AI Partner Portal for Marketing Agencies. Referral partners signed up, credited and kept informed.
AI Partner Portal puts a partner application form on your site for the non-competing agencies, consultants and past clients who send you introductions. The AI researches each applicant's website, presence and fit before you approve, every inquiry they refer carries their attribution, and each partner sees the clients they introduced.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Accept partner applications from non-competing agencies only; flag anyone offering services we sell.”
Lisa“Done: partner applications are researched first, and any applicant offering services you sell is flagged for your review instead of approved.”
Any setting, in any module · applied only on your yes
How Marketing Agencies use it
A web developer who refers branding work applies as a partner; the AI researches their site and portfolio before you approve.
A consultant's introduction becomes a signed retainer, and the record shows who referred it for the thank-you.
A PR firm that sends overflow work checks its partner view to see which introductions became projects.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Questions & answers
AI Partner Portal for Marketing Agencies: questions & answers
How can an agency manage its referral partners?
With a partner application form, research on each applicant and attribution on every introduction. AI Partner Portal keeps who referred whom on the record, so the thank-you, the update and any referral terms you agreed start from facts.
Can a referral partner see our clients' work?
No. A partner sees only the clients they introduced and where each introduction stands, never briefs, creative or results, which stay in your private environment.
Does the AI approve partner applications?
No. It researches the applicant's website, presence and fit and attaches a summary; you approve or decline. Partnership terms and any referral arrangement are agreed by a person.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›
Answers & books
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Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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