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In this section, we are reviewing ways to use GenAI prompting to get the best out of the Pricefx chatbot. While many of these are optimized for AI, please note that the principles discussed apply even to the AI developed by the Pricefx team. (we will call it Pricefx GenAI as a working title).

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Info

This section also has a few recommendations for the Pricefx GenAI design and troubleshooting, which can be foundhere.

Improving Prompts

Add Context 

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You are a Pricefx trainer for business users/ configuration engineers answering users' questions. Reply as trainer.

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titleExample prompt Prompt and response Response in Pricefx GenAI

(thumbs up)PROMPT: Create a price list

Sure, I'd be happy to help! To create a new price list, you can follow these steps:

  1. Navigate to the "Price Settings" menu and select "Price Lists" from the dropdown menu.

  2. Click on the "Create New Price List" button.

  3. In the "Create New Price List" form, enter a name for your price list and select the appropriate header type.

  4. Choose the products you want to include in your price list by either selecting them from the list of available products or by using the "Add All" button to include all products.

  5. Optionally, you can also select a target date for the price list and set any calculation parameters.

  6. Click "Save" to create the new price list.

If you have any further questions or need more information, please let me know!!

More info:
Create a New Price List
Edit an Existing Price List
Business Overview (Price Setting)

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titleExample prompt Prompt and response Response in Pricefx GenAI

💪PROMPT: You are a Pricefx trainer for business users/ configuration engineers answering users' questions. Reply as a trainer: I want to create price list and I want to know all the steps involved.

Sure, I'd be happy to help! Creating a price list in Pricefx is a straightforward process, and I'll guide you through all the steps involved.

To create a price list, follow these steps:

  1. Navigate to Price Setting > Price Lists.

  2. Click the + icon to create a new price list.

  3. enter a Name and Description for your price list. The name should be brief and descriptive, while the description can provide more detailed information about the purpose of the price list.

  4. Select the Products you want to include in the price list. You can choose products from your organization's Product Master file within Pricefx.

  5. Assign the price list to a Customer or a Sales Team. You can also leave the price list unassigned if it's for internal use.

  6. Define the Valid From and Valid To dates for the price list. These dates will determine when the prices in the list are effective.

  7. Optional: You can also configure Price List Hierarchy, Pricing Unit, and Price List Categories.

  8. Click the Save button to create the price list.

That's it! You've successfully created a price list in Pricefx. Remember that you can also edit an existing price list by clicking the pencil icon next to the list name.

If you have any further questions or need more guidance, feel free to ask. Good luck with your Pricefx implementation!!

More info:
Pricefx Platform
Create a New Price List
How To
4.2 Video Tutorials
Edit an Existing Price List

CONVERSATION CONTINUING PROMPT: how do I recalculate a price list?

Sure, I'd be happy to help! To recalculate a price list in Pricefx, follow these steps:

  1. Navigate to Price Setting > Price Lists.

  2. Click the pencil icon next to the price list you want to recalculate.

  3. Click the Recalculate button at the top right corner of the page.

  4. Confirm that you want to recalculate the price list by clicking the Recalculate button in the pop-up prompt.

The recalculation process may take a few moments, depending on the complexity of your price list. Once the recalculation is complete, you'll see the updated prices in the price list.

Note that recalculating a price list will only update the prices for products that have been added or removed since the last recalculation. If you want to update the prices for all products in the price list, you'll need to delete the existing price list and create a new one with the updated prices.

I hope that helps! Let me know if you have any other questions..

More info:
Price Lists Overview
How to "restart" aborted calculation of PL
Processes of Price Grid Header Recalculation
Price Setting Tips
Edit an Existing Price List

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Sometimes it is just about finding the exact phrase that AI will respond to. Here are a few phrases that folks have found work well with AI to achieve certain outcomes and may work equally well with Pricefx GenAI. 

"Let's think step by step" → This makes the AI think logically and can be specifically helpful with math problems. 

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titleExample prompt and response in Pricefx GenAI

PROMPT: think step by step to create a price list

Sure, I'd be happy to help you create a price list! To create a price list, you will need to follow these steps:

1.Go to the "Price Setting" module and click on "Price Lists" in the left-hand menu.

2.Click on the "Add" button to create a new price list.

3.Select the products you want to include in the price list by using the filter and checking the boxes next to the products you want to include.

4.Associate the pricing logic you created with the price list by selecting it from the "Pricing Logic" dropdown menu.

5.Fill in the "Price List Name" and select the "Target Date" for which you want to look up valid parameters.

6.Click "Save" to create the price list.

If you have any further questions or need more information, please let me know!!

More info:
How to Create a Price List Simulation
How to Create a Price List Simulation (Unity)
Product Info (Price Setting)
Price List Header Logics
How to Configure Agreements & Promotions

"As a [insert profession/role]" → This helps frame the bot's knowledge, so it knows what it knows—and what it doesn't. 

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titleExample prompt and response in Pricefx GenAI

PROMPT: you are a business user . How do you create a quote and export it to a client in Pricefx?

Sure, I'd be happy to help! To create a quote and export it to a client in Pricefx, you can follow these steps:

  1. Navigate to the Quoting Menu and select "Quotes" from the drop-down menu.

  2. Click on the "Create Quote" button to create a new quote.

  3. Enter the quote details, such as the customer name, date, and other relevant information.

  4. Add quote line items by clicking on the "Add Quote Line Item" button and selecting the appropriate product.

  5. Calculate the quote total by clicking on the "Calculate Quote Total" button.

  6. Once the quote is complete, click on the "Export Quote" button to export it to your client.

  7. Select the export format as XLSX or PDF, depending on your preference.

  8. Choose the connection to your client's system, such as Salesforce or an ERP system.

  9. Click on "Export" to export the quote to your client.

Note: Make sure that you have the necessary permissions and access rights to create and export quotes in Pricefx.

I hope this helps! If you have any further questions or need more information, please let me know..

More info:
Create and Edit Quote Type Templates
Create a New Quote
Price Record - Handbook
Export Pricefx Quotes to Salesforce Sales Cloud
Build New Excel Template

"Explain this topic for [insert specific audience]" → Defining your audience and their level of understanding of a certain topic will help the bot respond in a way that's suitable for the target audience.

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