Using agents for opportunity insights
AWS Partner Central uses AI-powered capabilities to provide insights for your opportunities, including pipeline intelligence, customer profiles, tailored sales strategies, solution recommendations, next step recommendations, and automated opportunity progression.
Prerequisites
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Your account has migrated to AWS Partner Central in the AWS Management Console.
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Your IAM user or role has the required permissions:
partnercentral:List*partnercentral:Get*partnercentral:UpdateOpportunitypartnercentral:SubmitOpportunitypartnercentral:AssignOpportunitypartnercentral:AssociateOpportunitypartnercentral:DisassociateOpportunitypartnercentral:StartEngagementFromOpportunityTaskpartnercentral:UseSessionaws-marketplace:DescribeEntityaws-marketplace:SearchAgreementsaws-marketplace:ListEntities
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You have at least one active opportunity.
Important
Opportunity insights are generated by AI for informational purposes to help guide your sales activities. Insights do not guarantee accuracy or completeness. Partners should verify all AI-generated insights before using them in customer engagements.
Opportunity summary
When you open an opportunity details page, the agent automatically generates a summary at the top of the page. The summary synthesizes key details from the opportunity record, including company name, industry, opportunity stage, expected monthly AWS spend, target close date, and engagement type. This provides an at-a-glance view of the deal without scanning individual form fields.
Pipeline insights
The agent analyzes your open opportunities and surfaces what needs attention, including AWS stage, upcoming deadlines, and stalled deals. Instead of manually reviewing each opportunity, you can access a prioritized, actionable view of your pipeline.
To access pipeline insights
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In the AWS Partner Central console, choose Opportunities from the left navigation to open the Opportunities listing page.
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Choose Ask about sales pipeline at the top of the listing page.
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A conversational panel opens where you can ask questions about your pipeline in natural language.
You can ask the agent about topics such as which opportunities need attention, pipeline health across stages, close date forecasts, patterns in lost opportunities, and overall deal velocity.
Customer profile
On each opportunity details page, the agent generates a company profile for the associated customer using publicly available data from third-party sources.
The profile includes:
| Element | Description |
|---|---|
| Industry classification | The customer's primary industry and sub-industry. |
| Business model | B2B, B2C, or hybrid. |
| Geographic presence | Office locations and regional coverage. |
| Company size and market focus | Scale of operations and target market segments. |
| Recent developments | Notable business updates or announcements. |
Choose Show more to view extended profile details. All profile content is labeled "Generated with publicly available data and AWS AI insights."
Note
Customer profiles are generated using publicly available information and may not reflect the most current business developments. Partners should verify details independently before using them in customer engagements.
Sales play generation
The agent synthesizes everything known about the account and generates a tailored sales strategy on demand. You receive a tailored sales strategy built for the specific opportunity based on available data and AWS best practices.
To generate a sales play
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On the opportunity details page, locate the Opportunity Insights panel.
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Choose Generate sales play.
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The agent produces a sales strategy combining the opportunity's details, the customer's industry context, and relevant AWS solution recommendations.
Solution recommendation
The agent matches your registered solutions against each opportunity's requirements, so you can see which solutions fit without manually cross-referencing your portfolio.
On the opportunity details page, the Opportunity Insights panel displays a Solution Match section. For each recommended solution, the agent shows:
| Element | Description |
|---|---|
| Solution name | The name of the matching solution from your partner account. |
| Description | A summary of the solution's capabilities. |
To view solution recommendations
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On the opportunity details page, locate the Opportunity Insights panel.
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Review the Solution Match section for recommended solutions.
You can also choose Ask about this opportunity and ask questions such as "Which of our solutions best match this opportunity?" or "Is our migration solution already attached to this deal?"
Next step recommendations
The agent doesn't just show you what stage a deal is in — it recommends your next step based on your opportunity data and AWS best practices for co-sell stage progression, so you always know your next best action.
To get next step recommendations
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On the opportunity details page, choose Ask about this opportunity.
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Choose Give me next step recommendations or type a similar request.
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The agent compares the data on your opportunity against AWS stage progression criteria and identifies what information is still needed to move the deal forward.
Opportunity progression
When you are ready to advance an opportunity, the agent can help update the opportunity and progress it to the next stage.
To progress an opportunity
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On the opportunity details page, choose Ask about this opportunity.
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Choose Help me progress this opportunity or type a similar request.
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The agent accepts supporting documents such as meeting transcripts, call notes, or email summaries. Upload the relevant document when prompted.
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The agent extracts details from the document, maps them to the appropriate opportunity fields, and evaluates whether the opportunity meets all requirements for the next stage.
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If all criteria are satisfied, the agent updates the opportunity fields and advances it to the next stage.
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If gaps remain, the agent returns a breakdown of satisfied versus unsatisfied requirements with guidance on what is still needed.
Funding recommendations
The agent evaluates available co-sell funding programs against your opportunity in real time and surfaces the right options based on opportunity details and program eligibility criteria.
From the Funding Recommendation widget on the opportunity details page, you can view recommended programs, get estimated funding amounts, and create fund requests.
For more information, see Using agents for funding recommendations and fund requests.
Important considerations
| Consideration | Details |
|---|---|
| Data scope | The agent considers only opportunities you have submitted to ACE from your partner account. It does not access data from other partners or accounts. |
| Customer profiles | Generated from publicly available data via a third-party API. Not sourced from AWS or partner systems. |
| Permissions | Features are gated by IAM permissions. Users without required permissions receive an access denied message. |
Related resources
