flex agents
Off-Guideline Deal Agent
Identifies quotes outside pricing guidelines and their outcomes.
Who Is This For?
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Pricing Teams
What Problem Does It Solve?
It solves the problem of deals being submitted or approved outside of pricing guidelines, including:
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Quotes below floor, target, or stretch pricing
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Deals outside required in-guideline policy
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Margin-risking quotes that bypass established rules
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Lack of visibility into how frequently reps violate guidelines
What Does It Do?
Flags Deals
Flags deals outside approved pricing guidelines.
Identifies Quotes
Identifies Quotes that violate floor/target/stretch price rules.
Track Outcomes
Tracks outcomes of out-of-guideline quotes (e.g., revenue, status, margins).
Provides Visibility
Provides visibility into where pricing rules are being ignored.
Methodology
Guideline compliance analysis. Exception pattern identification. Success correlation.
Business Objective (Typical Prompt)
Outside Guidelines Deal Monitor
Identifies quotes outside pricing guidelines and their outcomes
Quoting; In quote Guideline; Floor/Target/Stretch prices; Quote Revenue; Status; Margins
Guideline compliance analysis; Exception pattern identification; Success correlation
Required Data
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Quoting
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In Quote Guideline
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Floor Prices
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Target Prices
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Stretch Prices
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Quote Revenue
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Status
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Margins
The Pricefx Copilot does not support the generation of the Flex Agents. The Flex Agents can only be created manually through the Flex framework and the Agent Model Object creation process.