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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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 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
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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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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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