You can iteratively update and refine Pricefx Agent drafts by sending natural language modification requests directly to the Pricefx Copilot. This process allows you to adjust the underlying configuration without manual JSON editing.
Refine Agent Configuration
To modify your Agent draft, perform the following steps in the Copilot chat window:
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In the Ask Pricefx Copilot... input field, enter a modification request describing the changes you want to apply.
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Example: "Change threshold to 12%."
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Example: "Add group by Country to series 1."
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Example: "Add Invoice Price as a measure."
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Example: "Make the schedule to run once a week starting today."
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Click the send icon.
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Review the response from Copilot. The assistant provides a brief summary of the modification applied and updates the Agent Plan panel.
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Verify the changes in the Agent Plan panel. Updated sections may include Currency, Filters, Computation, or Detection Rules.
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If the changes are correct, you can proceed to create the agent. (If further changes are needed, repeat step 1.) You will see a confirmation message: The agent draft has been successfully created. Please confirm that you want to deploy the agent.
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Click Create Agent to deploy the draft to the partition, or click Review Agent Plan to see the full configuration details before finalizing.
If your request is ambiguous, Copilot may ask clarifying questions to ensure the configuration is updated correctly.
You cannot create a second agent draft while one is already in progress. If you attempt to do so, a confirmation message will appear asking you to either switch context to the new draft or cancel the current creation process.
Review Agent in Agent Plan Panel
The Agent Plan panel provides a visual representation of your Agent's structure, allowing you to review the logic before deployment. The panel is organized into a multi-step workflow that reflectsthe Agent's configuration.
Revert Changes
If a modification does not meet your requirements, you can return to the previous state.
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In the Ask Pricefx Copilot... input field, enter a modification request describing the changes you want to apply.
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Example: "Revert the last change made."
Reverting changes currently only supports the "n-1" version. You cannot automatically restore the original agent configuration after multiple sequential changes have been applied.
Expected Result
Copilot updates the underlying agent JSON and refreshes the Agent Plan display. Once you confirm the deployment, the agent is created on the partition. The updated JSON passes validation and is ready for deployment or further refinement.