Incentive Process Submitter Assistant

Submit Incentive Compensation processes easily using Generative AI Agents. Easily submit processes like Run Participant Assignments, Deploy Compensation Plans, Deploy Participant Assignment rules, Classify Credits, Deploy Classification Rules, Deploy Credit Rules, Submit calculation for all participants, Run Crediting, Run Crediting and Rollup, Run Rollup, Revert Transactions and Collect Transactions.

To use this agent, create an agent using the Incentive Job Submitter Template from Agent Studio and then invoke this agent from any redwood page of your choice like Manage Incentives. Once the agent is invoked, easily submit any of these processes without having to know the navigation to the exact page where these processes can be launched from by just providing instructions to the agent in natural language.

Invoke Agent

Invoke Agent

Submit Process

Submit Process

Easily submit different jobs using natural language from one screen without having to go to multiple screens or having to know where exactly to navigate to to run those processes.  

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 Job Submitter 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: Submit Incentive Compensation Processes.
  • 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.

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.