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Adding comments on an inquiry

Varicent Incentives admins can respond to payee inquiries in two ways:

  • Directly from the admin's Sales Portal account

  • Through the Inquiry Management module in the Incentives Admin Client.

Both options ensure that the payee receives the response in their Sales Portal account. However, responding from the Inquiry Management module offers a centralized view of all inquiries.

From the Inquiry Management module, you can reply to an inquiry in two ways:

Commenting on an inquiry manually

You can respond to inquiries by writing and posting comments manually:

  1. From the Inquiry Management module, select an inquiry that you want to respond to.

  2. Type your message in the Activity panel's comment field

  3. Click Add comment.

Auto-generating comments using the Research Assistant

With Research Assistant enabled, you can send an AI-generated reply that helps you create a structured, data-driven response to an inquiry without having to write it manually from scratch.

Note

You can access AI Insights only while the Research Assistant feature is enabled. If you disable this feature, you will lose access to AI Insights for new inquiries. Read Research Assistant to learn more.

The Research Assistant feature is currently offered only to early adopters. It will later be made available to all users as a subscription add-on.

  1. From the Inquiry Management module, select an inquiry that you want to respond to.

  2. From the AI Insights panel, click Generate draft comment.

  3. Review or edit the message in the Activity panel's comment field.

  4. Click Add comment.