Predictika · In vitro diagnostics

An AI sales agent's VITEK 2 quote, checked before it goes out

An AI sales agent prepares a bioMerieux VITEK 2 quote for a microbiology laboratory: the instrument, the identification and susceptibility card boxes, the software and the reader, the purchase or reagent rental contract, the service plan, the term, the discount the customer asks for and the contract 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 total it computed.

Scope: One VITEK 2 quote: instrument, card boxes, software, reader, contract type, service plan, term, requested discount and the stated total. See everything this validator covers

This validator models bioMerieux VITEK 2 quotes, not just the scenarios shown below.

  • Instruments and cards — the VITEK 2 Compact 15, Compact 30, Compact 60, VITEK 2 60 and VITEK 2 XL, the identification and susceptibility cards, and the cards each instrument handles in a day.
  • Software and readers — ADVANCED EXPERT SYSTEM, which needs susceptibility cards, OBSERVA, which the Compact 15 does not offer, BIOART and the LIS interface, which run through MAESTRIA, VILINK, which needs a network, and the DENSICHEK reader.
  • Contract — a purchase with a service plan or a reagent rental, the share of expected card use a rental must commit, the term of one to seven years and a rental shorter than three years, which goes to a manager.
  • Price — the one-time and annual amounts, the discount earned from card spend, the discount the customer asks for against what a salesperson can give, large contracts that go to a regional director, and the stated total against the one computed.

Any VITEK 2 quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: VITEK MS, BIOFIRE, BACT/ALERT and other bioMerieux lines. The system names, the card types, the software names and the Compact 15 OBSERVA restriction follow bioMerieux's public VITEK 2 materials; the instrument and card prices, the cards each instrument handles in a day, the commitment, term and approval rules and the discount bands are modeled from comparable laboratory systems and are illustrative, not published by bioMerieux.

The AI sales agentBuilds the VITEK 2 quote from the conversation with the laboratory 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
Capacity that depends on the instrumentOnly with care
Each instrument handles a different number of cards a day and each isolate needs an identification and a susceptibility card, so the card count has to be compared with a capacity that changes with the model.
The model decides the capacity and the daily isolates are checked against it in the same pass.
Software that depends on other items on the quoteOnly with workarounds
ADVANCED EXPERT SYSTEM needs susceptibility cards, BIOART and the LIS interface need MAESTRIA, VILINK needs a network and OBSERVA is not offered on one instrument, so each rule reads other choices.
Every dependency is checked against the rest of the quote in one call.
A rental that must commit enoughOnly with workarounds
A reagent rental has to commit a share of the expected monthly card use, and a short rental needs a manager, so the rules read the contract type, the cards, the daily isolates and the term together.
The commitment, the term and the contract type are evaluated together, and the answer says which stop the quote and which go to a manager.
A stated total that must match the computed oneOnly with workarounds
The total depends on the instrument, the cards, the software, the service plan, the term and the discount earned from card spend, so a separate rule has to compute it and compare it with the total the quote states.
The total is computed inside the model and compared with the stated one.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a salesperson 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.

116 isolates a day need 32 cards (one ID and one AST card each); the quoted instrument handles 30 cards a day.
2The net contract total is 12,477,500; contracts over 5,000,000 need regional director approval.
3The quote has no ID or AST card boxes for the instrument.
4A reagent rental needs at least 80 percent of the expected monthly card use (1,320 cards); the quote has 320 cards a month.
5ADVANCED EXPERT SYSTEM validates susceptibility results; the quote has no AST card boxes.
6OBSERVA is not available for the VITEK 2 Compact 15.
7BIOART reporting and the LIS interface run through MAESTRIA; MAESTRIA must be on the quote.
8VILINK remote support needs a network connection to the instrument; the site network is not ready.
9Suspension preparation needs a DENSICHEK reader; there is none on the quote and no existing one.
10A purchased instrument needs a Standard or Premium service plan.
11The term is 8 years; this model allows 1 to 7 years.
12The requested discount of 10 percent is above the earned 5 percent; a commercial manager must approve.
13The requested discount is 11 percent; the earned discount is 5 percent and at most 5 points more can be requested.
14The quote states a net contract total of 300,000; the quoted items give 2,310,115.
15A reagent rental shorter than 3 years does not recover the instrument placement; a manager must approve.

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. VITEK 2 Compact 15 purchase: A VITEK 2 Compact 15 purchase with more isolates a day than the instrument handles, OBSERVA that the Compact 15 does not offer, an expert system without susceptibility cards, BIOART without MAESTRIA, VILINK without a network, no reader, no service plan, a discount to approve and a wrong total

The agent's request. Please quote a VITEK 2 Compact 15 as a purchase over 5 years for 20 isolates a day. Card boxes: 8 Gram-negative ID, 6 Gram-positive ID. Software: ADVANCED EXPERT SYSTEM, OBSERVA, BIOART, VILINK. DENSICHEK readers: 0. Service plan: none. Requested discount: 3 percent. The quote states a net contract total of 100,000. It is ready to send.

Verdict: Blocked.

  • Daily isolates exceed instrument capacity. 20 isolates a day need 40 cards (one ID and one AST card each); the quoted instrument handles 30 cards a day.
  • AES needs AST cards. ADVANCED EXPERT SYSTEM validates susceptibility results; the quote has no AST card boxes.
  • OBSERVA not available on Compact 15. OBSERVA is not available for the VITEK 2 Compact 15.
  • BIOART and LIS interface need MAESTRIA. BIOART reporting and the LIS interface run through MAESTRIA; MAESTRIA must be on the quote.
  • VILINK needs a network connection. VILINK remote support needs a network connection to the instrument; the site network is not ready.
  • A McFarland reader is needed. Suspension preparation needs a DENSICHEK reader; there is none on the quote and no existing one.
  • Purchased instrument needs a service plan. A purchased instrument needs a Standard or Premium service plan.
  • Stated contract total does not match. The quote states a net contract total of 100,000; the quoted items give 536,800.
  • Discount above earned level. The requested discount of 3 percent is above the earned 0 percent; a commercial manager must approve.

2. VITEK 2 Compact 15 purchase: The salesperson resubmits after fixing the errors

The agent's request. Please quote a VITEK 2 Compact 30 as a purchase over 5 years for 20 isolates a day. Card boxes: 8 Gram-negative ID, 6 Gram-positive ID, 8 Gram-negative AST, 6 Gram-positive AST. Software: ADVANCED EXPERT SYSTEM, OBSERVA, MAESTRIA, BIOART, VILINK. DENSICHEK readers: 1. Service plan: standard. The site network is ready. Requested discount: 3 percent. The quote states a net contract total of 1,092,700. It is ready to send.

Verdict: Needs approval.

  • Discount above earned level. The requested discount of 3 percent is above the earned 0 percent; a commercial manager must approve.
  • Quote summary. One-time 121500, annual 194240, list 1,092,700 over 5 year(s), earned discount 0 percent, net 1,092,700.

3. VITEK 2 Compact 15 purchase: The salesperson resubmits after fixing the errors

The agent's request. Please quote a VITEK 2 Compact 30 as a purchase over 5 years for 20 isolates a day. Card boxes: 8 Gram-negative ID, 6 Gram-positive ID, 8 Gram-negative AST, 6 Gram-positive AST. Software: ADVANCED EXPERT SYSTEM, OBSERVA, MAESTRIA, BIOART, VILINK. DENSICHEK readers: 1. Service plan: standard. The site network is ready. Requested discount: 0 percent. The quote states a net contract total of 1,092,700. It is ready to send.

Verdict: Allowed.

  • Quote summary. One-time 121500, annual 194240, list 1,092,700 over 5 year(s), earned discount 0 percent, net 1,092,700.

4. VITEK 2 reagent rental: A reagent rental on a VITEK 2 Compact 30 with more isolates a day than the instrument handles, a card commitment that is too low, a term outside the allowed range and a wrong total

The agent's request. Please quote a VITEK 2 Compact 30 as a reagent rental over 8 years for 40 isolates a day. Card boxes: 6 Gram-negative ID, 4 Gram-positive ID, 6 Gram-negative AST, 4 Gram-positive AST. Software: none. DENSICHEK readers: 1. Requested discount: 0 percent. The quote states a net contract total of 200,000. It is ready to send.

Verdict: Blocked.

  • Daily isolates exceed instrument capacity. 40 isolates a day need 80 cards (one ID and one AST card each); the quoted instrument handles 60 cards a day.
  • Reagent rental commitment too low. A reagent rental needs at least 80 percent of the expected monthly card use (1,760 cards); the quote has 400 cards a month.
  • Term outside 1 to 7 years. The term is 8 years; this model allows 1 to 7 years.
  • Stated contract total does not match. The quote states a net contract total of 200,000; the quoted items give 1,225,316.

5. VITEK 2 reagent rental: The salesperson resubmits after fixing the errors

The agent's request. Please quote a VITEK 2 60 as a reagent rental over 2 years for 40 isolates a day. Card boxes: 40 Gram-negative ID, 30 Gram-positive ID, 40 Gram-negative AST, 30 Gram-positive AST. Software: none. DENSICHEK readers: 1. Requested discount: 0 percent. The quote states a net contract total of 1,966,243. It is ready to send.

Verdict: Needs approval.

  • Short reagent rental term. A reagent rental shorter than 3 years does not recover the instrument placement; a manager must approve.
  • Quote summary. One-time 6500, annual 1065360, list 2,137,220 over 2 year(s), earned discount 8 percent, net 1,966,243.

6. VITEK 2 reagent rental: The salesperson resubmits after fixing the errors

The agent's request. Please quote a VITEK 2 60 as a reagent rental over 3 years for 40 isolates a day. Card boxes: 40 Gram-negative ID, 30 Gram-positive ID, 40 Gram-negative AST, 30 Gram-positive AST. Software: none. DENSICHEK readers: 1. Requested discount: 0 percent. The quote states a net contract total of 2,946,374. It is ready to send.

Verdict: Allowed.

  • Quote summary. One-time 6500, annual 1065360, list 3,202,580 over 3 year(s), earned discount 8 percent, net 2,946,374.

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 bioMerieux VITEK 2 quote for a microbiology laboratory: the instrument, the identification and susceptibility card boxes, the software and the reader, 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 total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a VITEK 2 Compact 15 as a purchase over 5 years for 20 isolates a day. Card boxes: 8 Gram-negative ID, 6 Gram-positive ID. The rest of the request is on screen. The quote states a net contract total of 100,000.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with eight findings and one approval, all in one answer. 20 isolates a day need 40 cards (one ID and one AST card each); the quoted instrument handles 30 cards a day. ADVANCED EXPERT SYSTEM validates susceptibility results; the quote has no AST card boxes. OBSERVA is not available for the VITEK 2 Compact 15. The other five are on screen.
  6. The validator returned eight 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 and against the stated total.
  7. What this shows: for a stated total that must match the computed one, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the instrument to VITEK 2 Compact 30, the card boxes to 8 Gram-negative ID, 6 Gram-positive ID, 8 Gram-negative AST, 6 Gram-positive AST, the software to ADVANCED EXPERT SYSTEM, OBSERVA, MAESTRIA, BIOART, VILINK, the DENSICHEK readers to 1 and the net contract total stated on the quote to 1,092,700. Two more changes are on screen.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The eight blocking findings are cleared; one approval remains for a person: discount above earned level.
  13. The agent resubmits once more.
  14. The revised request. It changes the requested discount to 0 percent.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The earlier finding is cleared.
  18. Nine 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.