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Review 2Checkout partner network
Report

Spot gaps in a 2Checkout partner network in one pass

For operations teams who give their AI assistant a partner code and ask for the partner, its resellers and any matching affiliate.

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Review 2Checkout partner network
Review 2Checkout partner NWT-001 and its resellers, and tell me if anything looks incomplete.
Northwind Traders (NWT-001) is active, but 2 things need a look. - Profile: US, USD, proformas allowed - Resellers: 4, of which 1 has no email on file - Possible duplicate: affiliate Northwind Traders Ltd Want the reseller table with codes and countries?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-partner
2checkout-get-reseller
2checkout-get-affiliate

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

Partner setups spread across three screens

In 2Checkout, partners, resellers and affiliates sit in separate screens. An inactive partner, one with no resellers or resellers with no email, or a duplicate affiliate is easy to miss.

Without PopdockAI

  • Open the partner profile
  • List its resellers on another screen
  • Search affiliates for a matching name
  • Miss the gap in between

With PopdockAI

  • Partner profile and resellers read
  • Affiliates searched for the partner company name
  • Inactive, empty and incomplete setups flagged
  • Stops if the partner is not found, nothing edited

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Review partner `{partner-code}` and the resellers and affiliates around it.

**Step 1: Partner**

Call `2checkout-get-partner` with `partner-code` set to `{partner-code}`. Note status, company-name, country, currency and can-create-proformas.

**Step 2: Resellers and affiliates**

Call `2checkout-get-reseller` with `partner-code` set to `{partner-code}`. Call `2checkout-get-affiliate` with `affiliate-name.contains` set to the partner company name to spot a matching affiliate.

**Step 3: Report**

Partner profile, reseller table (reseller-code, company, email, country), and flags: partner not active, no resellers, resellers missing email, a possible affiliate duplicate.

**Rules & Guidelines:**

* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**

* If the partner is not found, stop and say so.

Who it's for

One answer, three teams that use it

Partner managers

Check a partner before a review call

See status, resellers and flags for one partner in a single answer.

Review 2Checkout partner CONTOSO-P1 and its resellers.

Channel operations

Find resellers missing contact details

Resellers without email are flagged so they can be completed.

Which resellers under 2Checkout partner FAB-022 have no email?

Finance analysts

Spot duplicate affiliate accounts

An affiliate that may duplicate the partner is flagged before commissions double up.

Does 2Checkout partner NWT-001 also exist as an affiliate?

How it works

What PopdockAI does when you ask

You give a partner code and your AI assistant reads the partner, its resellers and matching affiliates. It never edits a partner, reseller or affiliate.

01

Ask

You give a partner code.

Your AI tool

02

Read

It pulls the partner profile, then the resellers under that partner.

2checkout-get-partner
2checkout-get-reseller

03

Match

It searches affiliates for a name that matches the partner company.

2checkout-get-affiliate

04

Report

You get the profile, a reseller table and flags for inactive, empty or incomplete setups.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-partner

Returns partners records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-reseller

Returns resellers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-affiliate

Returns affiliates records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Partner gaps spotted in one pass

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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