The optional engine behind answers, leads, and suggestions.
Core does not require it. When you add AI Engine, it works across the portal you already run — grounded in your manuals, assets, and account data, contained in your tenant.
The cost of the status quo
AI should not be the reason someone buys a distributor portal. The portal earns its keep when partners can find the order, the price, and the manual. AI Engine is the next mile: the customer question that used to hit applications, the territory lead nobody worked, and the insight that should have shown up next to the numbers — all from the data you already published.
What partners get
- Knowledge search across manuals, specs, bulletins, catalogs, photos, and the rest of the approved library.
- Customer-facing answers grounded in that corpus — quick and deep search across documents, orders, invoices, and support.
- Lead analysis on recent ship-to activity so territory lists come with context, not just a name.
- Analytic insights and suggested next steps alongside account performance.
- Lives entirely inside the portal. Your content is never used to train other models or public LLMs.
- Turned on when you want it. Core libraries, orders, and admin work without it.
What the engine powers
One optional layer. Four jobs across the portal.
Your published corpus, searchable
Manuals, installation guides, specs, part numbers, technical bulletins, catalogs, and marketing assets — indexed as the source of truth partners already have permission to see.
Customer questions, answered in the field
Distributors ask the question they would have emailed you. The engine answers from manuals and all approved asset data, plus the Q&A your team already gives every day — before the ticket reaches your desk.
Territory leads, with a reason to call
Ship-to activity becomes a working list. The engine surfaces account analysis so reps know who to work and why — inside Lead Hub, not a second CRM login.
Analytic insights and suggestions
Beyond the scoreboard: suggested next steps on the account, patterns in orders and performance, and prompts that help a partner act — not another dashboard they have to interpret alone.
Run the engine on your company's AI. Keep every insight in your sandbox.
Companies can integrate the AI they already trust — Microsoft 365 Copilot, or another approved organizational model — as the reasoning layer behind AI Engine. The data and insights that power the engine, and the answers distributors see, stay inside the organization's sandbox.
Nothing is sent to a public model. Nothing is used to train other LLMs. Your corpus, your channel, your walls.
Organization sandbox
- 01 · Company AI
Microsoft 365 Copilot
Or your approved organizational model
- 02 · AI Engine
Answers, leads, insights
Grounded in your authorized corpus
- 03 · Channel
Distributor answers
Same login. Same sandbox.
Your company AI
Plug in Microsoft 365 Copilot or another approved organizational model your IT already governs.
Your sandbox
Manuals, assets, orders, and the insights that power the engine stay tenant-scoped — never a public LLM.
Your distributors
Partners still get grounded answers and suggestions. Those answers are generated inside the same walls.
Who uses it
Field rep
Answers the customer from the manual, then works the next lead on the same login.
Distributor inside sales
Gets a grounded spec answer and a suggested follow-up without a new ticket.
Your channel manager
Sees AI-assisted leads and insights without standing up a separate stack.
Your IT / admin
Reviews usage and keeps the engine inside the tenant.
How it connects
AI Engine indexes the documentation, assets, and transactional data already authorized in the portal. It powers knowledge, Lead Hub analysis, and insight suggestions — it does not become a new system of record.
Governance
Rate-limited, tenant-scoped, with hashed query audit for admins. Optional on Accelerated. Not required for go-live.
Related capabilities
Technical Library
Manuals, regulatory files, FAQs, firmware, and change notices — in the field, not in someone’s inbox.
Read moreStrategicLead Hub
Territory leads from recent ship-to activity, with room to work the prospect in the portal — not a second CRM login.
Read moreCoreChannel Insights
Show distributors their own sales performance — orders, volume, and average order value — from your connected data.
Read more