Get Plan Insights for Administrator

Get insights for any compensation plan to help determine its efficacy. Ask the agent how much compensation was paid through the plan or how much revenue was generated through the plan. You can also find the top earners or least earners in the plan, get a breakup of data by period, quarter or any other defined interval, get a breakup of revenue by credit category and compare plans.     

To use this agent, create an agent using the Incentive Compensation Plan Insights Template from Agent Studio and then invoke this agent from any redwood page of your choice. Once the agent is invoked, easily troubleshoot crediting issues by just asking the agent questions in natural language Example:
Give me insights on plan CA Salesrep Commission.
Give me total revenue and compensation for this plan.
Who are the top 3 earners in this plan?
Who are the least 3 earners in this plan?
Split earnings by period
Give me revenue by credit category
Give me average compensation and % of salesreps who earned above average.
 

Use this agent to determine whether the plan is working the way it was intended to be and to help determine what your future strategy in terms of plan design should be.

Steps to enable and configure

Enabling and Publishing the Agent

  • Navigate to AI Agent Studio & Search for agents within the product Incentive Compensation.
  • Copy the Incentive Compensation Credit Investigation Assistant Template. 
  • Give the agent a Suffix
  • Once the Agent Editor 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: Investigate Incentive Credits.
  • Select "Sales" as the application
  • Under parent object select from "Plan Components" or any other page 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.
     

Tips and considerations

You can duplicate the agent in Agent Studio and customize the prompt tailored to your organization's needs if you choose to do so.

Access requirements

  • Incentive Compensation Plan Administrator
  • Incentive Compensation Analyst
  • Incentive Compensation Manager