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Accelerate Agents

Accelerate Agents

Pricefx Agents are AI-powered assistants that help you make better, faster pricing decisions. They continuously monitor your business data, detect issues or opportunities, and recommend strategic actions.

Agents Accelerator provides the framework for working with Pricefx Agents. The Agent Generator helps create Agents in a smooth and smart process.

How Agents Work

Agents use an event-based architecture powered by "Watcher" technology. When a defined event occurs, like a sudden dip in margin. They analyze the situation and can:

  • Recommend actions and prioritize actions

  • Trigger workflows

  • Send alerts or escalate issues

 

https://youtu.be/3VkEodg4sbU

What to Expect with Agents

  • Rapid onboarding – Agents are typically up and running in under five business days, depending on readiness (such as available data and technical prerequisites).

  • Real-time impact – Agents continuously monitor your data, reducing manual analysis and surfacing actionable alerts and recommendations tailored to your business rules and role.

  • Smart action grouping – Agents can group multiple detected items into a single Action and keep only the most impactful ones, reducing noise in users’ queues.

  • Transparent limits – When Actions are limited, Agents provide a summary of Actions that were not created (Not Created Actions), including their potential impact, so you can see what was de‑prioritized.

  • Seamless workflow integration – Alerts, recommendations, and actions appear contextually during your daily tasks (UI alerts, emails, Copilot chat), enabling fast, targeted responses.

  • Human + AI collaboration – While Agents propose actions, you remain in control; recommendations require your approval or oversight, and all interventions are fully auditable.

  • Direct follow‑up from Agents – From an Action, users can launch Action Tasks (for example, to update a Live Price Grid based on Agent recommendations).

  • Consistent multi‑currency handling – Agents and their dashboards track and display multiple currencies consistently, so financial KPIs stay aligned across Agents, Actions, and Dashboards.

  • Enhanced data trust – Agents evaluate data completeness and quality, signaling gaps or issues transparently so your decisions are always grounded in reliable information.

  • Customizable experience – Each Agent can be tailored to your business needs right from the interface, so you only see insights and actions relevant to you without the need for coding.

The basic building blocks of Agents Accelerator are:

  • Agent – Regularly scans data and applies specified rules (alert conditions) to it. If alert conditions are met during the Agent’s run, the Agent automatically creates predefined Actions.
    Supported data sources for Agents are: Datamart, Simulation Datamart, Rollup or Optimization Model (Datamart tables organized by Models to which they belong). Multiple sources can be joined for complex cases.

  • Action – Task created by Agent in case its alert conditions are met. Actions can also be created manually from Analytics Data Table, charts, Dashboard portlets or Pricefx Copilot.

  • Action Plan – “Wrapper” object allowing you to group Actions created by a Agent together by their nature. Action can be located in a specific group within one Action Plan.

  • Action Task – With Action Tasks, Agents do not just raise alerts, they can also open guided workflows for follow‑up actions such as creating quotes or updating Live Price Grids based on Agent recommendations.

 

 

 

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Check out these agents in action here and here.

 

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How we transform business objectives into AI-driven success

 

Step-by-Step Guide for Business Users

Faster Time-to-Value. Smarter Decisions. Continuous Optimization

Existing Pricefx Customers

  1. Confirm your Pricefx application is on version 14 or higher and core data (product, customer, transactions) is ready.

  2. Clone your PROD environment into a QA (sandbox) environment for agent setup.

  3. Ensure Sales Insights (v1.13.0+), Customer Insights (v1.11.3, and the Agents Accelerator (v1.0+) are deployed.

  4. Coordinate with your Admin/IT contact to deploy the Agents Accelerator using PlatformManager.

  5. Review and discuss business objectives for Agent monitoring.

The Pricefx application must be on the Southside 15.0 release version or later in order to deploy Accelerate Agents 1.2.

New Customers & Prospects

  1. Provide 12–24 months of well-mapped transaction, product, and customer master data as requested by the Pricefx team.

  2. The Agents team will assess data quality, prepare your trial/test environment, and guide you through agent activation.

Try It Yourself

Ready to see Pricefx Agents in action? Request access to the Pricefx Agents Creator and deploy your own agents using your data. In just a few steps, you will experience how AI can uncover opportunities, optimize pricing, and deliver real-time insights tailored to your business ->Evaluate Pricefx Agents with Your Data

 

Starting with Agents

We assume that you do not have to create any agent, but simply select and adjust from the list of curated agents.

  • Access the Agents app via the main Pricefx menu (Modules > Agents).

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  • Review curated Agents and their business focus areas.

  • Read notifications and actionable items as they appear in your Copilot, email, or workflow lists.

  • Approve, reject, or follow up on agent recommendations directly in your workflow without technical intervention.

  • Monitor the impact and track Actions and Action Tasks with built‑in dashboards and review portlets.

Explore Further

Using Copilot for Agent Creation and Guidance

  1. Start from your Customer or Sales Insights Dashboard.

  2. Enter Create agent [type and description] in Copilot’s chat or follow prompts.

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    Sample prompt for agent creation in Pricefx Copilot

  3. Provide the business objective (example: "Track margin leakage for deals over $100k below 10% margin"). Your business objective should be as detailed and clear as possible (think of it as a very accurate prompt!)

  4. Submit the request and Copilot will create or recommend the appropriate Agent and deploy it to your partition.

  5. Review, tune, and approve the Agent as needed using the Detection Rules Step.

For more examples and use cases, see How to Generate Agents or Create Agent in Pricefx Copilot.

Agents Guide for Administrators

First Steps

  1. Set up, configure, and deploy the Agents Accelerator via PlatformManager, ensuring all dependencies (Sales Insights, Customer Insights) are met.

  2. Assign appropriate user roles to business users.

  3. Maintain access, compliance, and role-based controls. Business users action recommendations, but only admins can alter core settings.

  4. Oversee data readiness, secure API setup, and environment partitioning.

Agents Deployment

  • Pricefx Agents use a modular overlay/sidecar architecture, operating alongside your existing environment via APIs and event-driven workflows. Deployment is enabled without changing core platform code or data models.

  • Standard deployments are completed in less than 5 business days (when prerequisites are met: data readiness, environment access, business roles). All new actions and agent routines are delivered as workflow overlays, enhancing your tasks, not disrupting established flows.

  • Use Copilot to create Agents.

Next Steps & Support

See Also