Agents

Leverage
for your partner team.

Covant's agents read your attributed record and surface the handful of moves worth making this week — coverage gaps, tier-up nudges, stale registrations, CRM hygiene. They amplify the work a partner team is already doing so more of it gets done. PSM, PAM, Program, and Ops to start; more ship as we learn.

covant.ai/dashboard/agents
Today's feed
PSMCoverage gap in APAC
No active partner for 4 enterprise deals in-flight. TechBridge & Apex both qualify.
PAM4 partners within 1 deal of tier-up
TechBridge, Stackline, NexaCloud, Ridgeway. Platinum unlocks co-sell benefits.
ProgramNPI launch adoption below bar
Cloud Connect: 3 of 28 partners trained. Target is 70% by end of quarter.
Ops12 CRM sync conflicts
Partner field mismatch between Salesforce and the registration form. Auto-merge ready.

What each agent does

Every agent reads the same record.

Every recommendation cites the attribution evidence behind it — deal registrations, closed-won history, certifications, touchpoint timestamps. Nothing is black-box.

PSM Agent

Partner Sales Manager — finds the partner moves that close pipeline.

Example recommendations
  • —Coverage gap in APAC — 4 enterprise deals in-flight, no active partner.
  • —Warm co-sell path on Acme ($180K) — TechBridge has deal history with the account.
  • —Dormant high-performer — Stackline last closed 90d ago; 3 matching opps now open.

Reads: open opportunities, partner specialization, deal history.

PAM Agent

Partner Account Manager — runs the 1:1 motion at 100:1 scale.

Example recommendations
  • —4 partners within 1 deal of tier-up — nudge this week to close the lift.
  • —Certification drift — NexaCloud's solution architect cert expires in 30 days.
  • —Health drop — Ridgeway win rate down 14pts QoQ; book a check-in.

Reads: tier progress, certifications, partner health, last-touch recency.

Program Agent

Program lead — watches program health and flags drift before it breaks.

Example recommendations
  • —NPI launch adoption below bar — Cloud Connect: 3 of 28 partners trained.
  • —Ramp time up to 87 days — 2x the Q3 baseline; worth a structured review.
  • —Tier drift — 4 Gold partners eligible for downgrade per the new thresholds.

Reads: NPI adoption, new-partner ramp, tier distribution, deal-reg throughput.

Ops Agent

Partner Ops — the cleanup nobody has time for.

Example recommendations
  • —12 CRM sync conflicts — partner field mismatch between Salesforce and the registration form.
  • —Attribution conflict on $92K deal — two partners registered within the window.
  • —7 overdue tier reviews on partners with active pipeline.

Reads: CRM sync state, attribution conflicts, duplicate records, review queues.

A Monday morning with the PSM Agent

Open the feed. Work the list.

This is what a PSM sees at 9am on a Monday. No dashboards to build, no CRM reports to run, no spreadsheets to reconcile — just the handful of moves worth making today, each with the evidence cited.

9:02
Coverage gap — APAC enterprise
4 deals open, no registered partner. TechBridge and Apex both have matching certification + deal history.
Evidence: 4 Salesforce opps in Stage 2, TechBridge closed 3 APAC deals last 2 quarters.
9:04
Warm co-sell on Acme Corp — $180K
TechBridge has 2 historical deals with Acme's parent. Suggest reaching out to Sarah (TechBridge lead).
Evidence: 2 closed-won deals with Acme-affiliated accounts in 2024, last touch 6 weeks ago.
9:07
Dormant high-performer — Stackline
Stackline closed 3 deals > $100K in H1 then went quiet. 3 matching open opps now in pipeline.
Evidence: zero registrations in 90 days, 3 opps match their specialization tags.
9:10
Drafted outreach
One email draft per action, pre-filled with context. Approve, edit, or skip — you stay in the loop.
Nothing sends until you say so.

Antitrust-safe by construction

Partner-visible only by permission.

Per-signal sharing controls

Everything an agent surfaces is internal-only by default. A signal can only be shown to partners after an explicit compliance review.

Inference, not tagging

Partner specialization comes from deal history and certifications — never a field the partner self-selects and you can't defend.

Full audit trail

Every partner-visible surface writes to the log, with the user and signal kind that authorized it.

More agents ship as we learn

The roster isn't fixed.

COMING SOON
Forecast Agent

Partner-sourced pipeline forecast by quarter, with confidence intervals.

COMING SOON
Relationship Agent

Surfaces warm paths between your team and partner contacts across deals.

COMING SOON
Enablement Agent

Spots which partner reps need certification refreshers before the next quarter.

Agents run on your
attributed record.

Connect the CRM, get the record, turn the agents on. That's the whole flow.

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