Every week, we're making your portal smarter, faster, and more powerful, so you can focus on marketing and sales. Explore the latest features and enhancements that we deliver straight to you.
This article shows you the latest releases (current month) - use the links in Articles in this section to dig back into previous months. You can also click here for a wrapup of last month, listed by portal area.
May 31, 2026
Introducing Onboarding IQ, for intelligent, contextual guidance throughout your portal onboarding journey
For your supplier, onboarding you to their partner portal is a critical factor in partner engagement and channel success. They provide Onboarding Plans for their partners, giving them a set of tasks to complete so they have all the information they need to work effectively on their behalf. But it's not uncommon for new partners to lose momentum, fall behind, or disengage during onboarding. For that reason, we’ve introduced Onboarding IQ to help them and keep them on track.
Onboarding IQ is an onboarding progress tracker, which gives a user continuous task recommendations, guidance, and encouragement until they’re ready to start working confidently toward productivity in the partner portal.
Onboarding IQ oversees a user’s progress against their assigned Onboarding Plan:
- Tracks progress automatically
- Lets the user decide how they want to navigate their onboarding journey
- Makes intelligent suggestions
- Gives context on why a task is important
- Celebrates task and milestone completion
- Surfaces incomplete tasks
- Sends personalized reminders when progress stalls
The proactive guidance from Onboarding IQ helps your users get up and running quickly, without having to rely on external assistance.
For more information, see About Onboarding.
Notes
Your supplier needs to enable Onboarding IQ in your portal. Reach out to them for more information.
Switch between your AI assistants
Ask IQ can now include a context switcher, where you can choose which type of portal support you want to use (check with your supplier what is available):
- Ask IQ - AI assistant
- Onboarding IQ - portal onboarding guide and tracker
Note
Your supplier may not have enabled the Ask IQ chat option for you. In this case, you’ll still click the IQ icon to access help, but will land directly into Onboarding IQ (if that’s enabled - if your supplier hasn’t applied any AI-powered guidance to your portal, the IQ icon won’t be available).
Ask IQ is easier to use
We've made a small but effective improvement to how users interact with their Ask IQ AI assistant (if your supplier has enabled it) - they can now send multi-line prompts. Use Shift + Enter or a soft line break to break up the text.
Read-only training PDFs
The browser toolbar is now hidden when your users view PDF content of training courses. This has two benefits:
- It's a cleaner, more focused reading experience
- It prevents users from downloading the content if your supplier doesn't want them to
May 24, 2026
View all the Deal IQ insights about a deal
With Deal IQ, AI-based deal agents give you insights into the progress of your active deals. The data that has been generated by an agent is now surfaced in the portal view of a deal, in a chronological listing - click Deal Analysis to access it.
Note
Your supplier decides if Deal IQ is available to you - reach out to them for clarification.
May 17, 2026
Update a deal's key stakeholders
You can now update the contacts that are assigned to a deal from within the deal record. Previously you'd have to leave the deal and make the update in the Contacts page.
May 10, 2026
See more currencies when registering Deals
We've extended the list of currencies available to partners who are registering deals - we've added these:
- AED - UAE Dirham - د.إ
- BMD - Bermuda Dollar - BD$
- CLP - Chilean Peso - CLP$
- COP - Colombian Peso - COL$
- CRC - Costa Rica Colón - ₡
- DOP - Dominican Peso - RD$
- GTQ - Guatemala Quetzal - Q
- JMD - Jamaican Dollar - J$
- JOD - Jordanian Dinar - د.أ
- PAB - Panama Balboa - B/.
- PEN - Peruvian Sol - S/
- THB - Thai Baht - ฿
- TTD - Trinidad & Tobago Dollar - TT$
Your supplier decides if you must include the currency in your deals and transactions.
May 03, 2026
Bug fix release.
Monthly Recap - April
Welcome to Unifyr's monthly release recap. These are the new feature, update, and enhancement highlights that we delivered to your platform in April 2026. For more information, see April 2026 Updates.
Deal Management
- Submit Deal button moved to bottom of New Deal form
Lead Management
- Suppliers can define the level of visibility that users have of distributed and registered leads - all leads, or only their assigned ones
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