/guides/brand-the-partner-portal.md): Apply your logos, colors, font, and login copy so the portal, login screen, and experiences all look like your product.
- [Branding & White-label](https://docs.introw.io/features/portal/branding/index.md): Make the partner portal look like you - your colors, fonts, logos, and login, across the portal, emails, and reports.
- [Branding & White-label](https://docs.introw.io/features/portal/branding/technical/index.md): Set colors, fonts, logos, and the login screen so the partner portal matches your brand in Introw.
- [Connect a custom domain](https://docs.introw.io/features/portal/custom-domains/guides/connect-a-custom-domain.md): Add your hostname, create the DNS records it generates, and verify so the partner portal serves securely on your own domain.
- [Remove a custom domain](https://docs.introw.io/features/portal/custom-domains/guides/remove-a-custom-domain.md): Disconnect a custom domain so the portal falls back to its default address without locking partners out.
- [Custom Domains](https://docs.introw.io/features/portal/custom-domains/index.md): Serve the partner portal on your own domain so partners reach it at your address, not a generic one.
- [Custom Domains](https://docs.introw.io/features/portal/custom-domains/technical/index.md): Connect a custom domain, add DNS records, and serve the partner portal on your own hostname in Introw.
- [Send notifications from your own domain](https://docs.introw.io/features/portal/email-domain/guides/send-notifications-from-your-own-domain.md): Set your sender, add the DNS records Introw generates, and verify so partner notifications send from your own authenticated ad…
- [Email Domain](https://docs.introw.io/features/portal/email-domain/index.md): Send partner notifications from your own authenticated domain so emails are trusted, land in the inbox, and look like you.
- [Email Domain](https://docs.introw.io/features/portal/email-domain/technical/index.md): Set up a custom sending domain, add the DNS records, and verify so partner notifications send from your own address in Introw.
- [Add a partner profile section](https://docs.introw.io/features/portal/experiences/guides/add-a-partner-profile-section.md): Show each logged-in partner their own details, tier, and key information inside a portal experience.
- [Build and publish a portal experience](https://docs.introw.io/features/portal/experiences/guides/build-and-publish-a-portal-experience.md): Create an experience, structure it into stages, fill it with sections and calls to action, then assign it to partners and publ…
- [Embed external content](https://docs.introw.io/features/portal/experiences/guides/embed-external-content.md): Embed documents, videos, and meeting schedulers from the providers Introw supports directly inside a portal experience.
- [Restore a previous experience version](https://docs.introw.io/features/portal/experiences/guides/restore-a-previous-experience-version.md): Use experience history to review every change to a partner portal experience and roll back to a previous version in one click.
- [Experiences](https://docs.introw.io/features/portal/experiences/index.md): Build the partner portal no-code from stages, sections, and blocks: one experience, published to every linked partner portal.
- [Experiences](https://docs.introw.io/features/portal/experiences/technical/index.md): Build portal experiences from stages and sections, reuse synced sections, and publish to partners in Introw.
- [Partner Portal & Branding](https://docs.introw.io/features/portal/index.md): Launch a personalized, white-labeled partner portal on your own domain - built no-code, branded as yours, and used to announce…
- [Install Introw on mobile](https://docs.introw.io/features/portal/mobile/guides/install-introw-on-mobile.md): Add the partner portal to a phone home screen.
- [Navigate the mobile portal](https://docs.introw.io/features/portal/mobile/guides/navigate-the-mobile-portal.md): Find deals, content, and commissions on a phone.
- [Mobile Experience](https://docs.introw.io/features/portal/mobile/index.md): Give partners a mobile-ready portal they can install on their home screen, so they can register deals, check commissions, and…
- [Mobile Experience](https://docs.introw.io/features/portal/mobile/technical/index.md): How the partner portal works on mobile and how partners install it to their home screen.
- [Build a partner directory](https://docs.introw.io/features/portal/partner-directory/guides/build-a-partner-directory.md): Assemble a partner directory from Introw's building blocks: partner-maintained profiles via forms, an in-portal profile sectio…
- [Partner Directory](https://docs.introw.io/features/portal/partner-directory/index.md): Publish a searchable directory of your partners so prospects and customers can find the right one, powered by the partner data…
- [Partner Directory](https://docs.introw.io/features/portal/partner-directory/technical/index.md): Build a branded, searchable partner directory and control which partners and details appear.
- [Give a partner access to multiple portals](https://docs.introw.io/features/portal/portal-access/guides/give-access-to-multiple-portals.md): Let one partner contact reach more than one portal with a single login across a multi-portal program.
- [Invite partners and their teams](https://docs.introw.io/features/portal/portal-access/guides/invite-partners-and-their-teams.md): Invite specific partner contacts into a portal, then let trusted partners bring in their own teammates.
- [Restrict a tab to segments](https://docs.introw.io/features/portal/portal-access/guides/restrict-a-tab-to-segments.md): Show a portal tab only to the partner segments it is meant for, so one portal serves different partner types.
- [Set up portal access](https://docs.introw.io/features/portal/portal-access/guides/set-up-portal-access.md): Choose how partners sign in, decide whether access is by invite or by email domain, and handle email verification.
- [Portal Access](https://docs.introw.io/features/portal/portal-access/index.md): Control how partners sign in and what they see - login methods, SSO, invites, and segment-based visibility.
- [Portal Access](https://docs.introw.io/features/portal/portal-access/technical/index.md): Set partner login methods, enable SSO, invite partners, and control tab visibility by segment in Introw.
- [Keep referrers updated](https://docs.introw.io/features/referrals/deal-updates/guides/keep-referrers-updated.md): Set up the notifications that keep referrers in the loop as their deals progress, win, and reach them by email and chat.
- [Deal Progress Updates](https://docs.introw.io/features/referrals/deal-updates/index.md): Keep referrers in the loop automatically - when your direct team moves a referred deal forward, the referrer is notified, so t…
- [Deal Progress Updates](https://docs.introw.io/features/referrals/deal-updates/technical/index.md): Configure the notifications that keep referrers updated as their referred deals move through your CRM, by email and chat, in I…
- [Referrals](https://docs.introw.io/features/referrals/index.md): Turn warm introductions into tracked pipeline - partners refer named deals from anywhere off-portal, get auto-updated as your…
- [Build and share a referral form](https://docs.introw.io/features/referrals/lead-sharing/guides/build-and-share-a-referral-form.md): Build a referral form that creates a CRM deal, attributes it to the referring partner, protects credit, and share it as a link…
- [Embed a referral form](https://docs.introw.io/features/referrals/lead-sharing/guides/embed-a-referral-form.md): Put referral capture on your own website with your branding, and confirm submissions land attributed in your CRM.
- [Refer by email](https://docs.introw.io/features/referrals/lead-sharing/guides/refer-by-email.md): Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.
- [Refer via Slack](https://docs.introw.io/features/referrals/lead-sharing/guides/refer-via-slack.md): Let partners refer a deal from a Slack channel through the Introw agent, attributed and synced to your CRM.
- [Refer via Microsoft Teams](https://docs.introw.io/features/referrals/lead-sharing/guides/refer-via-teams.md): Let partners refer a deal from a Microsoft Teams channel through the Introw agent, attributed and synced to your CRM.
- [Refer with AI](https://docs.introw.io/features/referrals/lead-sharing/guides/refer-with-ai.md): Let partners refer a deal by asking a connected AI assistant, which fills the form and attributes the lead in your CRM.
- [Share a referral link](https://docs.introw.io/features/referrals/lead-sharing/guides/share-a-referral-link.md): Hand partners an attributed link to refer a deal in seconds, and confirm credit lands on the right partner.
- [Lead Sharing](https://docs.introw.io/features/referrals/lead-sharing/index.md): Let partners refer a named deal from wherever they already work - a share link, an embedded form, an email, or an AI assistant…
- [Lead Sharing](https://docs.introw.io/features/referrals/lead-sharing/technical/index.md): Build a referral form, share it as a link or embed, and let partners refer by email or AI - all attributed to the referring pa…
- [Set up referral rewards](https://docs.introw.io/features/referrals/rewards/guides/set-up-referral-rewards.md): Reward referrers end to end: pick a plan template, target referred deals with an attribution condition, enroll partners, revie…
- [Referral Rewards](https://docs.introw.io/features/referrals/rewards/index.md): Pay referral fees and revenue share automatically - tie a reward to deals a partner sourced, calculate it from the CRM, and pa…
- [Referral Rewards](https://docs.introw.io/features/referrals/rewards/technical/index.md): Set up referral fees and revenue share with commission plans tied to partner-attached deals, then review lines and pay out, in…
- [Build a dashboard](https://docs.introw.io/features/reporting/dashboards/guides/build-a-dashboard.md): Assemble saved reports into a single dashboard: create it, add and arrange reports on the grid, and scope it with audience fil…
- [Embed a dashboard in the portal](https://docs.introw.io/features/reporting/dashboards/guides/embed-a-dashboard-in-the-portal.md): Show a dashboard to partners.
- [Set a custom fiscal year](https://docs.introw.io/features/reporting/dashboards/guides/set-a-custom-fiscal-year.md): Define your fiscal year start date so Introw dashboards, analytics, and time ranges align with your internal reporting periods.
- [Set the home pipeline and date range](https://docs.introw.io/features/reporting/dashboards/guides/set-the-home-pipeline-and-date-range.md): Tune your program overview.
- [Dashboards](https://docs.introw.io/features/reporting/dashboards/index.md): Assemble your saved reports into dashboards, see your whole program at a glance on the home page, and share dashboards with pa…
- [Dashboards](https://docs.introw.io/features/reporting/dashboards/technical/index.md): Build dashboards from saved reports, tune the home overview, and embed dashboards in the portal in Introw.
- [Launch a partner goal](https://docs.introw.io/features/reporting/goals/guides/launch-a-partner-goal.md): Set a goal end to end: define what it measures, set targets by tier, assign it to partners, and surface live progress in the p…
- [Goals & KPIs](https://docs.introw.io/features/reporting/goals/index.md): Set targets by tier, partner, or segment, track progress automatically from CRM data, and show partners exactly where they sta…
- [Goals & KPIs](https://docs.introw.io/features/reporting/goals/technical/index.md): Create goals, set targets by tier, partner, or segment, assign them to partners, surface progress in the portal, and nudge par…
- [Reporting & Dashboards](https://docs.introw.io/features/reporting/index.md): See your partner program in the numbers that matter - build reports, assemble dashboards, track goals, and give partners their…
- [Add a collaboration dashboard section](https://docs.introw.io/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section.md): Give partners ready-made deal metrics in their portal, scoped to their own data, and choose which deal properties they see.
- [Read a partner's analytics](https://docs.introw.io/features/reporting/partner-analytics/guides/read-a-partners-analytics.md): See revenue and engagement.
- [Show a partner dashboard in the portal](https://docs.introw.io/features/reporting/partner-analytics/guides/show-a-partner-dashboard-in-the-portal.md): Give partners their own view.
- [Partner Analytics](https://docs.introw.io/features/reporting/partner-analytics/index.md): Understand each partner's revenue and engagement, spot who needs attention, and give partners their own performance view in th…
- [Partner Analytics](https://docs.introw.io/features/reporting/partner-analytics/technical/index.md): Read per-partner analytics, surface a partner dashboard, and add a collaboration dashboard section in Introw.
- [Surface Power BI in the portal](https://docs.introw.io/features/reporting/power-bi/guides/surface-power-bi-in-the-portal.md): Connect your Power BI tenant, register a report, scope it per partner with row-level security, and embed it in the partner por…
- [Power BI](https://docs.introw.io/features/reporting/power-bi/index.md): Bring your existing Power BI reports into Introw and partner portals, with per-partner row-level security so each partner sees…
- [Power BI](https://docs.introw.io/features/reporting/power-bi/technical/index.md): Connect Power BI, register embeds, configure per-partner row-level security, and surface embeds in the portal in Introw.
- [Build a report](https://docs.introw.io/features/reporting/report-builder/guides/build-a-report.md): Create a custom report end to end: choose a data source, shape the metric and grouping, filter the audience, and pick the righ…
- [Export report data to CSV](https://docs.introw.io/features/reporting/report-builder/guides/export-report-data-to-csv.md): Get the raw data out.
- [Report Builder](https://docs.introw.io/features/reporting/report-builder/index.md): Answer any question about your partner program by building custom reports from CRM and Introw data - no SQL, no BI project, no…
- [Report Builder](https://docs.introw.io/features/reporting/report-builder/technical/index.md): Create custom reports, choose data sources and visualizations, shape metrics and grouping, and export data in Introw.
- [Affiliate conversions](https://docs.introw.io/general/affiliate-overview.md): Attribute affiliate conversions to partner clicks, from your backend or the browser.
- [Authentication](https://docs.introw.io/general/authentication.md): Create Introw API keys, choose scopes, and authenticate requests with x-api-key.
- [Commissions](https://docs.introw.io/general/commission-overview.md): Sync commission operations bidirectionally with your finance software.
- [Embedded portal](https://docs.introw.io/general/embed-overview.md): Embed the Introw partner portal inside your own product with pre-authenticated sessions.
- [Introduction](https://docs.introw.io/general/introduction.md): Build integrations with the Introw API.
- [Activation](https://docs.introw.io/headless/agentic-use-cases/activation.md): Lift partner activation rate from 30% to 50% with AI-driven early-warning detection. Catch silent failure 60-90 days before it…
- [Approval Workflows](https://docs.introw.io/headless/agentic-use-cases/approval-workflows.md): AI-driven partner approval workflows auto-approve the 80% of routine submissions in seconds and intelligently route the rest.…
- [Campaigns & Announcements](https://docs.introw.io/headless/agentic-use-cases/campaigns-and-announcements.md): AI partner marketing automation generates segmented campaigns from any source, LinkedIn posts, blogs, Loom recordings, multipl…
- [Channel Conflict](https://docs.introw.io/headless/agentic-use-cases/channel-conflict.md): AI-driven channel conflict detection cross-checks every partner submission against direct + indirect pipeline in real time. Pr…
- [Commissions & Incentives](https://docs.introw.io/headless/agentic-use-cases/commissions-and-incentives.md): Partner commission tracking via conversational AI: partners and CAMs query commission status, tier progress, and projections i…
- [Deal Coaching](https://docs.introw.io/headless/agentic-use-cases/deal-coaching.md): AI deal coaching for channel partners delivers segment-specific guidance in every deal. Lift partner-attached win rates 32% wi…
- [Deal Registration](https://docs.introw.io/headless/agentic-use-cases/deal-registration.md): Modern deal registration software lets channel partners register deals conversationally in 90 seconds, from Claude, Slack, ema…
- [Ecosystem Performance](https://docs.introw.io/headless/agentic-use-cases/ecosystem-performance.md): Partner ecosystem analytics in plain language: ask your data 'which Gold partners are at risk?' and get answers in seconds. En…
- [Enablement Support](https://docs.introw.io/headless/agentic-use-cases/enablement-support.md): AI-powered partner support deflects 40-60% of routine tickets, cuts response time from 15 minutes to 23 seconds, and works 24/…
- [Onboarding](https://docs.introw.io/headless/agentic-use-cases/onboarding.md): Agentic partner onboarding cuts time-to-first-deal from 6-12 months to 60-90 days. See how AI chasing agents and conversationa…
- [Partner Acquisition](https://docs.introw.io/headless/agentic-use-cases/partner-acquisition.md): Agentic partner acquisition uses AI lookalike modeling on your top performers to replace recruitment guesswork. Lift activatio…
- [Partner Segmentation](https://docs.introw.io/headless/agentic-use-cases/partner-segmentation.md): Replace static Gold/Silver/Bronze tiers with live, multi-axis partner segmentation powered by AI. Improve campaign relevance,…
- [QBRs / Meeting Prep](https://docs.introw.io/headless/agentic-use-cases/qbrs-meeting-prep.md): Partner QBR automation collapses 2-4 hours of prep into 10 seconds + 15 minutes editing. Make 100% QBR coverage feasible acros…
- [Through-Channel Marketing](https://docs.introw.io/headless/agentic-use-cases/through-channel-marketing.md): Agentic TCMA distributes co-branded, AI-ready assets to partners who launch campaigns in their own tooling, with every click a…
- [Training](https://docs.introw.io/headless/agentic-use-cases/training.md): AI partner training scales channel education without hiring. Auto-generate courses from your knowledge base, grade open-questi…
- [Headless](https://docs.introw.io/headless/index.md): Introw is the AI-native, headless partner platform on top of your CRM. Run your whole partner program - vendor side and partne…
- [Skill library](https://docs.introw.io/headless/skills/index.md): What agentic skills are, why they matter for partner teams, and how to run them across the partner lifecycle, from acquisition…
- [Co-brand My Collateral](https://docs.introw.io/headless/skills/partner/cobrand-my-collateral.md): Use when a partner wants to self-serve fully co-branded collateral from any vendor they work with, applying their own branding…
- [Cross-Vendor Certification Tracker](https://docs.introw.io/headless/skills/partner/cross-vendor-cert-tracker.md): Use when a partner user wants to see all required, optional, and expiring certifications across every vendor they work with, f…
- [Cross-Vendor Content & Activity Calendar](https://docs.introw.io/headless/skills/partner/cross-vendor-content-calendar.md): Use when a partner wants a unified calendar of upcoming product launches, webinars, MDF programs, campaigns, and tier-promotio…
- [Cross-Vendor Onboarding Tracker](https://docs.introw.io/headless/skills/partner/cross-vendor-onboarding-tracker.md): Use when a partner user is being onboarded by multiple vendors and wants a single aggregated view of progress, open tasks, mil…
- [Deal War Room](https://docs.introw.io/headless/skills/partner/deal-war-room.md): Use when a partner seller is working a specific deal and wants a comprehensive coaching packet, vendor playbook for the stage,…
- [Drip Campaign from Assets](https://docs.introw.io/headless/skills/partner/drip-campaign-from-assets.md): Use when a partner wants to turn a vendor's campaign kit into a scheduled drip campaign in their own email tool (Mailchimp, Hu…
- [Partner Helpdesk](https://docs.introw.io/headless/skills/partner/helpdesk.md): Use when a partner user needs to ask a product, pricing, configuration, enablement, or compliance question to a specific vendo…
- [Incentive Maximizer](https://docs.introw.io/headless/skills/partner/incentive-maximizer.md): Use when a partner user wants to know exactly which actions to take this quarter to maximize commission earnings, hit the next…
- [Onboarding Prioritizer](https://docs.introw.io/headless/skills/partner/onboarding-prioritizer.md): Use when a partner is being onboarded by multiple vendors and wants a focused decision on _which onboarding to advance today /…
- [Pipeline Partner-Influence Companion](https://docs.introw.io/headless/skills/partner/pipeline-influence-companion.md): Use when a partner user wants to scan accessible vendor pipeline / shared accounts to identify deals where they have unique in…
- [Pre-QBR Self-Prep](https://docs.introw.io/headless/skills/partner/pre-qbr-self-prep.md): Use before a partner heads into a QBR / MBR with a vendor, generates the partner's _own_ data view (deals sourced, engagement,…
- [Prospect-to-Vendor Fit Finder](https://docs.introw.io/headless/skills/partner/prospect-to-vendor-fit-finder.md): Use when a partner has a new prospect and wants to know which of their vendors fit best, in what order, and how to position ea…
- [Cross-Vendor Registration Status Tracker](https://docs.introw.io/headless/skills/partner/registration-status-tracker.md): Use when a partner wants a single view of every deal/lead registration they have outstanding across all vendors, pending appro…
- [Renewal & Expansion Coordinator](https://docs.introw.io/headless/skills/partner/renewal-and-expansion-coordinator.md): Use when a partner who resells / co-sells ongoing services wants a unified view of customer renewal dates, expansion windows,…
- [Strategic Partner Acquisition: ABM Orchestrator](https://docs.introw.io/headless/skills/vendor/acquisition-abm-orchestrator.md): End-to-end agentic partner acquisition. Use when a Channel Chief, VP Partnerships, Partner Recruiter, or RevOps user wants to…
- [Activate the Network with Personalized Campaigns](https://docs.introw.io/headless/skills/vendor/activate-network-with-personalized-campaigns.md): Use when a Channel Chief, PDM, RevOps, or Channel Ops user wants to run a full activation sweep across the entire partner netw…
- [Ecosystem Anomaly Detector](https://docs.introw.io/headless/skills/vendor/anomaly-detector.md): Use when a Channel Chief, RevOps, or PDM wants a continuous-monitoring scan across the partner ecosystem to surface unusual be…
- [Campaign Kit Builder](https://docs.introw.io/headless/skills/vendor/campaign-kit-builder.md): Use when a Partner Marketing Manager wants to package positioning, narrative, messaging, and email templates into a ready-to-s…
- [Co-branded Collateral Generator](https://docs.introw.io/headless/skills/vendor/cobranded-collateral-generator.md): Use when a Partner Marketing Manager wants to turn a vendor template into fully co-branded collateral for every partner, gener…
- [Content Radar & Distribution](https://docs.introw.io/headless/skills/vendor/content-radar.md): Use when a Partner Marketing Manager wants a continuous-running content radar, scanning the vendor's release notes, LinkedIn,…
- [Crossbeam Co-Sell Partner Finder](https://docs.introw.io/headless/skills/vendor/crossbeam-cosell-finder.md): Use when a Channel Chief, RevOps, AE-aligned Channel Manager, or PDM wants to find the best partner(s) to bring into a target…
- [Deal Coach from Similar Wins](https://docs.introw.io/headless/skills/vendor/deal-coach-from-similar-wins.md): Use when a CAM, PDM, or Channel Account Manager wants to coach a specific partner deal by first finding similar past won deals…
- [Email Deal Registration Watcher](https://docs.introw.io/headless/skills/vendor/email-deal-registration-watcher.md): Use when a Channel Ops, RevOps, or PDM user wants to scan the vendor's Gmail or Outlook inbox for partner emails containing de…
- [Micro-Courses from Closed-Lost Patterns](https://docs.introw.io/headless/skills/vendor/microcourse-from-closed-lost.md): Use when a Partner Enablement lead, Channel Chief, or RevOps user wants to detect patterns in closed-lost partner deals, clust…
- [Personalized Onboarding Orchestrator from Transcripts](https://docs.introw.io/headless/skills/vendor/personalized-onboarding-from-transcripts.md): Use when a CAM, PDM, or Channel Ops user wants to spin up a personalized onboarding plan for a new partner, using meeting tran…
- [Pipeline Partner-Influence Scout](https://docs.introw.io/headless/skills/vendor/pipeline-partner-influence-scout.md): Use when a Channel Chief, RevOps, PDM, or AE wants to scan the vendor's CRM (or Excel pipeline) to identify open deals or dire…
- [QBR Preparation: Single-Partner & Book-Wide Coverage](https://docs.introw.io/headless/skills/vendor/qbr-prep.md): Use when a PDM, CAM, or Channel Chief wants to prepare a Quarterly Business Review (or MBR / WBR): instantly assembling pipeli…
- [QBR Recording → Portal Updates + Follow-Up](https://docs.introw.io/headless/skills/vendor/qbr-recording-to-portal-followup.md): Use after a QBR / MBR / partner business review meeting when a PDM, CAM, or Channel Chief wants to turn the meeting recording…
- [Weekly Channel Slack Digest](https://docs.introw.io/headless/skills/vendor/slack-weekly-channel-digest.md): Use when a Channel Chief, Channel Ops, or RevOps user wants to generate the weekly partner-team Slack digest, wins, registrati…
- [Support Content Gap Detector](https://docs.introw.io/headless/skills/vendor/support-content-gap-detector.md): Use when a Partner Enablement lead, Channel Ops, or Vendor IT user wants to analyze recurring partner support questions over a…
- [Tier Promotion Batch Review](https://docs.introw.io/headless/skills/vendor/tier-promotion-batch-review.md): Use quarterly (or on demand) when a Channel Chief, RevOps, or PDM wants to audit the entire partner base for tier promotion or…
- [Explore Introw](https://docs.introw.io/home.md): Jump straight into the Introw platform - every domain, feature, and guide from one place, plus the partner types it powers and…
- [Welcome to Introw](https://docs.introw.io/introduction.md): The partner platform that runs on your CRM, lets everyone work where they already are, and is cheap to run because the operato…
- [Partner types](https://docs.introw.io/partner-types.md): Introw runs the full partner spectrum - affiliate, referral, co-sell, reseller, distributor, and implementation - with a tailo…
- [Affiliate track](https://docs.introw.io/tracks/affiliate.md): Stand up an affiliate program in Introw: tracked links at scale, signed click-to-conversion attribution, fraud protection that…
- [Co-sell track](https://docs.introw.io/tracks/co-sell.md): Stand up a co-selling program in Introw: collaboration on the live CRM deal without a CRM seat, account overlap discovery, a s…
- [Distributor track](https://docs.introw.io/tracks/distributor.md): Stand up two-tier distribution in Introw: multi-tier attribution that credits distributor and reseller on one CRM deal, scoped…
- [Implementation track](https://docs.introw.io/tracks/implementation.md): Stand up the implementation motion in Introw: a clean sales-to-delivery handoff on the CRM deal, scoped access so delivery tea…
- [Setup tracks](https://docs.introw.io/tracks/index.md): Guided, why-first implementation tracks per partner type. Start from the partner you run, set up only the modules that type ne…
- [Referral track](https://docs.introw.io/tracks/referral.md): Stand up a referral program in Introw: a dead-simple off-portal registration form, channel-conflict protection that locks in c…
- [Reseller track](https://docs.introw.io/tracks/reseller.md): Stand up a reseller program in Introw: tiering and segments to authorize partners, deal registration that protects their margi…

## OpenAPI Specs

- [openapi](https://docs.introw.io/openapi.json)
- [introw-public-api](https://docs.introw.io/introw-public-api.json)