Predictika · custom rooftop and outdoor air unit quotes, in the style of AAON

A rooftop unit quote, checked against the unit, package, program and term rules before it goes to the dealer

An AI sales agent prepares a quote for custom rooftop and outdoor air units, with the order total it expects. Before the quote goes out, the agent sends it to Predictika's validator, which checks the unit type, electrical package, cooling capacity, options, dealer program, order size and contract term against each other, compares the total the agent states with the one it computes, and returns a verdict with every reason in one pass. All prices and limits are Predictika estimates in US dollars, not AAON list prices.

Scope: Quotes for custom rooftop and outdoor air units: four unit types, three electrical packages, three dealer programs, cooling capacity, an energy recovery wheel, an extended compressor warranty, terms of 1 to 5 years and approval bands for order size, discount and value. Prices and limits are illustrative estimates, not AAON data; Predictika is not affiliated with AAON. See everything this validator covers

This validator checks any quote for these unit types, packages and programs, not just the scenarios shown below.

  • Units and electrical packages — a standard rooftop unit, a heat pump rooftop unit, a dedicated outdoor air unit and a custom air handling unit, on a 208 volt, 460 volt or 575 volt single point package, including the 208 volt package that cannot supply the heat pump unit.
  • Cooling capacity — a nominal cooling capacity in tons checked against the unit rating and the package rating, with an engineering review of the custom build above 50 tons.
  • Options and dealer programs — an energy recovery wheel and an extended compressor warranty by unit type, and standard, contractor and national account programs with their unit minimums and discounts.
  • Warranty term and order size — terms from 1 to 5 years, a finance review above 3 years, a project desk review above 25 units, an approval band above 12 percent total discount, a limit at 20 percent and a deal desk review above USD 250,000.
  • The total the agent states — the stated net total is compared with the total the validator computes from the line items.

Any quote that touches these rules is in scope, not only the scenarios pictured here. Not checked: other AAON products such as chillers, coils or controls retrofits, real list prices, local code or load-calculation decisions, and tax or multi-currency quoting.

The AI sales agentPrepares the rooftop unit quote for the customer and says it is ready to send.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where a rules-based CPQ gets this wrong
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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 caughtA rules-based CPQPredictika
An option that depends on the unit typeOnly with care
Which unit takes the energy recovery wheel or the extended warranty is a table of exceptions, and each new unit type adds more of them.		The options allowed for each unit type are part of the model and checked against the unit in the same request.
A package that cannot supply a unitOnly with workarounds
The 208 volt package cannot supply the high-capacity heat pump unit, and a cross-product exclusion like this is usually a hand-written rule that has to be remembered.		The exclusion is a constraint between the unit and the package, checked on every call.
Approval bands that stackOnly with care
Order value, unit count, term and discount each trigger a different approval, and a quote can hit several at once.		Each band is its own check; every approval that applies is returned together with any block.
The total the agent statesOnly with workarounds
Comparing a stated figure with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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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.

    
1Each unit type has a maximum cooling capacity (25 tons for the standard rooftop unit, 30 for the heat pump, 50 for the dedicated outdoor air unit, 70 for the custom air handling unit).
2Each electrical package has its own capacity limit (40 tons on the 208 volt package, 70 tons on the 460 and 575 volt packages).
3The 208 volt package cannot supply the high-capacity heat pump unit.
4The energy recovery wheel is not available on the custom air handling unit.
5The extended compressor warranty is not available on the dedicated outdoor air unit.
6The order must be between 1 and 60 units, and each dealer program has a unit minimum (5 for the contractor program, 20 for the national account program).
7The contract term must be between 1 and 5 years; a term over 3 years needs finance to approve the price lock.
8A nominal cooling capacity over 50 tons needs an engineering review of the custom build.
9More than 25 units need a project desk review.
10A total discount over 12 percent needs the sales director; over 20 percent is blocked.
11An order value over USD 250,000 needs a deal desk review.
12The net total stated in the quote must match the total computed from the line items.

  

  

    
Scenarios and results
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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.

    
1. Energy recovery wheel on the wrong unit: An energy recovery wheel on a custom air handling unit

    
The agent's request. Please check this quote for the Larkspur Medical Campus: six custom air handling units of 40 tons each on a 460 volt package with an energy recovery wheel, on the standard dealer program for 2 years. The total for the order is USD 476,448.00. The quote is ready to send.

    
Verdict: Blocked.

    
    
      
  • Energy recovery wheel not available. The energy recovery wheel is not available on the custom air handling unit.
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  • Deal desk review. The order value of USD 476,448.00 is above USD 250,000 and needs a deal desk review.
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2. Energy recovery wheel on the wrong unit: The agent resubmits after fixing the errors

    
The agent's request. Please check this quote for the Larkspur Medical Campus: six standard rooftop units of 20 tons each on a 460 volt package with an energy recovery wheel, on the standard dealer program for 2 years. The total for the order is USD 212,448.00. The quote is ready to send.

    
Verdict: Allowed.

    
3. Heat pump on the wrong package: A heat pump rooftop unit on a 208 volt package

    
The agent's request. Please check this quote for the Cedar Hollow School District: six heat pump rooftop units of 20 tons each on a 208 volt package, on the standard dealer program for 2 years. The total for the order is USD 213,840.00. The quote is ready to send.

    
Verdict: Blocked.

    
    
      
  • Package cannot supply the unit. The 208 volt single point package cannot supply the high-capacity heat pump unit.
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4. Heat pump on the wrong package: The agent resubmits after fixing the errors

    
The agent's request. Please check this quote for the Cedar Hollow School District: six heat pump rooftop units of 20 tons each on a 460 volt package, on the standard dealer program for 2 years. The total for the order is USD 224,448.00. The quote is ready to send.

    
Verdict: Allowed.

    
5. Total stated below the computed total: A quote that states less than it adds up to

    
The agent's request. Please check this quote for the Harbor Point Distribution Center: six standard rooftop units of 20 tons each on a 460 volt package, on the standard dealer program for 2 years. The total for the order is USD 158,803.20. The quote is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. The quoted net total of USD 158,803.20 does not match the USD 176,448.00 the validator computed.
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6. Total stated below the computed total: The agent resubmits after fixing the errors

    
The agent's request. Please check this quote for the Harbor Point Distribution Center: six standard rooftop units of 20 tons each on a 460 volt package, on the standard dealer program for 2 years. The total for the order is USD 176,448.00. The quote is ready to send.

    
Verdict: Allowed.

  

  

    
Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for custom rooftop and outdoor air units, with the order total it expects. Before the quote goes out, the agent sends it to Predictika's validator, which checks the unit type, electrical package, cooling capacity, options, dealer program, order size and contract term against each other, compares the total the agent states with the one it computes, and returns a verdict with every reason in one pass. All prices and limits are Predictika estimates in US dollars, not AAON list prices.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please check this quote for the Larkspur Medical Campus: six custom air handling units of 40 tons each on a 460 volt package. The total for the order is USD 476,448.00. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with one finding and one approval, all in one answer. The energy recovery wheel is not available on the custom air handling unit.
    6. 
      
  6. The validator returned one blocking finding and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for an option that depends on the unit type, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the unit type to standard rooftop unit, the nominal cooling capacity to 20 tons and the net total stated by the agent to $212,448.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote, on screen.
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  13. Both earlier findings are cleared, and the validator's total, USD 212,448.00, matches the quote.
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  14. Two problems caught in one call, fixed in one pass, and a clean $212,448 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.