Predictika · Talent suite subscription quotes

An AI sales agent's talent suite subscription quote, checked before it goes out

An AI sales agent prepares a modular, per-user subscription quote for a talent management software customer: learning, content, performance and related modules, user count, term, renewal uplift, co-terming of mid-term add-ons and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the module and licensing rules and returns a verdict, every reason and the tier figures it computed.

Scope: subscription quotes for a modular talent management suite (learning, content, performance, skills and related modules), new, renewal and mid-term add-on. See everything this validator covers

This validator models per-user subscription quotes for a modular talent management suite — not just the scenarios shown below.

  • Modules and dependencies — Content, Extended Enterprise and Immerse need Learning; Succession needs Performance; Talent Marketplace needs Skills; Skills needs Learning or Performance.
  • Per-user tiers — the user band and minimum term of each tier, and the minimum and maximum the quote itself states.
  • Content seats — Content Anytime seats cannot exceed licensed users.
  • Renewal uplift — what a sales rep can set, what needs management approval and what no one can approve; uplift only on renewals.
  • Co-term — a mid-term add-on must end with the existing subscription, with a check when little time remains.
  • Discount authority — what a sales rep can give, what needs management approval and what no one can approve.

Any subscription quote for these modules that touches dependencies, tier limits, term, uplift, co-term or discounts is in scope — not only the scenarios pictured here. Not covered: prices (no public price list exists, so this validator produces no price build-up or line-item quote), implementation services, and any vendor CPQ platform. Assumptions: the dependencies, tier bands, minimum terms, uplift limits and discount limits are invented illustrative values.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed tier 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
Click to expand
    
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 module sold without the module it depends on, such as Content or Immerse without LearningOnly with care
Each dependency is a product rule. It works, but the rules multiply with every module and bundle, and someone must keep them in step.		Dependencies are declared once and every combination is checked on every call.
An add-on that must co-term with a subscription already in forceOnly with workarounds
The remaining term lives on an existing contract or asset record. A rule can only use it if it is copied onto the quote and the add-on term is computed from it.		The months remaining travel with the quote and are compared with the add-on term on every call.
A quote that states a user minimum or maximum different from the tierOnly with care
A validation rule can compare a stated figure with the tier, but only if the stated figure is a field on the quote, which it rarely is.		The stated figures travel with the quote and are compared with the tier on every call.
Renewal uplift and discount limits with a near-limit approvalOnly with care
Approval rules are easy one at a time. Several reasons at once usually mean several approval rules firing separately, each with its own message.		Every approval reason is listed together with the block reasons, in order of severity.
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
Click to expand
    
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.

    
1Content Anytime needs the Learning module, which is not on the quote.
2Succession needs the Performance module, which is not on the quote.
3Talent Marketplace needs the Skills module, which is not on the quote.
4Skills needs the Learning or the Performance module, and neither is on the quote.
53000 users is above the 2499 user maximum of the Business tier.
6the quote states a 3000 user maximum, but the Business tier tops out at 2499.
7a 24 month term is below the 36 month minimum for the Enterprise tier.
8600 Content Anytime seats is more than the 500 licensed users.
9a 9 percent renewal uplift is above the 7 percent limit that anyone can approve.
10a 35 percent discount is above the 30 percent limit that anyone can approve.
11an add-on must co-term with the existing subscription: the term is 12 months but 2 months remain.
12a 20 percent discount is above the 15 percent a sales rep can give; it needs sales management approval.
13only 2 months remain on the existing subscription; confirm with the customer whether to co-term or to wait for renewal.
14a 7 percent renewal uplift is above the 5 percent a sales rep can set; it needs sales management approval.
15a 3 percent renewal uplift is on a quote that is not a renewal.
162250 users leaves under 10 percent headroom below the 2499 user maximum of the Business tier; confirm the tier with the customer.

  

  

    
Scenarios and results
Click to expand
    
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. Module dependencies: Content, Immerse and Extended Enterprise without Learning

    
The agent's request. Please quote a new subscription on the Enterprise tier for 5,000 users, a 36 month term, with Content Anytime, Extended Enterprise and Immerse (4,000 Content Anytime seats). The quote states that the tier covers 2,500 to 50,000 users. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Module dependency missing. Content Anytime needs the Learning module, which is not on the quote.
    • 
      
  • Module dependency missing. Extended Enterprise needs the Learning module, which is not on the quote.
    • 
      
  • Module dependency missing. Immerse needs the Learning module, which is not on the quote.
    • 
    

    
2. Module dependencies: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new subscription on the Enterprise tier for 5,000 users, a 36 month term, with Learning, Content Anytime, Extended Enterprise and Immerse (4,000 Content Anytime seats). The quote states that the tier covers 2,500 to 50,000 users. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Tier summary. The Enterprise tier covers 2500 to 50000 users with a 36 month minimum term; quote has 5000 users on a 36 month term.
    • 
    

    
3. Renewal and tier: Renewal above the Business tier, with a high uplift

    
The agent's request. Please quote a renewal on the Business tier for 3,000 users, a 36 month term, with Learning, Content Anytime and Performance (2,500 Content Anytime seats), and a 9 percent renewal uplift. The quote states that the tier covers 250 to 3,000 users. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Users above the tier maximum. 3000 users is above the 2499 user maximum of the Business tier.
    • 
      
  • Renewal uplift above the maximum. A 9 percent renewal uplift is above the 7 percent limit that anyone can approve.
    • 
      
  • Stated figure does not match. The quote states a 3000 user maximum, but the Business tier tops out at 2499.
    • 
    

    
4. Renewal and tier: The agent resubmits after fixing the errors

    
The agent's request. Please quote a renewal on the Enterprise tier for 3,000 users, a 36 month term, with Learning, Content Anytime and Performance (2,500 Content Anytime seats), and a 4 percent renewal uplift. The quote states that the tier covers 2,500 to 50,000 users. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Tier summary. The Enterprise tier covers 2500 to 50000 users with a 36 month minimum term; quote has 3000 users on a 36 month term.
    • 
    

    
5. Mid-term add-on: Add-on with missing dependencies, wrong term and a 35 percent discount

    
The agent's request. Please quote a mid-term add-on to an existing subscription with 2 months remaining on the Enterprise tier for 4,000 users, a 12 month term, with Succession, Skills and Talent Marketplace, and a 35 percent discount. The quote states that the tier covers 2,500 to 50,000 users. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Module dependency missing. Succession needs the Performance module, which is not on the quote.
    • 
      
  • Module dependency missing. Skills needs the Learning or the Performance module, and neither is on the quote.
    • 
      
  • Discount above the maximum. A 35 percent discount is above the 30 percent limit that anyone can approve.
    • 
      
  • Add-on does not co-term. An add-on must co-term with the existing subscription: the term is 12 months but 2 months remain.
    • 
    

    
6. Mid-term add-on: The agent resubmits after fixing the errors

    
The agent's request. Please quote a mid-term add-on to an existing subscription with 2 months remaining on the Enterprise tier for 4,000 users, a 2 month term, with Performance, Succession, Skills and Talent Marketplace, and a 20 percent discount. The quote states that the tier covers 2,500 to 50,000 users. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A 20 percent discount is above the 15 percent a sales rep can give; it needs sales management approval.
    • 
      
  • Little time left to co-term. Only 2 months remain on the existing subscription; confirm with the customer whether to co-term or to wait for renewal.
    • 
      
  • Tier summary. The Enterprise tier covers 2500 to 50000 users with a 36 month minimum term; quote has 4000 users on a 2 month term.
    • 
    

  

  

    
Narration transcript
Click to expand
    
The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a modular, per-user subscription quote for a talent management software customer: learning, content, performance and related modules, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the module and licensing rules and returns a verdict, every reason and the tier figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote a new subscription on the Enterprise tier for 5,000 users, a 36 month term, with Content Anytime, Extended Enterprise and Immerse (4,000 Content Anytime seats). The quote states that the tier covers 2,500 to 50,000 users. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with three findings, all in one answer. Content Anytime needs the Learning module, which is not on the quote. Extended Enterprise needs the Learning module, which is not on the quote. Immerse needs the Learning module, which is not on the quote.
    6. 
      
  6. The validator returned three 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.
    7. 
      
  7. What this shows: for a module sold without the module it depends on, such as Content or Immerse without Learning, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the modules to Learning, Content Anytime, Extended Enterprise and Immerse.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. The earlier finding is cleared, and the validator's figure matches the quote.
    13. 
      
  13. Three 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.