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POps AI (Partner Operations AI)

Using Your AI Dashboard Assistant

Elvys Raposo avatar
Written by Elvys Raposo
Updated over a week ago

What is Partner Operations AI?

POps AI is the internal AI assistant in your Euler dashboard.

It has broader access than the Partner-facing PAM, enabling cross-program analysis across:

  • Partners, referrals, and deals

  • Incentives, invoices, and commissions

  • Partner approvals (pending partners)

  • Euler support documentation (admin workflows)

Auto vs Deep Thinking Mode

At the bottom of the chat window, you can choose how the assistant responds:

Auto

Best for speed and straightforward queries:

  • “Find Partner X”

  • “Show invoice list”

  • “List pending partners”

Deep Thinking

Best for complex analysis, longer reasoning, and trend insights:

  • “Analyze deal submissions over the last 6 months—are we growing?”

  • “Compare partner performance across quarters and identify outliers.”

What You Can Ask Partner Operations AI

1) Partner Management & Oversight

Partner lookups

  • “Give me a summary of Partner [Name], including key contacts and last activity.”

  • “Show main KPIs for [Partner Name].”

  • “List all referrals from [Partner Name].”

  • “Analyze deals from [Partner Name].”

Pending partners

  • “Show all partners in Pending status.”

  • “How many partners are waiting for approval?”

  • “List pending partners and their application date.”

2) Performance & Program Analytics

Top partners

  • “Who are my top 5 partners by revenue this month?”

  • “Top partners by referrals this quarter.”

  • “Which partners had zero activity in the last 30 days?”

Trend analysis

  • “Analyze referral volume over the last 6 months.”

  • “Are deal submissions increasing quarter over quarter?”

3) Financial & Deal Analysis

Pipeline health

  • “How many deals are in Negotiation for [Partner Name]?”

  • “Total pipeline value for Q1 for [Partner Name].”

  • “Show pipeline by stage with counts and total value for [Partner Name].”

Incentives

  • “Summarize active incentive programs.”

  • “How many partners are enrolled in each incentive?”

Invoices

  • “Give me an invoice report.”

  • “List all unpaid invoices.”

  • “Show invoices for [Partner Name].”

Commissions

  • “Calculate total commissions paid last month for [Partner Name]

  • “Calculate commission paid last quarter for [Partner Name].”

4) Operational Support (Navigation + Drafting)

Navigation

  • “How do I add a new user?”

  • “Where do I configure Partner PAM indexing?”

  • “How do I hide content from Partner PAM?”


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