Predictika · Commercial standby generator quotes

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

An AI sales agent drafts a quote for a commercial standby generator system: the generator, the enclosure, the transfer switch, how and where it will be used, the load, the number of units and the discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of generator sizing, fuel, emissions, noise zones, transfer switch size and discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.

Scope: Kohler style commercial standby generator system quotes: generator, enclosure, transfer switch, use, site, noise zone, region, load, quantity and discounts. See everything this validator covers

This validator models Kohler style commercial standby generator system quotes: generator, enclosure, transfer switch, use, site, noise zone, region, load, quantity and discount. It handles any system made of these generators, enclosures and transfer switches, not just the scenarios shown below.

  • Generator sizing and fuel — Gas and diesel sets from 30 to 500 kW, each with a fuel type, an emissions tier and a prime power rating. The load must leave a 25 percent margin, and a gas set needs a gas line at the site.
  • Enclosure and noise zone — An open set, a weather protective enclosure or a sound attenuated enclosure, checked for outdoor use and for the noise level the industrial, commercial or residential zone needs.
  • Transfer switch — No switch, or a 100, 400 or 1,000 A switch. Emergency standby use needs a switch, and the switch must be large enough for the generator.
  • Region, quantity and discounts — Tier 2 sets are blocked at California sites, one to ten units on a quote, a volume discount from 3 units, and an extra discount that needs approval when the total passes 8 percent and is blocked above 15 percent. A lightly loaded diesel set needs an engineering review, and a project above USD 200,000 needs a deal desk review.
  • The stated net total — A check that the net total the agent states matches the contract value the validator computes.

Any standby generator quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Kohler products, real list prices, taxes, installation and permits, fuel storage design or financing.

The AI sales agentBuilds the generator 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
Generator sizing against the load with a marginOnly with care
A calculated comparison inside a validation rule; it works, but the margin has to be kept in step with every generator.
The same check, driven from the catalog.
Fuel, emissions tier and prime rating by site and regionOnly with care
Dependency rules across several fields; each new region or fuel rule needs its own rows.
Limits are catalog data; the checks follow from the choices.
Enclosure noise level against the zone and the transfer switch against the generatorOnly with workarounds
Two comparisons between a catalog attribute and a choice, each needing its own rule and message.
Both are checked on every call, whatever order the choices arrived in.
Volume and extra discounts added into one total with a limit and an approval bandOnly with workarounds
The discounts have to be added before the total can be compared with the two thresholds, and the order of rules matters.
The total is computed once and compared with both thresholds on every call.
The total the agent statesOnly 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 answerOnly 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.

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.

1Total discount of 9 percent is above the 8 percent a rep can give; sales director must approve.
2A 40 kW load is under 30 percent of the 150 kW diesel set; application engineering must review the risk of wet stacking.
3Project value of USD 332,200 is above USD 200,000 and needs a deal desk review.
4The 30 kW Gas generator 30 kW cannot carry a 30 kW load with the required 25 percent margin.
5The Gas generator 80 kW runs on gas and the site has a diesel tank only.
6The Diesel generator 300 kW Tier 2 does not meet California emission rules.
7The Diesel generator 300 kW Tier 2 is not rated for prime power use.
8The Open set is not rated for outdoor installation.
9The Open set does not meet the noise level needed for a Commercial zone.
10Emergency standby use needs an automatic transfer switch.
11The Transfer switch 100 A is too small for the 150 kW Diesel generator 150 kW.
1212 units are outside the 1 to 10 units of one quote.
13The quoted net total of USD 33,984 does not match the USD 37,760 the validator computed.

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. Noise zone: The total is right; the enclosure is too loud for the zone

The agent's request. This is for a dental clinic that wants a standby generator for its building, which is in a residential neighborhood and has a gas line. An 80 kW gas generator with a weather protective enclosure, a 100 A transfer switch for emergency standby, outdoors in a residential zone, with a 60 kW load, 1 system. Net total USD 37,760. It is ready to send.

Verdict: Blocked.

  • Noise Level. The Weather protective enclosure does not meet the noise level needed for a Residential zone.

2. Noise zone: The agent resubmits after fixing the errors

The agent's request. This is for a dental clinic that wants a standby generator for its building, which is in a residential neighborhood and has a gas line. An 80 kW gas generator with a sound attenuated enclosure, a 100 A transfer switch for emergency standby, outdoors in a residential zone, with a 60 kW load, 1 system. Net total USD 39,840. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: USD 39,840 total for 1 generator systems; USD 39,840 per system with enclosure and transfer switch; USD 39,840 before discount; 0 percent total discount.

3. Transfer switch: The total is right; the switch is too small

The agent's request. This is for a distribution warehouse with a diesel fuel tank on site and a 100 kW critical load. A 150 kW diesel generator with a weather protective enclosure and a 100 A transfer switch for emergency standby, outdoors, with a 100 kW load, 1 system. Net total USD 60,300. It is ready to send.

Verdict: Blocked.

  • Transfer Switch Size. The Transfer switch 100 A is too small for the 150 kW Diesel generator 150 kW.

4. Transfer switch: The agent resubmits after fixing the errors

The agent's request. This is for a distribution warehouse with a diesel fuel tank on site and a 100 kW critical load. A 150 kW diesel generator with a weather protective enclosure and a 400 A transfer switch for emergency standby, outdoors, with a 100 kW load, 1 system. Net total USD 64,500. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: USD 64,500 total for 1 generator systems; USD 64,500 per system with enclosure and transfer switch; USD 64,500 before discount; 0 percent total discount.

5. The total the agent states: The agent's own total is checked too

The agent's request. This is for a small office building with a gas line that wants a standby generator. An 80 kW gas generator with a weather protective enclosure and a 100 A transfer switch for emergency standby, outdoors, with a 60 kW load, 1 system. Net total USD 33,984. It is ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of USD 33,984 does not match the USD 37,760 the validator computed.

6. The total the agent states: The agent resubmits after fixing the errors

The agent's request. This is for a small office building with a gas line that wants a standby generator. An 80 kW gas generator with a weather protective enclosure and a 100 A transfer switch for emergency standby, outdoors, with a 60 kW load, 1 system. Net total USD 37,760. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated price: USD 37,760 total for 1 generator systems; USD 37,760 per system with enclosure and transfer switch; USD 37,760 before discount; 0 percent total discount.

7. Review by a person: Valid, but not final without a person

The agent's request. This is for a regional contractor that has asked for a bigger discount on three identical systems. Three 80 kW gas generator systems, each with a weather protective enclosure and a 100 A transfer switch, for emergency standby, outdoors, with a 60 kW load, and an extra 6 percent discount. Net total USD 103,084.80. It is ready to send.

Verdict: Needs approval.

  • Discount Approval. Total discount of 9 percent is above the 8 percent a rep can give; sales director must approve.
  • Price summary. Estimated price: USD 103,084.80 total for 3 generator systems; USD 37,760 per system with enclosure and transfer switch; USD 113,280 before discount; 9 percent total discount.

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 drafts a quote for a commercial standby generator system: the generator, the enclosure, the transfer switch, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of generator sizing, fuel, emissions, noise zones, transfer switch size and discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.
  2. I will start with the first request by the agent.
  3. The agent says. This is for a dental clinic that wants a standby generator for its building, which is in a residential neighborhood and has a gas line. An 80 kW gas generator with a weather protective enclosure, a 100 A transfer switch for emergency standby, outdoors in a residential zone, with a 60 kW load, 1 system. The rest of the request is on screen. Net total USD 37,760.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. The weather protective enclosure does not meet the noise level needed for a Residential zone.
  6. The validator returned one blocking finding 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 enclosure noise level against the zone and the transfer switch against the generator, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the enclosure to sound attenuated enclosure and the net total stated on the quote to $39,840.
  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 Gas generator 80 kW and Sound attenuated enclosure; the other line is on screen.
  13. The earlier finding is cleared, and the validator's total, USD 39,840, matches the quote.
  14. One problem caught in one call, fixed in one pass, and a clean $39,840 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.