Predictika · Business communications quotes

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

An AI sales agent prepares a quote for a business communications customer: cloud or on-premises phone system, per-user license tier, IP phones, SIP trunk and contact center add-ons, term, and the partner's discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing, compatibility and discount rules and returns a verdict, every reason and the platform figures it computed.

Scope: unified communications quotes for cloud (UCaaS) and on-premises business phone systems: platform, per-user license tier, phone compatibility, SIP trunk and contact center add-ons, and partner discounts. See everything this validator covers

This validator models quotes for business phone systems sold through channel partners — not just the scenarios shown below.

  • Platforms — a large-enterprise on-premises system, a small and mid-size on-premises system and a cloud (UCaaS) service, each with its own user limit, SIP trunk limit and minimum term.
  • Delivery — the quote must ask for a delivery option the platform is offered in.
  • License tiers — the number of devices each user may have, and which tiers may take the contact center add-on.
  • Phones — which desk, conference and legacy phone models work on which platform, whether they can connect over Wi-Fi, and how many phones a tier allows for the users on the quote.
  • SIP trunks and contact center — which platforms offer them, channel limits, and agents that cannot exceed users.
  • Partner discounts — what each partner level can give, what needs channel management approval, what needs a registered deal and what no one can approve.
  • Figures the quote states — the user limit and devices per user the quote itself claims.

Any business phone system quote that touches platform, license tier, phones, SIP trunks, contact center or partner discount is in scope — not only the scenarios pictured here. Not covered: prices (the vendor publishes no price list, so this validator produces no price build-up or line-item quote), contract terms beyond those listed, and any vendor CPQ platform. Assumptions: the user limits, license tiers, devices per user, the phone-and-platform support matrix, add-on availability, partner levels and discount limits are invented illustrative values.

The AI sales agentBuilds the phone system quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed platform 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
A phone model that is not supported on the chosen platform, or cannot use Wi-FiOnly with care
Each phone-and-platform pair is its own compatibility rule. It works, but every new phone or platform adds rules that someone must keep in step.
Support and Wi-Fi capability sit on the phone record and the platform; a new phone is a new row, not a new rule.
Contact center or SIP trunk add-ons that depend on both platform and license tierOnly with care
Add-on availability is usually a product rule per platform and tier combination, and agents-versus-users checks need a separate validation rule.
Availability comes from the platform and tier records and the agent count is compared with the users on every call.
Phones above the devices per user that the license tier allowsOnly with workarounds
The limit depends on users, tier and phone count together. That is a calculated check across fields, which rules-based CPQ handles only through custom validation.
The limit is computed from the tier and the users on every call.
A quote that states a user limit or devices per user different from the platform or tierOnly with care
A validation rule can compare a stated figure with the platform, but only if the stated figure is a field on the quote, which it rarely is.
The stated figures travel with the quote and are compared with the platform and tier on every call.
Partner discount levels, a registered-deal requirement and an absolute ceiling at onceOnly with workarounds
Partner level, deal registration and the discount interact. Several reasons at once usually mean several approval and validation rules firing separately, each with its own message.
Every block and approval reason is listed together, in order of severity.

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 asks for Cloud delivery and MiVoice Office 400 (on-premises) is offered as OnPrem only.
2the Mitel 6970 Conference Phone is not supported on MiVoice Office 400 (on-premises).
3the Mitel 5340e IP Phone (legacy MiNet) has no built-in Wi-Fi, but the quote connects the phones over Wi-Fi.
43000 users is above the 2500 users one MiVoice Business (on-premises) system supports.
5101 phones is above the 2 devices per user allowed by UCC Entry for 50 users.
6the contact center add-on is not offered with MiVoice Business (on-premises).
7the contact center add-on is not available with the UCC Entry license tier.
8120 contact center agents is more than the 100 users on the quote.
9the SIP trunk add-on is not offered with MiCloud Connect (UCaaS).
1061 SIP trunk channels is above the 60 channels MiVoice Office 400 (on-premises) supports.
11a 24 month term is below the 36 month minimum for MiCloud Connect (UCaaS).
12a 28 percent discount needs a registered deal above 20 percent, and the quote has none.
13a 36 percent discount is above the 35 percent limit that anyone can approve.
14the quote states a limit of 5000 users per system, but MiVoice Business (on-premises) supports 2500.
15the quote states 8 devices per user, but the UCC Standard tier allows 4.
16a 28 percent discount is above the 10 percent a Registered level partner can give; it needs channel management approval.
1720 SIP trunk channels for 100 users is fewer than one channel for every 4 users; confirm the call volume with the customer.
18250 users leaves under 10 percent headroom below the 250 users MiVoice Office 400 (on-premises) supports; confirm sizing with the customer.

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. Contact center add-on: Contact center add-on on an on-premises system with the Entry tier

The agent's request. Please quote MiVoice Business (on-premises) with UCC Entry licenses for 400 users, 400 Mitel 6930w phones powered over Ethernet (PoE), and a 36 month term, with the contact center add-on for 40 agents, through our Silver level partner account. The quote states a limit of 2500 users per system and 2 devices per user. It is ready to send.

Verdict: Blocked.

  • Contact center add-on not offered. The contact center add-on is not offered with MiVoice Business (on-premises).
  • Contact center not available on the tier. The contact center add-on is not available with the UCC Entry license tier.

2. Contact center add-on: The agent resubmits after fixing the errors

The agent's request. Please quote MiCloud Connect (UCaaS) with UCC Standard licenses for 400 users, 400 Mitel 6930w phones powered over Ethernet (PoE), and a 36 month term, with the contact center add-on for 40 agents, through our Silver level partner account. The quote states a limit of 5000 users per system and 4 devices per user. It is ready to send.

Verdict: Allowed.

  • Platform summary. MiCloud Connect (UCaaS) supports up to 5000 users and 0 SIP trunk channels with a 36 month minimum term; UCC Standard allows 4 devices per user; a Silver level partner can discount up to 20 percent.

3. Phones: Legacy phones on the cloud service, connected over Wi-Fi

The agent's request. Please quote MiCloud Connect (UCaaS) with UCC Standard licenses for 250 users, 300 Mitel 5340e phones connected over Wi-Fi, and a 36 month term, through our Silver level partner account. The quote states a limit of 5000 users per system and 4 devices per user. It is ready to send.

Verdict: Blocked.

  • Phone not supported on the platform. The Mitel 5340e IP Phone (legacy MiNet) is not supported on MiCloud Connect (UCaaS).
  • Phone cannot connect over Wi-Fi. The Mitel 5340e IP Phone (legacy MiNet) has no built-in Wi-Fi, but the quote connects the phones over Wi-Fi.

4. Phones: The agent resubmits after fixing the errors

The agent's request. Please quote MiCloud Connect (UCaaS) with UCC Standard licenses for 250 users, 300 Mitel 6930w phones connected over Wi-Fi, and a 36 month term, through our Silver level partner account. The quote states a limit of 5000 users per system and 4 devices per user. It is ready to send.

Verdict: Allowed.

  • Platform summary. MiCloud Connect (UCaaS) supports up to 5000 users and 0 SIP trunk channels with a 36 month minimum term; UCC Standard allows 4 devices per user; a Silver level partner can discount up to 20 percent.

5. Partner pricing: 28 percent partner discount with no registered deal

The agent's request. Please quote MiVoice Office 400 (on-premises) with UCC Standard licenses for 120 users, 130 Mitel 6930w phones powered over Ethernet (PoE), and a 24 month term, with a SIP trunk with 40 channels, through our Registered level partner account, at a 28 percent discount. The quote states a limit of 250 users per system and 4 devices per user. It is ready to send.

Verdict: Blocked.

  • Registered deal required. A 28 percent discount needs a registered deal above 20 percent, and the quote has none.
  • Discount needs approval. A 28 percent discount is above the 10 percent a Registered level partner can give; it needs channel management approval.

6. Partner pricing: The agent resubmits after fixing the errors

The agent's request. Please quote MiVoice Office 400 (on-premises) with UCC Standard licenses for 120 users, 130 Mitel 6930w phones powered over Ethernet (PoE), and a 24 month term, with a SIP trunk with 40 channels, through our Registered level partner account, at a 28 percent discount on a registered deal. The quote states a limit of 250 users per system and 4 devices per user. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A 28 percent discount is above the 10 percent a Registered level partner can give; it needs channel management approval.
  • Platform summary. MiVoice Office 400 (on-premises) supports up to 250 users and 60 SIP trunk channels with a 12 month minimum term; UCC Standard allows 4 devices per user; a Registered level partner can discount up to 10 percent.

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 a business communications customer: cloud or on-premises phone system, per-user license tier, IP phones, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing, compatibility and discount rules and returns a verdict, every reason and the platform figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote MiVoice Business (on-premises) with UCC Entry licenses for 400 users, 400 Mitel 6930w phones powered over Ethernet (PoE). The quote states a limit of 2500 users per system and 2 devices per user. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. The contact center add-on is not offered with MiVoice Business (on-premises). The contact center add-on is not available with the UCC Entry license tier.
  6. The validator returned two 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 contact center or SIP trunk add-ons that depend on both platform and license tier, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the platform to MiCloud Connect (UCaaS), the license tier to UCC Standard, the delivery to cloud, the stated user limit per system to 5,000 and the stated devices per user to 4.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. Both earlier findings are cleared, and the validator's figure matches the quote.
  13. Two problems 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.