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Build your first plan with the Driven Agent. Upload the plan you already have, answer a few questions in the chat, then publish the drafts when the preview looks right.

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The path

1

Connect your CRM

Open Integrations and connect HubSpot, Salesforce or Pipedrive. The agent uses those deals and fields when it builds the plan. See Connect your CRM.
2

Build the plan in chat

Open Driven Agent. Attach your plan document and describe who is on the plan and how commission works. The agent creates the plan, the people and draft compensations. See Build your first plan.
3

Review and publish

Compensations stay drafts until you publish them. Open each one in the Compensation Builder, check Live Preview, and click Review & Publish.

Connect your CRM

Connect HubSpot, Salesforce or Pipedrive so the Driven Agent can build a plan from your deals.

Build your first plan

Upload your compensation plan and let the Driven Agent create the plan, people and draft compensations.
Last modified on October 27, 2026