This page provides an overview of the main Agent types available in Pricefx, including Curated Agents, Flex Agents, and LLM‑generated Agents. It explains their purpose, technical behavior, and typical usage scenarios.
General LLM‑based Agent Generation
This is the general approach to leverage latest Artificial Intelligence to define the cases to detect from available data.
Using LLM-based Agents
The Agent Generator uses an LLM to design a new Data Agent end‑to‑end from the user’s prompt and the available Datamart schema, instead of starting from a predefined curated template. Concretely, the LLM‑based generator:
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Interprets the business objective in the prompt.
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Proposes series, measures, and filters using the recommended “known good” measures and Datamart Query Expressions syntax aligned with the curated agents catalog.
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Builds detection rules and impact calculations consistent with those measures.
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Generates a complete Agent Definition and Action Definition that can be imported into the partition as a draft agent.
Curated Agents (Template‑based Generation)
A catalog of thoroughly tested agent templates for recurring pricing scenarios (margin shortfall, discount creep, cost pass‑through, unprofitable accounts/products, price realization, freight distortion, returns, etc.). When a curated agent is similar enough, the system uses such first this curated agent instead of general LLM‑based agent generation.
Using Curated Agents
When you ask Copilot to create an agent, the Agent Generator first tries to match your prompt to a curated template using similarity search over that catalog.
Technical Behavior
If a curated template is selected, it is mapped to the customer’s Sales Insights Datamart and instantiated as a ready‑to‑run Data Agent with pre‑built measures, filters, and impact calculation.
Assigning Agents to Users
Curated agents generated via Copilot are created with owner admin. (Initially assigned to admin by design, even if the Copilot prompt requests assignment to a specific user.) Copilot does not override this assignment. Administrators can reassign the Agent afterwards. This can be done in the Action Definition step.
List of Curated Agents
- Cost Pass-Through Agent (Definition)
- Discount Creep Agent (Definition)
- Freight Cost Distortion Agent (Definition)
- Freight Margin Agent (Definition)
- High Buyback Customers Agent (Definition)
- Margin Inconsistency Agent (Definition)
- Margin Shortfall Agent (Definition)
- Per Unit Cost Pass-Through Agent (Definition)
- Price Realization Agent (Definition)
- Product Cost Misalignment Agent (Definition)
- Product Cost Pass-Through Agent (Definition)
- Product Freight Agent (Definition)
- Product Group Margin Variance Agent (Definition)
- Regional Margin Variance Agent (Definition)
- Return Anomaly Agent (Definition)
- Unprofitable Account Agent (Definition)
- Unprofitable Long-Tail Customer Agent (Definition)
- Unprofitable Product Agent (Definition)
Flex Agents (Framework‑based Quote/Negotiation Guidance Engines)
Engine‑based agents that run directly on specific use cases, including specific data sources like Quotes directly or Negotiation Guidance, used when scenarios are too complex for a single Datamart query (e.g., guideline compliance on quotes, quote approval velocity, NG compliance, margin erosion on workflows).
Using Flex Agents
To be configured directly in the application UI. Each Flex Agent has a specific mapping of fields and computations that returns a list of detected items, as any agents.
Creation of Flex Agents
The Pricefx Copilot does not support the generation of the Flex Agents. The Flex Agents can only be created manually from the application UI.