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Getting Started (Agents)

Getting Started (Agents)

As a business user, you typically do not build agents from scratch, you select, adjust, and review curated agents that were created for you, often using the Pricefx Copilot.

Prerequisites

To start using Agents, make sure the following prerequisites are in place. If you are not sure, contact your Pricefx administrator.

Agents Accelerator Deployed

Your partition should have the Agents Accelerator package installed and deployed, along with the required accelerators such as Sales Insights and Customer Insights.

Correct Business Role

To access Agents and related actions, your user account must be assigned at least one of these business roles:

  • [Agents] Watchers Analyst – View Agents and create Actions for items assigned to you.

  • [Agents] Watchers Contributor – View and edit Agents, create and work with Actions created by Agents you edited.

  • [Agents] Watchers Manager – Full access to add, delete, duplicate, edit and view Agents created by all users, and manage Actions created by your Agents.

Only users with these roles can see the Create Agent and Create Action buttons in the UI. For more information see Business Roles.

Core Data is Available

Agents rely on your transaction, Product and Customer data (typically in Datamart or related Data Sources). Make sure your organization has agreed which data will be used for monitoring and that it is regularly updated.

Accessing Pricefx Agents

Once your access is configured, you can open the Pricefx Agents.

  1. Go to Modules > Agents.

  2. On the Agents overview, you can:

    • Browse deployed Agents.

    • See which areas they monitor (for example margin, volume, discount compliance).

    • Open an Agent detail to review rules, filters and actions.

You may also see Agent‑related alerts and actions in other parts of the application (for example on Dashboards, in Workflow lists, or via Email Notifications).

How Agents Are Created (via Pricefx Copilot)

Agents are generated and configured based on business objectives. In many cases, your implementation team or power users will create Agents for you using Pricefx Copilot. You can also initiate Agent creation yourself via Copilot, if enabled for your role and partition.

Create Agent in Pricefx Copilot

To create an Agent directly from the Pricefx with Copilot, follow the procedure described in Create Agent inside Pricefx Copilot.

Summary of the Copilot‑based Agent Creation Flow

  1. Click the Copilot icon in the top header bar on a page where the Copilot is available.

  2. In the Copilot conversation window, start your message with the keywords Create agent.

  3. Review the Agent proposal and click Confirm.

  4. Copilot will start creating the Agent in the background. You will see a confirmation message in the chat once the process starts.

  5. When the Agent is created, you receive a success message with a direct link to the new Agent’s detail. You can also find it later under Pricefx Agents > Agents.

By default, newly created Agents are in Draft workflow status. They need to be reviewed and approved before they start running in your environment.

Working with Curated Agents

In most deployments, you will start from a curated list of Agents prepared for common business scenarios (for example margin shortfall, discount policy violations, churn risk).

As a business user you can:

  1. Review available Agents

    • Go to Modules > Agents.

    • Filter or search the list to find Agents related to your role or business area.

    • Open an Agent to see what it monitors (data sources, filters, thresholds) and what Actions it creates.

  2. Fine‑tune Agent behavior (if allowed)
    Depending on your role and configuration, you may be able to suggest or apply adjustments such as:

    • Narrowing the customer or product scope.

    • Adjusting thresholds (for example minimum margin, minimum revenue).

    • Changing how often the Agent runs.

    Work with your administrator to validate changes before they are approved in a production environment.

  3. Monitor performance and impact

    • Use dashboards and reports linked from Agents to see trends in the issues they detect and the outcomes of the Actions taken.

    • Use this feedback to refine which Agents are most valuable for your team.

Acting on Agent Recommendations

When an Agent detects that its alert conditions are met, it creates one or more Actions. Actions represent specific items that need your attention, for example:

  • A deal with margin below the target level.

  • A customer with sudden drop in volume.

  • A product with inconsistent pricing across regions.

As a business user you typically:

  1. Receive notifications
    Actions can appear:

    • In your workflow or task lists.

    • As UI alerts or on dedicated dashboards.

    • As email messages or Copilot notifications, depending on your setup.

  2. Open the Action detail

    • Review the context (customer, product, transaction, time period).

    • Check the explanation or rationale provided by the Agent.

  3. Decide on the next step
    Typical next steps include:

    • Approve or apply a recommended change (for example updated price or discount).

    • Ask for more information from colleagues.

    • Postpone, reassign, or close the Action if no change is needed.

  4. Track resolution
    All Actions and their status changes are tracked, so you and your managers can see what was resolved, what is pending, and which Agents are driving the most impact.

Using Copilot for Ongoing Guidance

Beyond creating Agents, you can also use Copilot to help you work with existing Agents.

  • Ask Copilot what an Agent does in business terms.
    For example “What does the Margin Shortfall Agent monitor?”.

  • Request explanations for a specific Action or set of Actions.

  • Explore “what‑if” scenarios before you approve changes recommended by Agents.

See Also