Executive Summary

It's the day before payroll and the numbers won't tie out. Or SKO is two weeks away and your VP of Sales wants one more quota scenario. These moments have always come with the job. They don't have to anymore.

In this launch session, CaptivateIQ CEO Conway Teng unveils the Comp Builder and Revenue Planning agents. See them work on real plan logic, then hear how ClickUp and Vercel put them to work. Spoiler alert: the agents helped cut their time from four hours to 30 minutes.

What You’ll Learn

In this session, you'll see:

  • How the Comp Builder Agent explains inherited plans, traces payout errors, and builds new logic
  • How the Revenue Planning Agent finds plan improvements on its own and carves balanced territories from one prompt
  • How ClickUp and Vercel hit payroll deadlines and rolled out new plans with less manual work
  • What's next on CaptivateIQ's AI roadmap

Early Adopters Share Real Results

ClickUp and Vercel were among the first comp teams to put the Comp Builder Agent to work on live plans. Here's what changed, and why both still approve every change before it goes live.

4 Hrs → 30 Min

ClickUp's time on manual plan updates once the Comp Builder Agent took on the repetitive work.

190 Reps, New Plans

Vercel moved 190 AEs and SAs onto new revenue-based comp plans, built with the agent's help.

0 All-Nighters

When broken join logic hit ClickUp's payouts days before payroll, the agent found the fix.

See Agents You Can Trust in Action

The agent pinpoints bugs like stale hardcoded values or broken formulas, then proposes the fix.

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Trace Payout Errors Before Payroll

The agent pinpoints bugs like stale hardcoded values or broken formulas, then proposes the fix.

Build New Logic From a Single Prompt

Describe a new SPIFF. The agent writes the formulas and flags what else in your plan should change.

A Rev Ops Expert Working Alongside You

The planning agent spots improvements you didn't ask for and builds balanced territories on demand.

Why AI-Forward Teams Won't Vibe Code Comp

ClickUp and Vercel build with AI every day. Hear why they still trust CaptivateIQ with pay.

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
Conway Teng
CEO
Garrett Kraudy
Garrett Kraudy
Senior FP&A Partner | ClickUp
Vivian Hou
Vivian Hou
Senior Product Manager, CaptivateIQ
Alex Lyod
Alex Lyod
Senior Product Manager, CaptivateIQ
John Houston
John Houston
Associate Product Marketing Manager, CaptivateIQ

One agile platform from planning to payout

Talk to our sales performance experts to learn how you can make sales planning and compensation a strategic growth driver.