Predictika · Fleet program quotes

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

An AI sales agent assembles a fleet program, the vehicle lease, the Navigator fuel card and the services around it. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model, compares the fuel card count the agent states with the one it computes, and returns a verdict, every reason and the figures it computed.

Scope: Element Fleet Essentials programs of 10 to 249 vehicles: lease, Navigator fuel card, maintenance, collision, telematics, Xcelerate Intelligence, EV charging, licensing and remarketing. See everything this validator covers

This validator models quotes for an Element Fleet Essentials program built from Element's public product names, not just the scenarios shown below.

  • Vehicle lease — open-end or closed-end leasing of light-duty vehicles, pickups and vans, or medium-duty trucks; lease term limits, a closed-end mileage cap, a vehicle life limit in projected miles and the fleet size range.
  • Fuel and maintenance — the Element Navigator fuel card, fuel-only (restricted) or unrestricted, with its spare cards; maintenance management and collision management, which depend on the card and on each other.
  • Technology and electrification — telematics, Xcelerate Intelligence reporting and EV charging, each checked against the fleet it is sold to.
  • Registration and resale — licensing and registration management and remarketing, which depend on each other, and the approvals for large programs, long medium-duty leases and telematics without a card.

Any Element Fleet Essentials program quote that touches these products and rules is in scope, not only the scenarios pictured here. Product names are Element's own public names. The fleet size range, lease term limits, mileage and life limits, the dependencies between services and the approval thresholds are modeled from comparable fleet programs and are not Element-published rules. Not covered: prices (this validator produces no price build-up or line-item quote), customized programs for fleets of 250 or more vehicles, mixed vehicle classes in one quote, and other Element services.

The AI sales agentAssembles the fleet program from the conversation and says the quote 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
Lease limits that depend on the lease type and vehicle classOnly with care
Open-end and closed-end terms, the mileage cap and the medium-duty exclusion are separate rules per combination; they work, but every new class multiplies the rules to maintain.
Lease type, class, term and miles are checked together on every call.
Projected miles against the vehicle life limitOnly with workarounds
The projection is annual miles times the term, compared with a limit that depends on the class; it needs a calculation that a plain rule cannot hold.
The projected miles are computed and compared with the class limit.
A fuel-only card that cannot pay for maintenanceOnly with workarounds
The conflict is between a card setting on one line and a service on another, so it needs a cross-line rule that interacts with everything else on the quote.
Every choice is in one request, so the conflict is found whichever order the choices arrive in.
Stated fuel card count that must match the vehicles and sparesOnly with care
A stated figure is a free-entry field; a rule can compare it with a computed one, but someone has to write and maintain that comparison.
The stated figure travels with the quote and is compared with the computed figure on every call.
Services that depend on each other (collision, remarketing, EV charging)Only with care
Each dependency is a simple rule, but they pile up and a rep fixes one error only to meet the next.
Every dependency is checked 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

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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.

1A program of 9 vehicles is outside the 10 to 249 vehicles that this model allows for Element Fleet Essentials; larger fleets need a customized program.
2A program of 250 vehicles is outside the 10 to 249 vehicles that this model allows for Element Fleet Essentials; larger fleets need a customized program.
3A program of 250 vehicles or more needs a fleet sales director to review the pricing and service levels.
4A program of 249 vehicles or more needs a fleet sales director to review the pricing and service levels.
5An open-end lease runs 1 to 5 years in this model; the quote has 6 years.
6An open-end lease runs 1 to 5 years in this model; the quote has 0 years.
7A closed-end lease runs 2 to 5 years in this model; the quote has 1 years.
8A closed-end lease runs 2 to 5 years in this model; the quote has 6 years.
9A closed-end lease allows at most 30,000 miles a year in this model; the vehicles are planned for 31,000.
10Medium-duty trucks are leased open-end only in this model.
11A medium-duty open-end lease of 5 years needs a residual value review.
12The vehicles would run 120,004 miles over the lease term; this vehicle class is replaced at 120,000 miles in this model.
13The vehicles would run 160,000 miles over the lease term; this vehicle class is replaced at 150,000 miles in this model.
14Maintenance management identifies enrolled vehicles by the Navigator card, and the quote has no card.
15The card on the quote is restricted to fuel purchases, so repairs and routine maintenance charges would be disputed; maintenance management needs the unrestricted card.
16Collision management routes repairs through the maintenance network, so maintenance management must be on the quote.
17Xcelerate Intelligence reporting is quoted for programs of at least 25 vehicles in this model; this program has 24.
18EV charging is on the quote but the program has no electric vehicles.
19The program has 70 electric vehicles but only 60 vehicles in total.
207 spare cards are more than 10 percent of the 60 vehicles in this model.
21Remarketing transfers ownership and title, so licensing and registration management must be on the quote.
22The quote states 70 fuel cards, but the vehicles and spares on it need 66.
23The quote states 60 fuel cards, but the vehicles and spares on it need 66.
24Telematics is quoted without a fuel card, so vehicle location cannot be matched with fuel purchases; a person should confirm the customer accepts that.
25A program of 150 vehicles or more needs a fleet sales director to review the pricing and service levels.
26A closed-end lease allows at most 30,000 miles a year in this model; the vehicles are planned for 45,000.

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. 220 pickups and vans: A 220-vehicle pickup and van program on closed-end leases with a fuel-only card and every add-on

The agent's request. Please quote an Element Fleet Essentials program of 220 pickups and vans on closed-end leases of 5 years at 32,000 miles a year, with the fuel-only Element Navigator card and 30 spare cards, plus maintenance management, collision management, telematics, Xcelerate Intelligence, EV charging for 0 electric vehicles, licensing and registration and remarketing. The quote states 220 fuel cards. It is ready to send.

Verdict: Blocked.

  • Closed-end annual mileage over the cap. A closed-end lease allows at most 30,000 miles a year in this model; the vehicles are planned for 32,000.
  • Projected miles over the vehicle life limit. The vehicles would run 160,000 miles over the lease term; this vehicle class is replaced at 150,000 miles in this model.
  • Fuel-only card cannot pay for maintenance. The card on the quote is restricted to fuel purchases, so repairs and routine maintenance charges would be disputed; maintenance management needs the unrestricted card.
  • EV charging with no EVs. EV charging is on the quote but the program has no electric vehicles.
  • Too many spare cards. 30 spare cards are more than 10 percent of the 220 vehicles in this model.
  • Stated cards differ from the quote. The quote states 220 fuel cards, but the vehicles and spares on it need 250.
  • Large program to review. A program of 220 vehicles or more needs a fleet sales director to review the pricing and service levels.

2. 220 pickups and vans: The agent resubmits after fixing the errors

The agent's request. Please quote an Element Fleet Essentials program of 220 pickups and vans on open-end leases of 5 years at 26,000 miles a year, with the unrestricted Element Navigator card and 22 spare cards, plus maintenance management, collision management, telematics, Xcelerate Intelligence, EV charging for 30 electric vehicles, licensing and registration and remarketing. The quote states 242 fuel cards. It is ready to send.

Verdict: Needs approval.

  • Large program to review. A program of 220 vehicles or more needs a fleet sales director to review the pricing and service levels.
  • Program summary. 220 vehicles, 242 fuel cards, 130,000 projected miles per vehicle over the lease.

3. 220 pickups and vans: The agent resubmits after fixing the errors

The agent's request. Please quote an Element Fleet Essentials program of 148 pickups and vans on open-end leases of 5 years at 26,000 miles a year, with the unrestricted Element Navigator card and 14 spare cards, plus maintenance management, collision management, telematics, Xcelerate Intelligence, EV charging for 20 electric vehicles, licensing and registration and remarketing. The quote states 162 fuel cards. It is ready to send.

Verdict: Allowed.

  • Program summary. 148 vehicles, 162 fuel cards, 130,000 projected miles per vehicle over the lease.

4. Medium-duty trucks: A medium-duty truck program on a closed-end lease with remarketing

The agent's request. Please quote an Element Fleet Essentials program of 40 medium-duty trucks on closed-end leases of 4 years at 22,000 miles a year, with the unrestricted Element Navigator card and 4 spare cards, plus maintenance management and remarketing. The quote states 44 fuel cards. It is ready to send.

Verdict: Blocked.

  • Closed-end lease on medium-duty trucks. Medium-duty trucks are leased open-end only in this model.
  • Remarketing needs licensing and registration. Remarketing transfers ownership and title, so licensing and registration management must be on the quote.

5. Medium-duty trucks: The agent resubmits after fixing the errors

The agent's request. Please quote an Element Fleet Essentials program of 40 medium-duty trucks on open-end leases of 4 years at 22,000 miles a year, with the unrestricted Element Navigator card and 4 spare cards, plus maintenance management, licensing and registration and remarketing. The quote states 44 fuel cards. It is ready to send.

Verdict: Allowed.

  • Program summary. 40 vehicles, 44 fuel cards, 88,000 projected miles per vehicle over the lease.

6. Small light-duty fleet: A small light-duty fleet with collision management, Xcelerate Intelligence and telematics

The agent's request. Please quote an Element Fleet Essentials program of 12 light-duty vehicles on open-end leases of 4 years at 15,000 miles a year, with no fuel card, plus collision management, telematics, Xcelerate Intelligence, licensing and registration and remarketing. The quote states 0 fuel cards. It is ready to send.

Verdict: Blocked.

  • Collision management needs maintenance management. Collision management routes repairs through the maintenance network, so maintenance management must be on the quote.
  • Xcelerate Intelligence needs a larger fleet. Xcelerate Intelligence reporting is quoted for programs of at least 25 vehicles in this model; this program has 12.
  • Telematics without a fuel card. Telematics is quoted without a fuel card, so vehicle location cannot be matched with fuel purchases; a person should confirm the customer accepts that.

7. Small light-duty fleet: The agent resubmits after fixing the errors

The agent's request. Please quote an Element Fleet Essentials program of 30 light-duty vehicles on open-end leases of 4 years at 15,000 miles a year, with the unrestricted Element Navigator card and 3 spare cards, plus maintenance management, collision management, telematics, Xcelerate Intelligence, licensing and registration and remarketing. The quote states 33 fuel cards. It is ready to send.

Verdict: Allowed.

  • Program summary. 30 vehicles, 33 fuel cards, 60,000 projected miles per vehicle over the lease.

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 assembles a fleet program, the vehicle lease, the Navigator fuel card and the services around it. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model, compares the fuel card count the agent states with the one it computes, and returns a verdict, every reason and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote an Element Fleet Essentials program of 220 pickups and vans on closed-end leases of 5 years at 32,000 miles a year. The quote states 220 fuel cards. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings and one approval, all in one answer. A closed-end lease allows at most 30,000 miles a year in this model; the vehicles are planned for 32,000. The vehicles would run 160,000 miles over the lease term; this vehicle class is replaced at 150,000 miles in this model. The card on the quote is restricted to fuel purchases, so repairs and routine maintenance charges would be disputed; maintenance management needs the unrestricted card. The other three are on screen.
  6. The validator returned six 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 a fuel-only card that cannot pay for maintenance, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the lease type to open-end, the annual miles per vehicle to 26,000, the Element Navigator fuel card to unrestricted, the spare cards to 22, the electric vehicles to 30 and the stated fuel cards to 242.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The six blocking findings are cleared; one approval remains for a person: large program to review.
  13. The agent resubmits once more.
  14. The revised request. It changes the vehicles to 148, the spare cards to 14, the electric vehicles to 20 and the stated fuel cards to 162.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The earlier finding is cleared, and the validator's figure matches the quote.
  18. Seven problems caught in one call, fixed in two passes, 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.