Predictika · Enterprise AI platform order forms
An AI sales agent prepares a multi-year Glean order form for a customer: Enterprise Flex or Core Suite seats, a pooled FlexCredits commitment, premium connectors, optional dedicated hosting, Premium support and an implementation fee, with discounts, free months and approvals. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the deal-desk policy and returns a verdict, every reason and the figures it computed.
This validator models a Glean-style enterprise order form, not just the scenarios shown below. Glean's product names and packaging follow its public documentation; Glean's price list and discount policy are not public, so every price, limit and approval level is modeled and invented for this demonstration.
Any Glean order form that touches these products and rules is in scope — not only the scenarios pictured here. Not covered: Model Hub Usage pricing per model, Glean Protect+, developer APIs, multiple currencies, and Glean's actual list prices and discount policy.
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: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Seat types and a credit pool that cannot be sold together | Only with care Each seat type needs its own exclusion in the product rules, and the credit-pool rule has to know which package the seats belong to. | The seat type, the pool and every other choice are in one request and checked together on every call. |
| Dedicated hosting that depends on the support tier, the seat count and the term | Only with care Three prerequisites sit on one add-on, so a validation rule per prerequisite is needed and each new exception adds another. | The prerequisites are stated once and every one that fails is reported together. |
| A discount that includes free months and bonus credits | Only with workarounds Free months and bonus credits are not discount fields, so a formula has to fold them in before any cap, billing or approval rule can use the result. | The effective discount is computed first; the caps, the billing rule and the approval level follow from it. |
| An approval level that moves when a fix changes the contract value | Only with workarounds The required sign-off depends on a calculated total, so a fix that raises the total can silently push the deal past the approval on file. | The level is recomputed on every call from the discount, the contract value and the terms. |
| A stated contract value or discount that must match the computed one | Only with workarounds The total is built from several lines, free months and a support charge, so a separate rule is needed to recompute it and compare it with the stated figure. | The stated figures are fields of the request and are compared with the computed ones on every call. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the order form 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. |
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the order form; approval findings need a person to sign off; everything else is computed.
| 1 | Core Suite seats cannot be sold with a FlexCredits pool; FlexCredits belong to Enterprise Flex, and Core Suite AI usage is bought as Model Hub Usage. |
| 2 | The FlexCredits pool is too small or missing; every deal needs a pool of at least 1,000 credits per seat. |
| 3 | Dedicated deployment requires Premium support; this quote has Standard support. |
| 4 | Dedicated deployment needs at least 1,000 seats and a 3-year term; this quote has 600 seats and a 3-year term. |
| 5 | Dedicated deployment needs at least 1,000 seats and a 3-year term; this quote has 1,200 seats and a 2-year term. |
| 6 | A 25% seat discount is above the 20% standard cap; deeper requires a documented competitive displacement and a term of at least 2 years. |
| 7 | The 15% credit-pool discount is deeper than the 12% seat discount; credits may not be discounted deeper than seats. |
| 8 | 30% bonus credits are over the 25% limit; bonus credits count toward the discount. |
| 9 | 80 seats is below the 100-seat minimum commitment. |
| 10 | A 12% discount on premium connectors is over the 10% limit. |
| 11 | Credits expire one year after purchase and are not refundable; credit rollover cannot be offered. |
| 12 | An implementation fee discount of 60% is only allowed on terms of 2 years or more. |
| 13 | 4 free months exceed the allowance for a 2-year term (3 months, or 6 months on terms of 3 years or more). |
| 14 | The effective discount of 39.6% (including free months and bonus credits) is over the 35% company maximum that no approval level can authorize. |
| 15 | Quarterly billing is not allowed when the effective discount is 34%; deals discounted past 25% must bill annually upfront. |
| 16 | The 19.7% customer discount plus a 45% partner margin stack past the 55% combined concession limit. |
| 17 | This account has a conflicting channel deal registration; the partner quote cannot be issued until it is resolved. |
| 18 | A 2% renewal escalator cap is below the 3% floor the company allows. |
| 19 | A 4% renewal escalator cap is below the standard 5%; confirm with revenue operations. |
| 20 | This deal needs CRO sign-off (discount depth, contract value and terms set the level) and only VP approval is on file. |
| 21 | A most-favored-customer or uncapped-liability term needs Legal review before it is offered. |
| 22 | This deal needs Manager sign-off (discount depth, contract value and terms set the level) and only AE approval is on file. |
| 23 | The stated blended discount of 25% does not match the computed effective discount of 19.7% (including free months and bonus credits). |
| 24 | The stated contract value of $912,261 does not match the computed net contract value of $913,261. |
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 issue the two-year order form for Brightwater Financial Group: 1,500 Core Suite seats at 15% off, a FlexCredits pool of 1,000,000 credits with 20% bonus credits at 20% off, 4 premium connectors at 5% off, dedicated hosting and Standard support, with 3 free months. The net contract value is $1,653,400. VP approval is on file. It is ready to send.
Verdict: Blocked.
The agent's request. Please issue the three-year order form for Brightwater Financial Group: 1,500 Enterprise Flex seats at 15% off, a FlexCredits pool of 1,000,000 credits with 20% bonus credits at 15% off, 4 premium connectors at 5% off, dedicated hosting and Premium support, with 3 free months. The net contract value is $3,422,680. VP approval is on file. It is ready to send.
Verdict: Blocked.
The agent's request. Please issue the three-year order form for Brightwater Financial Group: 1,500 Enterprise Flex seats at 15% off, a FlexCredits pool of 1,600,000 credits with 20% bonus credits at 15% off, 4 premium connectors at 5% off, dedicated hosting and Premium support, with 3 free months. The net contract value is $3,515,245. CRO approval is on file. It is ready to send.
Verdict: Allowed.
The agent's request. Please issue the one-year order form for Tamarack Health Network: 800 Enterprise Flex seats at 25% off, a FlexCredits pool of 1,200,000 credits with 30% bonus credits at 22% off, 3 premium connectors at 6% off and Premium support, with 2 free months, billed quarterly. The customer is replacing a competing platform. The blended discount is 30%. VP approval is on file. It is ready to send.
Verdict: Blocked.
The agent's request. Please issue the three-year order form for Tamarack Health Network: 800 Enterprise Flex seats at 25% off, a FlexCredits pool of 1,200,000 credits with 25% bonus credits at 22% off, 3 premium connectors at 6% off and Premium support, with 2 free months. The customer is replacing a competing platform. The blended discount is 30%. VP approval is on file. It is ready to send.
Verdict: Allowed.
The agent's request. Please issue the three-year order form for Cobalt Harbor Insurance: 3,200 Enterprise Flex seats at 12% off, a FlexCredits pool of 4,000,000 credits with 10% bonus credits at 10% off, 6 premium connectors at 5% off, dedicated hosting and Premium support, with 6 free months. The customer wants a most-favored-customer clause and uncapped liability. Renewal increases are to be capped at 4%. The net contract value is $6,665,755. CRO approval is on file. It is ready to send.
Verdict: Needs approval.
The agent's request. Please issue the one-year order form for Linden Ridge Logistics: 80 Enterprise Flex seats at 18% off, a FlexCredits pool of 100,000 credits at 15% off, 2 premium connectors at 14% off and Standard support. The deal comes through a reseller at a 40% margin, and the account also appears in another partner's deal registration. The customer wants unused credits to roll over into the next year. Renewal increases are to be capped at 2%. The net contract value is $92,812. Manager approval is on file. It is ready to send.
Verdict: Blocked.
The text of the narrated walkthrough, step by step.