Incentive Dispute Research Assistant

Uses Generative AI agents to automate the time consuming process of investigating payee questions and disputes. By intelligently retrieving plan data, transaction records, and relevant documents, the Agent empowers compensation teams to resolve compensation issues quickly and accurately without having to search through numerous reports and configurations.

Boost Response Speed and Analyst Productivity with Intelligent Issue Research

· Automated Investigation: The AI Agent researches compensation issues such as missing or incorrect earnings, plan assignments, and payment status, saving analysts valuable time.
· Actionable Explanations: Analysts receive clear, data-backed insights and recommended next steps for swift resolution, reducing manual steps and guesswork.
· Fast, Accurate Answers: Instantly respond to common compensation questions from analysts and with context driven, conversational responses.
· Faster Payee Satisfaction: Respond to payee inquiries in minutes instead of days, keeping your sellers informed and confident in their compensation.

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: Payee Issue Researcher
  • 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 Plan Administrator
  • Incentive Compensation Analyst
  • Incentive Compensation Manager