What's new in PartnerOS

New

• Missions & points — build guided mission paths for new partners; missions auto-complete from real events (first deal registered, first customer, course finished) or manual check-off, and pay out points on a ledger that is fully separate from money.

• Partner tier ladder — define tiers with your own names, ranks, and thresholds (points, customers, won deals). Partners are promoted automatically the moment they qualify — never demoted — and every promotion emits a tier-change event your automations can react to.

• Mentorships — pair experienced partners with new ones; both sides see the pairing in their portal, and assignments emit events for onboarding playbooks.

• Bookable services — publish service packages (training sessions, managed sprints, dedicated support) with hours and credit prices. Partners book from their portal; confirming a booking debits their credit wallet in the same transaction.

• Product usage mirror — your product's metering pushes per-partner usage through a machine-scoped ingest API (idempotent on external reference, safe to retry). Partners and operators see the same read-only numbers; billing stays in your source system.

• Brand variables in materials — tokens like {{brand.name}} render as each partner's approved brand on public share links, so one template ships correctly branded for every partner.

• Materials studio — full redesign: a full-height folder explorer, a document-style canvas you edit inline (headings, text, bullets, stats, quotes, images), live preview, and a variables panel that detects every token and lets you populate sample values without ever baking them into the content.

Improved

• Usage metrics are tenant-defined end to end — every org and product pushes its own metric names and units; nothing is hard-coded to any one kind of product.

• New admin Growth area (Engagement, Services) and portal Missions and Services pages, all permission- and feature-gated.

New

• Configurable commercial models — commission, resale, white-label, and agency programs, each with its own platform gates and defaults.

• Credit wallets and bulk credit packs — partners hold credits distinct from cash balances; packs are purchasable in bulk.

• Price books — per-partner and per-tier pricing with effective dates.

• Plan & billing — subscribe to the platform itself with Stripe-backed plans and a self-serve billing page.

Changed

• Wallets carry an explicit kind (cash vs credit) so ledgers, payouts, and credit spend can never mix.

New

• Customer 360 — one profile per customer: deals, tickets, surveys, health, documents, and activity in a single view.

• Unified event timeline — every domain event (deal moved, document signed, ticket escalated) on one chronological feed.

• Custom metric definitions — define the KPIs your program cares about and track them per customer or partner.

• Custom dashboards — compose metric tiles, charts, and tables into shareable operator dashboards.

New

• Service desk — tickets with public and internal conversation threads, assignment, priorities, and SLA escalation.

• Customer health — scored health per customer with trend history, feeding alerts and playbooks.

• Surveys — CSAT and NPS surveys with response tracking rolled into customer health.

New

• Full OpenAPI reference — every endpoint documented and browsable, generated straight from the running contracts.

• Machine API keys — scoped, revocable keys for server-to-server integrations; the plaintext key is shown exactly once.

• Inbound webhook triggers and outbound webhook actions — external systems can start playbooks, and playbooks can call external systems.

• Copilot — an in-product assistant that answers from your own program data and proposes actions, gated by the caller's permissions.

New

• Folder trees for materials and documents — nested folders with breadcrumbs, scoped per tenant and product.

• Configurable pipelines — define your own stages with colors and semantic flags (initial, won, lost, closed); run multiple pipelines per entity type.

Changed

• Agreements folded into the documents stack — one legal engine for templates, generation, and signing; legacy agreement links redirect.

New

• Document templates — sectioned legal templates with variables, levels, and categories.

• Document generation — create documents from templates or ad hoc; track revisions, statuses, and signatures end to end.

• Document bundles — group related documents (MSA + order form + DPA) and send them as one set.

• Compliance center — subprocessor registry and compliance pages partners can reference.

New

• Visual playbook builder — triggers, conditions, delays, and actions on a node graph with live validation.

• Event triggers — react to anything that happens in the program: deals moving, documents signed, partners joining.

• Action library — send templated email, create tasks, generate documents and invoices, grant credits, call webhooks.

• Run history — every enrollment and step logged and inspectable, with per-step retries.

New

• Referral links & tracking — per-partner links with click and conversion attribution.

• Partner groups & segments — group partners for targeting content, automations, and reporting.

• Training courses — course and completion tracking, ready to gate certifications on.

• Email templates — reusable templated email for partner and customer audiences.

New

• Commission rules & ledger — per-program rules with a full earning ledger per partner.

• Invoices — draft, send, and track invoices with line items and statuses.

• Payout runs — collect approved earnings into payout batches and mark them paid.

New

• Multi-tenant organizations with role-based access — operator, manager, finance, viewer, and partner seats, scoped in the data layer.

• Partner applications & onboarding — application forms and a kanban onboarding flow.

• Deal registration & pipeline — partners register deals, operators run the board.

• Customers, activity feed, and the first operator dashboard.