Predictika · Heat pump orders

An AI sales agent's Refra heat pump quote, checked before it goes out

An AI sales agent prepares a quote for Refra R290 reversible air-to-water heat pumps sold through Ahlsell: the series and model, the number of units, the heating and cooling load, the supply water temperature, the pump set, the options and accessories, a sound limit and a discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict, every reason and the total it computed.

Scope: Refra FLAMMA, IGNIS, IGNIS+, SOLIS and SOLIS+ heat pumps: model and series, capacity against the load, pump head, options, sound limit, discount and the stated total. See everything this validator covers

This validator models Refra heat pump quotes, not just the scenarios shown below.

  • Series and capacity — the model must belong to the series, one to six units carry the heating and cooling load, and a unit set far above the load is flagged for a person to confirm.
  • Operating range — heating down to -15 °C outdoor temperature and a supply water temperature of 35 to 55 °C, as in the brochure tables.
  • Pumps and options — on/off and inverter pump sets with 10 or 20 m of head and twin sets for a standby pump, a desuperheater only with a cooling load, a check valve for more than one unit, and the thick insulation frame for a sound limit.
  • Discount and totals — a discount of 0 to 8 percent for a sales rep, 9 to 20 percent for a manager and nothing above 20 percent, and the total the quote states against the computed one.

Any Refra heat pump quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: installation, VAT, other Refra product lines and negotiated project pricing. Series, models, capacities, weights, sound levels, operating ranges and options follow the Refra brochure distributed by Ahlsell, which Predictika read in full. All prices in Swedish kronor, the sizing and approval rules, the pump and desuperheater rules and the discount limits are modeled from comparable products and are illustrative, not published by Ahlsell or Refra.

The AI sales agentBuilds the heat pump quote from the conversation with 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 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

Click to expand

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
A model that does not belong to the seriesOnly with care
The model list depends on the series chosen, so each model needs a rule that looks up its series.
The series and the model are fields of one request and are checked together on every call.
Capacity of several units against the loadOnly with care
The capacity is the unit capacity times the number of units, and the same figure feeds both the too-small and the oversized checks.
The capacity is computed inside the model and compared with the heating and cooling loads on every call.
A pump that must cover the system head and a standby needOnly with workarounds
The head depends on the pump set chosen, and a standby requirement depends on whether the set is a twin, so two lookups feed two rules.
The pump head and the twin set are looked up inside the model and compared in the same pass.
An option that only makes sense with a loadOnly with workarounds
The desuperheater recovers heat from cooling, so a rule has to connect an option to a load figure elsewhere on the quote.
The option and the cooling load are read together and the finding names the gap.
A sound limit that depends on a frame optionOnly with workarounds
The thick insulation frame lowers the sound level, so the effective level has to be recomputed before it is compared with the limit.
The effective sound level is computed inside the model and compared with the limit on every call.
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

Click to expand

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.

1Model IGN210 does not belong to the chosen series IGNIS.
27 units is outside the 1 to 6 units a quote carries.
3The heating load of 95 kW is above what the chosen units deliver (0 kW).
4A design outdoor temperature of -16 C is below the -15 °C heating limit in the brochure data.
5A supply water temperature of 56 C is outside the 35 to 55 °C range in the brochure data.
6The chosen units deliver 104.7 kW, over 150 percent of the 69 kW load; a person should confirm the sizing.
7The cooling load of 96 kW is above what the chosen units deliver (95.2 kW).
8The system needs 11 m of pump head; the chosen pump gives 10 m.
9A standby pump is required but the pump option is not a twin pump set.
10The desuperheater recovers heat from the cooling process; the quote has no cooling load.
11The unit sound level of 54 dB at 10 m is above the 51 dB limit.
122 units are quoted without a check valve; the brochure recommends one for systems with more than one heat pump.
13The quote has no pump option and no flow switch; a person should confirm how low flow is detected.
14A discount of 9 percent is above the 8 percent a sales rep can give; a manager should confirm it.
15A discount of 21 percent is outside the 0 to 20 percent range.
16The quote states a total of 227,059 SEK; the modeled prices give 227,060 SEK.

Scenarios and results

Click to expand

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. Two IGNIS PLUS units with a desuperheater and a standby pump: Two-unit heat pump quote with a desuperheater, a standby pump and a sound limit

The agent's request. Please quote 2 Refra IGNIS heat pumps, model IGN210. The building needs 200 kW of heating, with a design outdoor temperature of -10 °C and a supply water temperature of 45 °C. The pump is an inverter pump with 10 m of head with a standby pump. The options are a flow switch and a desuperheater. The site has a sound limit of 52 dB at 10 m. The sales rep offers a discount of 12 percent and the quote states a total of 513,558.40 SEK. It is ready to send.

Verdict: Blocked.

  • Model not in series. Model IGN210 does not belong to the chosen series IGNIS.
  • Pump head too low. The system needs 14 m of pump head; the chosen pump gives 10 m.
  • Standby pump needs a twin pump. A standby pump is required but the pump option is not a twin pump set.
  • Desuperheater without cooling load. The desuperheater recovers heat from the cooling process; the quote has no cooling load.
  • Sound limit exceeded. The unit sound level of 54 dB at 10 m is above the 52 dB limit.
  • Several units without a check valve. 2 units are quoted without a check valve; the brochure recommends one for systems with more than one heat pump.
  • Discount above sales authority. A discount of 12 percent is above the 8 percent a sales rep can give; a manager should confirm it.

2. Two IGNIS PLUS units with a desuperheater and a standby pump: The agent resubmits after fixing the errors

The agent's request. Please quote 2 Refra IGNIS+ heat pumps, model IGN210. The building needs 200 kW of heating, with a design outdoor temperature of -10 °C and a supply water temperature of 45 °C. The pump is a twin inverter pump set with 20 m of head with a standby pump. The options are the thick insulation frame, a flow switch and a desuperheater. The site has a sound limit of 52 dB at 10 m. The sales rep offers a discount of 12 percent and the quote states a total of 633,238.40 SEK. It is ready to send.

Verdict: Blocked.

  • Desuperheater without cooling load. The desuperheater recovers heat from the cooling process; the quote has no cooling load.
  • Several units without a check valve. 2 units are quoted without a check valve; the brochure recommends one for systems with more than one heat pump.
  • Discount above sales authority. A discount of 12 percent is above the 8 percent a sales rep can give; a manager should confirm it.

3. Two IGNIS PLUS units with a desuperheater and a standby pump: The agent resubmits after fixing the errors

The agent's request. Please quote 2 Refra IGNIS+ heat pumps, model IGN210. The building needs 200 kW of heating, with a design outdoor temperature of -10 °C and a supply water temperature of 45 °C. The pump is a twin inverter pump set with 20 m of head with a standby pump. The options are the thick insulation frame, a flow switch and a check valve. The site has a sound limit of 52 dB at 10 m. The sales rep offers a discount of 8 percent and the quote states a total of 558,036.80 SEK. It is ready to send.

Verdict: Allowed.

  • Order summary. 2 x IGN210 (IGNIS+ series), 8 percent discount, estimated total of 558,036.80 SEK; modeled, illustrative prices.

4. Two SOLIS PLUS units with a large cooling load: Two-unit large heat pump quote with a cooling load and no pump

The agent's request. Please quote 2 Refra SOLIS+ heat pumps, model SOL340. The building needs 700 kW of heating and 720 kW of cooling, with a design outdoor temperature of -8 °C and a supply water temperature of 45 °C. The quote has no pump. The sales rep offers a discount of 25 percent and the quote states a total of 907,950 SEK. It is ready to send.

Verdict: Blocked.

  • Cooling capacity too small. The cooling load of 720 kW is above what the chosen units deliver (702.6 kW).
  • Discount out of range. A discount of 25 percent is outside the 0 to 20 percent range.
  • Several units without a check valve. 2 units are quoted without a check valve; the brochure recommends one for systems with more than one heat pump.
  • No pump and no flow switch. The quote has no pump option and no flow switch; a person should confirm how low flow is detected.

5. Two SOLIS PLUS units with a large cooling load: The agent resubmits after fixing the errors

The agent's request. Please quote 2 Refra SOLIS+ heat pumps, model SOL344. The building needs 700 kW of heating and 720 kW of cooling, with a design outdoor temperature of -8 °C and a supply water temperature of 45 °C. The quote has no pump. The sales rep offers a discount of 15 percent and the quote states a total of 1,124,786 SEK. It is ready to send.

Verdict: Needs approval.

  • Several units without a check valve. 2 units are quoted without a check valve; the brochure recommends one for systems with more than one heat pump.
  • No pump and no flow switch. The quote has no pump option and no flow switch; a person should confirm how low flow is detected.
  • Discount above sales authority. A discount of 15 percent is above the 8 percent a sales rep can give; a manager should confirm it.
  • Order summary. 2 x SOL344 (SOLIS+ series), 15 percent discount, estimated total of 1,124,786 SEK; modeled, illustrative prices.

6. Two SOLIS PLUS units with a large cooling load: The agent resubmits after fixing the errors

The agent's request. Please quote 2 Refra SOLIS+ heat pumps, model SOL344. The building needs 700 kW of heating and 720 kW of cooling, with a design outdoor temperature of -8 °C and a supply water temperature of 45 °C. The pump is an inverter pump with 20 m of head. The option is a check valve. The sales rep offers a discount of 8 percent and the quote states a total of 1,319,527.20 SEK. It is ready to send.

Verdict: Allowed.

  • Order summary. 2 x SOL344 (SOLIS+ series), 8 percent discount, estimated total of 1,319,527.20 SEK; modeled, illustrative prices.

Narration transcript

Click to expand

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 Refra R290 reversible air-to-water heat pumps sold through Ahlsell: the series and model, the number of units, the heating and cooling load, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict, every reason and the total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote 2 Refra IGNIS heat pumps, model IGN210. The building needs 200 kW of heating, with a design outdoor temperature of -10 °C and a supply water temperature of 45 °C. The rest of the request is on screen. The sales rep offers a discount of 12 percent and the quote states a total of 513,558.40 SEK.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with five findings and two approvals, all in one answer. Model IGN210 does not belong to the chosen series IGNIS. The system needs 14 m of pump head; the chosen pump gives 10 m. A standby pump is required but the pump option is not a twin pump set. The other two are on screen.
  6. The validator returned five blocking findings and two approvals 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 a pump that must cover the system head and a standby need, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the series to IGNIS+, the pump to Twin inverter pump set with 20 m of head, the thick insulation frame to yes and the total stated on the quote to 633,238.40 SEK.
  10. It calls the validator again.
  11. Still blocked, with one finding and two approvals, all in one answer. The desuperheater recovers heat from the cooling process; the quote has no cooling load.
  12. Four findings cleared. Still blocking: desuperheater without cooling load. Two approvals also remain for a person: several units without a check valve and discount above sales authority.
  13. The agent resubmits once more.
  14. The revised request. It changes the check valve to yes, the desuperheater to no, the discount to 8 percent and the total stated on the quote to 558,036.80 SEK.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. All three earlier findings are cleared.
  18. Seven 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.