Predictika · Generac style home energy storage quotes: battery cabinets, inverters, installer programs, backup load, options and contract years
A sales quoting assistant puts together a home energy storage quote for an installer: battery cabinets, an inverter, an installer program, the number of systems, the backup load, options and the program term, with a net total. Before the quote goes out, the assistant sends it to Predictika's validator, which checks the whole quote against the product and pricing rules together and reports every problem it finds in one pass.
This validator checks any quote made of these cabinets, inverters and installer programs, not just the scenarios shown below.
Any quote that touches these rules is in scope, not only the scenarios pictured here. Not checked: other Generac products such as standby generators, real list prices, electrical code, interconnection or permit decisions, incentive eligibility, and tax or multi-currency quoting.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: sales quoting assistant (scripted)
Before sending, the agent must call Recorded run
What this means
Our assessment of what a typical rules-based quoting tool (one rule per field, each limit checked on its own) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.
| What the validator caught | A rules-based quoting tool | Predictika |
|---|---|---|
| Cabinet and inverter compatibility | Only with workarounds A pairwise compatibility between two catalogs usually becomes one rule per combination. | Compatibility is a property of the cabinet and the inverter, checked on every call. |
| Backup load against two limits | Only with care A number that must fit both a cabinet rating and an inverter rating spans several validation rules. | Both limits and the review band are evaluated together. |
| Options by cabinet type | Only with care Option rules per cabinet type, extended for every new cabinet or option. | The cabinet lists which options it offers; the check follows from the choices. |
| Discount stacking and approval bands | Only with workarounds Installer program, volume and extra discounts add up across rules and approval levels, and the total is rarely checked in one place. | The discounts are added once and compared with both the rep authority and the limit. |
| The total the agent states | Only 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 answer | Only 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. |
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.
| 1 | The order is limited to 1 to 150 storage systems, and above 50 storage systems a project desk review is required. |
| 2 | The backup load must be within the range of the battery cabinet and below the limit of the inverter, and above 12 it needs an energy storage engineer review. |
| 3 | The 7.6 kilowatt indoor inverter cannot support the outdoor rated battery cabinet. |
| 4 | The whole home transfer switch is not available on every battery cabinet. |
| 5 | The remote monitoring subscription is not available on every battery cabinet. |
| 6 | Each installer program has a minimum number of storage systems; the Premier installer program needs at least 20. |
| 7 | The program term must be 1 to 7 years, and above 5 years finance must approve the price lock. |
| 8 | Installer program, volume and extra discounts add up; above 12 percent in total a sales director must approve. |
| 9 | The total discount may not exceed 20 percent. |
| 10 | An order value above USD 1,000,000 needs a deal desk review. |
| 11 | The net total the agent states must match the contract value the validator computes within USD 1. |
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.
The agent's request. Please check this quote for Pinecrest Solar Partners: 6 storage systems, each with a 4 module battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 6 kilowatts, a program term of 8 years, with no options, and a net total of USD 67,584. It is ready to send to the installer.
Verdict: Blocked.
The agent's request. Please check this quote for Pinecrest Solar Partners: 6 storage systems, each with a 4 module battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 6 kilowatts, a program term of 6 years, with no options, and a net total of USD 66,288. The term has been shortened. It is ready to send to the installer.
Verdict: Needs approval.
The agent's request. Please check this quote for Pinecrest Solar Partners: 6 storage systems, each with a 4 module battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 6 kilowatts, a program term of 3 years, with no options, and a net total of USD 64,344. The term has been shortened again. It is ready to send to the installer.
Verdict: Allowed.
The agent's request. Please check this quote for Lakeshore Home Power: 6 storage systems, each with a 6 module outdoor battery cabinet and the 7.6 kilowatt indoor inverter, on the standard installer program, a backup load of 5 kilowatts, a program term of 3 years, with no options, and a net total of USD 84,204. It is ready to send to the installer.
Verdict: Blocked.
The agent's request. Please check this quote for Lakeshore Home Power: 6 storage systems, each with a 6 module outdoor battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 5 kilowatts, a program term of 3 years, with no options, and a net total of USD 90,744. The inverter has been changed. It is ready to send to the installer.
Verdict: Allowed.
The agent's request. Please check this quote for Bayview Energy Services: 6 storage systems, each with a 6 module battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 8 kilowatts, a program term of 3 years, with the whole home transfer switch, and a net total of USD 87,744. It is ready to send to the installer.
Verdict: Blocked.
The agent's request. Please check this quote for Bayview Energy Services: 6 storage systems, each with a 4 module battery cabinet and the 11.4 kilowatt hybrid inverter, on the standard installer program, a backup load of 6 kilowatts, a program term of 3 years, with the whole home transfer switch, and a net total of USD 69,744. The cabinet has been changed. It is ready to send to the installer.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.