The autonomous agent for partner management

PartnerOz learns your funnel, your CAC targets and your constraints, mines your conversion data for the segments that actually convert, and proposes the next budget move. Your team approves before a partner ever hears about it.

Partner management is entering its agentic era. Most programs are still run on spreadsheets and gut calls.

Read our approach to autonomous partnerships →

How it works

From funnel to budget move, in six steps

PartnerOz sits between your data and your decisions. Deterministic where the stakes are statistical, conversational where it helps you move faster.

01

Understand your funnel

Tell PartnerOz your funnel stages, target conversion rate at each stage, CAC ceilings, and any secondary constraints. It turns that conversation into a structured config.

02

Ingest conversions

Pulls click and conversion data from your partner management platform on a schedule, dedupes on conversion ID, and reconciles it against your funnel model.

03

Analyze performance

Scores every partner and placement against your targets while holding secondary metrics constant, so no one wins on volume by quietly missing quality.

04

Mine segments

Runs supervised binning and constrained segment discovery across demographic, financial-tier, source and subsource data, then applies hierarchical Bayesian pooling so thin-sample segments aren't mistaken for real signal.

05

Optimize budget

Solves for the allocation across partners and segments that hits your blended CAC target, with test budget carved out for promising, unproven segments.

06

Propose & execute

Drafts the recommendation and its reasoning for your team to review. Once it is approved, PartnerOz hands over a ready-to-send partner message, or sends it, if you have turned that on.

Funnel setupPartnerOz · onboarding
PartnerOz2:14 PM

Got it. Click › Lead › KYC Verified › Funded. What's your target CAC at Funded, and the minimum acceptable Lead to KYC rate?

StageTarget rateCAC ceiling
Click › Lead14%–
Lead › KYC Verified≥ 42%–
KYC › Funded≥ 28%$185
Conversion syncLast run · 6 min ago
SourceRows pulledStatus
Conversions API18,204Reconciled
Click log412,930Reconciled
Dedupe on conversion_id−312 dupesClean
Lead-level attributes18,204Appended
Partner scorecardTrailing 30 days
PartnerCACKYC rateVerdict
Partner 114$16146%On target
Partner 208$23331%Above CAC
Partner 057$17922%Quality risk
Partner 301$14951%Scale candidate
Segment lift · Partner 208Hierarchical Bayes, 90% CI
Tier A · subsource 4
+38%
Tier B · organic
+11%
Tier C · paid social
−9%
25 to 34, urban
+24%

3 of 11 candidate segments cleared the FDR gate at q < 0.1.

Budget reallocationTarget blended CAC · $175
Partner 301
+$4.2k
Partner 114
+$1.8k
Partner 208 · Tier A
−$2.6k
New source test
$1.0k
Awaiting human approval#partner-approvals
PartnerOzToday 9:02 AM

Proposal: Shift $2.6k/wk off Partner 208's Tier B/C traffic onto Partner 301 and a new source test. Projected blended CAC: $175 to $162. Reasoning and confidence intervals attached.


Agents

One team of specialists, not one black box

Each agent has a narrow, auditable job. Together they cover the loop from raw conversion data to an approved partner message.

Performance & Segment Agent

Scores every partner against your funnel targets and mines the demographic, financial-tier, source and subsource segments that quietly outperform.

  • Funnel & CAC scoring
  • Constrained segment mining
  • Confidence-aware ranking

Budget & Testing Agent

Allocates spend across partners and segments for the best blended CAC, and sizes test budget for new segments and sources in a statistically sound way.

  • Budget optimization
  • New-source test design
  • Kill-switch thresholds

Partner Relations Agent

Turns approved recommendations into proposals your team can sign off on and, once a human does, ready-to-send partner messages, with a full audit trail behind every change.

  • Human approval workflow
  • Partner message drafting
  • Change-by-change audit trail

Use cases

Built around the decisions your team already makes weekly

Not a generic analytics layer. A set of workflows scoped to what a partner manager actually does.

Segment discovery

Find the demographic and financial-tier segments quietly outperforming inside a partner's traffic, backed by uncertainty estimates, not raw counts.

Budget reallocation

Shift spend toward the partners and segments hitting CAC target, without breaking a secondary constraint like KYC pass rate or geo mix.

New partner testing

Size a test budget so a new source gets a fair, statistically sound read before it earns a share of real budget.

Fraud & performance kill-switches

Cap exposure automatically when a partner's funnel metrics move outside a healthy range, before losses compound.

Partner communications

Draft the exact message to send a partner about a volume, audience, or payout change. You send it, or approve PartnerOz to.

Dashboards & reporting

Keep a live Google Sheet of funnel health, CAC and segment performance that your whole team, and leadership, can see.


Integrations

Works inside the tools your team already runs on

PartnerOz sits on top of your partner management platform and feeds the tools your team already opens every day. No new system of record to maintain.

Google SheetsLive dashboards
SlackApprovals
NotionPlaybooks & docs
Everflow
Impact
Awin
SocialLadder
PartnerStack
Partnerize
CJ

See PartnerOz reasoning about your own funnel

Bring your conversion data and your CAC targets. We'll show you the segments and the budget move it would propose.