Predictika · Heating installations

An AI sales agent's combi boiler quote, checked before it goes out

An AI sales agent prepares an installation quote for a Baxi combi boiler: the range and output, the home's heat loss and bathrooms, the flue run, the warranty and the price. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the sizing, flue and warranty rules and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: installation quotes for the Baxi 800, 600, 400 and 200 Combi and Assure 500 Combi boilers: output, bathrooms, flue length, warranty conditions, discount and total. See everything this validator covers

This validator models quotes for these five Baxi combi ranges, not just the scenarios shown below. The range names and warranty lengths are Baxi's public figures; the outputs, flue limits, rules and all prices are modeled from comparable boilers and are not published by BDR Thermea or Baxi.

  • Output and sizing — the boiler output must cover the property heat loss, a heat loss within 10 percent of the output goes to an engineer to confirm, a home with two bathrooms needs the 36 kW output (offered on the 800 and 600 only) and a combi is not suitable for three or more bathrooms (all modeled).
  • Flue — the equivalent flue length counts each 90 degree bend as 1 m and each 45 degree bend as 0.5 m, the deductions given in Baxi's public flue fitting guide, and must stay within a limit per range (the limits are modeled, not published).
  • Warranty and price — the 800 offers 10 years, the 600 7, the 400 5 and the 200 and Assure 500 2, as Baxi states; a warranty beyond one year needs the Benchmark checklist and an annual service, and on the 800 beyond 2 years the supplied magnetic filter, as Baxi states. Discounts above 10 percent go to sales management and above 20 percent are blocked; the total the agent states is compared with the computed total.

Any quote for these five ranges that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Baxi, Remeha, Brötje and De Dietrich products, system and regular boilers, heat pumps, controls and accessories, VAT, grants and site-specific survey findings.

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

7 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 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
Flue length that depends on the bends and the rangeOnly with workarounds
The limit differs by range and each bend deducts a different length, so it needs a calculated length compared with a per-range limit across lines that interact.
Run, bends and range are in one request and the equivalent length is computed and checked on every call.
A boiler sized to the propertyOnly with care
A heat-loss figure on one line must be compared with an output on another, plus a margin band, for every range.
Output, heat loss and bathrooms are checked together, including the near-margin case.
Warranty that depends on filter, service and BenchmarkOnly with workarounds
Warranty length depends on choices elsewhere on the quote (service, checklist, filter), so it needs cross-line rules that interact with the others.
The warranty promised is checked against the range limit and every condition at once.
Stated totals that must equal the discounted priceOnly with care
A stated figure is a free-entry field; a rule can compare it with a computed total, but the flue parts and discount have to be kept in step.
The stated total travels with the quote and is compared with the computed total 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, 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 36 kW output is not offered for the selected range (24 and 28 kW for all, 36 kW for the 800 and 600 only).
2The property heat loss of 25 kW is above the 24 kW output of the boiler.
3The property heat loss of 24 kW is within 10 percent of the 24 kW output and a heating engineer should confirm the sizing.
4A combi boiler is not suitable for 3 bathrooms; a system boiler with a cylinder is needed.
5A home with two bathrooms needs the 36 kW output for hot water and the quote has 28 kW.
6The equivalent flue length of 1100 cm, counting each 90 degree bend as 100 cm and each 45 degree bend as 50 cm, is above the 1000 cm limit for the range.
7The quote promises a 8 year warranty and the range offers at most 7 years.
8The Baxi 800 warranty beyond 2 years needs the supplied magnetic filter to be fitted and the quote does not include it.
9A warranty longer than 1 year needs the Benchmark commissioning checklist and an annual service, and the quote does not include both.
10A discount of 15 percent is above 10 percent and needs sales management approval.
11A discount of 21 percent is above the 20 percent maximum.
12The quote states a total of £2,254.01; the modeled prices give £2,254.00.

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. Output, flue and warranty conditions: Two bathrooms on a 24 kW output, an overlong flue, a 10 year warranty without the magnetic filter and a total that does not match

The agent's request. Please quote a Baxi 800 Combi 2 at 24 kW for a home with 2 bathrooms and a heat loss of 18 kW, with a flue run of 11 m and 1 x 90 degree bend, a 10 year warranty, the Benchmark checklist and an annual service. The quote states a total of £2,454.00. It is ready to send.

Verdict: Blocked.

  • Two bathrooms need the 36 kW output. A home with two bathrooms needs the 36 kW output for hot water and the quote has 24 kW.
  • Flue run too long. The equivalent flue length of 1200 cm, counting each 90 degree bend as 100 cm and each 45 degree bend as 50 cm, is above the 1000 cm limit for the range.
  • 800 warranty without the magnetic filter. The Baxi 800 warranty beyond 2 years needs the supplied magnetic filter to be fitted and the quote does not include it.
  • Stated total does not match. The quote states a total of £2,454.00; the modeled prices give £2,604.00.

2. Output, flue and warranty conditions: The agent resubmits after fixing the errors

The agent's request. Please quote a Baxi 800 Combi 2 at 36 kW for a home with 2 bathrooms and a heat loss of 20 kW, with a flue run of 8 m and 1 x 90 degree bend, a 10 year warranty, the Benchmark checklist and an annual service, the magnetic filter fitted. The quote states a total of £2,779.00. It is ready to send.

Verdict: Allowed.

  • Order summary. Boiler £1,649, flue £280, installation £850, total of £2,779.00 after any discount, at the illustrative prices.

3. Annual service, total and discount: A 7 year warranty without an annual service and a total that leaves out the discount

The agent's request. Please quote a Baxi 600 Combi 2 at 28 kW for a home with 1 bathroom and a heat loss of 14 kW, with a flue run of 4 m and 2 x 90 degree bends, a 7 year warranty, the Benchmark checklist, and a 15 percent discount. The quote states a total of £2,299.00. It is ready to send.

Verdict: Blocked.

  • Warranty needs registration, Benchmark and annual service. A warranty longer than 1 year needs the Benchmark commissioning checklist and an annual service, and the quote does not include both.
  • Stated total does not match. The quote states a total of £2,299.00; the modeled prices give £1,954.15.
  • Discount needs approval. A discount of 15 percent is above 10 percent and needs sales management approval.

4. Annual service, total and discount: The agent resubmits after fixing the errors

The agent's request. Please quote a Baxi 600 Combi 2 at 28 kW for a home with 1 bathroom and a heat loss of 14 kW, with a flue run of 4 m and 2 x 90 degree bends, a 7 year warranty, the Benchmark checklist and an annual service, and a 15 percent discount. The quote states a total of £1,954.15. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A discount of 15 percent is above 10 percent and needs sales management approval.
  • Order summary. Boiler £1,249, flue £200, installation £850, total of £1,954.15 after any discount, at the illustrative prices.

5. Annual service, total and discount: The agent resubmits after fixing the errors

The agent's request. Please quote a Baxi 600 Combi 2 at 28 kW for a home with 1 bathroom and a heat loss of 14 kW, with a flue run of 4 m and 2 x 90 degree bends, a 7 year warranty, the Benchmark checklist and an annual service, and a 10 percent discount. The quote states a total of £2,069.10. It is ready to send.

Verdict: Allowed.

  • Order summary. Boiler £1,249, flue £200, installation £850, total of £2,069.10 after any discount, at the illustrative prices.

6. Output and warranty length: A boiler too small for the heat loss with a longer warranty than the range offers

The agent's request. Please quote a Baxi 400 Combi 2.1 at 24 kW for a home with 1 bathroom and a heat loss of 26 kW, with a flue run of 5 m and 1 x 90 degree bend, a 7 year warranty, the Benchmark checklist and an annual service. The quote states a total of £2,004.00. It is ready to send.

Verdict: Blocked.

  • Boiler too small for the heat loss. The property heat loss of 26 kW is above the 24 kW output of the boiler.
  • Warranty longer than the range offers. The quote promises a 7 year warranty and the range offers at most 5 years.

7. Output and warranty length: The agent resubmits after fixing the errors

The agent's request. Please quote a Baxi 400 Combi 2.1 at 28 kW for a home with 1 bathroom and a heat loss of 22 kW, with a flue run of 5 m and 1 x 90 degree bend, a 5 year warranty, the Benchmark checklist and an annual service. The quote states a total of £2,104.00. It is ready to send.

Verdict: Allowed.

  • Order summary. Boiler £1,049, flue £205, installation £850, total of £2,104.00 after any discount, at the illustrative prices.

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 an installation quote for a Baxi combi boiler: the range and output, the home's heat loss and bathrooms, the flue run, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the sizing, flue and warranty rules and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a Baxi 800 Combi 2 at 24 kW for a home. The quote states a total of £2,454.00. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings, all in one answer. A home with two bathrooms needs the 36 kW output for hot water and the quote has 24 kW. The equivalent flue length of 1200 cm, counting each 90 degree bend as 100 cm and each 45 degree bend as 50 cm, is above the 1000 cm limit for the range. The Baxi 800 warranty beyond 2 years needs the supplied magnetic filter to be fitted and the quote does not include it. 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 and against the stated total.
  7. What this shows: for warranty that depends on filter, service and Benchmark, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the output to 36 kW, the property heat loss to 20 kW, the flue run to 8 m, the magnetic filter fitted to yes and the stated total to £2,779.00.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Baxi 800 Combi 2 and Flue terminal kit; the other three lines are on screen.
  13. All four earlier findings are cleared, and the validator's total, £2,779.00, matches the quote.
  14. Four problems caught in one call, fixed in one pass, and a clean £2,779.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.