Create Rate Tables using Generative AI

Use Generative AI to help enter rate tables details. 

Login as the Incentive Compensation Plan Administrator and navigate to the Quick Component flow. When you reach the screen to assign a rate table to the component, if you choose the New Rate Table option, the icon to build rate table using AI assistant appears. Click on it to enter the rate table requirements. Click Populate Rate Table to have Generative AI functionality to populate the rate dimensions and rate table rates for you, without having to manually enter the dimensions, dimension tiers and rates one by one.

Enter rate table requirements in natural language. Example:  

For Gold products, 1 % rate from 0 -1000, 2% from 1000 - 3000, 3% from 3000 to 5000, 5% from 5000 and beyond.
For Silver products, 1.1 % rate from 0 -1000, 2.1% from 1000 - 3000, 3.1% from 3000 to 5000, 5.1% from 5000 and beyond.
For all other products, 1.2 % rate from 0 -1000, 2.2% from 1000 - 3000, 3.2% from 3000 to 5000, 5.2% from 5000 and beyond.

or just copy-paste rates from a spreadsheet. Example:

Amount    Gold    Silver    Others
0-1000    1%    1.10%    1.20%
1000-3000    2%    2.10%    2.20%
3000-5000    3%    3.10%    3.20%
5000+    5%    5.10%    5.20%    

.Build Rate Table using AI

Build Rate Table using AI

Use this feature to easily build rate tables by copying and pasting from spreadsheets or just entering in natural language. 

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

Login as an administrator

Click Navigator and then on My Enterprise

Click on Offerings

Select Sales

Click on Opt-in features

In the Intelligence in Sales row, make sure enabled checkbox is checked and click on pencil icon in Features column.

Make sure "Use Generative AI Features in Sales" is enabled.

Next under Setup and Maintenance, under Sales

Click on the Tasks icon on the right and click Search.

Search for "Enable Generative AI Features in Sales".and click on that task in the results.

Under Incentive Compensation, Enable the feature "Generate Incentive Compensation Rate Table".

Click Save..

To manage Generative AI features, grant the Manage Generative AI Features in Sales privilege ( privilege code ZCA_MANAGE_GENAI_IN_SALES) to the sales administrators in your enterprise.

For the incentive compensation plan administrator to be able to use this feature, grant them the Use Generative AI Features in Sales privilege (privilege code ZCA_USE_GENAI_IN_SALES_PRIV).

Tips And Considerations

This feature uses Generative AI and so may not be accurate all the time. Any responses from Generative AI should be vetted before you use it.

To turn off the feature, log in as the administrator and disable the feature "Generate Incentive Compensation Rate Table". Detailed Steps are :

  • Log in as Administrator and navigate to Setup and Maintenance.
  • Click on the Tasks icon on the right and click Search.
  • Search for "Enable Generative AI Features in Sales".and click on that task in the results.
  • Under Incentive Compensation, Disable the feature "Generate Incentive Compensation Rate Table".
  • Click Save..

Access Requirements

Incentive Compensation Plan Administrator