Incentive Payee Advisor

Use Generative AI Agents to answer compensation policy questions and help payees understand their plans.

The Incentive Payee Advisor is an intelligent agent that makes your organization’s compensation documentation and policy instantly accessible and interactive. By uploading your company's existing compensation policies and documents, the AI Agent acts as a knowledge base that can answer seller questions quickly and accurately.

Leverage the Power of AI Agents to Easily Answer Common Questions and Avoid Disputes

Leverage the Power of AI Agents to Easily Answer Common Questions and Avoid Disputes

·  Instant Answers: Sellers can ask questions about their compensation plans, configurations, and next steps, receiving immediate, tailored responses.

·  Reduced Workload for Analysts: Analysts and comp teams will spend less time answering repetitive or common questions, freeing them to focus on higher-value tasks.

·  Improved Seller Satisfaction: No more waiting for service requests to be resolved. Sellers get the information they need, when they need it, resulting in a smoother and more transparent compensation experience.

Steps to Enable

To leverage the agent the agent template will need to be enabled an exposed to the users.

Enabling the Agent Template

  1. Navigate to AI Agent Studio & Search for Incentive Compensation Agents
  2. Copy the Incentive Payee Advisor Template. 
  3. Give the agent a Suffix
  4. Once the Agent Editor opens click "Save & Close"

Preparing the Agent for Publishing

  1. Inside AI Agent Studio navigate to the Tools section
  2. Search for tool named "Incentive Compensation Company Policy" (Note: The tool name will include the suffix you provided in the previous step)
  3. Click Edit
  4. Upload the your company's compensation policies and relevant documents.Upload Company Compensation Policy
  5. Set documents to "Ready to Publish" status
  6. Run the "Process Agent Documents" job.

Publishing the Agent

  1. Once the Process Agent Documents job has completed the agent is ready to publish
  2. Navigate to AI Agent Studio
  3. Find the Unpublished agent under Drafts
  4. Open the agent and click "Publish"

Exposing the Agent in the UI

  1. Create a Sandbox ensuring it:
    • Is publishable
    • Includes Application Composer as a tool.
  2. Enter the newly created Sandbox
  3. Open the Application Composer Tool
  4. Access "Smart Actions" with in application composer
  5. Click "Create" to create a new smart action.

Configuring the Smart Action

  1. Select "Global action"
  2. Provide a name for the smart action
  3. Select "Sales" as the application
  4. Under parent object select from "Compensation Dashboard" or "Plan Components" depending on where you would like to make the agent visible.
  5. Click "Submit"
  6. Publish the Sandbox
  7. The Agent will now be ready for use in the selected pages.

Access Requirements

  • Incentive Compensation Participant
  • Incentive Compensation Participant Manager
  • Incentive Compensation Analyst