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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 Pricefx GenAI.

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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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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 (UnityPricefx)
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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