Using agents for funding recommendations and fund requests - AWS Partner Central

Using agents for funding recommendations and fund requests

AWS Partner Central agents analyze your opportunities against available funding programs and can create fund requests directly from the opportunity details page.

Prerequisites

  • Your account has migrated to AWS Partner Central in the AWS Management Console.

  • Your IAM user or role has the required permissions:

    • partnercentral:ListBenefitAllocations

    • partnercentral:ListBenefitApplications

    • partnercentral:CreateBenefitApplication

    • partnercentral:GetBenefitApplication

    • partnercentral:UpdateBenefitApplication

    • partnercentral:AssociateBenefitApplicationResource

    • partnercentral:DisassociateBenefitApplicationResource

    • partnercentral:GetOpportunity

    • partnercentral:GetAwsOpporunitySummary

    • partnercentral:UseSession

    • aws-marketplace:DescribeEntity

    • aws-marketplace:SearchAgreements

  • You have at least one active opportunity.

How funding recommendations work

When you open an opportunity details page, the Funding Recommendation widget automatically evaluates the opportunity against available AWS funding programs based on opportunity stage, expected revenue, customer use case, and partner path eligibility.

If a match is found, the widget displays the following information:

Element Description
Program name The recommended funding program.
Program description A summary from AWS funding documentation.
Reason for recommendation Why this opportunity may qualify, based on stage, ARR, and use case.
Note

Funding recommendations are provided for informational purposes to help identify potentially relevant programs. Recommendations do not guarantee funding approval or eligibility.

The widget provides three actions:

Action Description
Get estimated funding Calculates potential funding based on opportunity value and program rules.
Create fund request Starts a draft fund request auto-populated with opportunity data.
Learn about funding programs Opens a conversational interface for funding questions.

If no match is found, the widget indicates this and offers a Learn about funding programs button.

When a recommended program is associated with a Standard Strategic Collaboration Agreement (SCA), the feature also displays SCA budget allocation information — what has been allocated and what remains available.

Note

The agent does not access the SCA agreement document itself. SCA agreements are managed in Contract Central.

Getting a funding recommendation

  1. Navigate to Opportunities in the left navigation.

  2. Select an opportunity.

  3. Locate the Funding Recommendation widget on the opportunity details page.

  4. Review the recommendation and choose an action.

You can also choose Ask about this opportunity and ask questions such as "What funding programs are available?" or "Why was this program recommended?"

Creating a fund request

  1. In the Funding Recommendation widget, choose Create fund request.

  2. The agent collects data from the opportunity record.

  3. If information is missing, the agent asks clarifying questions in the chat interface.

  4. The agent generates a draft and provides a link.

  5. Open the link to review the draft in the AWS Funding portal, then submit.

After submission, the request follows the standard approval workflow. Track progress on the Funding Dashboard. For more information, see Creating a fund request.

You can also start this process through the chat interface by choosing Ask about this opportunity and typing "Create a fund request for this opportunity."

Important considerations

Consideration Details
Eligibility Recommendations are based on available data. Final eligibility is determined during the application review.
Data scope The agent uses only your opportunity and partner account data.
Permissions Users without fund request permissions receive an access denied message.
Sessions Conversations are session-based, not persisted. Each interaction has a unique Session ID.