Payee Incentive Advisor & Coach

Use the Incentive Advisor & Coach to provide instant answers and actionable advice to help sellers understand, manage, and maximize their compensation.

Empower Your Payees With Clarity, Self-Service, and Real-Time Coaching

  • Instant Answers: Payees can ask about their earnings, credits, performance, and plan eligibility, receiving immediate, context-specific responses drawn from their own data and accepted plan documents.
  • Personalized Performance Insights:  Highlights current progress toward goals and suggests next steps such as identifying the best credit category or component to focus on—to help users achieve or exceed their targets.
  • Greater Payee Engagement: Reduce disputes, build understanding, and boost motivation by giving payees the transparency, support, and direction they need, right at their fingertips.

Steps to enable and configure

Providing End Users with Appropriate Security Access (First Time Agent Use)

  • Navigate to Security Console
  • Select Role you wish to give access
  • Add the "Access Intelligent Agent Chat" to the role"

Enabling and Publishing the Agent

  • Navigate to AI Agent Studio & Search for agents within the product Incentive Compensation.
  • Copy the"Incentive Compensation Coach and Advisor" Template. 
  • Give the agent a Suffix
  • Once the Agent Editor select applicable security roles that you wish to expose opens click "Publish"

Exposing the Agent in the UI

  • Create a Sandbox by navigating to Configuration - Sandboxes and ensure it:
    • it is publishable
    • it includes Application Composer as a tool.
  • Enter the newly created Sandbox
  • Open the Application Composer Tool by navigating to Tools - Application Composer
  • Access "Smart Actions" within application composer
  • Click "Create" to create a new smart action.
  • Select "Global Action".
  • Provide a name for the smart action. Example: My Compensation Coach
  • Select "Sales" as the application
  • Under parent object select from "Plan Components" or "Compensation Dashboard" depending on where you would like to make the agent visible.
  • Select Action Type as "Agent Team" and Agent Team Code as the Agent Team you published in the step above.
  • Leave the Confirmation message After Action Execution blank and click Continue.
  • Click "Submit"
  • Publish the Sandbox
  • The Agent will now be ready for use in the selected pages.

Access requirements

  • Incentive Compensation Participant
  • Incentive Compensation Participant Manager