What is Partner Operations AI?
POps AI is the internal AI assistant integrated directly into your Euler dashboard, designed to streamline partner management and operations.
Unlike the Partner-facing PAM, POps AI possesses broader access privileges, enabling comprehensive cross-program analysis. This elevated access allows the assistant to retrieve, analyze, and synthesize data across multiple operational domains, including:
Partners, referrals, and deals
Incentives, invoices, and commissions
Partner approvals (pending partners)
Euler support documentation (admin workflows)
Partner directory (profile, status, details, website, versions)
Additionally, POps AI offers advanced capabilities such as generating visual data representations (graphs and charts) and remembering user preferences to tailor future interactions.
Auto vs Deep Thinking Mode
To optimize your experience based on the complexity of your request, POps AI offers two distinct interaction modes. You can select the appropriate mode at the bottom of the chat window before submitting your query.
Auto Mode
The Auto mode is optimized for speed and straightforward data retrieval. It is the ideal choice when you need quick answers or specific pieces of information without the need for extensive analysis.
Ideal Use Cases:
“Find Partner X”
“Show invoice list”
“List pending partners”
Deep Thinking Mode
The Deep Thinking mode is engineered for complex analysis, extended reasoning, and identifying trend insights. While it may take slightly longer to process, it provides in-depth evaluations and comprehensive answers to multifaceted questions.
Ideal Use Cases:
“Analyze deal submissions over the last 6 months—are we growing?”
“Compare partner performance across quarters and identify outliers.”
Core Capabilities: What You Can Ask Partner Operations AI
1) Partner Management & Oversight
This category focuses on retrieving specific details about individual partners or managing the onboarding process for new partners.
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
Use these queries to evaluate overall program health, identify top performers, and analyze historical trends.
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
This section allows you to dive deep into pipeline health, track incentives, and manage financial documents like invoices and commissions.
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)
POps AI can guide you through the Euler platform and provide immediate access to support documentation.
Navigation
“How do I add a new user?”
“Where do I configure Partner PAM indexing?”
“How do I hide content from Partner PAM?”
Drafting
"How does the incentive program work?"
"What are SPIFFs"?
"Where can I find out more about [Topic]?
5) Partner Directory
Leverage POps AI to query your partner directory based on specific criteria such as industry, language capabilities, or profile status.
Directory Queries:
"Do I have any partner working on the [Industry name] industry?"
"How many profiles on my partner directory are still pending completion?"
"Are any of my partners able to assist a client in Spanish?"
"Do any of my partners have a website ending in .br?"
"What is the latest partner profile version for [Partner Name]?"
"Which tier is [Partner Name] partner profile in?"
"Does the latest version of [Partner Name]'s partner profile include German as a supported language?"
"What is the current status of [Partner Name]'s profile?"
6) Generate Graphs
POps AI can transform complex data into easy-to-understand visual formats, including pie charts, donut charts, bar charts, and box plots.
For better results, always use this function together with another question that first retrieves the correct data to be used for building the chart or graph.
Visualization Requests:
"Generate a pie graph showing how many partner profiles are completed and how many are still incomplete."
"Show how many pending invoices I had over the last 6 months, sum their values by month, and display the results in a bar chart."
"Which are my 5 best performing partners per revenue? Create a donut graph with them".
"Compare my overall performance over the last 2 years: how many deals have I closed, what is their total value, and what is their average value? Then create a box plot chart."
7) Remember preferences
You can instruct POps AI to remember specific preferences, ensuring that future responses align with your desired format, tone, or language.
"You must always be concise and straight to the point in your answers."
"Always reply in portuguese".
"Never create a graph or chart unless you are asked to."
"Everytime you mention a partner, display its name in uppercase".
Still Have Questions?
Reach out to our support team by:
Sending us a message via the in-app chat
Emailing us at [email protected]
We’ll get back to you as soon as possible!