AI-Powered Partner Portal

Context

A US data-protection software company sells through a global partner network. Partners managed deals over email and spreadsheets, and the information they needed lived in half a dozen internal systems.

The challenge

Give partners one place to work: deals, support cases, training, and documentation, and make it smart enough that they find answers without waiting on a human.

What we built

A partner portal integrated with the company’s CRM, with an embedded AI layer: an assistant grounded in the company’s knowledge base, AI-generated deal intelligence, and automated notifications across the deal lifecycle. Built to production standards, with evaluation harnesses for the AI features, analytics on real usage, and load testing for scale.

Results

Partners self-serve across the deal lifecycle instead of emailing account managers. The AI assistant answers from verified company knowledge, in the partner’s own language. The platform ships continuously, with quality gates that keep the AI honest.