Common Agent Tutorial (Agents) | Pricefx Knowledge Base

Important: This functionality is intended for internal use and super users only.
The primary method for creating Pricefx Agents is through the Pricefx Copilot within the partition. For more information see Create Agent inside Pricefx Copilot.

Prerequisites

Common Tutorial Prerequisites (Agents)

Partition in PlatformManager

Go to platform.pricefx.com and sign in.
Open the Account tab.
Select the customer account for which you want to generate Agent.
Navigate to Partitions.
Choose the partition for agent deployment.

Define Business Objectives

Navigate to Partition Overview.
Navigate to AI Agent Generator.
Define the Business Objectives.

You can include detection rules, frequency (e.g., daily), and expected outputs.
Select Datamart.
Click Generate Agents.

A progress bar will display as the native Pricefx AI tool generates your Agents. Successfully generated agents will be marked in green, failed ones in red.

Business Objective (Typical Prompt) is listed on the Agent Definition page.

Deploy Agent

At this point, you can perform following actions.

Click to deploy Agent directly to partition.
Click to export configuration as JSON.

Configuration stored in JSON can be used to Create Agent inside Pricefx Copilot.
Click to copy JSON to clipboard.

Review and Adjust Agent

Go to your partition.
Go to Pricefx Agents > Agents.
Open the newly created Agent.
You should be able to see the concrete steps.

For more information see Tutorial Steps page for desired Agent.

Typical Adjustments

Change Group By (e.g., aggregate by Customer + Product Group, not Document ID).
Modify Thresholds (Margin %, Revenue minimums).
Remove duplicates if redeploying.

For more information see How to Review Deployed Agents.

Validate Results

Run a preview of detection rules.
Check if the flagged Transactions/Customers align with your expectations.
Adjust filters or measures if the agent produces too many or too few results.