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Creating Plans with AI

When you’re onboarding a new plan from a document, this flow gives you an auditable path from uploaded PDF → approved calculation rules → validated payouts on a known deal.

What you can do on this page

  • Upload plan documents (PDF/DOCX/MD) into the Plans Library.
  • Monitor parsing progress and failures in the Imports tab.
  • Open a plan and review extracted structure and calculation content.
  • Refine calculation text using plan chat (explain/modify on selected text).
  • Move from draft/pending changes to approved updates when ready.
Under the hood
  • Imports: uploads create background processing tasks; retries may be needed for low-quality scans or missing pages.
  • Pending changes: edits (including chat-driven modifications) can create pending plan changes until approved.
  • Common failure modes: unreadable documents, missing required mappings/fields, and approval blocks (validation checks).
  • How to verify: see How to verify an import finished below.
  • If it fails: use the Imports tab to review failure details and retry with a cleaner / complete document.

1) Upload the plan document

  1. Open Commission → Plans Library.
  2. Drag-and-drop plan documents onto the page, or click Upload Plans.
  3. Optionally toggle Review to enable additional AI review checks during parsing.
Plans Library uploads
Plans Library uploads

Supported file types: PDF, DOCX, and MD.

2) Track imports

  • Use the Imports tab to monitor upload/parsing progress.
  • If a plan fails to import, retry after addressing the document issue (missing pages, unreadable scans, etc.).

How to verify an import finished

  • Upload your plan document and note the plan name Core8 creates.
  • Open the Imports row for the upload to confirm it finished successfully (or to view errors/warnings).
  • Open the created plan in the Plans Library and verify: effective dates, selection rules, and at least one example calculation.
  • If the import failed, fix the document (missing tables/definitions) and re-upload; if it succeeded but results look wrong, refine in Plan Chat and re-approve.

3) Open the plan to review details

From the library grid/table, click the plan to open its detail page.

4) Refine with plan chat (Commission Calculation tab)

The plan’s Commission Calculation tab shows the plan content and a chat assistant side panel (on large screens).

Plan calculation + chat
Plan calculation + chat

You can:

  • select text and ask the assistant to explain it, or
  • select text and ask the assistant to modify it.

Common issues

  • Import fails or stalls: check the Imports row for errors/warnings (missing pages, unreadable scans) and retry with a cleaner/complete document.
  • The extracted logic looks wrong: use Plan Chat to clarify ambiguous sections and then approve changes; validate on a single known deal.
  • The plan does not affect payouts: confirm plan dates/selection rules and that reps are assigned to the plan for the relevant period.