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Agentic Commerce

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Partner-Channel Purchase Routing Agent

Find the right buying channel.

Direct a buyer's AI assistant to the right seller or partner for its location and purchase needs.

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Channel routingIllustrative demo

Route a UK public-sector buyer agent for Atlas Team.

  1. Checked territory and purchaser type against active partner scope.

What it does

Direct the buyer to an eligible seller or partner.

Direct a buyer's AI assistant to the right seller or partner for its location and purchase needs. Built for merchants using partner channels for agent-originated purchases.

  1. Check channel eligibility

    Provide the buyer's location, customer type and your partner or territory rules. Partner capabilities and existing account relationships can improve the referral.

  2. Prepare the permitted handoff

    Check which sales channel can serve the request and identify any ownership conflict.

  3. Verify the receiving channel

    Get a recommended seller and a concise handoff with only the information needed.

How it works

Direct a buyer's AI assistant to the right seller or partner for its location and purchase needs. Built for merchants using partner channels for agent-originated purchases.

Agent architectureTools · knowledge · outputs · oversight
React Flow
Approved documents and context
Approved partner/territory directory Account ownership and disclosure rules Optional: current partner certifications, service coverage and supported product lines, to identify a seller able to meet the request. Optional: verified account ownership and active referral history, to avoid duplicate introductions or channel conflicts.
Find a suitable purchase route sooner
Review the merchant or partner eligible for the buyer's location and purchase type.
Reduce repetition at seller handoff
Pass on the relevant request details and any routing conflict so the receiving seller has the context needed to proceed.
Salesforce · Read channel ownership and partner directory (read)
Retrieve configured partner records and current territory eligibility.
Notion · Read channel and sharing policy (read)
Resolve public-sector and account-specific restrictions.
Salesforce · Draft partner handoff (draft)
Prepare a scoped referral record; delivery requires an authorized channel.
Human review and permissions
Channel owner resolves ownership conflicts and approves fallback partners. If something fails, pause the affected request and check what actually happened. Correct the source information, repeat the checks and renew approval if the proposed action changed. Keep a record of the issue.

  1. 01Gather the context

    Bring together the relevant information from Salesforce, Notion.

  2. 02Check what matters

    Check which sales channel can serve the request and identify any ownership conflict.

  3. 03Prepare the result

    Get a recommended seller and a concise handoff with only the information needed. What has been checked, what still needs a decision and whether any requested action actually completed. Keep private internal notes out of the buyer's response.

  4. 04Review proposed changes

    Channel owner resolves ownership conflicts and approves fallback partners. If something fails, pause the affected request and check what actually happened. Correct the source information, repeat the checks and renew approval if the proposed action changed. Keep a record of the issue.

Integrations

CRM

Examples:
  • Salesforce
  • HubSpot

Knowledge

Examples:
  • Notion
  • Confluence

Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.

What you get

Route buyer-agent requests to an eligible seller with less manual checking and a more useful handoff.

Find a suitable purchase route sooner
Review the merchant or partner eligible for the buyer's location and purchase type.
Reduce repetition at seller handoff
Pass on the relevant request details and any routing conflict so the receiving seller has the context needed to proceed.

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