18 Agents to Run the New Operating Model in Production

Automates the full partner intake sequence, KYC verification, tier placement (Platinum / Gold / Silver), and system provisioning, so no human needs to touch routine onboarding tasks.

Listens for new deal registrations in real time, runs AI account matching via Snowflake Cortex, identifies the optimal partner for each deal, and spins up a Slack Connect deal room instantly.

Auto generates a customized co sell proposal when a deal reaches "Qualified" stage, drawing on account technographics, partner expertise, and the relevant Lumera product context.

Builds an individualized certification curriculum for each partner consultant based on their role, delivery gaps, and current certification status, then refreshes weekly as delivery signals change.

Nightly recalculation of all partner health scores using Snowflake Cortex models, with continuous threshold monitoring that dispatches real time Slack alerts and creates rescue pod tasks when accounts go at risk.

Weekly reconciliation of the Snowflake ML forecast against live Salesforce pipeline, flags material variances to leadership before Friday exec syncs and writes reconciled data back for ML retraining.

Automatically assembles an 8 slide QBR deck for each corporate function (Sales, Marketing, Enablement, CS, Product) using live dashboard data, replacing manual slide building entirely.

Continuously monitors uptime and data freshness across the 70+ tech integrations (SAP, Oracle, Workday, Snowflake, HG Insights) that all four AI pillars depend on, the model breaks if the data layer is stale.

Launches and manages joint marketing campaigns with partners, syncs co branded assets to partner portals, deploys partner specific campaign instances, and tracks MQL attribution and ROI per partner per campaign.

Tracks partner sourced MQL volume against weekly targets by partner and tier, then automatically triggers demand gen plays, content pushes, event invites, or partner manager outreach, when pipeline dips below threshold.

Measures whether each partner's sales reps can pitch and close Lumera deals independently, tracking product knowledge assessments, demo completions, and pipeline initiation activity to produce a per partner sales readiness score. Distinct from delivery certification (Agent 4), which covers consultant implementation skills.

Analyzes every closed won and closed lost deal 48 hours after close to surface competitive displacement patterns, identify which partner + solution area combinations win vs. lose, and auto update battlecards and partner specific playbooks in Salesforce and Partner Copilot.

Maps each of the 380 ABM target accounts to its primary and secondary partner based on firmographics, existing partner account relationships, prior win patterns, and partner solution specialization. Surfaces unmapped accounts and partner coverage gaps to the CMO + Channels leader weekly.

Mines partner Slack channels, QBR notes, support tickets, and field consultant feedback to surface emerging roadmap themes. Auto clusters partner asks by solution area, partner tier, and projected pipeline impact, then surfaces a ranked weekly digest to the CPO + product roadmap board.

Recommends multi solution bundles to partners and Lumera sellers based on industry, partner specialization, and historical attach patterns. Drives the 74% multi solution revenue metric by pre packaging cross vector solution sets the partner can sell on day one.

Maintains the customer advocacy pipeline, identifies high NPS partner delivered accounts, surfaces case study candidates, schedules customer panels, and routes reference requests to the right account. Feeds CMO Priya Kapoor\'s campaign library with vetted customer stories on a continuous basis.

Continuously scans usage telemetry, support volume, partner engagement, and feature adoption to surface expansion ready accounts AND flag renewal risk. Different from the Pillar 4 Health Monitor, this one is forward looking (next expansion opportunity, next at risk renewal) rather than backward looking (current stall flag).

AI drafts co branded campaign assets, webinar abstracts, landing page copy, email nurture sequences, social posts, pre populated with partner brand voice, solution area framing, and Lumera product positioning. Reduces co marketing content production from weeks to days.