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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).

Tipnote

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.

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 an a r response outcome that meets your requirements. I We recommend testing your prompt in the OpenAI playground (for general AI) or for Pricefx specific prompts use the Pricefx GenAI.

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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Better prompt: "how to create a quote for a product in Quotes Quoting module in Pricefx" 

Give Examples 

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titleExample Prompt and 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 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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titleExample prompt and response in Pricefx GenAI

PROMPT: explain Explain to a business user the concept of a portlet what is a Dashboard in Pricefx

Sure, I'd be happy to helpexplain what a dashboard is in Pricefx!

In Pricefx, a portlet dashboard is a self-contained piece of functionality that provides a specific business capability or featurecustomizable and interactive display that brings together multiple charts, tables, and other data sources in a single view. 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:

  • Product Catalog: provides a list of all the products that can be priced within the platform

  • Product Editor: allows you to create, edit, and manage product information and pricing rules

  • Price List Manager: enables you to create, manage, and maintain price lists for your products

  • Price Calculator: allows you to calculate prices based on specific pricing rules and constraints

  • Reporting and Analytics: provides real-time reporting and analytics capabilities to help you understand your pricing performance and identify opportunities for improvement

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:
What is the relationship between Bain and Pricefx?
Integration Templates (Reference)
Pricefx Platform

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. 

Expand
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. 

Expand
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.

Expand
titleExample prompt and response in Pricefx GenAI

PROMPT: explain to a business user what is a portlet in Pricefx

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:

  • Product Catalog: provides a list of all the products that can be priced within the platform

  • Product Editor: allows you to create, edit, and manage product information and pricing rules

  • Price List Manager: enables you to create, manage, and maintain price lists for your products

  • Price Calculator: allows you to calculate prices based on specific pricing rules and constraints

  • Reporting and Analytics: provides real-time reporting and analytics capabilities to help you understand your pricing performance and identify opportunities for improvement

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:
What is the relationship between Bain and Pricefx?
Integration Templates (Reference)
Pricefx Platform

Use Best Practices

...

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titleExample prompt and response in Pricefx GenAI

(thumbs down) PROMPT: make a quote

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:
Quotes
Quoting Configuration
Create a New Quote
Quote List

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titleExample prompt and response in Pricefx GenAI

(thumbs up) PROMPT: how to create a quote in Pricefx. show a step by step process

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:
Create and Edit Quote Type Templates
5.1 Overview
Quoting
Create a New Quotedesigned 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:

  1. Easy access to key data: With dashboards, you can quickly and easily access the information you need, without having to navigate through complex menu structures or search for individual reports.

  2. Real-time data and insights: Because dashboards are designed to be interactive, you can drill down into the data and view detailed insights in real-time. This allows you to make informed decisions on the fly, without having to wait for reports to be generated or data to be updated.

  3. Customizable and flexible: Dashboards in Pricefx are highly customizable, allowing you to add or remove data sources, charts, and other elements to fit your specific needs. This flexibility ensures that you're always working with the information that matters most to you.

  4. Collaborative and team-focused: Dashboards in Pricefx can be shared with other users in your organization, allowing for easy collaboration and team-based decision making. This can help to ensure that everyone is working with the same information and that decisions are made in a timely and effective manner.

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:
Creating a New Dashboard

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. 

Expand
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 (Pricefx)
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. 

Expand
titleExample prompt and response in Pricefx GenAI
💪

PROMPT:

you

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

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:
Create and Edit Quote Type Templates
Create a New Quote
Build New Excel Template
Export Pricefx Quotes to Salesforce Sales CloudTo 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.

Expand
titleExample prompt and response in Pricefx GenAI

PROMPT: Explain to a business user what is a portlet in Pricefx

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.

More info:
Result Description (Optimization - Shelf Price)

Prompts for Business Users (Applicable to Pricefx)

...

As a developer looking to use Pricefx GenAI, here are some prompts you may want to try out. ⬇️

...

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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titlePrompts for Developers
  • Develop a flowchart for a software testing process on a large-scale project.

  • Give me [number] ideas for incorporating the SOLID principles in my object-oriented design.

  • Describe [number] potential use cases for implementing machine learning algorithms in a data analysis application.

  • I want you to act as a brainstorming assistant and suggest [number] ideas for a coding challenge that will test the problem-solving skills of junior developers.

  • Can you give me [number] unique ideas for a user interfGenAI component that will enhance the user experience of a mobile app?

  • Develop a RESTful API for a [what you need] using [what you want].

  • Convert the following Python code to Java: [code snippet].

  • Generate sample data for testing [add what you want to test here]. The data should include [insert parameters].

Prompts for Data Science (Applicable to Pricefx)

...

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titlePrompts for Data Science
  • I want you to act as a data scientist and perform feature engineering for a customer churn prediction model. The dataset contains customer [metrics]. Please write [insert coding language] code to generate new features that could improve the model’s performance.

  • I have a dataset of customer transactions. Please write code to calculate various customer lifetime value (CLV) metrics, such as [metrics].

  • I want you to act as a programmer in [programming language]. Please simplify this code: [insert code].