Predictika · Flexible workspace quotes

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

An AI sales agent prepares a monthly quote for Industrious flexible workspace, which CBRE owns: the product (Private Office, Private Suite, Coworking or Virtual Office), the market tier, the number of members, the term, Day Passes, meeting room hours and guests, the 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 total it computed.

Scope: One monthly workspace quote: product, market tier, members, term, Day Passes, meeting rooms, discount and the stated monthly total. See everything this validator covers

This validator models Industrious workspace quotes, not just the scenarios shown below.

  • Products — Private Office (teams up to 25), Private Suite (teams of 25 or more), Coworking membership, Virtual Office, Day Passes and meeting rooms for up to 25 guests.
  • Size and term — the number of members, the term, the minimum term for a Private Suite and the maximum term for Coworking.
  • Extras — Day Passes, which are quoted with Coworking or Virtual Office, and meeting room hours, some of which are included with a private office or suite.
  • Totals and approvals — the monthly total stated on the quote is compared with the modeled price; a discount above 10 percent, a Private Suite for 100 members or more and a term above 36 months go to a person.

Any workspace quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other CBRE or Industrious services. The product names, the 25 person split between Private Office and Private Suite and the 25 guest meeting room limit follow Industrious web pages. Industrious publishes no prices or contract terms: the prices by market tier, the term discounts, the term limits, the Virtual Office member limit, the discount limits and the other rules are modeled from comparable flexible workspace products and are not published by CBRE or Industrious.

The AI sales agentBuilds the 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.

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
A product that depends on team sizeOnly with care
The Private Office stops at 25 members and the Private Suite starts there, so changing the team size changes which product is allowed.
Product and member count are checked together on every call.
Extras that only some products takeOnly with care
Day Passes go with Coworking and Virtual Office but not with a private office or suite, and some meeting hours are included in private spaces only.
The product is checked against the extras in the same pass.
A stated total that must match the computed oneOnly with workarounds
The price depends on the product, the market tier, the term discount, the discount, Day Passes and the meeting hours beyond those included, so a rule must recompute it and compare it with the stated figure.
The total is computed inside the model and compared with the stated one.
Approval bandsOnly with workarounds
A discount above 10 percent and a term above 36 months are not refused but need a person, so each needs a third outcome besides yes and no.
The model returns allow, needs approval or block for each band.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as 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

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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.

1A Private Office is for teams up to 25; the quote has 26 members, which is a Private Suite.
2The quote has 0 members; at least 1 is needed.
3A Private Suite is for teams of 25 or more; the quote has 24 members.
4A Private Suite for 100 members is a custom build-out and needs a person to confirm.
5A Private Suite needs a term of at least 12 months; the quote has 11.
6Coworking memberships run by the day or month, up to 12 months; the quote has 13 months.
7A Virtual Office covers up to 3 members; the quote has 4.
8Day Passes are quoted with Coworking or Virtual Office; the quote has 3 Day Passes with a private office or suite.
9Meeting rooms hold up to 25 guests; the quote has 26.
10A discount of 11 percent is above 10 percent and needs sign-off from a regional lead.
11A discount of 26 percent is outside the 0 to 25 percent range.
12A term of 37 months is over 36 months and needs sign-off.
13A term of 61 months is outside the 1 to 60 month range.
14The quote states a monthly total of $9,674.00; the modeled prices give $9,675.00.

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. Workspace for 30 members: A Private Office for 30 members with 3 Day Passes, a meeting room for up to 30 guests, a 70 month term and a 30 percent discount

The agent's request. Please quote a Private Office for 30 members in a tier 1 market on a 70 month term, with 3 Day Passes and 40 meeting room hours a month for up to 30 guests. The discount is 30 percent. The quote states a monthly total of $20,590.00. It is ready to send.

Verdict: Blocked.

  • Private Office capacity. A Private Office is for teams up to 25; the quote has 30 members, which is a Private Suite.
  • Term outside range. A term of 70 months is outside the 1 to 60 month range.
  • Day Passes with private space. Day Passes are quoted with Coworking or Virtual Office; the quote has 3 Day Passes with a private office or suite.
  • Meeting room capacity. Meeting rooms hold up to 25 guests; the quote has 30.
  • Discount out of range. A discount of 30 percent is outside the 0 to 25 percent range.
  • Stated total does not match. The quote states a monthly total of $20,590.00; the modeled prices give $18,090.00.

2. Workspace for 30 members: The agent resubmits after fixing the errors

The agent's request. Please quote a Private Suite for 30 members in a tier 1 market on a 48 month term, with 0 Day Passes and 40 meeting room hours a month for up to 20 guests. The discount is 15 percent. The quote states a monthly total of $20,196.00. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A discount of 15 percent is above 10 percent and needs sign-off from a regional lead.
  • Term over 36 months. A term of 48 months is over 36 months and needs sign-off.
  • Quote summary. 30 member(s), $20,196.00 a month for space, estimated monthly total of $20,196.00 at modeled prices.

3. Workspace for 30 members: The agent resubmits after fixing the errors

The agent's request. Please quote a Private Suite for 30 members in a tier 1 market on a 36 month term, with 0 Day Passes and 40 meeting room hours a month for up to 20 guests. The discount is 10 percent. The quote states a monthly total of $21,384.00. It is ready to send.

Verdict: Allowed.

  • Quote summary. 30 member(s), $21,384.00 a month for space, estimated monthly total of $21,384.00 at modeled prices.

4. Coworking for 6 members: Coworking for 6 members on an 18 month term with a meeting room for up to 40 guests

The agent's request. Please quote a Coworking for 6 members in a tier 2 market on a 18 month term, with 12 Day Passes and 10 meeting room hours a month for up to 40 guests. The discount is 0 percent. The quote states a monthly total of $2,744.00. It is ready to send.

Verdict: Blocked.

  • Coworking term. Coworking memberships run by the day or month, up to 12 months; the quote has 18 months.
  • Meeting room capacity. Meeting rooms hold up to 25 guests; the quote has 40.

5. Coworking for 6 members: The agent resubmits after fixing the errors

The agent's request. Please quote a Coworking for 6 members in a tier 2 market on a 12 month term, with 12 Day Passes and 10 meeting room hours a month for up to 20 guests. The discount is 0 percent. The quote states a monthly total of $2,744.00. It is ready to send.

Verdict: Allowed.

  • Quote summary. 6 member(s), $1,824.00 a month for space, estimated monthly total of $2,744.00 at modeled prices.

6. Virtual Office for 5 members: A Virtual Office for 5 members

The agent's request. Please quote a Virtual Office for 5 members in a tier 3 market on a 12 month term, with 5 Day Passes and 4 meeting room hours a month for up to 5 guests. The discount is 0 percent. The quote states a monthly total of $327.05. It is ready to send.

Verdict: Blocked.

  • Virtual Office members. A Virtual Office covers up to 3 members; the quote has 5.

7. Virtual Office for 5 members: The agent resubmits after fixing the errors

The agent's request. Please quote a Virtual Office for 3 members in a tier 3 market on a 12 month term, with 5 Day Passes and 4 meeting room hours a month for up to 5 guests. The discount is 0 percent. The quote states a monthly total of $327.05. It is ready to send.

Verdict: Allowed.

  • Quote summary. 3 member(s), $75.05 a month for space, estimated monthly total of $327.05 at modeled 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 a monthly quote for Industrious flexible workspace, which CBRE owns: the product (Private Office, Private Suite, Coworking or Virtual Office), the market tier, the number of members, 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 Private Office for 30 members in a tier 1 market on a 70 month term, with 3 Day Passes and 40 meeting room hours a month for up to 30 guests. The discount is 30 percent. The rest of the request is on screen. The quote states a monthly total of $20,590.00.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings, all in one answer. A Private Office is for teams up to 25; the quote has 30 members, which is a Private Suite. A term of 70 months is outside the 1 to 60 month range. Day Passes are quoted with Coworking or Virtual Office; the quote has 3 Day Passes with a private office or suite. The other three are on screen.
  6. The validator returned six 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 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 product to Private Suite, the term to 48 months, the Day Passes to 0, the meeting room guests to 20, the discount to 15 percent and the monthly total stated on the quote to $20,196.00.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The six blocking findings are cleared; two approvals remain for a person: discount needs approval and term over 36 months.
  13. The agent resubmits once more.
  14. The revised request. It changes the term to 36 months, the discount to 10 percent and the monthly total stated on the quote to $21,384.00.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. Both earlier findings are cleared.
  18. Six problems caught in one call, fixed in two passes, and a clean $21,384.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.