The AI agent for CaptivateIQ | Menza
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GET AHEAD OF EVERY CAPTIVATEIQ PAYOUT RUN.

Connect CaptivateIQ to Menza and ask about commission plans, payouts, employees and data workbooks before the questions reach your inbox — who's tracking above plan, why a payout moved, where workbook data looks off. Menza reads it live through the official CaptivateIQ API, and when something needs fixing, it proposes the change and waits for your approval.

  • Reads crm & sales data
  • Can take action on CaptivateIQ, once you approve
  • Connects via the official API

What can Menza do with CaptivateIQ?

Fix workbook errors before they pay out

Menza spots anomalies in data workbooks — duplicate deals, missing splits — proposes the correction, and once you approve, applies it before the calculation run instead of after the complaints.

Answer 'why is my payout this number'

When a rep questions a payout, ask Menza. It traces the figure through their commission plan, workbook data and hierarchy, and hands you the explanation in plain English.

Watch the run before finance does

Menza monitors payouts against previous periods and plan expectations, flagging outliers by team and plan, so month-end reviews start with the exceptions rather than the full export.

See these answers on your own CaptivateIQ data.

Menza working with CaptivateIQ.

Menza doesn't just answer questions about CaptivateIQ — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.

MenzaMenzajust now

October payouts are tracking 18% above forecast — 11 reps on the accelerator tier account for most of it. I'll correct the three workbook rows where deal amounts were double-counted, pending your approval.

MenzaMenza6m ago

Six employees changed teams this month but still sit under their old hierarchy. I'll move all six to the new hierarchy so next cycle's commissions roll up to the right managers.

Connect CaptivateIQ in a couple of clicks.

Is my CaptivateIQ data secure?

Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.

Read our privacy policy
  • Encrypted in transit and at rest
  • Scoped access — you choose what Menza can see
  • Read-only by default; any action needs your approval
  • Credentials are encrypted and never shown to the AI
  • Revoke access at any time

CaptivateIQ questions, answered.

How does Menza connect to CaptivateIQ?

With your CaptivateIQ API key. You paste it once; it's encrypted at rest, never shown to the AI, and used server-side against the official CaptivateIQ API. There's nothing to export and no reporting cube to configure.

What can Menza answer about my CaptivateIQ data?

Everything in your commission stack: employees, commission plans, payouts, data workbooks, hierarchies and reports. Ask who's tracking above plan this quarter, how a payout was calculated, or which workbook rows changed since the last run — answered from the live data.

Is my CaptivateIQ data safe with Menza?

Yes. Your API key is encrypted and never exposed to the AI, and Menza reads only what the key permits. Any action — a workbook correction, a hierarchy update — is proposed first and waits for your explicit approval; Menza never changes CaptivateIQ on its own.

Can Menza speed up commission disputes?

Yes — most disputes are lookup problems. Ask Menza to trace a rep's payout through their plan and the workbook rows behind it, and you get the line-level explanation in seconds, instead of rebuilding the calculation in a spreadsheet to prove it was right.

Put Menza to work on your CaptivateIQ data.