Predictika · Commercial rooftop unit quotes
An AI sales agent prepares a quote for packaged rooftop units: the unit and quantity, the cooling and heating load, the climate zone, voltage, curb, refrigerant, delivery date, the discount and the total it will state. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the sizing, energy code, electrical and pricing rules and returns a verdict, every reason, and the line items and total it computed.
This validator models a commercial rooftop unit quote for a fictional manufacturer, not just the scenarios shown below.
Any quote for these units that combines heating options, controls and curbs is in scope — not only the scenarios pictured here. Not covered: split systems, chillers, controls and building automation, installation labor, financing and markets outside North America. The company and products are fictional; every price, capacity, lead time and discount limit is invented for illustration.
9 scenarios in 4 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.
| What the validator caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| A fix that changes the discount limit | Only with workarounds The discount ceiling depends on the list price of the whole order. Adding a larger unit, an adapter, an economizer and ventilation control lifts the order past USD 300,000, so a 17 percent discount that was over the limit becomes allowed with approval. Rules that fire at save or step time check the discount against the old price. | The list price, the ceiling and the discount are recomputed together on every call, so the same request is judged against its current price. |
| A larger unit that changes the curb and the electrical limit | Only with workarounds Moving up a size changes the curb class and the electric-heat limit, so a curb adapter and a higher voltage are now needed. Each is a separate rule that has to be re-run after the unit changes. | The unit, curb, voltage and heat type are fields of one request and are checked together on every call. |
| Energy code that depends on size, climate zone, occupancy and outdoor air | Only with care A product rule can force an option for one condition, but combining size, zone, occupancy and airflow takes custom logic, and a missing option goes unflagged. | The code conditions are evaluated together on every call and each missing option is reported. |
| A stated total that leaves out part of the quote | Only with workarounds A validation rule can compare a stated total with a calculated one only if the stated figure is a field on the quote, which it rarely is. | The stated total travels with the quote and is compared with the computed total on every call. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next. | All findings come back together, whatever order the choices arrived in. |
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.
| 1 | The 18 ton cooling load is above the 16 ton capacity of the Corvane 16 ton. |
| 2 | ASHRAE 90.1 and IECC require an air-side economizer on a 22 ton unit in climate zone CZ5A. |
| 3 | 35 people per 1,000 sq ft with 4,500 cfm of outdoor air requires demand-controlled ventilation. |
| 4 | A discount of 22 percent is above the 14 percent maximum for an order of USD 37,920. |
| 5 | A discount of 11 percent is above the 6 percent a sales engineer may give alone; it can be approved up to 14 percent. |
| 6 | Stated total does not match: the agent stated USD 218,926; the validator computes USD 224,942. |
| 7 | A 28 ton unit for a 20 ton load is more than 30 percent oversized; engineering must confirm part-load humidity control. |
| 8 | A discount of 18 percent is above the 6 percent a sales engineer may give alone; it can be approved up to 20 percent. |
| 9 | A 22 ton unit for a 16 ton load is more than 30 percent oversized; engineering must confirm part-load humidity control. |
| 10 | A discount of 8 percent is above the 6 percent a sales engineer may give alone; it can be approved up to 14 percent. |
| 11 | A heat pump is not offered on the Montiva 42 ton. |
| 12 | Hot water or steam heat is offered on Montiva only, not on the Larix 12 ton. |
| 13 | 575 V is not offered on the Larix 12 ton. |
| 14 | Gas heat is selected but the site has no gas service. |
| 15 | The 480 MBH heating load is above the 440 MBH gas heat of the Corvane 22 ton. |
| 16 | Electric heat at V208 is not offered above 12 tons; use 460 V or gas heat. |
| 17 | The existing curb is class 3; the new unit needs class 4. Add a curb adapter. |
| 18 | R-410A packaged units cannot be installed in 2,026 under the AIM Act technology transition; quote R-454B. |
| 19 | Lead time is about 15 weeks; the customer needs delivery in 10 weeks. |
| 20 | A discount of 28 percent is above the 20 percent maximum for an order of USD 327,400. |
| 21 | Stated total does not match: the agent stated USD 39,910; the validator computes USD 34,910. |
The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.
The agent's request. Please quote 9 Corvane 16 ton rooftop units, each with electric heat, the class 2 curb on the roof and R-410A refrigerant. The load is 20 tons of cooling per unit in climate zone 4A at 208 V, with 40 people per 1000 sq ft and 4,000 cfm of outdoor air per unit, installed in 2026 with delivery needed in 8 weeks and a 17 percent discount. The quote states a total of USD 224,010.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote 9 Corvane 22 ton rooftop units, each with electric heat, a dry-bulb economizer, demand-controlled ventilation and a curb adapter for the class 2 curb on the roof and R-454B refrigerant. The load is 20 tons of cooling per unit in climate zone 4A at 460 V, with 40 people per 1000 sq ft and 4,000 cfm of outdoor air per unit, installed in 2026 with delivery needed in 10 weeks and a 17 percent discount. The quote states a total of USD 277,361.10. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote 9 Corvane 22 ton rooftop units, each with electric heat, a dry-bulb economizer, demand-controlled ventilation and a curb adapter for the class 2 curb on the roof and R-454B refrigerant. The load is 20 tons of cooling per unit in climate zone 4A at 460 V, with 40 people per 1000 sq ft and 4,000 cfm of outdoor air per unit, installed in 2026 with delivery needed in 10 weeks and a 17 percent discount. A sales manager has approved the discount. The quote states a total of USD 277,361.10. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote 3 Corvane 16 ton rooftop units, each with gas heat, a dry-bulb economizer and a new roof curb and R-454B refrigerant. The load is 18 tons of cooling per unit and 300 MBH of heat in climate zone 4A at 460 V, installed in 2026 with delivery needed in 11 weeks. The quote states a total of USD 84,540.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote 3 Corvane 22 ton rooftop units, each with gas heat, a dry-bulb economizer and a new roof curb and R-454B refrigerant. The load is 18 tons of cooling per unit and 300 MBH of heat in climate zone 4A at 460 V, installed in 2026 with delivery needed in 11 weeks. The quote states a total of USD 104,730.00. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote 2 Corvane 22 ton rooftop units, each with gas heat, a new roof curb and R-454B refrigerant. The load is 19 tons of cooling per unit and 320 MBH of heat in climate zone 5A at 460 V, with 35 people per 1000 sq ft and 4,500 cfm of outdoor air per unit, installed in 2026 with delivery needed in 11 weeks. The quote states a total of USD 66,520.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote 2 Corvane 22 ton rooftop units, each with gas heat, a dry-bulb economizer, demand-controlled ventilation and a new roof curb and R-454B refrigerant. The load is 19 tons of cooling per unit and 320 MBH of heat in climate zone 5A at 460 V, with 35 people per 1000 sq ft and 4,500 cfm of outdoor air per unit, installed in 2026 with delivery needed in 11 weeks. The quote states a total of USD 71,320.00. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote 2 Montiva 75 ton rooftop units, each with hot water heat, a differential enthalpy economizer, demand-controlled ventilation and a curb adapter for the class 5 curb on the roof and R-454B refrigerant. The load is 68 tons of cooling per unit in climate zone 5A at 460 V, with 45 people per 1000 sq ft and 7,000 cfm of outdoor air per unit, installed in 2026 with delivery needed in 20 weeks and a 6 percent discount. The quote states a total of USD 218,926.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote 2 Montiva 75 ton rooftop units, each with hot water heat, a differential enthalpy economizer, demand-controlled ventilation and a curb adapter for the class 5 curb on the roof and R-454B refrigerant. The load is 68 tons of cooling per unit in climate zone 5A at 460 V, with 45 people per 1000 sq ft and 7,000 cfm of outdoor air per unit, installed in 2026 with delivery needed in 20 weeks and a 6 percent discount. The quote states a total of USD 224,942.00. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.