Unifyr Partner

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• Find Ai Sessions

  List this partner user's previous Ask IQ conversations. Use it to locate an earlier thread before continuing it.

• Get Ai Session

  Get the full message history of one Ask IQ conversation.

• Ask Iq

  Ask Ask IQ a question as this partner, starting a NEW conversation. Returns the answer plus `possibleActions`; an action named createEmailCampaign or createSocialPost means content was drafted and can be materialized with create_email_campaign / create_social_post. Use this for anything about the partner's own leads, deals, campaigns, collateral or training.

• Continue Ai Session

  Send a follow-up message in an existing Ask IQ conversation, preserving its context. Prefer this over ask_iq when the user is refining an earlier answer.

• Delete Ai Session

  WRITE: Permanently delete an Ask IQ conversation and all of its messages.

• Rate Ai Message

  WRITE: Record thumbs-up/down feedback on one Ask IQ answer, or mark it read. Send only the field you mean to change.

• Get Prompt Suggestions

  Get the supplier-curated starter prompts shown to this partner in the portal.

• Suggest Writing

  Improve or generate a short piece of copy in place — a subject line, a description, a headline. For a full campaign use ask_iq instead.

• Predict Lead Outcome

  Get an AI assessment of how likely a lead is to convert, with reasoning.

• Predict Deal Outcome

  Get an AI assessment of a deal's likelihood to close, with reasoning.

• Get Supporting Content

  Find collateral and assets related to a specific record. Both arguments are required by the portal — a call missing either is rejected.

• Get Social Suggestions

  Get ready-made social post copy for a specific record. Both context and id are required by the portal.

• Get Deal Iq Timeline

  Get the Deal IQ timeline — AI agent insights and flagged quality issues for one deal.

• Get Onboarding Messages

  Get this partner's onboarding-agent conversation.

• Get Onboarding Agent

  Get metadata for one onboarding agent by id.

• Create Email Campaign

  WRITE: Materialize an email campaign that Ask IQ already drafted INSIDE a portal session. Only works when that session carries a createEmailCampaign action — the portal reads the subject and body from there, and throws 'No prompt actions found in the last message' otherwise. Answers produced through the agent do NOT populate those actions, so PREFER create_email, which takes the content directly and has no session dependency. Use this one only when continuing a conversation the portal itself sta

• Create Social Post

  WRITE: Publish or schedule a social post for this partner. TWO PRECONDITIONS, both 404 server-side if unmet: the partner must have an active social stream (check find_social_streams) and you must pass at least one token from find_social_accounts — the portal will not choose an account for you. `content` must be PLAIN TEXT: no HTML tags. Line breaks, emoji and hashtags are fine. Omit postNow/postDate to save it as a draft the partner completes in the portal, which is what the portal's own AI flow

• Find Social Accounts

  List the social accounts this partner has connected, with the access-token ids create_social_post needs. Call this before posting — a post with no token is rejected, and the partner, not the agent, decides which accounts to publish under.

• Find Deals

  List this partner's registered deals, newest first. Paged with page/size (0-based); the response is a Spring page — `content` holds the rows and `totalElements` the count. Use before register_deal to check whether a deal already exists.

• Get Deal

  Get one deal in full, including custom field values and current stage.

• Register Deal

  WRITE: Register a new deal for this partner. `deal` is the portal's DealDTO — the required fields and any custom fields vary per supplier, so call list_deal_stages and find_accounts first to get valid ids, and get_deal on an existing deal to see the exact shape this tenant expects. Always preview with dry_run first: a registered deal is visible to the supplier immediately.

• List Deal Stages

  List the deal stages configured by this partner's supplier. Stages are per-tenant, so never hardcode a stage name — read it from here before registering or filtering.

• Find Accounts

  List the accounts (end customers) available to this partner. A deal registers against an account, so this is normally the first call when registering one.

• Find Leads

  List the leads shared with this partner. Paged with start/limit; the response is {list, count, lastPage}. Use for 'what leads do I have', 'any new leads this week'.

• Get Lead

  Get one lead in full, including contact details and campaign field values.