What is Partner Account Manager?
Partner Account Manager is your AI assistant inside the Partner Portal.
It is aware of:
Your deals and referral activity
Your invoices and commission data (as available in the portal)
Your agreements and tracking links
Content shared with you by the Account (enablement, playbooks, docs)
How to Start
Open the Partner Portal
Click Ask PAM / the chat widget
Type your question (or upload an image for referral assistance)
Top Features & How to Use Them
1) Accelerated Referral Submission (Image Recognition)
You don’t need to manually type every field. PAM can extract details from screenshots.
How to do it
Take a screenshot of a prospect’s:
LinkedIn profile
company website
email signature / contact page
Open PAM and click the + (upload) icon
Upload the image
Type: “Help me submit a referral based on this image.”
Review and confirm the extracted details before submitting
What PAM extracts (typical)
Company name
Contact name and role (if visible)
Email and website (if visible)
Notes/summary for referral
Other information required in the referral form is shown in the image.
2) Deal & Pipeline Management
Get instant visibility without searching tables.
Examples
“What is the current stage of the Tesla deal?”
“List my open deals.”
“Have there been updates on my submitted leads this week?”
“Summarize my pipeline this month.”
3) Financial Intelligence (Commissions & Invoices)
Ask complex questions and get quick summaries.
Commission examples
“How much commission did I earn last quarter?”
“Compare my Q3 vs Q4 earnings.”
“Show commission breakdown by deal.”
Invoice examples
“Show all unpaid invoices.”
“Do I have any pending payments?”
“Which invoices were paid last month?”
4) Instant Knowledge Access (Shared Content + Agreements)
PAM can answer based on the content shared in your portal.
Examples
“Summarize the sales deck for the Enterprise plan.”
“What are the key differentiators for fintech prospects?”
“Show the terms of my partnership agreement.”
“What incentives are active right now?”
Interface Tips
Voice Mode
On mobile or desktop, tap the microphone icon to speak your request.
New Chat / History
Scroll up to review your previous conversation
Use New Chat to start a fresh topic and avoid mixing contexts
Best Practices for Better Answers
Include timeframes: “Q4”, “this month”, “last 30 days”
Use deal names if available
Ask for format: “Give me a table”, “List top 5”, “Summarize in bullets”