Predictika · Device as a Service quotes

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

An AI sales agent prepares a monthly Device as a Service quote for a business customer: the device type, lease or purchase, the refresh cycle, imaging and asset tagging, deployment, maintenance, help desk support, asset disposition, the number of devices, 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 these choices fit together, and returns a verdict, every reason and the monthly total it computed.

Scope: One Device as a Service quote: devices, refresh cycle, services, volume, discount and the stated monthly total. See everything this validator covers

This validator models quotes for four device types and the services around them, not just the scenarios shown below.

  • Devices and refresh cycle — laptops, desktops, workstations and printers, leased or purchased, on a 36, 48 or 60 month cycle, with the cycles each device type can take.
  • Services — imaging, asset tagging, single-site or multi-site deployment, Advanced Exchange or Depot maintenance, L1 or L1 and L2 help desk, and asset disposition, with the services each device type and each other service allows.
  • Volume and discount — a minimum device count, a higher minimum for multi-site deployment, reviews for very large rollouts and large disposition batches, and a discount allowed up to a limit, with approval above a lower threshold.
  • The stated total — the monthly total on the quote, which is compared with the one computed from the devices, services and discount.

Any Device as a Service quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: hardware purchase prices, freight, taxes and other Connection services. The service names come from public Connection pages; the device availability, minimums, thresholds and all prices are modeled from comparable programs and are not published by Connection.

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
Services that depend on the device typeOnly with workarounds
Advanced Exchange, L2 help desk and imaging apply to computers but not to printers, and a refresh cycle of 60 months is not offered for laptops and workstations, so each combination needs its own rule.
Device, term and services are fields of one quote, and the combinations are checked together on every call.
Services that depend on other servicesOnly with care
Advanced Exchange needs a help desk to dispatch it, and asset tagging needs imaging, so adding or dropping one service changes what the others allow.
The dependencies are rules on the quote and are checked together on every call.
Volume rules that stackOnly with workarounds
A minimum device count, a higher minimum for multi-site deployment, and reviews for very large rollouts and disposition batches all depend on the same number of devices.
Every rule reads the same device count, so changing it re-checks all of them at once.
A stated total that must match the computed oneOnly with workarounds
The monthly total adds the hardware lease, maintenance, help desk, imaging, tagging, deployment and disposition for each device, times the devices, less the discount, so a separate rule must recompute it and compare it with the stated figure.
The stated total is a field of 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 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.

124 devices is below the 25 device minimum for a Device as a Service program.
2Laptops and workstations are refreshed on a 36 or 48 month cycle; 60 months is for desktops and printers.
3A 60 month lease needs a credit review; a person should confirm.
4Advanced Exchange is quoted for laptops, desktops and workstations; printers use Depot or warranty only.
5Advanced Exchange is dispatched by the help desk; add L1 or L1 and L2 support.
6A multi-site deployment needs at least 100 devices; the quote has 99.
7Asset tagging is done during Configuration and Integration; add imaging.
8L1 and L2 help desk support is quoted for computers; printers use L1.
9System imaging applies to computers, not printers.
10A discount of 11 percent is above 10 percent; a person should approve it.
11A discount of 21 percent is above the 20 percent limit.
125,000 devices needs a program office review; a person should confirm.
13Disposition of 1,000 devices needs scheduled data-destruction capacity; a person should confirm.
14The quote states $3,799 a month; the devices, services and discount give $3,800.

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. Printer program quote: A 10-printer program on a 60-month lease with Advanced Exchange, imaging, asset tagging and multi-site deployment

The agent's request. Please quote 10 printers on a 60-month lease with Advanced Exchange, self-serve support, multi-site deployment, imaging and asset tagging. The quote states a monthly total of $270. It is ready to send.

Verdict: Blocked.

  • Below the minimum device count. 10 devices is below the 25 device minimum for a Device as a Service program.
  • Advanced Exchange not for printers. Advanced Exchange is quoted for laptops, desktops and workstations; printers use Depot or warranty only.
  • Advanced Exchange needs help desk triage. Advanced Exchange is dispatched by the help desk; add L1 or L1 and L2 support.
  • Multi-site deployment needs volume. A multi-site deployment needs at least 100 devices; the quote has 10.
  • Imaging not for printers. System imaging applies to computers, not printers.
  • Long lease needs credit review. A 60 month lease needs a credit review; a person should confirm.

2. Printer program quote: The agent resubmits after fixing the errors

The agent's request. Please quote 100 printers on a 60-month lease with Depot, L1 help desk, multi-site deployment, imaging and asset tagging. The quote states a monthly total of $3,200. It is ready to send.

Verdict: Blocked.

  • Imaging not for printers. System imaging applies to computers, not printers.
  • Long lease needs credit review. A 60 month lease needs a credit review; a person should confirm.

3. Printer program quote: The agent resubmits after fixing the errors

The agent's request. Please quote 100 printers on a 48-month lease with Depot, L1 help desk and multi-site deployment. The quote states a monthly total of $3,200. It is ready to send.

Verdict: Allowed.

  • Price summary. $32 per device per month, 100 devices, $3,200 a month after discount.

4. Large desktop program quote: A 6,000-desktop program on a 60-month lease with a discount above 20 percent and a total left over from an earlier draft

The agent's request. Please quote 6,000 desktops on a 60-month lease with Advanced Exchange, L1 and L2 help desk, multi-site deployment, imaging, asset tagging and asset disposition, and a 25 percent discount. The quote states a monthly total of $234,600. It is ready to send.

Verdict: Blocked.

  • Discount above 20 percent. A discount of 25 percent is above the 20 percent limit.
  • Stated total does not match. The quote states $234,600 a month; the devices, services and discount give $207,000.
  • Discount above 10 percent. A discount of 25 percent is above 10 percent; a person should approve it.
  • Very large rollout. 6,000 devices needs a program office review; a person should confirm.
  • Long lease needs credit review. A 60 month lease needs a credit review; a person should confirm.
  • Large disposition batch. Disposition of 6,000 devices needs scheduled data-destruction capacity; a person should confirm.

5. Large desktop program quote: The agent resubmits after fixing the errors

The agent's request. Please quote 4,000 desktops on a 48-month lease with Advanced Exchange, L1 and L2 help desk, multi-site deployment, imaging and asset tagging, and an 8 percent discount. The quote states a monthly total of $176,640. It is ready to send.

Verdict: Allowed.

  • Price summary. $48 per device per month, 4,000 devices, $176,640 a month after discount.

6. Small laptop purchase quote: 24 laptops on a 60-month purchase, with a total left over from an earlier draft

The agent's request. Please quote 24 laptops on a 60-month purchase with Depot, L1 help desk and shipping only. The quote states a monthly total of $1,100. It is ready to send.

Verdict: Blocked.

  • Below the minimum device count. 24 devices is below the 25 device minimum for a Device as a Service program.
  • Refresh cycle too long for the device. Laptops and workstations are refreshed on a 36 or 48 month cycle; 60 months is for desktops and printers.
  • Stated total does not match. The quote states $1,100 a month; the devices, services and discount give $264.

7. Small laptop purchase quote: The agent resubmits after fixing the errors

The agent's request. Please quote 40 laptops on a 48-month purchase with Depot, L1 help desk and shipping only. The quote states a monthly total of $440. It is ready to send.

Verdict: Allowed.

  • Price summary. $11 per device per month, 40 devices, $440 a month after discount.

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 Device as a Service quote for a business customer: the device type, lease or purchase, the refresh cycle, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how these 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 10 printers on a 60-month lease with Advanced Exchange, self-serve support, multi-site deployment, imaging and asset tagging. The quote states a monthly total of $270. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with five findings and one approval, all in one answer. 10 devices is below the 25 device minimum for a Device as a Service program. Advanced Exchange is quoted for laptops, desktops and workstations; printers use Depot or warranty only. Advanced Exchange is dispatched by the help desk; add L1 or L1 and L2 support. The other two are on screen.
  6. The validator returned five 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.
  7. What this shows: for services that depend on the device type, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the maintenance to depot, the help desk to L1 help desk, the devices to 100 and the monthly total stated on the quote to $3,200.
  10. It calls the validator again.
  11. Still blocked, with one finding and one approval, all in one answer. System imaging applies to computers, not printers.
  12. Four findings cleared. Still blocking: imaging not for printers. One approval also remains for a person: long lease needs credit review.
  13. The agent resubmits once more.
  14. The revised request. It changes the refresh cycle to 48 months, the imaging to no and the asset tagging to no.
  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 $3,200 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.