Predictika · Dental scanner quotes

An AI sales agent's iTero scanner quote, checked before it goes out

An AI sales agent prepares a quote for iTero intraoral scanners for a dental practice: the scanner (iTero Lumina, Element 5D Plus, 5D Plus Lite, 5D, Element Flex or Element Plus Series), the configuration (mobile, cart, all-in-one, laptop or wand-only), the region, options and software, the service plan term, the number of scanners 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: iTero Lumina, Element 5D Plus, 5D Plus Lite, 5D, Element Flex and Element Plus Series: configurations by region, laptop needs, scanner-specific software and options, pre-owned units, service plan term, discount and the stated total. See everything this validator covers

This validator models iTero scanner quotes, not just the scenarios shown below.

  • Scanner and configuration — each scanner is offered in only some configurations, the cart configuration is limited to EU countries, Norway, Switzerland and the UK, and laptop and wand-only configurations need a laptop from the customer.
  • Software and options — caries detection is not on the 5D Plus Lite or Element Flex, Invisalign Outcome Simulator Pro and the Align Oral Health Suite are listed for iTero Lumina only, and the VESA mount applies to the Lumina mobile configuration.
  • Pre-owned and service plan — a certified pre-owned unit is offered only for Element Flex and needs stock confirmation, and the service plan term is limited to five years.
  • Discounts, approvals and totals — a discount above 20 percent is blocked, a discount of 11 percent or more and a group order of more than ten scanners need a person, and the total the quote states is checked against the computed one.

Any iTero scanner quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: financing, trade-ins, training and negotiated group-practice pricing. The product names and configurations follow the public Align iTero pages. All prices in US dollars and the limits Align does not state there (the service plan term, discount thresholds, group-order review and stock rules) are modeled from comparable dental scanners and are illustrative, not published by Align.

The AI sales agentBuilds the scanner quote from the conversation with the dental practice 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
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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
A scanner offered in some configurations onlyOnly with care
Each scanner has its own list of configurations, so every scanner needs a rule that looks at the configuration chosen.		The scanner and the configuration are fields of one quote and are checked together on every call.
A configuration limited to certain regionsOnly with care
The cart configuration is available in some regions only, so a configuration choice depends on a region choice.		Both choices are read together and the finding names the mismatch.
Software and options that belong to one scannerOnly with workarounds
Outcome Simulator Pro, the Oral Health Suite and the VESA mount each apply to a single scanner or configuration, so every option needs a rule that looks at the scanner.		The option, the scanner and the configuration are read together in the same pass.
A configuration that needs something from the customerOnly with workarounds
Laptop and wand-only configurations include no laptop, so the quote depends on a fact about the customer.		The customer fact and the configuration are read together on every call.
A stated total that must match the computed oneOnly with workarounds
The price depends on the scanner, configuration, options, service plan term and number of scanners, so the total has to be recomputed before it is compared.		The total is computed inside the model and compared with the stated one 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, so the agent can fix them in a single pass.

  

  

    
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.

    
1This scanner is not offered in the quoted configuration (mobile, cart, all-in-one, laptop or wand-only).
2The cart configuration is available only in EU countries, Norway, Switzerland and the UK.
3Laptop and wand-only configurations do not include a laptop and the customer has none.
4Caries detection is not available on this scanner (5D Plus Lite and Element Flex).
5Invisalign Outcome Simulator Pro with In-Face Visualization is listed for iTero Lumina only.
6Align Oral Health Suite is listed for iTero Lumina only.
7The optional VESA mount applies only to the iTero Lumina mobile configuration.
8Certified pre-owned units are subject to availability; stock must be confirmed.
9A certified pre-owned unit is offered only for iTero Element Flex.
10The service plan term is 6 years; this model allows at most 5.
11A discount of 15 percent needs sales-manager approval.
12A discount of 25 percent is above the 20 percent limit.
1312 scanners need a group-practice pricing review.
14The quote has no scanners.
15The quote states a total of USD 50,000; the quoted items add up to USD 58,500 before discount.

  

  

    
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. Pre-owned iTero Element Flex, wand-only: Pre-owned Element Flex wand-only order with no laptop, caries detection and Outcome Simulator Pro

    
The agent's request. Please quote 3 certified pre-owned iTero Element Flex scanners in the wand-only configuration for a practice in the United States. The practice does not have a laptop. The quote adds caries detection and Invisalign Outcome Simulator Pro. The service plan runs 1 year. The sales rep offers a discount of 25 percent and the quote states a total of USD 57,300 before discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Laptop or wand-only needs the customer laptop. Laptop and wand-only configurations do not include a laptop and the customer has none.
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  • Caries detection not on this scanner. Caries detection is not available on this scanner (5D Plus Lite and Element Flex).
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  • Outcome Simulator Pro only on Lumina. Invisalign Outcome Simulator Pro with In-Face Visualization is listed for iTero Lumina only.
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  • Discount above 20 percent. A discount of 25 percent is above the 20 percent limit.
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  • Pre-owned stock to confirm. Certified pre-owned units are subject to availability; stock must be confirmed.
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2. Pre-owned iTero Element Flex, wand-only: The agent resubmits after fixing the errors

    
The agent's request. Please quote 3 certified pre-owned iTero Element Flex scanners in the wand-only configuration for a practice in the United States. The practice has a laptop. The service plan runs 1 year. The sales rep offers a discount of 25 percent and the quote states a total of USD 42,900 before discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above 20 percent. A discount of 25 percent is above the 20 percent limit.
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  • Pre-owned stock to confirm. Certified pre-owned units are subject to availability; stock must be confirmed.
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3. Pre-owned iTero Element Flex, wand-only: The agent resubmits after fixing the errors

    
The agent's request. Please quote 3 iTero Element Flex scanners in the wand-only configuration for a practice in the United States. The practice has a laptop. The service plan runs 1 year. The sales rep offers a discount of 8 percent and the quote states a total of USD 56,400 before discount. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 3 scanners at USD 17,000 each, total USD 56,400 (USD 51,000 hardware, USD 5,400 service plan), discount 8 percent.
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4. Twelve Element Plus Series carts in the US: Group-practice order of Element Plus Series carts with a VESA mount, a six-year plan and a stated total

    
The agent's request. Please quote 12 iTero Element Plus Series scanners in the cart configuration for a practice in the United States. The quote adds a VESA mount. The service plan runs 6 years. The sales rep offers a discount of 15 percent and the quote states a total of USD 475,200 before discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Cart outside its regions. The cart configuration is available only in EU countries, Norway, Switzerland and the UK.
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  • VESA mount only on Lumina mobile. The optional VESA mount applies only to the iTero Lumina mobile configuration.
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  • Service plan term over 5 years. The service plan term is 6 years; this model allows at most 5.
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  • Stated total does not match. The quote states a total of USD 475,200; the quoted items add up to USD 676,800 before discount.
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  • Discount needs sales-manager approval. A discount of 15 percent needs sales-manager approval.
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  • Multi-scanner order needs group pricing review. 12 scanners need a group-practice pricing review.
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5. Twelve Element Plus Series carts in the US: The agent resubmits after fixing the errors

    
The agent's request. Please quote 12 iTero Element Plus Series scanners in the cart configuration for a practice in the EU. The service plan runs 5 years. The sales rep offers a discount of 15 percent and the quote states a total of USD 636,000 before discount. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs sales-manager approval. A discount of 15 percent needs sales-manager approval.
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  • Multi-scanner order needs group pricing review. 12 scanners need a group-practice pricing review.
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  • Quote summary. 12 scanners at USD 39,000 each, total USD 636,000 (USD 468,000 hardware, USD 168,000 service plan), discount 15 percent.
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6. Twelve Element Plus Series carts in the US: The agent resubmits after fixing the errors

    
The agent's request. Please quote 10 iTero Element Plus Series scanners in the cart configuration for a practice in the EU. The service plan runs 5 years. The sales rep offers a discount of 10 percent and the quote states a total of USD 530,000 before discount. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 10 scanners at USD 39,000 each, total USD 530,000 (USD 390,000 hardware, USD 140,000 service plan), discount 10 percent.
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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 iTero intraoral scanners for a dental practice: the scanner (iTero Lumina, Element 5D Plus, 5D Plus Lite, 5D, Element Flex or Element Plus Series), the configuration (mobile, cart, all-in-one, laptop or wand-only), the region, 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. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote 3 certified pre-owned iTero Element Flex scanners in the wand-only configuration for a practice in the United States. The practice does not have a laptop. The rest of the request is on screen. The sales rep offers a discount of 25 percent and the quote states a total of USD 57,300 before discount.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings and one approval, all in one answer. Laptop and wand-only configurations do not include a laptop and the customer has none. Caries detection is not available on this scanner (5D Plus Lite and Element Flex). Invisalign Outcome Simulator Pro with In-Face Visualization is listed for iTero Lumina only. The other one is on screen.
    6. 
      
  6. The validator returned four blocking findings 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 a scanner offered in some configurations only, 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 customer has a laptop to yes, the caries detection to no, the Outcome Simulator Pro to no and the total stated on the quote to USD 42,900.
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  10. It calls the validator again.
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  11. Still blocked, with one finding and one approval, all in one answer. A discount of 25 percent is above the 20 percent limit.
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  12. Three findings cleared. Still blocking: discount above 20 percent. One approval also remains for a person: pre-owned stock to confirm.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the certified pre-owned to no, the discount to 8 percent and the total stated on the quote to USD 56,400.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. Both earlier findings are cleared.
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  18. Five 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.
    19.