Executive Summary
On October 21, CaptivateIQ is making agentic planning and incentives a reality. We're launching agents that will reshape how you set quotas and coverage, and dynamically change plans as the need arises.
What You’ll Learn
60 minutes, three moments:
- Keynote led by CaptivateIQ CEO Conway Teng on "Our Vision for Trusted AI in Revenue"
- A demo of Rev Planning and Comp Builder agents showcasing how to make real changes to real plan logic
- A fireside chat with CaptivateIQ customer and agent beta user, ClickUp, on the specific use case they pointed an agent at first, the errors and gaps it caught before they became a problem, and what it freed their teams up to focus on instead
Spoiler alert: these agents helped cut down their time from four hours to 30 minutes.
In this new era of incentives and planning, we combine your logic, your rules, with agents that you trust to help you build and scale.
Speakers
CaptivateIQ elevates expert voices from within the company and invites top minds from the world of ICM and SPM to lend their outlook and perspectives.

Conway Teng
CEO

Garrett Kraudy
Senior FP&A Partner | ClickUp

Alex Lyod
Senior Product Manager, CaptivateIQ

Vivian Hou
Senior Product Manager, CaptivateIQ

John Houston
Associate Product Marketing Manager, CaptivateIQ

