CaptivateIQ, the intelligent sales performance management platform, today announced the general availability of its Rev Planning Agent and Comp Builder Agent. First unveiled in May as part of the broader CaptivateIQ Agents portfolio, both agents provide compensation, RevOps, and finance teams with AI they can trust to build, adapt, and scale incentive compensation and sales strategy as quickly and as often as their business requires.
Incentive compensation and sales planning are complex, high-stakes, and increasingly a moving target. Many organizations now adjust their plans at least quarterly, but 39% say it still takes one to two months to make those changes, according to CaptivateIQ's 2026 State of Incentive Compensation Management Report. Manual processes, disjointed data, and legacy systems hinder organizations' ability to keep up with the pace of change, yet teams have historically been hesitant to adopt AI where accuracy matters most, such as in plan logic and payouts.
CaptivateIQ's Rev Planning Agent and Comp Builder Agent reshape how teams set quotas, coverage, and manage incentive compensation, so strategy shifts can reach the field sooner without sacrificing accuracy.
Working across a customer's live sales planning model in CaptivateIQ, the Rev Planning Agent ensures sales strategy can change at the pace of the business with fewer coverage gaps and more defensible decision-making.
Users can ask questions in plain language and get answers from their actual plan, review changes the agent proposes, and be notified of potential improvements. Capabilities include tracing how a quota was calculated through the full chain of inputs, creating quota policies, worksheets and calculation logic from described changes, and designing and rebalancing territories by building logic, assigning and balancing accounts, and comparing versions before commitment.
The agent also simulates scenarios against live data to proactively flag revenue target gaps, capacity risk, unbalanced territories, and unassigned accounts before users even know to look for them, ensuring no pipeline sits uncovered.
The Comp Builder Agent works from the plan logic and data in CaptivateIQ to help compensation administrators understand, debug, create, and update plan logic seamlessly and without outside help, resulting in fewer payout errors and faster plan launches and rollovers.
Users can describe needs in plain language or upload requirements and get plan-specific explanations and reviewable changes. This includes tracing payout sources even for plans they did not build, debugging calculations by finding root causes and applying fixes after approval, and building net-new plans or rolling forward last year's plans with changes applied consistently.
Built around trust, both agents work from an organization's own data, logic, and rules, and are designed so teams stay in control of every change and can explain every number. The admin must preview changes before they are applied, ensuring humans remain in the loop. Every calculation runs through the CaptivateIQ platform rather than being generated by the LLM, so results are deterministic, traceable, and audit-ready by default.
One beta customer, an enterprise software company, used the Comp Builder Agent to update compensation plans 80% faster and is projected to shave one to two weeks off its year-end plan rebuilds. Another customer, an AI-native technology platform, cut 16 hours of manual work from a compensation plan project with a tight deadline, finishing in half the expected time without service hours or support tickets.
About CaptivateIQ
CaptivateIQ is rebuilding compensation and sales planning for the age of AI. The platform's AI agents are built directly into SmartGrid, CaptivateIQ's real-time modeling architecture, designing, running, and adapting the systems behind go-to-market execution with the speed and precision today's revenue leaders demand.
