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What can AI assistant do in the Referrals workspace?

  • Article

Important

Partner Center AI assistant is currently only available in preview, available to partners using the English version of Partner Center. Review this article to start using AI assistant and provide feedback on the experience.

In the Referrals workspace, Partner Center AI assistant (preview) helps partners get quick answers to their questions, minimizing support wait times. Currently, AI assistant is enabled to help with:

  • General queries on how-to or what
  • Contextual queries on Leads and co-sell opportunities

Sample prompts

Here are a few examples of the kinds of prompts you can use in the Referrals workspace. Modify these prompts based on your scenarios, or try other prompts to get different kinds of information.

Note

Be precise with your ask and specify keywords on in the prompt for AI assistant to be able to accurately provide results pertaining to referrals.

General queries

  • What is Azure IP Co-sell eligibility?
  • How do I create a business profile?
  • What is the Microsoft customer engagement methodology (MCEM)?
  • What role are required in the Referrals workspace?

Co-sell opportunities

  • What are the types of co-sell opportunities?
  • What roles are required to manage co-sell opportunities in Partner Center?
  • How can I collaborate with other partners in a co-sell opportunity?
  • What is the process for creating a referral?
  • What are the criteria for co-selling with Microsoft?
  • What are Azure IP co-sell top tier benefits?
  • What are "Solutions Partner with certified software" designations?

Leads

  • How do I manage leads in Partner center?
  • How can I convert leads into co-sell opportunities?
  • How can I edit leads in bulk?
  • How do I get leads into my CRM?

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