AI agents

Agents do the routine partner work. Your team keeps the judgment calls. Introw's agents answer partners, check what they submit, coach their deals and run your program in plain language. Every agent is grounded in your HubSpot or Salesforce data, acts within the asker's permissions and hands judgment calls to your team.

Quatt built an agentic partner program and grew from 10 to more than 200 installer partners in a year.

AI agents in Introw: Agents do the routine partner work
SOC 2 Type 2
ISO 27001
GDPR
SSO

Trusted by partnership professionals at

Definition

What are AI agents for partner programs?

AI agents for partner programs take the mechanical work of running partners off your team: answering partner questions, reviewing registrations and claims, coaching deals and preparing reviews. In Introw, agents act on your CRM data within each user's permissions and escalate judgment calls to a person. They work in the portal, Slack, Teams, email and AI assistants.

The problem

Your partner team spends its week on work an agent could do

Questions, queues and lookups eat the hours your team should spend on the partners who need a person.

Without Introw

Partner questions wait on your team
Submissions sit in a queue for days
You cannot coach every partner deal
QBR prep and lookups eat the day
A chatbot can read an article but not act
Security review blocks AI on partner data

With Introw

The support agent answers in seconds, in their language, at any hour
AI reviews each one on arrival and clears the routine ones
A deal coach per motion, on every matching deal
Ask Introw AI and it assembles the answer
Agents register deals, update records and create tasks, within permissions
Zero-retention model providers, no training on your data
How it works

Agents that act on your program, with people in the loop

Every agent follows the same path: ask, scope to the asker's permissions, ground in your CRM and content, act, and escalate what needs judgment.

Answers from your content

Partners get the answer inside the document, not a link to it.

Partners ask the same questions over and over, and every one that waits on your team slows a deal. The support agent answers instantly, in the partner's language and at any hour, and names the source. Your partner managers get their day back for the conversations that need them.

Runs in the portal, Slack, Microsoft Teams, WhatsApp, email and partners' own AI assistants.

Answers from your websites, snippets and documents, plus the partner's tier, commissions and assets.

Off until you enable it, with a name, instructions and welcome message you set and test.

AI agents: Partners get the answer inside the document, not a link to it
Choose how much AI decides

Well-documented submissions come back in seconds instead of days.

Approval speed tells a partner whether you want their business. AI reviews every submission against your rules the moment it lands, and your approvers see only the cases that need a decision, with the facts laid out.

Manual, AI assisted, or autonomous above a certainty threshold you set; the rest escalates to your approvers.

Works on deal registrations, shared leads, MDF requests, claims, ROI and invoices.

Write the rules in plain language, or let Introw draft them from the form.

AI agents: Well-documented submissions come back in seconds instead of days
A coach on every deal

The deals nobody coaches stop being the ones that stall.

You cannot put a partner manager on every deal. A deal coach sits on every matching partner deal with the stage guidance and assets your best rep would give, and partners get it when they ask.

One coach per motion, scoped by pipeline, deal, partner or segment.

AI drafts the first playbook when you create a coach.

Partners ask their assistant or the support agent "what should I do here?" and get the coach's answer.

AI agents: The deals nobody coaches stop being the ones that stall
Drafted for you

No blank page between you and the next course or announcement.

Writing is often what stops a course or an announcement from shipping. AI drafts it from your own material, and your team reviews and approves, so partners get current training and news sooner.

Announcements from a webinar, product update or blog post, edited by asking the assistant.

Courses from a prompt or a file, with an AI tutor and AI grading for open answers.

Documents translated into partners' languages.

AI agents: No blank page between you and the next course or announcement
Introw AI for your team

A QBR that took an afternoon comes back as one answer.

Your team runs the program in plain language instead of clicking through screens. The answer comes from live CRM data, and that time goes back into strategy and into the partners who need a person.

Prep a QBR with pipeline, goals, activity, commissions and open tasks.

List partners who have gone quiet, or who are closest to the next tier.

Update a record, create a task or add a comment, also from Claude or ChatGPT over MCP.

AI agents: A QBR that took an afternoon comes back as one answer
People in the loop

The AI a security reviewer can sign off, with your team on every judgment call.

Your partner program gets agents without a months-long exception process. AI does the first read, and each person you name approves in order.

Agents read only what the person asking may already see, on every channel.

A fixed toolset per agent, and model calls only to providers that keep no prompts and do not train on them.

SOC 2 Type 2, ISO/IEC 27001:2022 and GDPR, with data hosted on AWS in Europe.

AI agents: The AI a security reviewer can sign off, with your team on every judgment call
Core features

Everything you need to run a partner program, in one place

Agents are only useful where they touch real program work. These are the parts of Introw they run inside.

Deal registration and co-selling in Introw: Clear registrations faster

Deal registration and co-selling

AI approvals validate each registration before it syncs to your CRM, with channel conflict screening alongside.

MDF management in Introw: Review every fund request

MDF management

The same AI reviewer checks MDF requests and claims against your proof-of-spend rules.

Partner training and certification in Introw: Train partners with AI

Partner training and certification

AI drafts courses from a prompt or a deck, grades open answers and tutors learners inside the course.

Partner content management in Introw: Answer from your own content

Partner content management

The knowledge base indexes your content library, so the support agent and the deal coach answer from your own decks.

Partner announcements and campaigns in Introw: Publish news sooner

Partner announcements and campaigns

AI drafts announcements from your content and knowledge base. You review them and publish once to the portal, email, Slack and Teams.

Partner Connect in Introw: Meet partners in their tools

Partner Connect

The support agent answers and acts in the partner's shared Slack or Microsoft Teams channel, on WhatsApp and in the partner's own AI assistant.

AI assistants

Run it from your AI assistant

Ask Introw AI, or Claude and ChatGPT connected over MCP, and it answers or acts on your own program data.

“Prep a QBR for Acme: pipeline, commissions and open tasks.”
Introw AI
Claude
ChatGPT
Ask your assistant
“Prep a QBR for Acme: pipeline, commissions and open tasks.”
“Review this MDF claim against our proof-of-spend rules.”
“Who's closest to hitting the next tier, and what do they still need?”
CRM-native

Built into HubSpot and Salesforce

Run another CRM? Connect it through the API or Zapier, or start without a CRM and add one later.

HubSpot

Introw for HubSpot

Introw reads and writes your own HubSpot objects and properties, custom objects included, so there is no second partner database. Partners register and co-sell on native deals, and your reps work with them from the Introw card on the record. Rated 4.9 on the HubSpot Marketplace.

Salesforce

Introw for Salesforce

Introw runs on Salesforce as the system of record, with two-way sync, custom-object mapping and field-level control. Partners are portal users, never Salesforce users, so no Experience Cloud build and no external seats. Your reps get partner context and actions in the Introw panel on the record. Listed on Salesforce AgentExchange.

For every partner type

One program for every partner motion

Run every partner type side by side. Each gets its own experience, forms, goals and rules, on the same CRM records.

01
Referral partners
01 / 07
Referral partners

Referral partners

Refer in seconds from any channel, see deal progress, get paid referral rewards.

02
Resellers and VARs
02 / 07
Resellers and VARs

Resellers and VARs

Deal registration that protects margin, quotes on HubSpot, certification and tiers.

03
MSPs and MSSPs
03 / 07
MSPs and MSSPs

MSPs and MSSPs

Registration, certified engineers, renewals and recurring commission.

04
Distributors and two-tier
04 / 07
Distributors and two-tier

Distributors and two-tier

Credit for the reseller and the distributor on one deal, and scoped access to their network.

05
Co-sell and technology partners
05 / 07
Co-sell and technology partners

Co-sell and technology partners

The live CRM deal without a seat, account overlap, shared tasks and MDF.

06
Implementation partners and SIs
06 / 07
Implementation partners and SIs

Implementation partners and SIs

A clean handoff on the won deal, go-live tasks and certification.

07
Affiliates
07 / 07
Affiliates

Affiliates

Tracked links, live earnings, payouts without an invoice.

Why Introw

Why teams choose Introw

Most teams are choosing between four options: keep it manual, lean on a general AI assistant, buy a legacy PRM, or run Introw. Here is how they compare where it matters.

Introw
Spreadsheets and email
A general AI assistant
Legacy PRM
System of record
Your HubSpot or Salesforce, synced both ways
Spreadsheets and email
Files and inboxes
A general AI assistant
None: it has no program data
Legacy PRM
A separate partner database to reconcile with the CRM
Where partners work
Branded portal, Slack, Teams, email, their own CRM or AI assistant, same rules everywhere
Spreadsheets and email
Wherever you chase them
A general AI assistant
Not a partner surface
Legacy PRM
Mostly the portal
Who does the routine work
AI agents register deals, answer partners and clear routine approvals within your permissions
Spreadsheets and email
Your team, by hand
A general AI assistant
Suggests, cannot act on your program
Legacy PRM
Your team, with rules-based automation
Partner incentives
Commissions, SPIFFs, MDF and Introw Pay payouts calculated from CRM data
Spreadsheets and email
Manual ledgers
A general AI assistant
None
Legacy PRM
Often a separate module or tool
Partner marketing
Announcements by segment, through-channel campaign kits, attribution in the CRM
Spreadsheets and email
Forwarded attachments
A general AI assistant
Drafts copy only
Legacy PRM
Varies by vendor
Security and control
SAML and OIDC SSO, SCIM, role-based access with record scoping, SOC 2 Type 2 and ISO 27001
Spreadsheets and email
Files shared by link
A general AI assistant
Sees what you paste, with no program permissions
Legacy PRM
Varies by vendor and plan
Time and cost to run
No-code, owned by your partner team, live in weeks
Spreadsheets and email
Cheap to start, grows with headcount
A general AI assistant
No governance or permissions
Legacy PRM
Often an implementation project and consultants for changes
Integrations

Introw connects to the tools your team and partners already use

CRM

HubSpot and Salesforce, two-way on your own objects and fields.

HubSpotSalesforce

Chat

Slack, Microsoft Teams and WhatsApp. Partners register deals, get updates and ask questions in the channel they already watch.

SlackMicrosoft TeamsWhatsApp

AI assistants

Claude, ChatGPT and any assistant that supports MCP, for your team and your partners, under the same permissions.

ClaudeChatGPTMCP

Payouts and billing

Introw Pay for partner payouts; Stripe and Chargebee feed commissions from billing data.

IntrowStripeChargebee

Data and account mapping

Crossbeam overlaps inside Introw, Power BI embedded with per-partner row-level security.

CrossbeamPower BI

Agreements and automation

DocuSign for agreements as an onboarding step, Zapier and a versioned REST API for the rest.

Zapier
For who

Built for every role on your partner revenue team

Channel Partner Manager

Channel Partner Manager

Answers for partners 24/7
Deal status on request
Fewer repeat questions
QBR prep in seconds
Partner updates
CRO

CRO

Faster partner-sourced deals
Pipeline visibility
Channel leverage
Partner-ready insights
Accountability
RevOps

RevOps

Agents on your CRM data
Same permissions as the portal
Automated workflows
Audit trail
Governance
Partner Marketing Manager

Partner Marketing Manager

Content surfaced on demand
Campaign questions answered
Engagement tracking
Asset recommendations
Lead and revenue generation
Customers

What Introw customers say

Every stage

Introw fits your program at every stage

The same platform runs a first program and a global channel, so you start where you are and never re-platform.

2

Launching a program

You are moving off spreadsheets, often as a team of one. You go live in weeks with no implementation project: deal registration, a branded portal, onboarding and content, configured by your team.

Scaling from tens to hundreds of partners

You run several motions at once. Segments, tiers, MDF, commissions and workflows run on one platform, and your team ships changes the same day without a consultant.

Enterprise and global channel

Thousands of partners across regions and teams. SAML and OIDC SSO, SCIM, role-based access with record scoping, multi-step approvals, multiple currencies and languages, and a white-label portal on your domain.

Pricing that stays predictable as you grow

Start free

The whole product at the scale of one partner, with no time limit and no credit card.

Partners are counted by portal, not by user

Invite as many of a partner's people as you like.

Your reps stay free in the CRM

CRM-only roles that need partner context in HubSpot or Salesforce do not take a seat.

AI assistant connections are included

MCP for Claude, ChatGPT and your partners' assistants is not an add-on.

No consultants for changes

Your partner team configures forms, portals, tiers and workflows without code.

Dashboard screen with sales pipeline, commission statements, asset library, and a note to register a $20k deal.

See Introw on your own CRM

Bring your HubSpot or Salesforce, and we will show you your partners, deals and attribution live in Introw in one call. Live in weeks, owned by your team.

Related reading

More on running a partner program

How to Use AI for Partner Engagement Without Losing the Human Touch

Deal Intelligence for Partner Sales: How to Spot Risk Before Deals Stall

Partner Management Automation in 2026: How to Automate Partner Workflows

FAQs

Frequently asked questions

What are AI agents for partner programs?

AI agents for partner programs do the routine work of running partners: answering questions, reviewing submissions, coaching deals and preparing reviews. Introw's agents act on your HubSpot or Salesforce data within each user's permissions and escalate judgment calls to your team. They work in the portal, Slack, Teams, email and AI assistants.

Can AI approve deal registrations on its own?

Yes, as far as you allow. On each form you choose manual review, AI assisted review with a recommendation, or autonomous review above a certainty threshold you set. Anything below the threshold goes to your approvers, with the AI's reasoning shown, and channel conflict screening runs alongside.

Does Introw train AI models on our data?

No. Introw builds and trains no model of its own and runs no fine-tuning on your data. Every model call goes through one gateway, only to providers that delete prompts and responses on completion and do not train on them. Your data is stored on AWS in Europe.

Can partners use their own ChatGPT or Claude?

Yes. Through Partner Connect, a partner connects Claude, ChatGPT, Gemini or any MCP client to your program. They can register a deal, check tier progress or ask about a commission, and every action runs within that partner's permissions and writes back to your CRM.

Can one partner's question reach another partner's data?

No. Every answer and action runs with the permissions of the person asking, resolved from their signed-in session rather than from the conversation. A partner's question is answered from their own records and the content you published to them, on every channel the agent works in.

Can we turn AI off?

Yes. The partner support agent does nothing until you enable it, and the agents that help your team are switched on per feature. A program can run with none of them on, and where they are on, instructions set each agent's tone, scope and the point where it hands over to a person.

Is connecting Claude or ChatGPT an add-on?

No. The MCP connections for your team and for your partners, through Claude, ChatGPT or any assistant that supports MCP, are included. The only MCP add-on extends the partner support agent's knowledge base with your own MCP server. See plans at introw.io/pricing.

See AI-Native PRM in Action

Connect HubSpot or Salesforce on the free plan: the whole product at the scale of one partner, no time limit, no credit card.