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Documentation Index

Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt

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PartnerOS is an AI-powered partner relationship management platform built for revenue teams who run or want to build a partner program. It gives you a structured system for understanding who your best customers are, what kinds of partners can help you reach them, and how to turn that insight into an operating partner program — all from a single workspace. This page explains what PartnerOS does and where to go next.

What PartnerOS does

When you first set up PartnerOS, the platform analyzes your company domain and generates two strategic profiles automatically:
  • Ideal Customer Profile (ICP) — a structured description of the customers most likely to buy from you, built from signals about your company
  • Ideal Partner Profile (IPP) — a description of the partner types best positioned to help you reach those customers
These profiles become the foundation for everything else: your strategy workspace, your partner management views, and your intelligence dashboards all draw from the same context so your data stays aligned as your program grows.

Key features

FeatureWhat it does
AI onboarding wizardGenerates your ICP and IPP automatically from your company domain
Strategy workspaceTurns your profiles into partner planning artifacts and executive summaries
Partner managementA structured view for tracking and operating your partner relationships
Intelligence dashboardsExecutive and lifecycle views for monitoring partner program performance
CRM integrationsBidirectional sync with Salesforce, HubSpot, and other tools
Team and permissionsRole-based access control for members across your organization

Where to go next

Quickstart

Sign up, complete onboarding, and add your first partner in minutes.

Core concepts

Understand ICP, IPP, strategy, and intelligence before you dive in.

Integrations

Connect your CRM and other tools to sync partner data automatically.

API reference

Manage partners, trigger workflows, and query intelligence programmatically.
The onboarding wizard runs automatically when you first log in. It uses your work email domain to generate your ICP and IPP without any manual input. If your organization has already gone through onboarding, your profiles are cached — you’ll see pre-filled results the next time you return to the wizard instead of waiting for a fresh generation.