Predictika · Device fleet lease and rental quotes

An AI sales agent's device fleet quote, checked before it goes out

An AI sales agent prepares a monthly quote for a fleet of laptops, desktops, smartphones or tablets on a Lease, Rental or EcoLease plan, with optional services. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plan rules and returns a verdict, every reason and the monthly total it computed.

Scope: Econocom Digital Workplace device fleet quotes: Lease, Rental and EcoLease (refurbished) plans on laptops, desktops, smartphones and tablets, with Product Care, i.tem asset management and Buyback. See everything this validator covers

This validator models Econocom-style Digital Workplace device fleet quotes, not just the scenarios shown below.

  • Plans and terms — Lease, Rental and EcoLease on 12, 24, 36 or 48 months, with the fleet-size minimums and term limits that go with each plan.
  • Services — Product Care after-sales service (smartphones and tablets), i.tem asset management and Buyback at the end of the term.
  • Discount and approvals — a monthly discount that is checked against the list total, with approvals for deep discounts, very large fleets and large rental stock.
  • Stated monthly total — the monthly total the quote states against the total the validator computes.

Any device fleet quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: sale and leaseback, infrastructure and audiovisual equipment, and other Econocom services. Prices, term factors, minimums and thresholds in this validator are modeled, not published by Econocom.

The AI sales agentBuilds the device fleet 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

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 service that applies to some devices onlyOnly with care
Product Care needs a rule that looks at the device type of every line, and the list grows with each device and service.
The device type and the services are in one request and checked together on every call.
Term limits that depend on the planOnly with care
Rental, Lease and EcoLease each have their own allowed terms and minimum fleet, so every plan needs its own set of rules beside the price rules.
Plan, term and fleet size are fields of the request and are checked against each other on every call.
Approval tiers for discounts, fleet size and stockOnly with workarounds
A discount between two thresholds needs approval and above the higher one is not allowed, so each tier is a separate rule that has to be kept in step with the list total.
The discount is compared with the computed list total and lands in the right tier on every call.
A stated total that must match the computed totalOnly with workarounds
The total is built from plan, term, device, services and discount, so a separate rule is needed to recompute it and compare it with the stated figure.
The stated total is a field of the request and is compared with the computed monthly total on every call.
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.

1The quote has 0 devices; at least 1 is needed.
2Lease and EcoLease plans start at 25 devices; the quote has 0.
3Lease and EcoLease plans start at 25 devices; the quote has 24.
4A term of 18 months is not offered; terms are 12, 24, 36 or 48 months.
5The Rental plan runs up to 36 months; the quote asks for 48 months.
6EcoLease on refurbished equipment starts at 24 months; the quote asks for 12 months.
7Product Care after-sales service is quoted for smartphones and tablets only.
8Buyback at end of term needs a term of 24 months or more.
9A discount of 941 dollars a month is more than 10 percent of the list total and needs sales management approval.
10A discount of 1,881 dollars a month is outside what a quote can carry (more than 20 percent of the list total).
11A fleet of 1,001 devices needs a customer credit review before financing is confirmed.
12Renting 501 devices needs a stock reservation confirmed by logistics.
13The quote states a monthly total of 939,900 cents; the modeled prices give 940,000 cents.
14The quote states a monthly total of 940,001 cents; the modeled prices give 940,000 cents.
15A fleet of 2,000 devices needs a customer credit review before financing is confirmed.
16Renting 2,000 devices needs a stock reservation confirmed by logistics.
17Lease and EcoLease plans start at 25 devices; the quote has 15.
18The quote states a monthly total of 100,000 cents; the modeled prices give 82,500 cents.
19A discount of 3,000 dollars a month is outside what a quote can carry (more than 20 percent of the list total).

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. Plan, term and services: A 1,000-laptop Rental quote on 48 months with Product Care, i.tem and Buyback

The agent's request. Please quote 1,000 laptops on the Rental plan for 48 months, with Product Care, i.tem asset management and Buyback, for a monthly total of $49,750. It is ready to send.

Verdict: Blocked.

  • Rental term limit. The Rental plan runs up to 36 months; the quote asks for 48 months.
  • Product Care is for mobility devices. Product Care after-sales service is quoted for smartphones and tablets only.
  • Rental stock reservation. Renting 1,000 devices needs a stock reservation confirmed by logistics.

2. Plan, term and services: The agent resubmits after fixing the errors

The agent's request. Please quote 1,000 laptops on the Lease plan for 36 months, with i.tem asset management and Buyback, for a monthly total of $47,000. It is ready to send.

Verdict: Allowed.

  • Order summary. 1,000 device(s), estimated monthly total of 4,700,000 cents at the modeled prices.

3. Refurbished lease term and total: A 120-desktop EcoLease quote on 12 months with i.tem and Buyback and a monthly total

The agent's request. Please quote 120 desktops on the EcoLease plan for 12 months, with i.tem asset management and Buyback, for a monthly total of $3,500. It is ready to send.

Verdict: Blocked.

  • EcoLease minimum term. EcoLease on refurbished equipment starts at 24 months; the quote asks for 12 months.
  • Buyback needs a term. Buyback at end of term needs a term of 24 months or more.
  • Stated total does not match. The quote states a monthly total of 350,000 cents; the modeled prices give 600,000 cents.

4. Refurbished lease term and total: The agent resubmits after fixing the errors

The agent's request. Please quote 120 desktops on the EcoLease plan for 24 months, with i.tem asset management and Buyback, for a monthly total of $4,272. It is ready to send.

Verdict: Allowed.

  • Order summary. 120 device(s), estimated monthly total of 427,200 cents at the modeled prices.

5. Discount tiers: A 300-smartphone Rental quote with a discount

The agent's request. Please quote 300 smartphones on the Rental plan for 36 months, with i.tem asset management and Buyback, with a discount of $2,168 a month, for a monthly total of $7,672. It is ready to send.

Verdict: Blocked.

  • Discount too deep. A discount of 2,168 dollars a month is outside what a quote can carry (more than 20 percent of the list total).

6. Discount tiers: The agent resubmits after fixing the errors

The agent's request. Please quote 300 smartphones on the Rental plan for 36 months, with i.tem asset management and Buyback, with a discount of $1,184 a month, for a monthly total of $8,656. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A discount of 1,184 dollars a month is more than 10 percent of the list total and needs sales management approval.
  • Order summary. 300 device(s), estimated monthly total of 865,600 cents at the modeled prices.

7. Discount tiers: The agent resubmits after fixing the errors

The agent's request. Please quote 300 smartphones on the Rental plan for 36 months, with i.tem asset management and Buyback, with a discount of $784 a month, for a monthly total of $9,056. It is ready to send.

Verdict: Allowed.

  • Order summary. 300 device(s), estimated monthly total of 905,600 cents at the modeled prices.

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 monthly quote for a fleet of laptops, desktops, smartphones or tablets on a Lease, Rental or EcoLease plan, with optional services. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plan rules 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 1,000 laptops on the Rental plan for 48 months, with Product Care, i.tem asset management and Buyback, for a monthly total of $49,750. It is ready to send.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings and one approval, all in one answer. The Rental plan runs up to 36 months; the quote asks for 48 months. Product Care after-sales service is quoted for smartphones and tablets only.
  6. The validator returned two 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 term limits that depend on the plan, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the plan to lease, the term to 36 months, the Product Care to no and the monthly total stated on the quote to $47,000.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All three earlier findings are cleared.
  13. Three problems caught in one call, fixed in one pass, and a clean $47,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.