Predictika · City Multi style VRF HVAC systems: outdoor unit, indoor units, branch controllers, controls, piping, site conditions and discount

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

An AI sales agent prepares a VRF 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: VRF system quotes for the City Multi VRF Systems product line. See everything this validator covers

This validator models City Multi style heat pump and heat recovery VRF system quotes with ducted, cassette and wall-mounted indoor units. It handles any quote made of these outdoor and indoor units, not just the scenarios shown below.

  • Outdoor units — Heat pump (PUHY-P) and heat recovery (PURY-P) outdoor units from 8 to 20 tons in 208/230 V and 460 V, each with its own capacity, indoor-unit count, piping, height, low-temperature and Canada-listing limits.
  • Indoor units — Four-way cassette, ducted and wall-mounted indoor units in 12k to 36k sizes, and the connected-capacity ratio against the outdoor unit.
  • Heat recovery and branch controllers — Simultaneous heating and cooling needs a heat recovery system; branch controllers are required for heat recovery systems, sized by ports and capacity, and are not used with heat pump systems.
  • Refrigerant piping — Total and farthest piping length, outdoor-to-indoor and indoor-to-indoor height differences, and the refrigerant charge that results.
  • Refrigerant safety — System charge against the smallest room served, and leak detection as a mitigation that needs engineering approval.
  • Controls and site — Central controller capacity, central-only room control, wind baffle for low cooling temperatures, salt-air protection for Hawaii, supply voltage and winter design temperature.
  • Commercial terms — Region lead times against the date the customer needs, discount authority by order channel with an approval path, large-order review, and an illustrative price build-up.
  • The stated net total — A check that the net total the agent states matches the total the validator computes.

It does not cover Mitsubishi Electric split systems, chillers, mini-split-only orders, mixed indoor models on one outdoor unit, detailed pipe sizing, installation labor or real list prices.

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
Click to expand
    
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
Heat pump versus heat recovery, and branch controllers only for heat recoveryOnly with care
A product rule on the system type plus a quantity rule for branch controllers; works, but each outdoor model family needs its own copy of the logic.		The system type is data on each outdoor unit; both checks follow from it.
Branch controller count from both indoor unit count and connected capacityOnly with workarounds
Needs summary variables for indoor units and kBtu, a rounding formula for each limit and a comparison with what the rep entered; rounding mistakes are easy.		Computed once from the model and compared with the quoted count.
Connected capacity ratio with a hard stop and an approval bandOnly with care
A validation rule for the limits and a separate approval rule for the band; two places to keep in step.		Block and approval come from the same check in one answer.
Refrigerant charge from piping length against the smallest roomOnly with workarounds
The charge depends on the model and the piping entered; the room limit changes the outcome from block to approval when leak detection is added. Doable with chained formulas, but fragile.		Charge, room limit and mitigation are evaluated together.
Lead time by region and piping limits by modelOnly with care
Lookup tables per model and region; grows with every model and drifts out of date.		Limits are catalog data; the check follows from the model chosen.
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 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
Click to expand
    
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
Connected capacity ratioblockIndoor kBtu against outdoor kBtu: below 50 percent or above 130 percent blocks
Capacity approval bandneeds approvalAbove 120 and up to 130 percent needs engineering approval
Indoor unit countblockUnits quoted cannot exceed the model maximum
Canada listingblockModels without a CSA listing cannot be quoted for Canada
Supply voltageblockSite voltage must equal the unit voltage
Winter design temperatureblockBelow the model heating limit blocks
Wind baffleblockCooling needed below 23 F requires a wind baffle
Salt-air protectionblockHawaii requires the option
Piping entry orderblockFarthest run cannot exceed total piping
Total piping lengthblockPer-model limit
Farthest piping runblockPer-model limit
Outdoor to indoor heightblockLimit depends on outdoor unit above or below
Indoor to indoor heightblock49 ft
Heat recovery neededblockSimultaneous heating and cooling needs a PURY system
Heat recovery not needednoteHeat recovery chosen without simultaneous need
Branch controller countblockHeat recovery systems need controllers sized by 16 ports and 192 kBtu each
Branch controllers on heat pumpblockNot used with heat pump systems
Central controller capacityblockMore than 24 units need a central controller; AE-200A handles 50, with expansion 200
Central-only room controlblockNeeds a central controller
Refrigerant charge in smallest roomblockFactory plus piping charge above the concentration limit blocks unless leak detection is quoted
Leak detection mitigationneeds approvalCharge over the limit with leak detection quoted needs engineering approval
Lead timeblockModel lead time plus region against weeks the customer needs
Discount authorityblockAbove the channel limit (10 contractor, 25 distributor) blocks
Discount approvalneeds approvalAbove 5 percent and within the limit needs approval
Large orderneeds approvalNet above 120000 USD needs sales director review
Price build-upcalculationOutdoor, indoor, branch controllers, controllers, room controls, joint kits, options, added refrigerant, discount
Stated net totalblockThe net total the agent states must match the total the validator computes (within USD 1).

  

  

    
Scenarios and results
Click to expand
    
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. Site power: 460 V site, 230 V unit

    
The agent's request. A PURY-P144TNU-A 12 ton heat recovery system (208/230 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away, for a site on 460 V power. Net total USD 86,298. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Supply Voltage. Site supply is 460 V but PURY-P144TNU-A heat recovery 12 ton 208/230V is a 230 V unit.
    • 
    

    
2. Site power: 460 V site, 460 V unit

    
The agent's request. A PURY-P144YNU-A 12 ton heat recovery system (460 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away, for a site on 460 V power. Net total USD 87,198. Ready to send.

    
Verdict: Allowed.

    
3. Refrigerant piping: Piping beyond the model limits

    
The agent's request. A PURY-P144YNU-A 12 ton heat recovery system (460 V) with 8 PLFY-P18 cassettes, one branch controller, 2,800 ft of piping and the farthest unit 600 ft away, on a 460 V site. Net total USD 87,924. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Total Piping Length. Total piping 2800 ft exceeds the 2132 ft limit of PURY-P144YNU-A heat recovery 12 ton 460V.
    • 
      
  • Farthest Piping Run. Farthest indoor unit at 600 ft exceeds the 541 ft limit of PURY-P144YNU-A heat recovery 12 ton 460V.
    • 
    

    
4. Refrigerant piping: Piping within the model limits

    
The agent's request. A PURY-P144YNU-A 12 ton heat recovery system (460 V) with 8 PLFY-P18 cassettes, one branch controller, 2,000 ft of piping and the farthest unit 500 ft away, on a 460 V site. Net total USD 87,660. Ready to send.

    
Verdict: Allowed.

    
5. The total the agent states: Stated total below computed

    
The agent's request. A PURY-P144TNU-A 12 ton heat recovery system (208/230 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away, for a site on 230 V power. Net total USD 77,668.20. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 77668.2 does not match the USD 86298.0 the validator computed.
    • 
    

    
6. The total the agent states: Stated total corrected

    
The agent's request. A PURY-P144TNU-A 12 ton heat recovery system (208/230 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away, for a site on 230 V power. Net total USD 86,298. Ready to send.

    
Verdict: Allowed.

    
7. Review by a person: 8 percent contractor discount

    
The agent's request. A PURY-P144TNU-A 12 ton heat recovery system (208/230 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away, for a site on 230 V power, with an 8 percent contractor discount. Net total USD 79,394.16. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount Approval. 8 percent discount is above the 5 percent a rep can give; approvable up to 10 percent for a Contractor order.
    • 
    

  

  

    
Narration transcript
Click to expand
    
The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a VRF 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. A PURY-P144TNU-A 12 ton heat recovery system (208/230 V) with 8 PLFY-P18 cassettes, one branch controller, 600 ft of piping and the farthest unit 250 ft away. Net total USD 86,298. 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. Site supply is 460 V but PURY-P144TNU-A heat recovery 12 ton 208/230V is a 230 V unit.
    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.
    7. 
      
  7. What this shows: for site supply voltage against the outdoor unit voltage, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the outdoor to PURY-P144YNU-A heat recovery 12 ton 460V and the stated net as to 87,198.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. The validator also returns the line-item quote. It starts with PURY-P144YNU-A heat recovery 12 ton 460V and PLFY-P18 4-way cassette 18k; the other three lines are on screen.
    13. 
      
  13. The earlier finding is cleared, and the validator's total, USD 87,198, matches the quote.
    14. 
      
  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.