Predictika · Advisor AI seat quotes

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

An AI sales agent prepares a monthly seat quote for an advisor AI suite: the plan, the number of advisor seats, the channels, the AI apps, any apps from an app store, the term, a discount and the total. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what fits what and returns a verdict, every reason and the total it computed.

Scope: Concentrix iX Hero advisor AI seat quotes: plan, seats, channels, AI apps, Hero Store apps, deployment, term, discount and monthly total. See everything this validator covers

This validator models iX Hero seat quotes, not just the scenarios shown below.

  • Plan and apps — Actionable Insights and Smarter Training need the Professional or Enterprise plan, and the apps they build on must be in the quote.
  • Channels — Crystal-Clear Calls filters voice audio, so it needs a voice channel.
  • Hero Store apps and deployment — the number of Hero Store apps each plan allows, and deployment in the customer's own cloud account on the Enterprise plan only.
  • Seats, term and discount — a minimum number of seats, terms of 12, 24 or 36 months, a discount above 10 percent needs approval and one above 20 percent is never allowed.
  • Totals — the monthly total the quote states is compared with the total computed from the modeled prices.

Any iX Hero seat quote that touches these rules is in scope — not only the scenarios pictured here. The iX Hero name and its apps (Instant Answers, Always Informed, Crystal-Clear Calls, Less After-Call Work, Actionable Insights, Smarter Training) and the Hero Store follow the public Concentrix pages. Concentrix publishes no plans, prices or compatibility rules for iX Hero, so the three plans, every price, the seat minimum, the app dependencies, the Hero Store limits, the terms, the discount thresholds and the deployment rule are modeled from comparable products, not published by Concentrix. All prices are illustrative.

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

6 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
Apps that depend on other apps and on the planOnly with workarounds
Insights needs the transcript app and the plan, and Training needs the knowledge app, so a table or one rule per app is needed and edited when an app is added.		The plan and every app are checked together on every call.
Hero Store limits that depend on the planOnly with care
Each plan allows a different number of Hero Store apps, so a rule must read the plan and the count across lines.		The plan and the count are fields of one request and are checked in the same pass.
A total reconciled with a stated oneOnly with workarounds
The total comes from the plan, the apps, the Hero Store apps, the seats, the term discount and the discount, and a separate calculation is needed to compare it with the figure the quote states.		The total is computed inside the model and compared with the stated one on every call.
Term and discount thresholdsOnly with care
The term gives a discount of its own, and the discount has an approval threshold and a blocking one, so the rules must be ordered and kept apart.		Every threshold is checked in the same pass and each finding says whether it blocks or needs a person.
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, 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 quote has 24 advisor seats; the minimum is 25.
2Actionable Insights and Smarter Training need the Professional or Enterprise plan.
3Crystal-Clear Calls filters voice audio and needs the Voice or VoiceChat channel.
4Actionable Insights analyses the real-time transcripts that the Less After-Call Work app produces; add that app.
5Smarter Training simulations draw on the Instant Answers knowledge base; add that app.
66 Hero Store apps exceed what the plan allows (Essentials 0, Professional 5, Enterprise unlimited).
7Deployment in the customer cloud account is offered on the Enterprise plan only.
8Deployment in the customer cloud account needs a solution architect to scope it.
9A term of 18 months is not offered; terms are 12, 24 or 36 months.
10A discount of 11 percent is above the 10 percent a rep can give; a sales manager should approve it.
11A discount of 21 percent is outside the 0 to 20 percent range.
122,001 seats is a large deployment that needs a scoped, negotiated offer.
13The quote states a monthly total of $11,699.00; the modeled prices give $11,700.00.

  

  

    
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. Essentials chat-only quote with Insights and noise filtering: Ten advisor seats on Essentials, chat only, with Instant Answers, Crystal-Clear Calls, Actionable Insights and a Hero Store app

    
The agent's request. Please quote 10 advisor seats on the Essentials plan, chat only, with Instant Answers, Crystal-Clear Calls, Actionable Insights and 1 Hero Store app, on a 12 month term. The quote states a monthly total of 625.00 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Below minimum seats. The quote has 10 advisor seats; the minimum is 25.
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  • App not in Essentials. Actionable Insights and Smarter Training need the Professional or Enterprise plan.
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  • Noise filtering on a chat-only deployment. Crystal-Clear Calls filters voice audio and needs the Voice or VoiceChat channel.
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  • Insights needs transcripts. Actionable Insights analyses the real-time transcripts that the Less After-Call Work app produces; add that app.
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  • Hero Store app limit. 1 Hero Store apps exceed what the plan allows (Essentials 0, Professional 5, Enterprise unlimited).
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  • Stated total does not match. The quote states a monthly total of $625.00; the modeled prices give $1,000.00.
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2. Essentials chat-only quote with Insights and noise filtering: The agent resubmits after fixing the errors

    
The agent's request. Please quote 100 advisor seats on the Professional plan, voice and chat, with Instant Answers, Crystal-Clear Calls, Less After-Call Work, Actionable Insights and 1 Hero Store app, on a 12 month term. The quote states a monthly total of 14,500.00 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 100 seat(s) at 145 dollars per seat per month, 0 percent total discount, estimated monthly total of $14,500.00 at illustrative prices.
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3. Customer-cloud rollout on Professional: A 500-seat rollout in the customer cloud account with a 25 percent discount

    
The agent's request. Please quote 500 advisor seats on the Professional plan, voice and chat, with Crystal-Clear Calls, Less After-Call Work, Actionable Insights, Smarter Training and 6 Hero Store apps, deployed in the customer cloud account, on a 18 month term and a 25 percent discount. The quote states a monthly total of 64,500.00 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Training needs knowledge base. Smarter Training simulations draw on the Instant Answers knowledge base; add that app.
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  • Hero Store app limit. 6 Hero Store apps exceed what the plan allows (Essentials 0, Professional 5, Enterprise unlimited).
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  • Customer VPC needs Enterprise. Deployment in the customer cloud account is offered on the Enterprise plan only.
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  • Unsupported term. A term of 18 months is not offered; terms are 12, 24 or 36 months.
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  • Discount out of range. A discount of 25 percent is outside the 0 to 20 percent range.
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  • Stated total does not match. The quote states a monthly total of $64,500.00; the modeled prices give $64,875.00.
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  • Customer VPC scoping. Deployment in the customer cloud account needs a solution architect to scope it.
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4. Customer-cloud rollout on Professional: The agent resubmits after fixing the errors

    
The agent's request. Please quote 500 advisor seats on the Enterprise plan, voice and chat, with Instant Answers, Crystal-Clear Calls, Less After-Call Work, Actionable Insights, Smarter Training and 6 Hero Store apps, deployed in the customer cloud account, on a 24 month term and a 15 percent discount. The quote states a monthly total of 90,400.00 dollars. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount above 10 percent. A discount of 15 percent is above the 10 percent a rep can give; a sales manager should approve it.
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  • Customer VPC scoping. Deployment in the customer cloud account needs a solution architect to scope it.
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  • Quote summary. 500 seat(s) at 226 dollars per seat per month, 20 percent total discount, estimated monthly total of $90,400.00 at illustrative prices.
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5. Noise filtering on a chat-only quote: Four hundred seats with Crystal-Clear Calls and Always Informed on chat only, with a 22 percent discount

    
The agent's request. Please quote 400 advisor seats on the Professional plan, chat only, with Instant Answers, Crystal-Clear Calls, Less After-Call Work and Always Informed, on a 24 month term and a 22 percent discount. The quote states a monthly total of 35,624.00 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Noise filtering on a chat-only deployment. Crystal-Clear Calls filters voice audio and needs the Voice or VoiceChat channel.
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  • Discount out of range. A discount of 22 percent is outside the 0 to 20 percent range.
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6. Noise filtering on a chat-only quote: The agent resubmits after fixing the errors

    
The agent's request. Please quote 400 advisor seats on the Professional plan, voice and chat, with Instant Answers, Crystal-Clear Calls, Less After-Call Work and Always Informed, on a 24 month term and a 10 percent discount. The quote states a monthly total of 41,480.00 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 400 seat(s) at 122 dollars per seat per month, 15 percent total discount, estimated monthly total of $41,480.00 at illustrative prices.
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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 monthly seat quote for an advisor AI suite: the plan, the number of advisor seats, the channels, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what fits what 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 10 advisor seats on the Essentials plan, chat only, with Instant Answers, Crystal-Clear Calls, Actionable Insights and 1 Hero Store app, on a 12 month term. The quote states a monthly total of 625.00 dollars. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with six findings, all in one answer. The quote has 10 advisor seats; the minimum is 25. Actionable Insights and Smarter Training need the Professional or Enterprise plan. Crystal-Clear Calls filters voice audio and needs the Voice or VoiceChat channel. The other three are on screen.
    6. 
      
  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. 
      
  7. What this shows: for hero Store limits that depend on the plan, 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 plan to professional, the advisor seats to 100, the channels to voice and chat, the apps to Instant Answers, Crystal-Clear Calls, Less After-Call Work, Actionable Insights and the monthly total stated on the quote to 14,500.00.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All six earlier findings are cleared.
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  13. Six problems caught in one call, fixed in one pass, 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.
    14.