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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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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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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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: |
"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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Sure, I'd be happy to help! To create a quote and export it to a client in Pricefx, you can follow these steps:
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: |
"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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Sure, I'd be happy to help! A portlet in Pricefx is a smaller, self-contained application or module that can be displayed within a larger web application or dashboard. In the context of Pricefx, a portlet allows users to view and interact with specific functionalities or data within the Pricefx platform without having to navigate away from the main screen or dashboard. Portlets can be customized and configured based on the user's preferences and specific needs, such as displaying real-time pricing analytics, product cost data, or price list information. Overall, portlets provide a more organized and intuitive user interface by breaking down complex data and functionalities into smaller, easily digestible segments. |
Use Best Practices
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Sure, I'd be happy to help! To create a new quote, you can select the "New Quote" option from the Quoting menu. This will give you a list of all the available quote types or templates that your organization has configured. Select the most appropriate template for your needs and click on it to proceed. Once you've selected a quote type, you can start entering the details of the quote. You can edit the quote name, add products or services, set prices and discounts, and add any other relevant information. If you need more information or would like to learn more about the quoting process, you can access the Quoting Configuration section of the platform to view the available quoting templates and configure your quoting settings. There is also a how-to guide and video tutorial available to help you through the process. Please let me know if there's anything else you need help with!! More info: |
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Sure, I'd be happy to help! Here's a step-by-step guide on how to create a quote in Pricefx: Step 1: Navigate to the Quoting Menu From the main menu, click on the "Quoting" option. This will take you to the Quoting menu, where you can view all the available quote types and create a new quote. Step 2: Select the Quote Type Choose the quote type that best suits your needs. If you don't have any pre-configured quote types, you can create a new one by clicking on the "New Quote Type" button. Step 3: Enter Customer Information Enter the customer information, including name, address, and contact details. This information will be used to generate the quote and provide a basis for the pricing calculation. Step 4: Select Products/Services Choose the products or services you want to include in the quote. You can either select from a list of pre-configured products or create a new product on the fly. Step 5: Configure Pricing Logic Configure the pricing logic for the quote. You can choose from a variety of pricing algorithms, including cost-plus, margin-based, or volume-based pricing. You can also specify any conditional pricing rules or discounts. Step 6: Review and Submit the Quote Review the quote details and ensure everything is accurate and complete. Once you're satisfied, click the "Submit" button to send the quote to the appropriate approver for review. That's it! These are the basic steps for creating a quote in Pricefx. If you need more detailed instructions or have any questions, you can refer to the Pricefx documentation or contact their support team.. More info: |
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Sure, I'd be happy to help! Here's a step-by-step guide on how to create a quote and export it to a client in Pricefx: Step 1: Navigate to the Quoting Menu First, navigate to the quoting menu by clicking on the "Quoting" tab on the top navigation bar. Step 2: Select the Customer Select the customer for whom you want to create the quote. You can search for the customer by name or username, or you can select them from a list of recent customers. Step 3: Click on "Create Quote" Click on the "Create Quote" button to start creating the quote. Step 4: Enter Quote Details Enter the quote details, such as the quote date, quote number, and other relevant information. Step 5: Add Quote Line Items Add quote line items by clicking on the "Add Quote Line Item" button. Select the product and enter the quantity, price, and other relevant information. You can also add custom fields and notes as needed. Step 6: Calculate Quote Total Click on the "Calculate Quote Total" button to calculate the total amount of the quote. Step 7: Export Quote Click on the "Export Quote" button to export the quote to your client. Select the export format as XLSX or PDF, depending on your preference. Step 8: Choose Connection Choose the connection to your client's system, such as Salesforce or an ERP system. Step 9: Export Quote Click on the "Export" button to export the quote to your client's system. And that's it! Your quote has now been created and exported to your client in Pricefx. Note: Make sure that you have the necessary permissions and access rights to create and export quotes in Pricefx. Also, make sure that the customer's information is accurate and up-to-date before creating the quote. More info: |
Prompts for Business Users Prompts for Business Users (Applicable to Pricefx)
Think of Pricefx GenAI as of your Pricefx librarian. You can ask it to fetch content on roughly all Pricefx documentation as long as it is available to the public (some spaces are limited to internal users and partners).
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As a developer looking to use Pricefx GenAI, here are some prompts you may want to try out. ⬇️
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Note that there are still significant limitations to Pricefx GenAI and you may not get always the most accurate response. Take these as mere guides and follow the suggested reading for more information and always double check the results and responses. |
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