Overview
Partner Account Manager is an AI assistant embedded in the Partner Portal. It helps Partners:
Submit referrals faster (including via image recognition)
Get answers about their deals, commissions, invoices, agreements, and tracking links
Ask questions based on content shared with them (sales playbooks, enablement, program policies)
Find relevant Euler support articles
As an Admin, you control:
How PAM communicates (personality, tone, UX copy)
What PAM can read (content database + indexing controls)
What knowledge is active/inactive (knowledge base management)
Visibility into performance and conversation quality (dashboard + chat history)
1) Configure Partner PAM Settings
Where to find settings
Navigate to: PAM AI → Settings (or the equivalent settings path in your Euler dashboard).
A) Personality and Prompting
Prompt Base
Defines PAM’s identity and core behavior (your “system prompt” layer).
Best practice: Keep it clear, role-based, and policy-safe. Instruct PAM to ask clarifying questions when a request lacks a timeframe or entity.
Example Prompt Base
“You are a Partner Success Associate for [Account Name]. Always provide clear, concise, and professional answers. If the Partner’s request is missing a timeframe, partner entity, deal name, or required details, ask a clarifying question before proceeding. Never guess financial numbers.”
Communication Tone (Preset)
Select a preset aligned with your brand voice:
Professional & Concise (recommended default)
Friendly & Supportive
Data-driven & Technical
Agent Brand Language (UX Copy)
Customize the Partner experience:
Welcome Message: First message a Partner sees when opening PAM
New Chat Message / Placeholder: Text shown in the input bar (e.g., “Ask anything…”)
Examples
Welcome message: “Hi! I’m your Partner Account Manager. I can help you submit referrals, track deals, and answer program questions.”
Placeholder: “Ask about referrals, commissions, links…”
2) Content & Indexing Control (What PAM Can Read)
In Settings → Content Database, you control what PAM is allowed to index and use in answers.
A) Index all content shared with Partners
If enabled, PAM automatically reads any files/links you share with Partners via the portal and uses them to answer questions.
Use this when: your enablement content is up-to-date and intended for Partner self-serve.
3) Build and Maintain the Knowledge Base
Navigate to: PAM AI → Knowledge (or equivalent).
PAM is only as strong as the information you provide. This is where you manage “what PAM knows.”
Supported sources
Documents: PDF, TXT, DOCX, PPTX
Text snippets: FAQs, program rules, commission policies, talk tracks
Websites: landing pages, help center, docs portals
Content status: Active vs Inactive
Each content item has a toggle:
Active: PAM can use it in answers
Inactive: PAM ignores it (use for outdated docs you don’t want to delete yet)
Recommended setup
Active:
“Partner Program Overview”
“Incentives and Commission Rules”
“Referral Qualification Checklist”
“Sales Enablement Pack (pitch, ICP, objection handling)”
Inactive:
Legacy program rules
Old incentive PDFs
4) Monitor PAM Performance (Analytics Dashboard)
Navigate to: PAM AI → Dashboard
This dashboard shows real-time analytics on how PAM is impacting Partner operations and support load.
Key metrics explained
Total Interactions
Total messages exchanged between Partners and PAM.
Interactions to Review
Conversations flagged for human attention (e.g., low confidence, unresolved, policy constraints, repeated confusion).
Time Saved
Estimated hours saved based on conversation volume and deflected support needs.
Resolution Rate by Category
Which topic categories PAM resolves successfully vs which need escalation.
Trending Topics
Most frequent Partner intents/keywords (e.g., “Commission”, “Referral”, “Tracking link”, “Invoice”).
5) Audit Conversations (Chat History)
Navigate to: PAM AI → Chat History
This is your quality-control and coaching hub.
Inbox view (conversation statuses)
All — everything
New — not reviewed
Resolved — handled successfully
Issue — needs attention / flagged
AI Summary Panel
When you open a conversation, you’ll often see an AI-generated summary of:
What the Partner wanted
Whether it was resolved
Metadata
Conversation context such as:
Partner name / company
Date/time
Sentiment score (if available)
Tags/categories
What Partners Can Ask Partner PAM
Use this list inside your docs, onboarding, or Partner enablement.
Referrals (including image-based)
“Help me submit a referral.”
“I uploaded a LinkedIn screenshot—extract the details for the referral form.”
“Based on this website screenshot, who is the best contact and what should I write?”
“Help me to send a referral”
Deals & pipeline (Partner-scoped)
“Show my deals.”
“What’s the status of the [Deal Name] deal?”
“Have there been any updates on my deals this week?”
“Summarize my pipeline this month.”
Commissions
“How much commission did I earn in Q4?”
“Compare my Q3 vs Q4 earnings.”
“Which deals generated commission last quarter?”
Invoices
“Show my invoices.”
“Do I have any unpaid invoices?”
“Which invoices were paid last month?”
Agreements and tracking links
“Show my agreements.”
“Where are my tracking links?”
Questions from shared content
“What are the key differentiators I should mention to a fintech client?”
“Summarize the Enterprise sales deck.”
“What’s the ICP for this program?”
“How do we position Euler against spreadsheets?”
Euler support articles (Partner-facing)
“How do I submit a referral?”
“Where do I find tracking links?”
“How do invoices work?”