Predictika · Digital workplace subscription quotes

An AI sales agent's Technology as a Service quote, checked before it goes out

An AI sales agent prepares a monthly quote for a digital workplace subscription: laptops, desktops, mobile phones and meeting rooms, the Operation, Lifecycle management and Support parts, the contract term and support level, the number of users and sites, the delivery country, a discount and the monthly total the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the monthly total it computed.

Scope: One monthly Technology as a Service quote: devices, term, the three service parts, support level, users, sites, country, discount and the stated monthly total. See everything this validator covers

This validator models Technology as a Service quotes, not just the scenarios shown below.

  • Devices and term — laptops, desktops, mobile phones and meeting rooms on a 24, 36 or 48 month term; an order starts at 25 devices, a user holds at most two computers, and phones cannot be placed on the 48 month term.
  • Service parts and support level — Operation, Lifecycle management and Support, at least one of them; meeting rooms need Operation, and an extended or around-the-clock level needs the Support part.
  • Sites, country and discount — one to 50 sites per quote, a discount of 0 to 20 percent, and Germany and Lithuania delivery, together with the approvals that apply: around-the-clock support under 100 devices, a discount above 10 percent, more than 20 sites, and delivery outside the Nordics.
  • Monthly total — a price build-up from the hardware lease, the service parts and the support per user, less the discount, compared with the total the quote states.

Any Technology as a Service quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: digital meeting rooms and digital signs as separate offerings, one-time fees and taxes. All prices, service levels, limits and approval thresholds are modeled from comparable managed-workplace offerings and are illustrative, not published by Atea.

The AI sales agentBuilds the subscription 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 minimum order and a limit per userOnly with care
An order starts at 25 devices and a user holds at most two computers, so the device count and the user count each need their own rule and are easy to leave out of step.
The device and user counts are fields of one quote and are compared on every call.
A choice that depends on another choiceOnly with care
Meeting rooms need Operation, phones cannot sit on the 48 month term and an extended support level needs the Support part, so each product choice limits another.
Every dependency is read from the same quote and checked in the same pass.
Approvals that depend on the dealOnly with workarounds
Around-the-clock support for a small estate, a discount above 10 percent, many sites and delivery outside the Nordics each send the quote to a person, alongside the blocks.
Blocks and approvals come back together, whatever order the choices arrived in.
A stated monthly total that must match the computed totalOnly with workarounds
The total is built from a term factor, three service parts, support per user and a discount, so a separate rule is needed to recompute it and compare it with the stated figure.
The monthly 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 rep 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

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.

1Mobile phones cannot be placed on a 48-month term; choose 24 or 36 months.
2None of the three parts (Operation, Lifecycle management, Support) is selected.
3Meeting room equipment must include the Operation part so the rooms are kept working.
4An extended or around-the-clock support level needs the Support part on the order.
5Around-the-clock support for fewer than 100 devices needs a service manager to confirm capacity.
6The order has 24 devices; Technology as a Service is quoted from 25 devices.
750 users cannot hold more than two computers each; add users or reduce computers.
80 sites is outside the 1 to 50 that one quote can cover.
921 sites need a delivery plan confirmed by a person.
10Delivery in this country is handled by a local Atea organization that a person should confirm.
11A discount of 11 percent is above the 10 percent a salesperson can give; a manager should approve it.
12A discount of 21 percent is outside the 0 to 20 percent that can be quoted.
13The quote states a monthly total of 330,199 euro cents; the price build-up gives 330,200 euro cents.

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. Devices, term and sites: A 132-device quote on a 48 month term with a meeting-room order, no Operation part and 60 sites

The agent's request. Please quote Technology as a Service for 10 users with 100 laptops, 10 desktops, 20 mobile phones and 2 meeting rooms on a 48 month term. The parts are Lifecycle management and Support, the support level is business hours, the order covers 60 sites and delivery is in Sweden. The sales rep offers no discount. The quote states a monthly total of 411,240 euro cents. It is ready to send.

Verdict: Blocked.

  • Too many computers per user. 10 users cannot hold more than two computers each; add users or reduce computers.
  • Meeting rooms need Operation. Meeting room equipment must include the Operation part so the rooms are kept working.
  • Phones not on 48 months. Mobile phones cannot be placed on a 48-month term; choose 24 or 36 months.
  • Sites out of range. 60 sites is outside the 1 to 50 that one quote can cover.

2. Devices, term and sites: The agent resubmits after fixing the errors

The agent's request. Please quote Technology as a Service for 10 users with 100 laptops, 10 desktops, 20 mobile phones and 2 meeting rooms on a 36 month term. The parts are Operation, Lifecycle management and Support, the support level is business hours, the order covers 60 sites and delivery is in Sweden. The sales rep offers no discount. The quote states a monthly total of 557,400 euro cents. It is ready to send.

Verdict: Blocked.

  • Too many computers per user. 10 users cannot hold more than two computers each; add users or reduce computers.
  • Sites out of range. 60 sites is outside the 1 to 50 that one quote can cover.

3. Devices, term and sites: The agent resubmits after fixing the errors

The agent's request. Please quote Technology as a Service for 60 users with 100 laptops, 10 desktops, 20 mobile phones and 2 meeting rooms on a 36 month term. The parts are Operation, Lifecycle management and Support, the support level is business hours, the order covers 20 sites and delivery is in Sweden. The sales rep offers no discount. The quote states a monthly total of 582,400 euro cents. It is ready to send.

Verdict: Allowed.

  • Quote summary. 132 devices for 60 users, monthly total of 582,400 euro cents at the modeled prices.

4. Large estate, support and discount: A 370-device German estate with around-the-clock support, a 25 percent discount and a total stated before the discount

The agent's request. Please quote Technology as a Service for 400 users with 300 laptops, 50 desktops and 20 meeting rooms on a 36 month term. The parts are Operation and Lifecycle management, the support level is around-the-clock, the order covers 30 sites and delivery is in Germany. The sales rep offers a discount of 25 percent. The quote states a monthly total of 2,058,000 euro cents. It is ready to send.

Verdict: Blocked.

  • Support level without Support part. An extended or around-the-clock support level needs the Support part on the order.
  • Discount above 20 percent. A discount of 25 percent is outside the 0 to 20 percent that can be quoted.
  • Stated monthly total does not match. The quote states a monthly total of 2,058,000 euro cents; the price build-up gives 1,543,500 euro cents.
  • More than 20 sites. 30 sites need a delivery plan confirmed by a person.
  • Country outside the Nordics. Delivery in this country is handled by a local Atea organization that a person should confirm.

5. Large estate, support and discount: The agent resubmits after fixing the errors

The agent's request. Please quote Technology as a Service for 400 users with 300 laptops, 50 desktops and 20 meeting rooms on a 36 month term. The parts are Operation, Lifecycle management and Support, the support level is around-the-clock, the order covers 30 sites and delivery is in Germany. The sales rep offers a discount of 15 percent. The quote states a monthly total of 2,157,300 euro cents. It is ready to send.

Verdict: Needs approval.

  • Discount above 10 percent. A discount of 15 percent is above the 10 percent a salesperson can give; a manager should approve it.
  • More than 20 sites. 30 sites need a delivery plan confirmed by a person.
  • Country outside the Nordics. Delivery in this country is handled by a local Atea organization that a person should confirm.
  • Quote summary. 370 devices for 400 users, monthly total of 2,157,300 euro cents at the modeled prices.

6. Large estate, support and discount: The agent resubmits after fixing the errors

The agent's request. Please quote Technology as a Service for 400 users with 300 laptops, 50 desktops and 20 meeting rooms on a 36 month term. The parts are Operation, Lifecycle management and Support, the support level is around-the-clock, the order covers 20 sites and delivery is in Norway. The sales rep offers a discount of 10 percent. The quote states a monthly total of 2,284,200 euro cents. It is ready to send.

Verdict: Allowed.

  • Quote summary. 370 devices for 400 users, monthly total of 2,284,200 euro cents at the modeled 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 monthly quote for a digital workplace subscription: laptops, desktops, mobile phones and meeting rooms, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the monthly total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Technology as a Service for 10 users with 100 laptops, 10 desktops, 20 mobile phones and 2 meeting rooms on a 48 month term. The parts are Lifecycle management and Support, the support level is business hours, the order covers 60 sites and delivery is in Sweden. The rest of the request is on screen. The quote states a monthly total of 411,240 euro cents.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings, all in one answer. 10 users cannot hold more than two computers each; add users or reduce computers. Meeting room equipment must include the Operation part so the rooms are kept working. Mobile phones cannot be placed on a 48-month term; choose 24 or 36 months. The other one is on screen.
  6. The validator returned four 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 a minimum order and a limit per user, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the term to 36 months, the parts to Operation, Lifecycle management and Support and the monthly total stated on the quote to 557,400.
  10. It calls the validator again.
  11. Still blocked, with two findings, all in one answer. 10 users cannot hold more than two computers each; add users or reduce computers. 60 sites is outside the 1 to 50 that one quote can cover.
  12. Two findings cleared. Still blocking: too many computers per user and sites out of range.
  13. The agent resubmits once more.
  14. The revised request. It changes the users to 60, the sites to 20 and the monthly total stated on the quote to 582,400.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. Both earlier findings are cleared.
  18. Four 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.