Enterprise · Partners

Partner & vendor agent

B2B status and FAQs for people who are not customers and not employees — from a pack you would be willing to show a vendor.

Partners get angry when they hit the consumer support bot and hear “where is my hoodie.” They also should not see employee IT runbooks. This is a third audience.

Customer-facing mode, partner-safe docs and tables (price lists they are allowed to see, shipment status on their POs, integration how-tos). Escalation to a channel manager, not to generic L1 support, when the contract is in play.

B2B

Not consumer support

Different pack, different owners

PO

Their records

Status on rows they are allowed to see

Manager

Contract escalations

Channel owner, not L1 macros

Traditional tools

A partner PDF from 2022 plus a consumer chatbot plus a BD email that takes three days.

With Maicos

A partner pack, tables scoped to that partner’s IDs, and a human path to the channel manager.

What this agent does

A portal with a conversation, still permissioned like a portal.

A pack you would publish

Integration guides, program rules, MDF policy. If you would not put it on a partner portal, the agent should not say it.

Scoped status

POs and tickets filtered by partner ID. A reseller should not see another reseller’s pipeline.

Escalate to the owner

Contract, pricing exception, or co-sell — those go to a named human, not the consumer refund flow.

NDA awareness as process

The agent cannot magically know your NDA. Keep confidential deal terms out of the public partner pack.

How to run a partner agent without leaking the wrong price list

Audience, identity, pack, escalation. In that order.

1

Identify the partner

A code, a domain, a login you already have. Anonymous “partner” chat is how list prices leak.

2

Give them a pack and tables for their IDs

Row-level scope is the product. If you cannot filter, do not connect the table.

3

Write what the agent may say

Program rules, SLAs you already published. No verbal discounts.

4

Route contract talk to a human

The channel manager owns paper. The agent owns status and how-to.

Worked example: “Where is PO 77?”

Reseller A should only see reseller A.

  1. 1

    Partner authenticates or enters a partner code you trust

    Unverified people get the public brochure, not PO status.

  2. 2

    Agent looks up PO 77 in a filtered table

    Match on partner_id. Miss → “I don’t see that PO” plus the channel owner, not a guess.

  3. 3

    How-to questions use the partner integration doc

    Cite the section. If the doc is silent, escalate.

  4. 4

    They ask for extra discount

    No. Open a task for the channel manager with the transcript.

Partner agents fail as consumer bots with a friendlier greeting. They succeed as portals that can talk, with the same access control as the portal.

Status and how-to. Not negotiations.

If the answer would require a signature, it is a human. If it is “what is the status of my PO,” it is a filtered table.

"What is the status of PO 77 for our partner account, and where is the latest integration guide section on webhooks?"

Support Agent

Live · customer-facing

"Where is my order #4821?"
Shipped yesterday. Tracking sent via appflow.

Tools this agent uses in Maicos

The same apps you already work in — not a second chatbot that needs uploads.

What this agent does not do

Useful agents have a job description. These limits keep this page honest — and help you pick a different agent when you need one.

Real-world use cases

How people use this every day.

PO status

Filtered table, honest misses, human on disputes.

Integration how-to

Cite the partner doc. Out-of-doc questions become tickets to partner engineering, not consumer L1.

Program rules

MDF, deal registration — quote the PDF. Exceptions to BD.

Supplier vs reseller

You may need two packs. A vendor asking when you will pay them is not a reseller asking when you will ship.

Frequently asked questions

What is a partner AI agent?

A customer-facing Maicos agent for vendors or resellers: FAQs from a partner pack, status from tables scoped to that partner, escalations to a channel owner — not the consumer support bot.

How do you keep partners from seeing each other?

Filter tables by partner identity. If you cannot, do not connect the table. Identity is a prerequisite, not a nice-to-have.

Can it negotiate pricing?

No. Collect the request and route it to a human. Verbal discounts from a model are how you get two partners with two secret prices and no paper.

Is this a full PRM?

It can sit in front of partner docs and POs. If you already run a PRM, integrate; do not fork certifications and deal registration.

Public vs authenticated?

Public can see brochure docs. Status and price lists need authentication or an equivalent partner code you trust.

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