Predictika · residential split systems: system type, indoor unit, maintenance plan, cooling capacity in tons, options and contract years

An AI sales agent's split system quote, checked before it goes out

An AI sales agent prepares a split system quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.

Scope: split system quotes for the Residential Split System product line. See everything this validator covers

This validator models Lennox style residential split system dealer quotes: four outdoor system types, three indoor unit types and three maintenance plans, the number of systems, the cooling capacity in tons per system, the smart thermostat and remote monitoring options, the contract term in years and discounts. It handles any quote made of these systems, indoor units and plans, not just the scenarios shown below.

  • Systems and indoor units — Split air conditioner, split heat pump, dual-fuel system and ductless mini-split, with a single-stage furnace, a variable-speed air handler and a modulating furnace. The single-stage furnace cannot be paired with the dual-fuel system.
  • Cooling capacity — The cooling capacity in tons per system must be within the rating of the system and the capacity of the indoor unit, and above 4 tons it needs a load calculation review.
  • Options and maintenance plans — The smart thermostat and remote monitoring subscription are only available on the system types that offer them. Basic, plus and premier maintenance plans each have their own system minimum and discount.
  • Term and order size — A contract of 1 to 7 years, with a finance review above 5 years. An order is limited to 40 systems and above 15 systems it needs a project desk review.
  • Discounts and order value — Maintenance plan, volume and extra discounts add up: a rep can give up to 12 percent in total, a sales director must approve above that, and 20 percent is the limit. An order above USD 250,000 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.

It does not cover other Lennox products such as commercial rooftop units, real list prices, AHRI rating lookups, rebate programs, or tax and multi-currency quoting.

The AI sales agentBuilds the quote from the conversation and says it is ready.
Predictika validatorChecks the quote against the product and contract rules and returns every finding it has.

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 or Revenue Cloud) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator catchesTypical rules-based CPQPredictika
System and indoor unit compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.		Compatibility is a property of the system and the indoor unit, checked on every call.
Capacity against two limitsOnly with care
A number that must fit both a system rating and an indoor unit capacity spans several validation rules.		Both limits and the review band are evaluated together.
Options by system typeOnly with care
Option rules per system type, extended for every new type or option.		The system type lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Maintenance plan, 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 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
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Every rule is checked on every call, in whatever order the choices arrive, and one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
RuleEffectWhat it checks
Quantityblock1 to 40 systems
Contract minimumblockAt least the maintenance plan minimum systems
Cooling capacity vs systemblock1 to the item maximum
Cooling capacity vs indoor unitblockNot above the package limit
Compatibilityblockthe the package cannot be paired with the dual-fuel system.
Smart thermostatblockOnly on items that offer it
Remote monitoring subscriptionblockOnly on items that offer it
Contract yearsblock1 to 7 years
Total discount limitblockAbove 20 percent
Cooling capacity reviewneeds approvalAbove 4: a load calculation review is required
Long contractneeds approvalAbove 5 years needs finance approval
Large quantityneeds approvalAbove 15 systems: a project desk review is required
Discount approvalneeds approvalTotal above 12 percent within the limit
Large orderneeds approvalAbove USD 250000 needs deal desk review
Stated net totalblockThe net total the agent states must match the contract value the validator computes (within USD 1).

  

  

    
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. The total the agent states: Stated total below computed

    
The agent's request. The split heat pump with the variable-speed air handler for 4 systems on the basic maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 33,105.60. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 33105.6 does not match the USD 36784.0 the validator computed.
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2. The total the agent states: Stated total corrected

    
The agent's request. The split heat pump with the variable-speed air handler for 4 systems on the basic maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 36,784. Ready to send.

    
Verdict: Allowed.

    
3. Maintenance plan: 3 systems on the plus plan

    
The agent's request. The split heat pump with the variable-speed air handler for 3 systems on the plus maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 26,208.60. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Maintenance Plan Minimum. 3 systems are below the 4 systems minimum of the Plus maintenance plan.
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4. Maintenance plan: 4 systems on the plus plan

    
The agent's request. The split heat pump with the variable-speed air handler for 4 systems on the plus maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 34,944.80. Ready to send.

    
Verdict: Allowed.

    
5. Cooling capacity: 4 tons on a mini-split

    
The agent's request. The ductless mini-split with the variable-speed air handler for 4 systems on the basic maintenance plan, cooling capacity 4 tons per system, 3 years contract. Net total USD 28,784. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Capacity System Limit. A cooling capacity of 4 is outside the 1 to 3 range of the Ductless mini-split.
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6. Cooling capacity: 3 tons, plus plan

    
The agent's request. The split heat pump with the variable-speed air handler for 5 systems on the plus maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 42,301.60. Ready to send.

    
Verdict: Allowed.

    
7. Review by a person: 5 tons cooling capacity

    
The agent's request. The dual-fuel system with the variable-speed air handler for 4 systems on the basic maintenance plan, cooling capacity 5 tons per system, 3 years contract. Net total USD 45,584. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Load Calculation Review. A cooling capacity of 5 is above 4; a load calculation review is required.
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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 split system quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. The split heat pump with the variable-speed air handler for 4 systems on the basic maintenance plan, cooling capacity 3 tons per system, 3 years contract. Net total USD 33,105.60. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with one finding, all in one answer. The quoted net total of USD 33105.6 does not match the USD 36784.0 the validator computed.
    6. 
      
  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 and against the stated total.
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  7. What this shows: for the total the agent states, 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 stated net as to 36,784.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote. It starts with Split heat pump and Variable-speed air handler; the other line is on screen.
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  13. The earlier finding is cleared, and the validator's total, USD 36,784, matches the quote.
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  14. One problem caught in one call, fixed in one pass, 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.
    15.