Enable Pricefx Copilot Access from Any Page

The Pricefx Copilot can now be launched from any page in the application using a new button in the top header. This improvement makes the Pricefx Copilot easier to access.

  1. Go to Administration > Configuration > Advanced Configuration Options.

  2. Click Add.

  3. In the Add Option menu:

    • Enter enableCopilot in the Name field.

    • Enter the list of pages where you want the Pricefx Copilot to be active in the Value field, separating each page with a semicolon (e.g., /dashboards;/pb/pricelists;).

EnableCopilotAddOption.png
  1. Click Add.

Once completed, the Pricefx Copilot icon  Pricefx Copilot Logo will appear in the top header, allowing you to launch the Pricefx Copilot from the specified pages.

DashboardsCopilotEnabled.png

The enableCopilot option must be specified, and at least one page must have the Value field filled in. Otherwise, the Pricefx Copilot will not be available.

Enabling the Pricefx Copilot to be launched from any page in the application only affects where you can open the Pricefx Copilot. It does not grant the Pricefx Copilot access to read or interpret the content of those pages. Copilot’s assistance remains constrained to the data and capabilities described in the Limitations.

List of Pages

Page

URL

Section

Dashboards

/dashboards


Data Sources

/pa/data-manager/datasources

Analytics

Datamarts

/pa/data-manager/datamarts

Analytics

Data Feeds

/pa/data-manager/datafeeds

Analytics

Data Loads

/pa/data-manager/dataloads

Analytics

Rollups

/pa/rollups

Analytics

Data Analyzer

/pa/data-analyzer/datamarts

Analytics

Quotes

/qc/quotes

Quoting

Price List

/pb/pricelists

Price Setting

Live Price Grids

/pb/lpgs

Price Setting

Calculation Grids

/pb/cg

Price Setting

Products

/md/products

Master Data

Product Extensions

/md/product-extensions

Master Data

Customers

/md/customers

Master Data

Customer Extensions

/md/customer-extensions

Master Data

Condition Records

/md/condition-records

Master Data

Company Parameters

/parameters


Rebate Records

/rm/rebate-records

Rebates

User Admin

/administration/useradmin

Administration

Dashboards Admin

/administration/configuration/dashboard-configuration/dc-admin

Administration

Home

/home


User Settings

/user/settings


Path Prefix Rule

Including any top-level path prefix (for example, /user, /pb, /pa, /qc) in the enableCopilot Value enables the Pricefx Copilot on all pages whose URL path begins with that prefix (for example, /user/settings, /pb/pricelists, /pa/data-analyzer/datamarts, /qc/quotes).