Predictika · crawler excavators: machine model, undercarriage and boom package, dealer program, digging depth, options and service years

An AI sales agent's crawler excavator quote, checked before it goes out

An AI sales agent prepares a crawler excavator 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: crawler excavator quotes for the Crawler Excavator product line. See everything this validator covers

This validator models Liebherr style crawler excavator quotes: four excavator models, three undercarriage and boom packages and three dealer programs, the number of machines, the digging depth in inches, the machine control package and fleet telematics service options, the service term in years and discounts. It handles any quote made of these machines, packages and programs, not just the scenarios shown below.

  • Machines and boom packages — A compact R 914 class excavator, an R 920 class excavator, an R 936 class excavator and an R 976 class mass excavation machine, with standard undercarriage and mono boom, long-reach boom with heavy undercarriage, and mass excavation boom with wide heavy undercarriage packages. The standard package does not include the heavy undercarriage the R 976 needs.
  • Digging depth — The digging depth in inches must be within the limit of the machine and the limit of the boom package, and above 480 inches it needs a job site stability review.
  • Options and dealer programs — The machine control package and fleet telematics service are only available on the machine models that offer them. Standard dealer purchase, fleet purchase agreement and national rental account programs each have their own machine minimum and discount.
  • Term and order size — A service term of 1 to 5 years, with a finance review above 3 years. An order is limited to 60 machines and above 15 machines it needs a production slot review.
  • Discounts and order value — Dealer program, volume and extra discounts add up: a rep can give up to 10 percent in total, a sales director must approve above that, and 18 percent is the limit. An order above USD 5,000,000 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 Liebherr products such as mobile and tower cranes, mining trucks or wheel loaders, real list prices, ground bearing and site engineering, regional emissions and safety rules, 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
Machine and boom package compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.
Compatibility is a property of the machine and the package, checked on every call.
Digging depth against two limitsOnly with care
A number that must fit both a machine limit and a package limit spans several validation rules.
Both limits and the review band are evaluated together.
Options by machine modelOnly with care
Option rules per machine model, extended for every new model or option.
The machine model lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Dealer program, 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 60 machines
Contract minimumblockAt least the dealer program minimum machines
Digging depth vs excavator modelblock100 to the item maximum
Digging depth vs undercarriage and boom packageblockNot above the package limit
Compatibilityblockthe the package does not include the heavy undercarriage the R 976 needs.
Machine control packageblockOnly on items that offer it
Fleet telematics serviceblockOnly on items that offer it
Contract yearsblock1 to 5 years
Total discount limitblockAbove 18 percent
Digging depth reviewneeds approvalAbove 480: a job site stability review is required
Long contractneeds approvalAbove 3 years needs finance approval
Large quantityneeds approvalAbove 15 machines: a production slot review is required
Discount approvalneeds approvalTotal above 10 percent within the limit
Large orderneeds approvalAbove USD 5000000 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 R 936 class excavator with the long-reach boom package for 4 machines under a standard dealer purchase, digging depth 300 inches, 2 years service term. Net total USD 1,646,640. Ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of USD 1646640.0 does not match the USD 1829600.0 the validator computed.

2. The total the agent states: Stated total corrected

The agent's request. The R 936 class excavator with the long-reach boom package for 4 machines under a standard dealer purchase, digging depth 300 inches, 2 years service term. Net total USD 1,829,600. Ready to send.

Verdict: Allowed.

3. Dealer program: 2 machines on a fleet agreement

The agent's request. The R 936 class excavator with the long-reach boom package for 2 machines under a fleet purchase agreement, digging depth 300 inches, 2 years service term. Net total USD 869,060. Ready to send.

Verdict: Blocked.

  • Dealer Program Minimum. 2 machines are below the 3 machines minimum of the Fleet purchase agreement.

4. Dealer program: 3 machines on a fleet agreement

The agent's request. The R 936 class excavator with the long-reach boom package for 3 machines under a fleet purchase agreement, digging depth 300 inches, 2 years service term. Net total USD 1,303,590. Ready to send.

Verdict: Allowed.

5. Digging depth: 320 inches on an R 920 class

The agent's request. The R 920 class excavator with the long-reach boom package for 4 machines under a standard dealer purchase, digging depth 320 inches, 2 years service term. Net total USD 1,189,600. Ready to send.

Verdict: Blocked.

  • Digging Depth Machine Limit. A digging depth of 320 is outside the 100 to 300 range of the R 920 class excavator.

6. Digging depth: 280 inches, fleet agreement

The agent's request. The R 920 class excavator with the long-reach boom package for 6 machines under a fleet purchase agreement, digging depth 280 inches, 2 years service term. Net total USD 1,659,492. Ready to send.

Verdict: Allowed.

7. Review by a person: 500 inch digging depth

The agent's request. The R 976 class mass excavation machine with the mass excavation boom package for 2 machines under a standard dealer purchase, digging depth 500 inches, 2 years service term. Net total USD 3,591,200. Ready to send.

Verdict: Needs approval.

  • Job Site Stability Review. A digging depth of 500 is above 480; a job site stability review is required.

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 crawler excavator 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. I will start with the first request by the agent.
  3. The agent says. The R 936 class excavator with the long-reach boom package for 4 machines under a standard dealer purchase, digging depth 300 inches, 2 years service term. Net total USD 1,646,640. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. The quoted net total of USD 1646640.0 does not match the USD 1829600.0 the validator computed.
  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.
  7. What this shows: for the total the agent states, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the stated net as to 1829600.
  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 R 936 class excavator and Long-reach boom with heavy undercarriage; the other line is on screen.
  13. The earlier finding is cleared, and the validator's total, USD 1,829,600, matches the quote.
  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.