Predictika · Refrigeration component quotes

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

An AI sales agent drafts a quote for a refrigeration system: the compressor, the expansion valve, the frequency drive, the refrigerant, the application, the supply voltage, the load and the number of systems. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the component capacities, refrigerants, voltages and discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.

Scope: Danfoss style refrigeration component quotes: five compressors, five expansion valves and five drive options, with refrigerant, supply voltage, load, quantity and discounts. See everything this validator covers

This validator models refrigeration component selection quotes in the style of Danfoss, with five compressors, five expansion valves and five drive options. It handles any system made of these, not just the scenarios shown below.

  • Compressor sizing — The compressor capacity must cover the load with a 10 percent margin, run on the supply voltage and, for low temperature applications, be rated for them.
  • Refrigerant match — The compressor and the expansion valve must both match the refrigerant of the system (HFC, A2L or CO2); an A2L system of 40 kW or more needs a charge and site safety review.
  • Expansion valve and drive — The valve must cover the load; a drive must match the compressor voltage and be at least as large as the compressor, and a 45 kW or larger compressor needs one.
  • Quantity, discount and size — One to 20 systems per quote, a volume discount from 5 systems, an approval band above 8 percent total discount and a limit at 15 percent, and a deal desk review above USD 60,000.
  • The stated net total — A check that the net total the agent states matches the net total the validator computes.

Any refrigeration component quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Danfoss product lines, system design or thermodynamic calculations, or real list prices.

The AI sales agentBuilds the refrigeration system quote from the conversation and says it is ready.
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
Compressor, valve and refrigerant matchOnly with workarounds
A product rule per refrigerant and component pairing; each new refrigerant multiplies the rules.
Refrigerant is a catalog attribute compared with the system on every call, for the compressor and the valve separately.
Capacity with a safety marginOnly with care
A validation rule per compressor family; the margin is easy to hard-code differently in several places.
The capacity is compared with the load times the margin in one calculation.
Drive voltage, size and the 45 kW requirementOnly with workarounds
Dependent selection rules between drive and compressor, usually added after the first field failure.
Drive voltage, drive size and the requirement are three separate findings returned together.
Low temperature and supply voltageOnly with care
Attribute checks tied to the application and supply fields; often added late.
Each is a direct comparison of a catalog attribute with the quote field.
Volume discount stacked with an extra discountOnly with workarounds
Stacked schedules and approval limits; double counting is common.
The total discount is one calculation; the approval band and the limit are separate findings.
The net total the agent statesOnly with workarounds
Comparing a stated value 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 value.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, 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

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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.

1Total discount of 9 percent is above the 8 percent a rep can give; sales director must approve.
2A 40 kW system on a mildly flammable A2L refrigerant needs a charge and site safety review.
3Project value of $78,320 is above $60,000 and needs a deal desk review.
4The 20 kW Scroll compressor 20 kW HFC cannot cover a 20 kW load with the required 10 percent margin.
5The Scroll compressor 20 kW HFC does not match the A2L refrigerant of this system.
6The Electronic expansion valve 15 kW HFC does not match the A2L refrigerant of this system.
7The Scroll compressor 20 kW HFC is not rated for low temperature application.
8The Scroll compressor 20 kW HFC does not run on the V230 supply.
9The Frequency drive 12 kW 230 V does not match the supply voltage of the Scroll compressor 20 kW HFC.
10The Frequency drive 12 kW 230 V is too small for the Scroll compressor 20 kW HFC.
11The Scroll compressor 45 kW A2L needs a frequency drive for soft start and capacity control.
12The 15 kW Electronic expansion valve 15 kW HFC is too small for a 16 kW load.
1325 systems are outside the 1 to 20 systems of one quote.
14Total discount of 16 percent exceeds the 15 percent limit.
15The quoted net total of $4,389.60 does not match the $4,720 the validator computed.

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. Refrigerant match: The total is right; the refrigerant is not

The agent's request. This is for a grocery chain adding a refrigeration system for a medium temperature load, built on an A2L refrigerant. One 20 kW scroll compressor with a 15 kW electronic expansion valve and a 20 kW 400 V frequency drive, for an A2L refrigerant system with a 14 kW medium temperature load. Net total $4,720. It is ready to send.

Verdict: Blocked.

  • Compressor Refrigerant. The Scroll compressor 20 kW HFC does not match the A2L refrigerant of this system.
  • Valve Refrigerant. The Electronic expansion valve 15 kW HFC does not match the A2L refrigerant of this system.

2. Refrigerant match: The agent resubmits after fixing the errors

The agent's request. This is for a grocery chain adding a refrigeration system for a medium temperature load, built on an A2L refrigerant. One 12 kW single phase A2L scroll compressor with a 15 kW A2L electronic expansion valve and a 12 kW 230 V frequency drive, for a 10 kW medium temperature load on a 230 V supply. Net total $3,350. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: $3,350 total for 1 systems; $3,350 per system with compressor, valve and drive; $3,350 before discount; 0 percent total discount.

3. Drive requirement: The total is right; the drive is missing

The agent's request. This is for a distribution center upgrading its air conditioning plant, a 38 kW load on a 400 V supply. One 45 kW A2L scroll compressor with a 40 kW A2L electronic expansion valve and no frequency drive, for an air conditioning system on a 400 V supply with a 38 kW load. Net total $5,890. It is ready to send.

Verdict: Blocked.

  • Drive Required. The Scroll compressor 45 kW A2L needs a frequency drive for soft start and capacity control.

4. Drive requirement: The agent resubmits after fixing the errors

The agent's request. This is for a distribution center upgrading its air conditioning plant, a 38 kW load on a 400 V supply. One 45 kW A2L scroll compressor with a 40 kW A2L electronic expansion valve and a 60 kW 400 V frequency drive, for an air conditioning system with a 38 kW load. Net total $10,190. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: $10,190 total for 1 systems; $10,190 per system with compressor, valve and drive; $10,190 before discount; 0 percent total discount.

5. The total the agent states: The agent's own total is checked too

The agent's request. This is for a cold storage operator adding a system for a 14 kW medium temperature load on a 400 V supply. One 20 kW HFC scroll compressor with a 15 kW HFC electronic expansion valve and a 20 kW 400 V frequency drive, for a 14 kW medium temperature load on a 400 V supply. Net total $4,389.60. It is ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of $4,389.60 does not match the $4,720 the validator computed.

6. The total the agent states: The agent resubmits after fixing the errors

The agent's request. This is for a cold storage operator adding a system for a 14 kW medium temperature load on a 400 V supply. One 20 kW HFC scroll compressor with a 15 kW HFC electronic expansion valve and a 20 kW 400 V frequency drive, for a 14 kW medium temperature load on a 400 V supply. Net total $4,720. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: $4,720 total for 1 systems; $4,720 per system with compressor, valve and drive; $4,720 before discount; 0 percent total discount.

7. Review by a person: Valid, but not final without a person

The agent's request. This is for a cold storage operator that has asked for a better price on five systems to win the order. Five systems, each with a 20 kW HFC scroll compressor, a 15 kW HFC electronic expansion valve and a 20 kW 400 V frequency drive, for a 14 kW medium temperature load on a 400 V supply, with another 6 percent off to win the order. Net total $21,476. It is ready to send.

Verdict: Needs approval.

  • Discount Approval. Total discount of 9 percent is above the 8 percent a rep can give; sales director must approve.
  • Price summary. Estimated price: $21,476 total for 5 systems; $4,720 per system with compressor, valve and drive; $23,600 before discount; 9 percent total 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 drafts a quote for a refrigeration system: the compressor, the expansion valve, the frequency drive, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the component capacities, refrigerants, voltages and discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.
  2. I will start with the first request by the agent.
  3. The agent says. This is for a grocery chain adding a refrigeration system for a medium temperature load, built on an A2L refrigerant. One 20 kW scroll compressor. The rest of the request is on screen. Net total $4,720.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. The Scroll compressor 20 kW HFC does not match the A2L refrigerant of this system. The Electronic expansion valve 15 kW HFC does not match the A2L refrigerant of this system.
  6. The validator returned two 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. What this shows: for compressor, valve and refrigerant match, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the compressor to Scroll compressor 12 kW A2L single phase, the expansion valve to Electronic expansion valve 15 kW A2L, the drive to Frequency drive 12 kW 230 V, the supply to 230 V, the cooling load to 10 kW and the net total stated on the quote to $3,350.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Scroll compressor 12 kW A2L single phase and Electronic expansion valve 15 kW A2L; the other line is on screen.
  13. Both earlier findings are cleared, and the validator's total, $3,350, matches the quote.
  14. Two problems caught in one call, fixed in one pass, and a clean $3,350 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.