Predictika · Customer success, education, community and product experience quotes

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

An AI sales agent prepares a quote for Gainsight: Gainsight CS in the Essentials or Enterprise package with its add-ons, Skilljar plans for customer education, Customer Communities plans, Product Experience units, Staircase AI and the Digital Customer Hub. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the packages, their limits and how the products depend on each other, and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Gainsight CS (Essentials and Enterprise with add-ons), Skilljar, Customer Communities, Product Experience, Staircase AI and the Digital Customer Hub: package limits, add-on dependencies, plan inclusions, the term and the stated total. See everything this validator covers

This validator models Gainsight platform quotes, not just the scenarios shown below. The product names, the two Gainsight CS packages and their published limits, the Skilljar and Customer Communities plans and what each includes, and the Product Experience unit price on AWS Marketplace come from Gainsight's public pages; most other prices and a few dependency rules are illustrations set to be typical for a customer success platform.

  • Gainsight CS — the Essentials or Enterprise package, full users, customer records (100 per full user on Essentials, 200 on Enterprise), Viewer+ licenses, sponsors, the add-ons (multi-source text analytics, Renewal Center, Sponsor Tracking, Company Intelligence, Business Modeler, sandboxes), Company Teams and Renewal Prediction.
  • Skilljar and Customer Communities — Skilljar Essentials, Professional or Enterprise with academy sites, Single Sign On for admins and a sandbox organization; Customer Communities Professional, Business or Enterprise with admin seats.
  • Product Experience, Staircase AI and the Digital Customer Hub — Product Experience units, Staircase AI by customer account, and the Digital Customer Hub that joins education with communities.
  • Checks — package minimums and limits, add-ons that Enterprise already includes, features that need a particular add-on or package, plan inclusions, a term of 1 to 5 years and the stated total. Terms over 3 years, more than 100 Enterprise full users, extra Viewer+ licenses, more than 5 Product Experience units and Staircase AI without Gainsight CS go to a person.

Any Gainsight quote that touches these products and rules is in scope — not only the scenarios pictured here. Not covered: Atlas AI Agents, Gainsight CS for SAP Sales Cloud, integration counts, API limits, data storage units, implementation and training services, taxes and negotiated discounts. Prices, several minimums and the approval thresholds are illustrative, not Gainsight's.

The AI sales agentBuilds the Gainsight 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
Limits that grow with the number of usersOnly with care
Customer records are allowed at 100 per full user on Essentials and 200 on Enterprise, and Viewer+ licenses at 2 and 4 per full user; a product rule has to compare each count with the user count and the package together, and keep up when either changes.
The package, the users and every count are in one request and are compared together on every call.
An add-on the package already includesOnly with workarounds
Enterprise includes five add-ons that Essentials sells separately, so a rep who copies an Essentials quote and upgrades the package can bill them twice; catching it takes a rule for each add-on against the package.
Each add-on is checked against the chosen package, and the double charge comes back as a finding.
A feature that needs a particular add-on or packageOnly with care
Renewal Prediction needs Renewal Center and Company Teams is not sold with Essentials; each dependency is a separate rule that must be written, kept and tested.
The features, add-ons and package are checked together, so a missing prerequisite is named.
Plan inclusions that span several productsOnly with workarounds
Skilljar sites, Single Sign On and the sandbox organization depend on the plan, the Customer Communities admin seats depend on a different plan, and the Digital Customer Hub depends on both products being quoted.
Every plan and what it includes is in one request and checked on every call.
A stated total that must equal the list-price totalOnly with workarounds
The stated figure is free text; a rule can compare it with a computed total only after the packages, add-ons, plans, units and accounts have been priced and summed over the term.
The total is computed and compared in the same pass as the other rules.
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.

1Gainsight CS Essentials includes 10 full users as its base, and the quote has 9 full users.
2Gainsight CS Essentials is limited to 50 full users, and the quote has 51; Enterprise has no such limit.
3Gainsight CS Enterprise includes 20 full users as its base, and the quote has 19 full users.
4The quote has 101 Gainsight CS full users; above 100 a person should confirm the data units and implementation scope.
5The quote has 2,001 customer records, and the package allows 2,000 (100 per full user on Essentials, 200 on Enterprise).
6The quote has 41 Viewer+ licenses and the package includes 40 (2 per full user on Essentials, 4 on Enterprise); the extra licenses need a person to confirm.
7The quote has 251 sponsors; Essentials allows up to 250 and Enterprise up to 500.
8Sponsors are quoted on Essentials without the Sponsor Tracking add-on.
9The quote charges for add-ons that Enterprise already includes (multi-source text analytics, Renewal Center, Sponsor Tracking, Company Intelligence, Business Modeler).
10Company Teams is not available with Essentials; it comes with Enterprise.
11Renewal Prediction needs Renewal Center, and the quote is on Essentials without the Renewal Center add-on.
12The quote has Gainsight CS users, records, add-ons or features but no Gainsight CS package (Essentials or Enterprise).
13The quote has 2 Skilljar academy sites; Essentials includes 1, Professional 2 and Enterprise 3.
14Single Sign On for admins starts with Skilljar Professional, and the quote has it on Essentials.
15A Skilljar sandbox organization comes with Enterprise only.
16A Skilljar plan is quoted with no academy site.
17The quote has Skilljar academy sites or features but no Skilljar plan.
18The quote has 4 Customer Communities admin seats; Professional includes 3, Business 5 and Enterprise 10.
19The quote has 3 Customer Communities admin seats but no Customer Communities plan.
20A Customer Communities plan is quoted with no admin seat.
21The quote has 6 Product Experience units; orders above 5 units need a person to confirm the unit count.
22Staircase AI is quoted for 499 customer accounts; it is sold for at least 500.
23Staircase AI is quoted without Gainsight CS, so its risk signals have no workflow to act on; a person should confirm.
24The Digital Customer Hub joins Skilljar education with Customer Communities, and the quote lacks a Skilljar plan, a Customer Communities plan or both.

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. Brightwave Analytics, Customer Success: A quote for a SaaS company: Gainsight CS Essentials with sponsors, Product Experience and Staircase AI

The agent's request. Please quote Gainsight for a 3-year term, with Gainsight CS Essentials for 40 full users with 6,200 customer records, 300 sponsors, Company Teams, Renewal Prediction, 2 Product Experience units and Staircase AI for 1,200 customer accounts. The quote states a total of $597,000.00 for 3 years. It is ready to send.

Verdict: Blocked.

  • Customer records over the allowance. The quote has 6,200 customer records, and the package allows 4,000 (100 per full user on Essentials, 200 on Enterprise).
  • Sponsors over the limit. The quote has 300 sponsors; Essentials allows up to 250 and Enterprise up to 500.
  • Sponsors need Sponsor Tracking. Sponsors are quoted on Essentials without the Sponsor Tracking add-on.
  • Company Teams is not on Essentials. Company Teams is not available with Essentials; it comes with Enterprise.
  • Renewal Prediction needs Renewal Center. Renewal Prediction needs Renewal Center, and the quote is on Essentials without the Renewal Center add-on.

2. Brightwave Analytics, Customer Success: The agent resubmits after fixing the errors

The agent's request. Please quote Gainsight for a 3-year term, with Gainsight CS Enterprise for 40 full users with 6,200 customer records, 300 sponsors, Company Teams, Renewal Prediction, 2 Product Experience units and Staircase AI for 1,200 customer accounts. The quote states a total of $804,000.00 for 3 years. It is ready to send.

Verdict: Allowed.

  • Quote summary. Annual charge of $268,000.00 and a term total of $804,000.00 at list prices.

3. Larkspur Software, education and community: A quote for a software company: Skilljar, Customer Communities, Product Experience and the Digital Customer Hub

The agent's request. Please quote Gainsight for a 4-year term, with Skilljar Professional with 3 academy sites, Single Sign On for admins, a Skilljar sandbox organization, Customer Communities Business with 8 admin seats, 3 Product Experience units and the Digital Customer Hub. The quote states a total of $600,000.00 for 4 years. It is ready to send.

Verdict: Blocked.

  • Academy sites over the plan. The quote has 3 Skilljar academy sites; Essentials includes 1, Professional 2 and Enterprise 3.
  • Sandbox organization needs Enterprise. A Skilljar sandbox organization comes with Enterprise only.
  • Admin seats over the plan. The quote has 8 Customer Communities admin seats; Professional includes 3, Business 5 and Enterprise 10.
  • Term longer than 3 years. The quote has a term of 4 years; terms over 3 years need a person to confirm price protection.

4. Larkspur Software, education and community: The agent resubmits after fixing the errors

The agent's request. Please quote Gainsight for a 4-year term, with Skilljar Enterprise with 3 academy sites, Single Sign On for admins, a Skilljar sandbox organization, Customer Communities Business with 5 admin seats, 3 Product Experience units and the Digital Customer Hub. The quote states a total of $792,000.00 for 4 years. It is ready to send.

Verdict: Needs approval.

  • Term longer than 3 years. The quote has a term of 4 years; terms over 3 years need a person to confirm price protection.
  • Quote summary. Annual charge of $198,000.00 and a term total of $792,000.00 at list prices.

5. Larkspur Software, education and community: The agent resubmits after fixing the errors

The agent's request. Please quote Gainsight for a 3-year term, with Skilljar Enterprise with 3 academy sites, Single Sign On for admins, a Skilljar sandbox organization, Customer Communities Business with 5 admin seats, 3 Product Experience units and the Digital Customer Hub. The quote states a total of $594,000.00 for 3 years. It is ready to send.

Verdict: Allowed.

  • Quote summary. Annual charge of $198,000.00 and a term total of $594,000.00 at list prices.

6. Cobalt Systems, Enterprise CS and Staircase AI: A quote for an industrial software company: Gainsight CS Enterprise, sponsors, Product Experience and Staircase AI

The agent's request. Please quote Gainsight for a 3-year term, with Gainsight CS Enterprise for 90 full users with 14,000 customer records, 250 Viewer+ licenses, 600 sponsors, the Sponsor Tracking add-on, 2 Product Experience units and Staircase AI for 300 customer accounts. The quote states a total of $1,038,000.00 for 3 years. It is ready to send.

Verdict: Blocked.

  • Sponsors over the limit. The quote has 600 sponsors; Essentials allows up to 250 and Enterprise up to 500.
  • Add-on already included in Enterprise. The quote charges for add-ons that Enterprise already includes (multi-source text analytics, Renewal Center, Sponsor Tracking, Company Intelligence, Business Modeler).
  • Staircase AI below 500 accounts. Staircase AI is quoted for 300 customer accounts; it is sold for at least 500.
  • Stated total does not match. The quote states a total of $1,038,000.00 for the term; the list prices give $1,092,000.00.

7. Cobalt Systems, Enterprise CS and Staircase AI: The agent resubmits after fixing the errors

The agent's request. Please quote Gainsight for a 3-year term, with Gainsight CS Enterprise for 90 full users with 14,000 customer records, 250 Viewer+ licenses, 450 sponsors, 2 Product Experience units and Staircase AI for 1,200 customer accounts. The quote states a total of $1,254,000.00 for 3 years. It is ready to send.

Verdict: Allowed.

  • Quote summary. Annual charge of $418,000.00 and a term total of $1,254,000.00 at list prices.

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 prepares a quote for Gainsight: Gainsight CS in the Essentials or Enterprise package with its add-ons, Skilljar plans for customer education, Customer Communities plans, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the packages, their limits and how the products depend on each other, and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Gainsight for a 3-year term, with Gainsight CS Essentials for 40 full users with 6,200 customer records, 300 sponsors. The quote states a total of $597,000.00 for 3 years. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with five findings, all in one answer. The quote has 6,200 customer records, and the package allows 4,000 (100 per full user on Essentials, 200 on Enterprise). The quote has 300 sponsors; Essentials allows up to 250 and Enterprise up to 500. Sponsors are quoted on Essentials without the Sponsor Tracking add-on. The other two are on screen.
  6. The validator returned five 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 limits that grow with the number of users, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the Gainsight CS package to enterprise and the stated total to $804,000.00.
  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 Gainsight CS Enterprise package base and Gainsight CS Enterprise full user; the other two lines are on screen.
  13. All five earlier findings are cleared, and the validator's total, $804,000.00, matches the quote.
  14. Five problems caught in one call, fixed in one pass, and a clean $804,000.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.