Pricefx Agents

For a Pricing Manager, Account Manager or Sales Director who is managing pricing strategy, sales or customer relationships, the Pricefx Agents are AI‑powered assistants that continuously monitor business data, detect risks and opportunities, and recommend optimal corrective actions.

For a Business Analyst who is executing analytical tasks, Agents are an effective tool that automatically identifies relevant patterns in data and creates follow‑up tasks (Actions) directly from analytical content, dashboards or Copilot conversations.

The main features of Agents are:

  • Continuous monitoring of business data.

  • Event‑driven risk/opportunity detection.

  • Alert‑based creation of Actions (data thresholds, pattern detection, segment comparison, time‑based changes).

  • Integration with workflows and notifications (UI alerts, email, Copilot).

  • Grouping of Actions into Action Plans to manage related issues together.

  • Ability to create Actions manually from Analytics, dashboards or Copilot.

The basic building blocks of Agents Accelerator are Agents, Actions and Action Plans:

  • Agent – Regularly scans data and applies specified alert rules to it. If alert conditions are met during the Agent’s run, the Agent automatically creates predefined Actions. Supported data sources include Datamart, Simulation Datamart, Rollup and Optimization Model. Multiple sources can be joined for complex use cases.

  • Action – Task created by an Agent when its alert conditions are met. Actions can also be created manually from Analytics Data Table, charts, dashboard portlets or Pricefx Copilot.

  • Action Plan – “Wrapper” object used to group related Actions created by one or more Agents, so you can manage and track them together.

Prerequisites

The Agents item in the Modules menu becomes visible after the Accelerate Agents has been deployed and the required user roles have been assigned.

For details on how to work with Agents delivered by the Agents Accelerator, see the Accelerators documentation: