Predictika · Managed AV services quotes

An AI sales agent's Managed Services with Symphony quote, checked before it goes out

An AI sales agent prepares a quote for AVI-SPL Managed Services with Symphony for a customer with many meeting rooms: the service tier, the meeting platform, remote or dedicated on-site support, the coverage hours, automated ticketing, remote troubleshooting and self-healing, BI dashboards, the number of rooms and on-site technicians, the term, a discount and the monthly list total. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each tier allows and returns a verdict, every reason and the totals it computed.

Scope: AVI-SPL Managed Services with Symphony: tiers, room limits, platforms, features, coverage, on-site staffing, term, discount and the stated monthly total. See everything this validator covers

This validator models Managed Services with Symphony quotes, not just the scenarios shown below.

  • Tiers and rooms — Standard, Premium and Professional each cover a different number of rooms, and a quote over the room limit of its tier is blocked.
  • Features by tier — Pexip support, automated ticketing, remote troubleshooting and self-healing, and 24x7 coverage need Premium or Professional, and BI dashboards and reports need Professional.
  • Support mode and staffing — dedicated on-site support needs technicians on the quote, technicians do not belong on a remote-only quote, and a quote with too many rooms per technician goes to delivery management.
  • Term and discount — the term must be at least 12 months and a term over 36 months needs finance approval; a discount over 10 percent needs a sales manager and one over 25 percent is blocked.
  • Totals — the monthly list total stated on the quote is compared with the total computed from the rooms, coverage and technicians.

Any Managed Services with Symphony quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: AV design and integration projects and the AVI-SPL Shop catalog. The product names, the meeting platforms, the 24x7 coverage from the Global Service Operations Centers and the remote and on-site options follow AVI-SPL's public pages. The tier limits, the feature-by-tier rules, the approval thresholds and all prices are modeled from comparable managed services and are illustrative, not published by AVI-SPL.

The AI sales agentBuilds the quote from the conversation with the customer and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 2 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 rules-based CPQ gets it 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 caughtTypical rules-based CPQPredictika
Features that depend on the tierOnly with care
Pexip, ticketing, self-healing, 24x7 coverage and BI dashboards each need a particular tier, so the rules must be kept in step with the tier table and checked together.
Every tier dependency is checked in the same pass as all the others.
Room limits per tierOnly with care
The number of rooms allowed depends on the tier, so a field comparison is not enough: the limit has to be looked up from the tier first.
The limit for the chosen tier is looked up inside the model and compared with the rooms on every call.
Rooms per on-site technicianOnly with workarounds
The staffing check needs a calculation from the technicians and rooms together, and going over the ratio is an approval rather than an error.
The ratio is computed inside the model, and the finding says whether it blocks or needs a person.
A stated monthly total reconciled with the computed oneOnly with workarounds
The total is built from the rooms, the coverage uplift and the technicians, and a separate calculation is needed to compare it with the figure the quote states.
The total is computed inside the model and compared with the stated one on every call.
Term and discount thresholdsOnly with care
A discount has a sign-off level and a blocking level, and a long term needs a different approval, so the rules must be ordered and kept apart.
Every threshold is checked in the same pass, and each finding says whether it blocks or needs a person.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a person 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.

1The quote covers 101 rooms; this tier allows at most 100.
2Pexip room support is not available on the Standard tier.
3Automated ticketing is not available on the Standard tier.
4Remote troubleshooting and self-healing is not available on the Standard tier.
5Business-intelligence dashboards and reports need the Professional tier.
624x7x365 GSOC coverage is not available on the Standard tier.
7Dedicated on-site support is quoted but no on-site technicians are on the quote.
8The quote lists 2 on-site technician(s) but the support mode is remote only.
9200 rooms for 2 on-site technician(s) is over 75 rooms per technician; delivery management should confirm staffing.
10The term is 6 months; the minimum is 12.
11A term of 60 months is over 36 months and needs finance approval.
12A discount of 15 percent is over 10 percent and needs sales management approval.
13A discount of 30 percent is over the 25 percent limit.
14The quote states a monthly list total of 16,000; the quoted items add up to 17,000.

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. Standard tier quote with Pexip, 24x7 and all features: Standard tier quote for 150 rooms on Pexip, with a long list of gaps

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Standard tier for 150 meeting rooms on Pexip, with remote-only support. The quote includes 24x7x365 coverage, automated ticketing, remote troubleshooting and self-healing and BI dashboards and reports. The term is 36 months and the sales rep offers a discount of 5 percent and the quote states a monthly list total of 7,500 dollars. It is ready to send.

Verdict: Blocked.

  • Rooms over the tier limit. The quote covers 150 rooms; this tier allows at most 100.
  • Pexip needs Premium or Professional. Pexip room support is not available on the Standard tier.
  • Automated ticketing needs Premium or Professional. Automated ticketing is not available on the Standard tier.
  • Self-healing needs Premium or Professional. Remote troubleshooting and self-healing is not available on the Standard tier.
  • BI dashboards need Professional. Business-intelligence dashboards and reports need the Professional tier.
  • 24x7 coverage needs Premium or Professional. 24x7x365 GSOC coverage is not available on the Standard tier.

2. Standard tier quote with Pexip, 24x7 and all features: The agent resubmits after fixing the errors

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Premium tier for 150 meeting rooms on Pexip, with remote-only support. The quote includes 24x7x365 coverage, automated ticketing, remote troubleshooting and self-healing and BI dashboards and reports. The term is 36 months and the sales rep offers a discount of 5 percent and the quote states a monthly list total of 12,750 dollars. It is ready to send.

Verdict: Blocked.

  • BI dashboards need Professional. Business-intelligence dashboards and reports need the Professional tier.

3. Standard tier quote with Pexip, 24x7 and all features: The agent resubmits after fixing the errors

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Professional tier for 150 meeting rooms on Pexip, with remote-only support. The quote includes 24x7x365 coverage, automated ticketing, remote troubleshooting and self-healing and BI dashboards and reports. The term is 36 months and the sales rep offers a discount of 5 percent and the quote states a monthly list total of 19,500 dollars. It is ready to send.

Verdict: Allowed.

  • Fee summary. 150 rooms, monthly list total 19,500 (rooms 19500, on-site technicians 0).

4. Dedicated on-site quote: Dedicated on-site quote for 300 rooms, with no technicians, a short term and a large discount

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Premium tier for 300 meeting rooms on Microsoft Teams, with dedicated on-site support and 0 on-site technicians. The quote includes 24x7x365 coverage, automated ticketing and remote troubleshooting and self-healing. The term is 6 months and the sales rep offers a discount of 30 percent and the quote states a monthly list total of 25,500 dollars. It is ready to send.

Verdict: Blocked.

  • Dedicated on-site needs technicians. Dedicated on-site support is quoted but no on-site technicians are on the quote.
  • Term under 12 months. The term is 6 months; the minimum is 12.
  • Discount over 25 percent. A discount of 30 percent is over the 25 percent limit.

5. Dedicated on-site quote: The agent resubmits after fixing the errors

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Premium tier for 300 meeting rooms on Microsoft Teams, with dedicated on-site support and 2 on-site technicians. The quote includes 24x7x365 coverage, automated ticketing and remote troubleshooting and self-healing. The term is 60 months and the sales rep offers a discount of 15 percent and the quote states a monthly list total of 43,500 dollars. It is ready to send.

Verdict: Needs approval.

  • Discount over 10 percent. A discount of 15 percent is over 10 percent and needs sales management approval.
  • Too many rooms per technician. 300 rooms for 2 on-site technician(s) is over 75 rooms per technician; delivery management should confirm staffing.
  • Term over 36 months. A term of 60 months is over 36 months and needs finance approval.
  • Fee summary. 300 rooms, monthly list total 43,500 (rooms 25500, on-site technicians 18,000).

6. Dedicated on-site quote: The agent resubmits after fixing the errors

The agent's request. Please quote AVI-SPL Managed Services with Symphony at the Premium tier for 300 meeting rooms on Microsoft Teams, with dedicated on-site support and 4 on-site technicians. The quote includes 24x7x365 coverage, automated ticketing and remote troubleshooting and self-healing. The term is 36 months and the sales rep offers a discount of 8 percent and the quote states a monthly list total of 61,500 dollars. It is ready to send.

Verdict: Allowed.

  • Fee summary. 300 rooms, monthly list total 61,500 (rooms 25500, on-site technicians 36,000).

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 AVI-SPL Managed Services with Symphony for a customer with many meeting rooms: the service tier, the meeting platform, remote or dedicated on-site support, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each tier allows and returns a verdict, every reason and the totals it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote AVI-SPL Managed Services with Symphony at the Standard tier for 150 meeting rooms on Pexip, with remote-only support. The quote includes 24x7x365 coverage, automated ticketing, remote troubleshooting and self-healing and BI dashboards and reports. The rest of the request is on screen. The term is 36 months and the sales rep offers a discount of 5 percent and the quote states a monthly list total of 7,500 dollars.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings, all in one answer. The quote covers 150 rooms; this tier allows at most 100. Pexip room support is not available on the Standard tier. Automated ticketing is not available on the Standard tier. The other three are on screen.
  6. The validator returned six blocking findings 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.
  7. What this shows: for room limits per tier, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the tier to premium and the monthly list total stated on the quote to 12,750.
  10. It calls the validator again.
  11. Still blocked, with one finding, all in one answer. Business-intelligence dashboards and reports need the Professional tier.
  12. Five findings cleared. Still blocking: BI dashboards need Professional.
  13. The agent resubmits once more.
  14. The revised request. It changes the tier to professional and the monthly list total stated on the quote to 19,500.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The earlier finding is cleared.
  18. Six problems caught in one call, fixed in two passes, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.