Using CSD agents
The scenarios included in this topic demonstrate the expected behavior of the agent in real-world situations. They provide clear, reproducible examples that you can use to learn how to use the agents.
| Question | Expected response | Agent |
|---|---|---|
| What is the balance for customer 12345? | Displays the total balance, credit limit, and payment history of the customer. | CustomerOverviewAgent |
| Show the invoice history for customer 12345. | Lists the invoices, credit memos, payments, and adjustments of the customer. | CustomerInvoiceAgent |
| Put customer 12345 on hold based on the credit risk. | Fetches the credit score, then updates the customer's sell type to on hold and confirms the change. | CustomerOnHoldAgent |
| Show me the high-risk customers for company 1000. | Returns customer risk segmentation analytics with risk categories and scores. | CustomerRiskSegmentationAgent |
| Which orders are on credit hold for customer 12345? | Lists sales orders on credit hold, including hold codes and amounts. | CreditHoldOrdersAgent |
| Show the details for order 9876. | Displays the sales order header, or line-level details when requested. | OrderDetailsAgent |
| Is product ABC available in warehouse 1? | Shows product identity, inventory balances, and availability. | ProductOverviewAgent |
| What is the price and sales history for product ABC? | Returns product pricing, sales performance, and usage history. | ProductSalesPricingAgent |
| What open orders and POs exist for product ABC? | Lists product-related sales orders, purchase orders, and transfers. | ProductOrdersAgent |
| Tell me about vendor 101. | Displays the vendor overview: address, terms, YTD balances, and status. | VendorOverviewAgent |
| Show the purchase history for vendor 101. | Returns vendor transactions and purchase history. | VendorTransactionsAgent |
| What are the contract prices for vendor 101? | Lists vendor pricing records and contracts. | VendorPricingAgent |
| List the open purchase orders for vendor 101. | Returns purchase orders of the vendors with the requested filters. | VendorPurchaseOrdersAgent |
| Show the details for PO 55555. | Displays PO header, line items, history, and estimated delivery date. | PurchaseOrderInquiryAgent |
| Create a quote for customer 12345 for 10 units of product ABC. | Guides through pricing, records the price, reviews the cart, and submits the quote. | QuotationAgent |
| Find the customer named Acme. | Searches master data and returns matching customer records. | SearchIndexAgent |
| Release order 9876 from hold. | Updates the hold code to release the order and confirms. | ReleaseOrderAgent |
| Release blanket order 15570. | Validates the blanket order, shows existing releases, and guides the user through creating a new release with dates, ship-to, and line quantities after confirmation. | BlanketOrderReleaseAgent |
| Acknowledge PO 2705. | Displays purchase orders that are eligible for acknowledgment, prompts users to confirm the acknowledgment and provide a reason, and changes the purchase order status from Printed to Acknowledged. | PurchaseOrderAcknowledgmentAgent |
| Change the due date on PO 2705 line 1 to 2026-07-01. | Displays the current purchase order line details, prompts users to confirm the update, updates the purchase order line due date, and confirms the update. | PurchaseOrderAcknowledgmentAgent |