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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Good to know: GenAI builds on previous information (think of it like a dialogue). The moment you are changing the topic of conversation, you may get an error message. Simply refresh your browser tab and continue with your query. |
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Improving Prompts
Add Context
Just like humans, AI does better with context. Think about exactly what you want the AI to generate, and provide a prompt that's tailored specifically to that.
Here are a few examples of ways you can improve a prompt by adding more context:
Basic prompt: "create a quote."
Better prompt: "how to create a quote for a product in Quotes in Pricefx"
Give Examples
Providing examples in the prompt can help the AI understand the type of response you're looking for (and gives it even more context).
For example, if you want the AI to reply to a user's question in a chat-based format, you might include a previous example conversation between the user and the agent. You'll want to end your prompt with "trainer" to indicate where you want the AI to start typing. You can do so by using something like this:
You are a Pricefx trainer for business users/ configuration engineers answering users' questions. Reply as trainer.
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| title | Example prompt and response in Pricefx GenAI |
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Sure, I'd be happy to help! To create a new price list, you can follow these steps:
Navigate to the "Price Settings" menu and select "Price Lists" from the dropdown menu.
Click on the "Create New Price List" button.
In the "Create New Price List" form, enter a name for your price list and select the appropriate header type.
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.
Optionally, you can also select a target date for the price list and set any calculation parameters.
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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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:
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:
Sure, I'd be happy to help! To recalculate a price list in Pricefx, follow these steps:
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: |
Provide a Role
Pricefx GenAI can respond from a designated point of view (for selected task where such roles are applicable). Simply tell Pricefx GenAI the reference material or instructions you want it to consider every time it generates a response, and you're set.
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Sure, I'd be happy to help! In Pricefx, a portlet is a self-contained piece of functionality that provides a specific business capability or feature. It's like a mini-application within the Pricefx platform that can be used to perform a specific task or set of tasks. Think of a portlet like a modular Lego block - it's a separate piece that can be combined with other blocks to build a more complex structure. In the case of Pricefx, the portlets are the building blocks that can be used to create a customized pricing solution for your business. Some examples of portlets that are available in Pricefx include:
By using portlets, you can create a customized pricing solution that meets the specific needs of your business, without having to build everything from scratch. This can help you get up and running faster, and reduce the cost and complexity of your pricing operations. I hope that helps! Do you have any other questions about portlets in Pricefx?? More info: |
Use Expressions
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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| title | Example prompt and response in Pricefx GenAI |
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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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GenAI builds on previous information (think of it like a dialogue). The moment you are changing the topic of conversation, you may get an error message. Simply refresh your browser tab and continue with your query. |
There's very little chance that the first time you put your AI prompt in, it'll generate exactly what you're looking for. You need to write, test, refine, test, and so on until you consistently get a response outcome that meets your requirements. We recommend testing your prompt in the OpenAI playground (for general AI) or for Pricefx specific prompts use the Pricefx GenAI.
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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
Just like humans, AI does better with context. Think about exactly what you want the AI to generate, and provide a prompt that's tailored specifically to that.
Here are a few examples of ways you can improve a prompt by adding more context:
Basic prompt: "create a quote."
Better prompt: "how to create a quote for a product in Quoting module in Pricefx"
Give Examples
Providing examples in the prompt can help the AI understand the type of response you're looking for (and gives it even more context).
For example, if you want the AI to reply to a user's question in a chat-based format, you might include a previous example conversation between the user and the agent. You'll want to end your prompt with "trainer" to indicate where you want the AI to start typing. You can do so by using something like this:
You are a Pricefx trainer for business users/ configuration engineers answering users' questions. Reply as trainer.
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Sure, I'd be happy to help you create a price list! To create a new price list, you will need to can follow these steps:1.Go
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.
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! In Pricefx, a portlet is a self-contained piece of functionality that provides a specific business capability or feature. It's like a mini-application within the Pricefx platform that can be used to perform a specific task or set of tasks. Think of a portlet like a modular Lego block - it's a separate piece that can be combined with other blocks to build a more complex structure. In the case of Pricefx, the portlets are the building blocks that can be used to create a customized pricing solution for your business. Some examples of portlets that are available in Pricefx include:
By using portlets, you can create a customized pricing solution that meets the specific needs of your business, without having to build everything from scratch. This can help you get up and running faster, and reduce the cost and complexity of your pricing operations. I hope that helps! Do you have any other questions about portlets in Pricefx?? More info: |
Use Best Practices
Below is a sample of how better prompting can yield better responses from our AI. The lesson here is simple: Better context and tasking ➡️ better prompting 🟰 better results. See the improvement in the answers provided based on improved prompts below.
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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! 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:
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:
Sure, I'd be happy to help! To recalculate a price list in Pricefx, follow these steps:
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: |
Provide a Role
Pricefx GenAI can respond from a designated point of view (for selected task where such roles are applicable). Simply tell Pricefx GenAI the reference material or instructions you want it to consider every time it generates a response, and you're set.
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Sure, I'd be happy to explain what a dashboard is in Pricefx! In Pricefx, a dashboard is a customizable and interactive display that brings together multiple charts, tables, and other data sources in a single view. It's designed to help users quickly and easily track important metrics, monitor key performance indicators, and make informed decisions based on real-time data. In essence, a dashboard is a visual representation of your business data that allows you to quickly and easily see the information that matters most to you. It can be customized to fit your specific business needs, and can include charts and other elements that are specific to your industry, product line, or other factors. The main benefits of using dashboards in Pricefx include:
Overall, dashboards are a powerful tool for managing your business data in Pricefx, providing users with the information and insights they need to make informed decisions quickly and easily. More info: |
Use Expressions
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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💪 PROMPT: you are a business user. How do you create a quote and export it to a client in Pricefx? Generate a step by step guide |
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PROMPT: You are a business user. How do you create a quote and export it to a client in Pricefx |
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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"? |
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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:
Navigate to the Quoting Menu and select "Quotes" from the drop-down menu.
Click on the "Create Quote" button to
create a new quote.
Enter the quote details, such as the
customer name, date, 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:
Create and Edit Quote Type Templates
Create a New Quote
Build New Excel Template
Export Pricefx Quotes to Salesforce Sales Cloud
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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. |
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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Prompts for Developers (
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Applicable to Pricefx)
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.
Also keep in mind that some of the queries might be subject to confidentiality and roles (e.g. Project Managers), meaning that only logged in users with specific credentials might be able to access the information. As such, it will likely not be available in the replies you get from Pricefx GenAI.
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Prompts for Data Science (
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Applicable to Pricefx)
As a data scientist looking to use Pricefx GenAI, here are some prompts you may want to try out. ⬇️
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