Predictika · packaged rooftop units: capacity, airflow, voltage, heat, options, altitude, lead time and discount

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

An AI sales agent prepares a rooftop unit quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.

Scope: rooftop unit quotes for the Packaged Rooftop Units product line. See everything this validator covers

This validator models Daikin Applied style packaged rooftop unit quotes with a unit size, voltage, heat type, required capacity and airflow, site altitude, electrical service, options, quantity, weeks needed and an extra discount. It handles any quote made of these units and options, not just the scenarios shown below.

  • Units and capacity — Six rooftop sizes from 10 to 60 tons, with capacity reduced for site altitude and checked against the capacity required, and an airflow range for each size.
  • Voltage, heat and electrical service — 208, 460 and 575 volt supply, gas or electric heat, and the minimum circuit ampacity checked against the electrical service available.
  • Options — Outdoor air economizer, energy recovery wheel and corrosion resistant coating, with the rules that tie them to unit size, coastal sites and the strict energy code.
  • Lead time and discounts — Lead time against the weeks needed, volume discounts by quantity, a rep discount authority of 8 percent and an approval path up to 15 percent.
  • Large orders and high altitude — A regional manager review for orders over USD 750,000 and an engineering review for sites above 5,000 feet.
  • The stated net total — A check that the net total the agent states matches the total the validator computes.

It does not cover other Daikin Applied product families such as chillers and air handlers, field service and warranty terms, or real list prices.

The AI sales agentBuilds the quote from the conversation and says it is ready.
Predictika validatorChecks the quote against the product and contract rules and returns every finding it has.

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
Click to expand
    
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ or Revenue Cloud) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator catchesTypical rules-based CPQPredictika
Capacity after an altitude derate against the capacity requiredOnly with workarounds
Needs a derate table and a calculated field in the price and validation rules; the derate bands change with every engineering update.		The derate steps and the capacity check are one calculation with the block and the review.
Airflow range, voltage and heat combinations by unit sizeOnly with care
Product rules per size and per option; works, but each new size needs its own rules.		Ranges and minimum levels are data on each unit; every check follows from them.
Minimum circuit ampacity against the electrical serviceOnly with workarounds
Needs a calculated ampacity that depends on unit, voltage and heat, compared with a quote field.		Ampacity is computed from the unit, voltage and heat and compared with the service in one pass.
Wheel, coating, economizer and energy code dependenciesOnly with care
Option dependency rules; works, but the combinations multiply as options are added.		Each dependency is one rule on the chosen options, and all of them are returned together.
The net total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
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, whatever order the choices arrived in.

  

  

    
What this validator catches
Click to expand
    
Every rule is checked on every call, in whatever order the choices arrive, and one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
RuleEffectWhat it checks
CapacityblockUnit capacity after the altitude derate must meet the required MBH
AirflowblockRequired CFM within the range of the unit
VoltageblockUnits of 20 tons and above are offered only at 460 V or 575 V
Electric heat voltageblockElectric heat on 27 kW and larger units is not offered at 208 V
Gas heat altitudeblockGas heat not offered above 10000 feet
Energy wheel unitblockWheel only on 20 ton and larger units
Energy wheel economizerblockWheel needs the economizer section
CoastalblockCoastal site needs the coating
Energy codeblockStrict code needs the economizer
Electrical serviceblockMinimum circuit ampacity must not exceed the service available
Quantityblock1 to 100 units
Extra discount limitblockAbove 15 percent
Lead time blockblockMore than 8 weeks beyond the weeks needed
Extra discount approvalneeds approvalAbove 8 percent within the limit
Lead time approvalneeds approvalLonger than the weeks needed, within 8 weeks
High altitudeneeds approvalAbove 5000 feet needs engineering review
Large orderneeds approvalAbove USD 750000 needs regional manager review
PricecalculationUnit price plus heat, economizer, wheel and coating adders, less volume and extra discounts, times quantity
Stated net totalblockThe net total the agent states must match the total the validator computes (within USD 1).

  

  

    
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. Capacity for the load: 10 ton unit for 140 MBH

    
The agent's request. Two 10 ton rooftop units at 460 V with gas heat and an economizer for a site at 1,000 feet needing 140 MBH and 4,500 CFM. Net order value USD 50,200. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Capacity. The Rooftop 10 ton delivers 120.0 MBH after the altitude derate, below the 140 MBH required.
    • 
    

    
2. Capacity for the load: 15 ton unit for 140 MBH

    
The agent's request. Two 15 ton rooftop units at 460 V with gas heat and an economizer for a site at 1,000 feet needing 140 MBH and 4,500 CFM. Net order value USD 64,200. Ready to send.

    
Verdict: Allowed.

    
3. The value the agent states: Stated value below computed

    
The agent's request. Four 20 ton rooftop units at 460 V with gas heat and an economizer for a site at 1,000 feet needing 200 MBH and 7,500 CFM. Net order value USD 146,520. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 146520.0 does not match the USD 162800.0 the validator computed.
    • 
    

    
4. The value the agent states: Stated value corrected

    
The agent's request. Four 20 ton rooftop units at 460 V with gas heat and an economizer for a site at 1,000 feet needing 200 MBH and 7,500 CFM. Net order value USD 162,800. Ready to send.

    
Verdict: Allowed.

    
5. Energy code and discount: Strict code, no economizer, 20 percent

    
The agent's request. Four 20 ton rooftop units at 460 V with gas heat and no economizer, with a 20 percent extra discount, for a site under the strict energy code. Net order value USD 117,760. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Energy Code. The strict energy code requires the economizer.
    • 
      
  • Discount Limit. 20 percent extra discount exceeds the 15 percent limit.
    • 
    

    
6. Energy code and discount: Strict code, economizer, 10 percent

    
The agent's request. Four 20 ton rooftop units at 460 V with gas heat and an economizer, with a 10 percent extra discount, for a site under the strict energy code. Net order value USD 146,520. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount Approval. 10 percent extra discount is above the 8 percent a rep can give; sales director must approve.
    • 
    

    
7. Energy code and discount: Strict code, economizer, 8 percent

    
The agent's request. Four 20 ton rooftop units at 460 V with gas heat and an economizer, with an 8 percent extra discount, for a site under the strict energy code. Net order value USD 149,776. Ready to send.

    
Verdict: Allowed.

  

  

    
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 rooftop unit quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Two 10 ton rooftop units at 460 V with gas heat and an economizer for a site at 1,000 feet needing 140 MBH and 4,500 CFM. Net order value USD 50,200. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with one finding, all in one answer. The Rooftop 10 ton delivers 120.0 MBH after the altitude derate, below the 140 MBH required.
    6. 
      
  6. The validator returned one blocking finding 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 capacity after an altitude derate against the capacity required, a rules-based CPQ can do this only with workarounds.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the unit to Rooftop 15 ton and the stated net as to 64,200.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. The validator also returns the line-item quote. It starts with Rooftop 15 ton and Gas heat; the other line is on screen.
    13. 
      
  13. The earlier finding is cleared, and the validator's total, USD 64,200, matches the quote.
    14. 
      
  14. One problem 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.
    15.