Compass by Xoxoday— In Progress

Compass Admin App - Agentic AI

Collaborating with the product manager end to end, from discovery to delivery, to improve existing features and ship new ones, including an AI assistant tailored to admins, supervisors, and sales reps.

Industry

Rewards & Recognition SaaS

Average Revenue

$42M

Total Clients

2,000+

Total Users

2.5 million+

AI Feature

Building AI Into the Platform

About the Product

Compass is a sales incentive and performance platform used by sales reps, supervisors, and admins to track KPIs, manage commission plans, and drive team performance across organisations.

The Challenge

Users struggled to discover and complete complex flows like plan creation or metric configuration. Admins spent time manually reviewing data that could be summarised automatically. The platform had the data - but no way to surface it at the right moment.

AI Opportunities

For admins: automate repetitive flows and summarise complex data at a glance. For end users: offer timely nudges and performance recommendations before they ask for them.

Feature Matrix

I collaborated with the product manager to define what to build first and what to phase in - separating the core experience from the enhancements.

FeaturePriorityTarget UsersNotes

Pre-built promptsMust-HaveAllContextual by screen

AI memory across sessionsMust-HaveAll

User LibraryNice-to-HaveAllReusability & reference

Voice supportNice-to-HaveAll

Pre-built agentsNice-to-HaveAdminPlan, Metric, Rewards

Non-Linear ConversationNice-to-HaveAdmin, SupervisorPreview a metric, Plan Creation

AI Behavior by Role

The AI doesn't behave the same way for every user. Tone, capabilities, and suggested actions adapt to the user's role so the assistant feels relevant, not generic.

Admin

Reliable Personal Assistant

"Hi there! I'm your Compass Assistant - here to help you streamline approvals, set up plans, and save time on repetitive tasks. Ready to get things done?"

Suggested Prompts

Summarize the latest plan for review
Duplicate last quarter's plan
List pending approvals by plan group

Supervisor

Insightful Peer

"Hi! I'm here to help you track your team's progress, celebrate wins, and course-correct when needed. Let's drive the performance together!"

Suggested Prompts

Show top performers this week
Compare team performance vs target
Suggest an incentive plan for low performers

Sales Rep

Friendly Motivator

"Hey there! I'm your AI buddy in Compass. I can help you track goals, check rewards, or see how you stack up. Let's make hitting targets easier!"

Suggested Prompts

What's my progress this month?
How many points do I need to reach my next reward?
Where do I rank on the leaderboard?

AI Behaviour - Exposing Progress

The AI shows users exactly what it's doing - before, during, and after execution. This builds trust, reduces uncertainty, and lets users catch and correct mistakes early.

What AI Is DoingWhat the User Sees

Understanding input"Analyzing your request..."

Selecting data sources"Looking up sales transactions and metrics..."

Applying filters or logic"Filtering for Q2 and grouping by team..."

Generating summary"Drafting your plan summary..."

Detecting missing inputs"Looks like we're missing reward details. Want to add them?"

Feature 01

Predefined Prompts

Prompt suggestions load dynamically based on the screen, user role, recent activity, time of quarter, and the current conversation thread - so users always have a relevant next action.

Contextual by current screen
Role-based suggestions
Favourite and recently used prompts
Prompt categories and tabs
Tooltip preview of what each prompt does

Feature 02

Pre-built Agents

Task-specific mini-assistants that handle focused, multi-step workflows - like setting up a plan, configuring a metric, or managing rewards. Proactive, guided, and reusable.

Plan Creation Agent
Metric Configuration Agent
Rewards Setup Agent
Multi-step, interactive workflow
Structured path with early exit options

Other Features

Cascading Plans

Pain Point

Compass lets admins link plans together - one plan's output feeds into another to calculate payouts. In practice, a single plan could connect to 50, 100, even 200 others. The existing view rendered all connections at once. Users couldn't trace the chain, understand the structure, or open a specific linked plan without losing context.

The existing cascading plans view - hundreds of nodes rendered at once, impossible to navigate

Solution

I designed a cascading tree view with progressive disclosure. Each node shows a badge with how many plans are linked to it - clicking expands one level at a time. Users can collapse everything at once and expand specific branches side by side when they need to compare connections. Admins could finally trace any plan chain without having to call support.

UI Design