AI Rule Creation

Describe your commission structure in plain English and let ReportFlow's AI assistant generate the rule configuration for you. No coding, no formulas, no spreadsheet logic—just tell us how you want to pay your team.

Natural Language

Type rules like you would explain them to a colleague.

Instant Preview

See the generated rule before you save it.

Easy Edits

Refine by continuing the conversation with the AI.

How to use the AI rule assistant

Navigate to Commission Rules → Create Rule in your dashboard. Instead of filling out the structured form, click the AI Assistant tab. A text box appears where you can type a description of your desired rule.

"Pay 10% commission on all revenue, but if a chatter brings in more than $2,000 in a single shift, bump their rate to 15% for that shift."

After you submit, the AI parses your request and generates a tiered rule with two brackets: 10% up to $2,000 and 15% above. A preview card shows the rule's parameters so you can verify it matches your intent.

Refining and iterating

If the generated rule isn't quite right, continue the conversation. Type a follow-up like "Actually, cap the commission at $500 per shift" and the AI will update the rule accordingly. Once satisfied, click Save Rule to add it to your active configuration.

Example prompts

  • "5% flat commission on every clockout for all chatters."
  • "$50 bonus when a chatter clocks out with more than $3,000 in revenue."
  • "12% for subscriptions, 8% for tips, 10% for purchases."
  • "Hanna's chatters get 15% instead of the default 10%."

Behind the scenes

The AI assistant uses OpenAI GPT-4 with a carefully engineered system prompt that understands ReportFlow's rule schema: rule types (percentage, fixed, tiered), priority ordering, model scoping, and transaction type filters. The generated rule is stored as structured JSON in the database, just like rules created via the manual form.

Next steps