Predictika · Point-of-sale subscription quotes

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

An AI sales agent prepares a quote for Genius POS at one or more locations, with a plan, countertop, handheld and kiosk devices, kitchen display, add-ons, a discount, a term and a stated total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product and returns a verdict and every reason.

Scope: Genius POS quotes for retail and restaurant: Essentials, Advanced and Complete plans; countertop, handheld and kiosk devices; kitchen display; online, loyalty, voice and inventory add-ons; discount, term and a card-processing estimate. See everything this validator covers

This validator models Genius POS subscription and hardware quotes, not just the scenarios shown below.

  • Plan eligibility — which plan a kiosk, kitchen display, online ordering or several locations need, and the add-on already included in the Complete plan.
  • Devices — handhelds that need a countertop station, kitchen display that needs a restaurant and a device to send orders from, and voice ordering that needs a handheld in a restaurant.
  • Discount, term and volume — the discount limit and approval band, terms over 36 months, many handhelds, large rollouts, and card volume that needs a matching transaction count.
  • Stated total — the term total stated on the quote against the total computed from the plan, devices, add-ons, discount and term.

Any Genius POS quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: payment processing contracts, interchange and third-party fees, and other Global Payments products. Product, plan and device names, the plan starting prices and the in-person card rate follow Global Payments' public pages; the other prices and all compatibility and approval rules are modeled, not published by Global Payments, and the prices are illustrative.

The AI sales agentBuilds the Genius POS 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.

6 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
Plan eligibility for devices and add-onsOnly with care
Kiosks, kitchen display, online ordering and several locations each need a rule that checks the plan, and an included add-on must not be charged twice.
The plan, the devices and the add-ons are fields of one request and are checked together on every call.
Devices that depend on other devicesOnly with workarounds
A handheld needs a countertop station, kitchen display needs a restaurant and a station to send from, and voice ordering needs a handheld in a restaurant.
The device counts and the business type are checked together, whatever order they were entered in.
Discount, term and size approvalsOnly with workarounds
A discount band, a long term, many handhelds, high card volume and large rollouts each need their own threshold and approval path.
Every threshold is checked on every call and the approvals come back with the blocks.
Card volume that needs transactionsOnly with care
The processing estimate needs both card volume and transaction count, and a rule must catch one without the other.
Volume and transactions are checked together and the estimate appears only when both are present.
Stated term total against the computed totalOnly with workarounds
The total depends on the plan, stations, add-ons, discount, hardware, locations and term, so any change has to be recomputed.
The stated total is a field of the quote and is compared with the computed one on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as 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.

1The quote has no Genius countertop, handheld or kiosk device.
2The quote has 0 locations.
3The quote has a term of 0 months.
4The quote covers 2 locations on a plan below Complete; multiple locations are on the Genius Complete plan.
5The quote has Genius kiosks on the Essentials plan; self-service kiosks need the Advanced or Complete plan.
6The quote has kitchen display screens for a retail business; kitchen display is for restaurants.
7The quote has kitchen display screens on the Essentials plan; kitchen display needs the Advanced or Complete plan.
8The quote has kitchen display screens but no Genius device to send orders to them.
9The quote has online ordering on the Essentials plan; online ordering needs the Advanced or Complete plan.
10The quote has AI voice ordering but no Genius Handheld to run it on.
11The quote has AI voice ordering for a retail business; voice order entry is for restaurant service.
12The quote has the inventory add-on on the Complete plan, which already includes inventory management.
13The quote has 3 Genius Handhelds but no countertop station to sync menus and tickets with.
14The quote discounts the monthly charge by 11 percent; discounts above 10 percent need a person to approve.
15The quote discounts the monthly charge by 25 percent; discounts above 10 percent need a person to approve.
16The quote discounts the monthly charge by 26 percent; the most the quote may show is 25 percent.
17The quote has card volume of 80 thousand dollars and 0 thousand transactions a month; both are needed for the processing estimate.
18The quote has card volume of 0 thousand dollars and 3 thousand transactions a month; both are needed for the processing estimate.
19The quote expects 151 thousand dollars of card volume per location a month; volumes above 150 thousand are priced with custom processing rates, so a person should confirm.
20The quote has a term of 37 months; terms over 36 months go to a person.
21The quote has 11 Genius Handhelds per location; more than 10 need a person to confirm the count.
22The quote covers 25 locations; rollouts of 25 or more locations are handled as enterprise deals, so a person should confirm.
23The quote states a total of 7,297 dollars for the term; the quote prices give 7,298 dollars.
24The quote states a total of 7,798 dollars for the term; the quote prices give 7,298 dollars.
25The quote covers 3 locations on a plan below Complete; multiple locations are on the Genius Complete plan.
26The quote discounts the monthly charge by 30 percent; the most the quote may show is 25 percent.
27The quote states a total of 1 dollars for the term; the quote prices give 6,914 dollars.
28The quote discounts the monthly charge by 15 percent; discounts above 10 percent need a person to approve.

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. Plan eligibility, devices and discount: A quote for a retail business on Essentials with three locations, a kiosk, kitchen display, online and voice ordering and a large discount

The agent's request. Please quote Genius POS on the Essentials plan for a retail business at 3 locations, with 2 compact single-screen stations, a 21.5-inch kiosk and a kitchen display screen at each location, and the online ordering and voice ordering add-ons, on a 12-month term with a 30 percent discount. Card volume is 40 thousand dollars a month per location, with no transaction count. The quote states a term total of $15,606. It is ready to send.

Verdict: Blocked.

  • Several locations need Complete. The quote covers 3 locations on a plan below Complete; multiple locations are on the Genius Complete plan.
  • Kiosk needs Advanced or Complete. The quote has Genius kiosks on the Essentials plan; self-service kiosks need the Advanced or Complete plan.
  • Kitchen display in a retail store. The quote has kitchen display screens for a retail business; kitchen display is for restaurants.
  • Kitchen display needs Advanced or Complete. The quote has kitchen display screens on the Essentials plan; kitchen display needs the Advanced or Complete plan.
  • Online ordering needs Advanced or Complete. The quote has online ordering on the Essentials plan; online ordering needs the Advanced or Complete plan.
  • Voice ordering needs a handheld. The quote has AI voice ordering but no Genius Handheld to run it on.
  • Voice ordering is for restaurants. The quote has AI voice ordering for a retail business; voice order entry is for restaurant service.
  • Discount above 25 percent. The quote discounts the monthly charge by 30 percent; the most the quote may show is 25 percent.
  • Card volume and transactions do not go together. The quote has card volume of 40 thousand dollars and 0 thousand transactions a month; both are needed for the processing estimate.

2. Plan eligibility, devices and discount: The agent resubmits after fixing the errors

The agent's request. Please quote Genius POS on the Complete plan for a retail business at 3 locations, with 2 compact single-screen stations and a 21.5-inch kiosk at each location, and the online ordering add-on, on a 12-month term with a 10 percent discount. Card volume is 40 thousand dollars a month in 1 thousand transactions per location. The quote states a term total of $23,871. It is ready to send.

Verdict: Allowed.

  • Quote summary. Monthly charge of 330 dollars per location after discount, one-time hardware of 3,997 dollars per location, term total of 23,871 dollars for 3 locations, plus an estimated 1,140 dollars a month per location in card-processing fees at 2.6 percent plus 10 cents.

3. Restaurant devices: A quote for a restaurant on Essentials with handhelds, kitchen display and online ordering

The agent's request. Please quote Genius POS on the Essentials plan for a restaurant business at 1 location, with 2 Genius Handhelds and a kitchen display screen at each location, and the online ordering add-on, on a 12-month term. Card volume is 40 thousand dollars a month in 1 thousand transactions per location. The quote states a term total of $2,435. It is ready to send.

Verdict: Blocked.

  • Kitchen display needs Advanced or Complete. The quote has kitchen display screens on the Essentials plan; kitchen display needs the Advanced or Complete plan.
  • Online ordering needs Advanced or Complete. The quote has online ordering on the Essentials plan; online ordering needs the Advanced or Complete plan.
  • Handheld without a countertop station. The quote has 2 Genius Handhelds but no countertop station to sync menus and tickets with.

4. Restaurant devices: The agent resubmits after fixing the errors

The agent's request. Please quote Genius POS on the Advanced plan for a restaurant business at 1 location, with 2 dual-screen countertop stations, 2 Genius Handhelds and a kitchen display screen at each location, and the online ordering add-on, on a 12-month term. Card volume is 80 thousand dollars a month in 3 thousand transactions per location. The quote states a term total of $6,401. It is ready to send.

Verdict: Allowed.

  • Quote summary. Monthly charge of 188 dollars per location after discount, one-time hardware of 4,145 dollars per location, term total of 6,401 dollars for 1 locations, plus an estimated 2,380 dollars a month per location in card-processing fees at 2.6 percent plus 10 cents.

5. Size, term and discount approvals: A quote for a restaurant on Advanced with twelve handhelds, a long term, high card volume and a large discount

The agent's request. Please quote Genius POS on the Advanced plan for a restaurant business at 1 location, with 2 dual-screen countertop stations, 12 Genius Handhelds and a kitchen display screen at each location, and the online ordering add-on, on a 48-month term with a 30 percent discount. Card volume is 160 thousand dollars a month in 6 thousand transactions per location. The quote states a term total of $25,715. It is ready to send.

Verdict: Blocked.

  • Discount above 25 percent. The quote discounts the monthly charge by 30 percent; the most the quote may show is 25 percent.
  • High card volume. The quote expects 160 thousand dollars of card volume per location a month; volumes above 150 thousand are priced with custom processing rates, so a person should confirm.
  • Term longer than 36 months. The quote has a term of 48 months; terms over 36 months go to a person.
  • Many handhelds. The quote has 12 Genius Handhelds per location; more than 10 need a person to confirm the count.

6. Size, term and discount approvals: The agent resubmits after fixing the errors

The agent's request. Please quote Genius POS on the Advanced plan for a restaurant business at 1 location, with 2 dual-screen countertop stations, 12 Genius Handhelds and a kitchen display screen at each location, and the online ordering add-on, on a 48-month term with a 10 percent discount. Card volume is 160 thousand dollars a month in 6 thousand transactions per location. The quote states a term total of $30,323. It is ready to send.

Verdict: Needs approval.

  • High card volume. The quote expects 160 thousand dollars of card volume per location a month; volumes above 150 thousand are priced with custom processing rates, so a person should confirm.
  • Term longer than 36 months. The quote has a term of 48 months; terms over 36 months go to a person.
  • Many handhelds. The quote has 12 Genius Handhelds per location; more than 10 need a person to confirm the count.
  • Quote summary. Monthly charge of 431 dollars per location after discount, one-time hardware of 9,635 dollars per location, term total of 30,323 dollars for 1 locations, plus an estimated 4,760 dollars a month per location in card-processing fees at 2.6 percent plus 10 cents.

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 Genius POS at one or more locations, with a plan, countertop, handheld and kiosk devices. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Genius POS on the Essentials plan for a retail business at 3 locations, with 2 compact single-screen stations. Card volume is 40 thousand dollars a month per location, with no transaction count. The rest of the request is on screen. The quote states a term total of $15,606.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with nine findings, all in one answer. The quote covers 3 locations on a plan below Complete; multiple locations are on the Genius Complete plan. The quote has Genius kiosks on the Essentials plan; self-service kiosks need the Advanced or Complete plan. The quote has kitchen display screens for a retail business; kitchen display is for restaurants. The other six are on screen.
  6. The validator returned nine 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 card volume that needs transactions, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the plan to complete, the kitchen display screens to 0, the voice ordering to no, the transactions per location to 1 thousand a month, the discount to 10 percent and the stated term total to $23,871.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All nine earlier findings are cleared.
  13. Nine problems caught in one call, fixed in one pass, and a clean $23,871 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.