Newo.ai

Find your Partner Organization IDN, Partner Member IDN, and promo code, and see where each is used.

Partner organization identifiers

Link a customer organisation to your Partner Portal using their Customer IDN.

Link customer agents to the Partner Portal

Initialise a customer's agent and send them a Stripe subscription link, both from the Partner Portal.

Manage agents and payment links

Register a Newo.ai partner account and get into your Partner Portal.

Sign up and access your partner portal

Track every customer organisation as a record moving through the Partner Portal sales pipeline.

CRM overview

Work customer records through your sales stages from the Partner Portal CRM dashboard.

Manage the customer pipeline

Read and update everything attached to a single customer record in the record drawer.

Pipeline record details

Partner Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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