Predictika · IT management software subscription quotes

An AI sales agent's Kaseya 365 Endpoint quote, checked before it goes out

An AI sales agent prepares a quote for an IT service provider that wants Kaseya 365 Endpoint, in the Pro or Express edition: the number of endpoints, whether the provider is new or upgrading, the remote monitoring and management (RMM) component, managed detection and response, and the backup storage needed. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of Kaseya's published terms and returns a verdict, every reason and the figures it computed.

Scope: Kaseya 365 Endpoint quotes (Pro and Express): endpoint minimums, upgrade rules, RMM choice, managed detection and response, component use and backup storage. No prices. See everything this validator covers

This validator models Kaseya 365 Endpoint quotes as described on Kaseya's public product page, KaseyaOne help-center overview and FAQs, and the Kaseya 365 product terms (read October 5, 2026), not just the scenarios shown below.

  • Editions — Pro includes managed detection and response (MDR); Express includes every component except MDR; a customer that already subscribes to MDR through RocketCyber must move those licenses to Pro.
  • Endpoints — a new customer with no Kaseya components must start with at least 50 endpoints; an upgrading customer must license at least as many endpoints as its largest existing component, and its RocketCyber license count must be included.
  • Components — one RMM component only (Datto RMM, VSA 10 or VSA 9), VSA 9 only for current VSA 9 users, all components used on the same endpoints, and 5 TB of shared backup storage included, with more going to a person to confirm.

Any Kaseya 365 Endpoint quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: prices (Kaseya does not publish a list price for Kaseya 365 Endpoint, so this validator produces no price build-up or line-item quote), Kaseya 365 User and Kaseya 365 Ops (the public sources disagreed on their minimums and on whether modules can be bought separately), other Kaseya products, and storage overage charges.

The AI sales agentBuilds the Kaseya 365 Endpoint 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
A minimum that depends on the customerOnly with care
New customers need at least 50 endpoints while upgrading customers follow their existing licenses, so each case needs its own condition on a customer flag.		The customer type, endpoint count and existing license counts are compared on every call.
An edition that excludes a componentOnly with care
Express leaves out MDR, so a request for MDR has to be tested against the edition on another line.		The edition and the requested MDR are in one request and checked together.
Exactly one component from a list, with one choice open only to some customersOnly with workarounds
A choice of one RMM, with VSA 9 limited to current VSA 9 users, spans a selection and a customer attribute and is usually handled as separate rules.		The RMM count, the choice and the customer attribute are checked in the same pass.
All components used on the same endpointsOnly with workarounds
The rule is about the relationship between components and endpoints, not a single field, so it often becomes a manual check.		Endpoints that leave out components are a blocking finding with the others.
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.

    
1The quote has 49 endpoints; a new customer who has no Kaseya components must start with at least 50.
2The quote has 199 endpoints; an upgrading customer must license at least as many as the component with the most endpoints, which is 200.
3The customer already subscribes to MDR through RocketCyber; those licenses must be upgraded to Kaseya 365 Endpoint Pro, not Express.
4The quote has 200 endpoints; the customer already has 201 RocketCyber licenses and that count must be included in the upgrade.
5The customer wants managed detection and response; Kaseya 365 Endpoint Express excludes it and only Pro includes it.
6VSA 9 is available as the RMM option only for current VSA 9 users and cannot be bought as a new license.
7The quote has 2 RMM components; one Kaseya 365 Endpoint subscription includes just one of Datto RMM, VSA 10 or VSA 9.
81 endpoints would leave out some components; the components of one Kaseya 365 Endpoint license must all be used on the same endpoint, or not at all.
920 endpoints would leave out some components; the components of one Kaseya 365 Endpoint license must all be used on the same endpoint, or not at all.
10The customer needs 6 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.
11The customer needs 40 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.
12The quote has 20 endpoints; a new customer who has no Kaseya components must start with at least 50.
135 endpoints would leave out some components; the components of one Kaseya 365 Endpoint license must all be used on the same endpoint, or not at all.
14The customer needs 9 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.
15The quote has 100 endpoints; an upgrading customer must license at least as many as the component with the most endpoints, which is 300.
16The quote has 100 endpoints; the customer already has 250 RocketCyber licenses and that count must be included in the upgrade.
17The quote has 10 endpoints; a new customer who has no Kaseya components must start with at least 50.
18The customer needs 8 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.

  

  

    
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. New customer, edition and MDR: Kaseya 365 Endpoint Express for a new customer with 30 endpoints that wants MDR

    
The agent's request. Please quote Kaseya 365 Endpoint Express for 30 endpoints with Datto RMM as the RMM, for a customer that needs 2 TB of endpoint backup storage and wants managed detection and response. The customer is new to Kaseya. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • New customer below 50 endpoints. The quote has 30 endpoints; a new customer who has no Kaseya components must start with at least 50.
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  • MDR needs Pro. The customer wants managed detection and response; Kaseya 365 Endpoint Express excludes it and only Pro includes it.
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2. New customer, edition and MDR: The agent resubmits after fixing the errors

    
The agent's request. Please quote Kaseya 365 Endpoint Pro for 60 endpoints with Datto RMM as the RMM, for a customer that needs 2 TB of endpoint backup storage and wants managed detection and response. The customer is new to Kaseya. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 60 endpoint(s) with 2 TB of endpoint backup storage needed (5 TB shared storage included); no price is computed.
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3. Existing customer upgrading: Express edition for an existing customer that has RocketCyber licenses

    
The agent's request. Please quote Kaseya 365 Endpoint Express for 120 endpoints with Datto RMM as the RMM, for a customer that needs 4 TB of endpoint backup storage. The customer is an existing Kaseya customer whose largest component covers 200 endpoints and who has 150 RocketCyber licenses. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Upgrade below the highest component count. The quote has 120 endpoints; an upgrading customer must license at least as many as the component with the most endpoints, which is 200.
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  • RocketCyber count not included. The quote has 120 endpoints; the customer already has 150 RocketCyber licenses and that count must be included in the upgrade.
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  • MDR subscriber on Express. The customer already subscribes to MDR through RocketCyber; those licenses must be upgraded to Kaseya 365 Endpoint Pro, not Express.
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4. Existing customer upgrading: The agent resubmits after fixing the errors

    
The agent's request. Please quote Kaseya 365 Endpoint Pro for 200 endpoints with Datto RMM as the RMM, for a customer that needs 4 TB of endpoint backup storage. The customer is an existing Kaseya customer whose largest component covers 200 endpoints and who has 150 RocketCyber licenses. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 200 endpoint(s) with 4 TB of endpoint backup storage needed (5 TB shared storage included); no price is computed.
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5. RMM, components and storage: New customer asking for VSA 9, two RMM components and partial component use

    
The agent's request. Please quote Kaseya 365 Endpoint Pro for 80 endpoints with VSA 9 as the RMM (plus a second RMM component), for a customer that needs 8 TB of endpoint backup storage. The customer is new to Kaseya. 12 endpoints would run only some of the components. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More than one RMM component. The quote has 2 RMM components; one Kaseya 365 Endpoint subscription includes just one of Datto RMM, VSA 10 or VSA 9.
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  • VSA 9 for a customer who is not a current VSA 9 user. VSA 9 is available as the RMM option only for current VSA 9 users and cannot be bought as a new license.
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  • Components not used on every endpoint. 12 endpoints would leave out some components; the components of one Kaseya 365 Endpoint license must all be used on the same endpoint, or not at all.
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  • Backup storage above the included 5 TB. The customer needs 8 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.
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6. RMM, components and storage: The agent resubmits after fixing the errors

    
The agent's request. Please quote Kaseya 365 Endpoint Pro for 80 endpoints with Datto RMM as the RMM, for a customer that needs 8 TB of endpoint backup storage. The customer is new to Kaseya. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Backup storage above the included 5 TB. The customer needs 8 TB of endpoint backup storage; 5 TB of shared storage is included and additional charges apply above it, so a person should confirm the storage terms.
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  • Quote summary. 80 endpoint(s) with 8 TB of endpoint backup storage needed (5 TB shared storage included); no price is computed.
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7. RMM, components and storage: The agent resubmits after fixing the errors

    
The agent's request. Please quote Kaseya 365 Endpoint Pro for 80 endpoints with Datto RMM as the RMM, for a customer that needs 5 TB of endpoint backup storage. The customer is new to Kaseya. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 80 endpoint(s) with 5 TB of endpoint backup storage needed (5 TB shared storage included); no price is computed.
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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 an IT service provider that wants Kaseya 365 Endpoint, in the Pro or Express edition: the number of endpoints, whether the provider is new or upgrading, the remote monitoring and management (RMM) component, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of Kaseya's published terms and returns a verdict, every reason and the figures it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Kaseya 365 Endpoint Pro for 80 endpoints. The customer is new to Kaseya. 12 endpoints would run only some of the components. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with three findings and one approval, all in one answer. The quote has 2 RMM components; one Kaseya 365 Endpoint subscription includes just one of Datto RMM, VSA 10 or VSA 9. VSA 9 is available as the RMM option only for current VSA 9 users and cannot be bought as a new license. 12 endpoints would leave out some components; the components of one Kaseya 365 Endpoint license must all be used on the same endpoint, or not at all.
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  6. The validator returned three 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.
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  7. What this shows: for exactly one component from a list, with one choice open only to some customers, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the RMM component to Datto RMM. It removes the RMM components quoted and endpoints leaving out some components.
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  10. It calls the validator again.
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  11. Not blocked, but held for a person.
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  12. The three blocking findings are cleared; one approval remains for a person: backup storage above the included 5 TB.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the backup storage needed to 5 TB.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. The earlier finding is cleared.
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  18. Four 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.
    19.