See what is working and automate the rest
Funnel reports, custom dashboards, go-to-market journeys, node-graph playbooks with AI steps, customer health and surveys, plus scheduled reports that land where your team reads them.
From clicks to revenue on one screen
The funnel report follows clicks, signups, deals and revenue by partner. Build custom metrics and dashboards on top, and use the leaderboard to see who is moving.
- ✓Funnel and leaderboard reports
- ✓Custom metrics and dashboard widgets
- ✓Funnel, leaderboard and custom report kinds
Run partner go-to-market as a funnel
Journeys take a prospect from first reach-out to won or lost, with an offer strategy per stage and a board that shows where everyone is.
- ✓Stage board from reach-out to won or lost
- ✓Offer strategies per journey
- ✓Enrol from the assistant or the API
Automations you can read
Playbooks are node-graph workflows: a trigger, conditions, actions like sending email or granting commission, and AI steps that return structured output. Simulate a playbook on sample data before it runs on real partners.
- ✓Triggers on any platform event
- ✓AI steps with a JSON-schema output
- ✓Simulate before you publish
Health you can act on
Customer health scores combine account status, open tickets and survey answers, with history over time. NPS and CSAT surveys collect the answers, and QR feedback from locations lands in the same place.
- ✓Health scores with recompute on demand
- ✓NPS and CSAT surveys
- ✓Service desk tickets with SLAs
Reports that show up on time
Save any report, schedule it daily, weekly or monthly to a list of recipients, and export to CSV. Everything is also available over the API for your own warehouse.
- ✓Daily, weekly or monthly schedules
- ✓CSV export
- ✓Same data over the REST API
The busywork, drafted for you. The decisions, still yours.
Ask the assistant
Questions about your program answered from live data, with the tool calls shown.
AI steps in playbooks
Summaries, classifications and drafts with structured output inside any workflow.
Natural-language analytics
Ask a question in plain words and get a table, a chart and a one-line answer you can save as a report.
Optimize, step by step
Measure
The funnel follows every partner from click to revenue.
Spot
Dashboards and the leaderboard show what moves.
Automate
Turn the pattern into a playbook or a journey.
Report
Schedule it so the team sees it every week.
Integrations that power optimize
Ready to run your partner program in one place?
Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.