Evaluate Pricefx Agents with Your Data

Table of Contents:

1 Intro
2 Welcome Screen
3 Agents Creation – Setup Steps
- 3.1 Step 1: Download Data Samples
- 3.2 Step 2: Upload Your Data
- 3.3 Step 3: Finish Data Mapping
- 3.4 Step 4: Start Agents Deployment
- 3.5 What’s Next?

Intro

With Pricefx AI Agents, you don’t just hear about AI-driven pricing – you experience it. In just a few steps, you can upload your data, deploy AI Agents, and instantly see how they generate actionable insights. This guided setup gives you a hands-on way to evaluate the power of AI in optimizing your pricing strategy.

Welcome Screen

After logging in with the credentials you received by email from Pricefx, you’ll land on the Pricefx AI Agents welcome screen.

Proceed as follows:

Review the consent statement about data processing.
Check the box: “I agree that all data uploaded may be processed in accordance with the Terms and Conditions and Privacy Policy.”
Click Get Started to continue.

Consent is required before AI Agents can be deployed.

Agents Creation – Setup Steps

The setup wizard will guide you through a simple process to prepare your Pricefx environment and deploy AI Agents.

Step 1: Download Data Samples

Download example datasets to see the required structure for Customers, Products, and Transactions master data.

Customer_Sample.csv
Product_Sample.csv
Transactions_Sample.csv

Use these samples as templates to prepare your own files.

Step 2: Upload Your Data

Upload your datasets for Customers, Products, and Transactions.

Correctly structured data ensures smooth processing.

Step 3: Finish Data Mapping

Map your uploaded transaction data so that AI Agents can correctly interpret and analyze it. Accurate mapping ensures your insights reflect your business data.
This step installs the Sales Insights - Transaction Mapping Accelerator.

Step 4: Start Agents Deployment

Once all steps are complete, click Deploy Agents. This action activates your AI Agents and deploys them to your Pricefx partition, where they begin processing your data and generating actionable insights.

Your agents have been successfully generated and deployed to the partition!

What’s Next?

Start reviewing your deployed Agent in the partition to confirm that the configuration meets your requirements. For instructions see How to Review Deployed Agents.