Planning and incentives agents that simply work.

CaptivateIQ Agents are a suite of AI agents purpose-built for sales compensation and planning: Catalyst for predictive modeling; Comp Builder Agent for understanding, debugging, and formula building; and Rev Planning Agent to handle the sales planning workflow and proactively recommend improvements for your plan. Together, they help companies:

• Forecast incentive spend
• Model attainment scenarios
• Give managers the ability to quickly understand and build compensation and revenue logic
• Help build, manage, and improve your sales plan

Both Comp Ops and our MCP server are coming soon, and expected to be brought to general availability in 2027.

CaptivateIQ uses its AI modeling layer, Catalyst, to apply machine learning to historical performance and live pipeline data to forecast commission spend and attainment outcomes. Sales reps can also run real-time “what-if” scenarios to see how future deals may impact commissions — turning sales commission AI into both a planning and motivational tool.

CaptivateIQ’s AI is built into our unified planning and compensation platform, powered by real-time modeling infrastructure and built-in governance controls. Because it operates within the same system that defines plan rules, measures performance, and calculates pay, every output reflects how your business actually determines performance and compensation.

It’s intelligence driven by architecture, enabling precise, adaptive execution with full governance.

CaptivateIQ uses AI to give admins predictive visibility into commission outcomes and give sales reps instant clarity into their earnings. Catalyst supports forecasting, modeling, and anomaly detection, while Comp Ops Agent assists admins in providing accurate and timely responses to inquiries. Comp Builder Agent  further increases efficiency by helping admins easily understand, debug, and create logic as they manage compensation plans.

CaptivateIQ uses Comp Ops Agent to proactively explain commission payouts in plain English, including formulas, plan rules, and source data. This transparency helps sales reps and managers understand their earnings immediately, which reduces commission disputes, eliminates shadow accounting, and decreases support tickets.

No. Comp Builder Agent and Rev Planning Agent never change a plan on their own. Before any change, the agent shows you the logic it wrote, what that logic produces on your live data, and everything the change affects. You approve the change or decline it. The agent works within your existing permissions, so it only sees and edits what you can. Payouts still run through the same CaptivateIQ calculation engine your team uses today.

You can build something that works in a demo. The hard part is everything around it: permissions on who can change what, an audit trail your auditors accept, SOC 2 compliance, and someone who owns the tool when it breaks or the plan changes. A general-purpose AI also needs your plan logic and data handed to it before it can help. Then someone still has to copy its answer back into your system.

CaptivateIQ Agents work inside the platform where your plan logic, data, and calculations already live. They understand how your plans work from day one and every change shows what it affects before you approve it. Payouts still run through the CaptivateIQ calculation engine.