Predictika · Oilfield well servicing quotes

An AI sales agent's Oil States swab tool string quote, checked before it goes out

An AI sales agent prepares a quote for Oil States Industries well servicing equipment: tubing swab cups, swab mandrels, sleeves and swivel rope sockets for a swabbing job, or replacement cups alone, with terms of sale, a discount and the figures it states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the Oil States catalog and its terms of sale and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Oil States tubing swab tool strings: swab cups (wire, M, RTL, SV and Sand Devil), swab mandrels (120, 150, 200, 250, SJ-20, SJ-21, SJ-25, SJ-26), sleeves and swivel rope sockets for 1 1/4 to 4 inch tubing. See everything this validator covers

This validator models Oil States tubing swab quotes built on the public Well Servicing Equipment catalog, not just the scenarios shown below. The tubing chart, cup part numbers, cup sizes, mandrel columns, rope sockets and the terms of sale come from the catalog; the catalog has no prices, so every price is illustrative.

  • Swab cups — for each of 19 tubing sizes and weights, the cup types the catalog lists (wire, M, RTL, SV, Sand Devil) with the part number, cup O.D. and whether the insert is steel, aluminum or either.
  • Mandrels and sleeves — the mandrel listed for each tubing row (120, 150, 200, 250, SJ-20, SJ-21, SJ-25, SJ-26), wire cups needing sleeves on the SJ-21 and SJ-26, and all-rubber cups on the SJ-20 and SJ-25.
  • Rope sockets — the sockets listed for 1 1/4 to 1 3/4 inch tubing or for 2 inch and larger, each with its wireline size, and the special order sockets.
  • Terms of sale — the $75 minimum charge, the $500 minimum net on special order lines, Net 30 only with approved credit, export sales through the Proprietary Sales Department and discounts beyond the standard schedule.
  • What the validator checks — cup available for the tubing, insert, mandrel fit, sleeves, socket and wireline, cups per mandrel, terms, discount, and the cup O.D. and total the agent states. Approvals: a discount above 10 percent, special order items, export sales and orders above $25,000.

Any Oil States swab quote that touches these cups, mandrels, sockets and terms is in scope — not only the scenarios pictured here. Not covered: casing swab cups, the other Well Servicing products in the catalog (stripper rubbers, test cups, packer cups, oil savers, sucker rod guides), offshore and subsea products, freight and taxes. The catalog has no prices, so every price on this page is illustrative.

The AI sales agentBuilds the swab equipment quote from the conversation with the well servicing customer 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
Cups that exist for some tubing and not othersOnly with workarounds
The catalog is a chart of 19 tubing rows against five cup types, with gaps. A product rule per cell is a big hand-kept table, and a missing cell is easy to read as available.		Every cup is looked up by tubing row and cup type, and a missing combination is a finding.
Mandrels that depend on the tubing rowOnly with workarounds
The mandrel column changes inside one tubing size (2 inch 5.95 pound tubing takes the 150, the other 2 inch rows the 200 or SJ mandrels). Each is another compatibility rule.		The mandrel is checked against the row of the tubing chart.
Sleeves that depend on cup type and mandrelOnly with care
Wire cups on the SJ-21 or SJ-26 need a sleeve each, and wire cups do not go on the SJ-20 or SJ-25. A rule can say so, but the sleeve count is a separate line the rep must keep in step.		The sleeve quantity is compared with the cups in the same pass.
Rope socket against tubing and wirelineOnly with care
Socket models split by tubing size range, and each takes one wireline size. Two lookups against two other fields.		Socket range and wireline are checked against the tubing and the wireline quoted.
Terms that depend on the customerOnly with care
Net 30 only with approved credit, export sales through one department, a $75 minimum charge and a $500 minimum on special order lines each need a field and a rule.		The terms are checked against the customer facts and the minimums are computed into the quote.
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: 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 order has 0 swab sets; at least one is needed.
2The quote has 5 cups on each mandrel; the range is 1 to 4 cups, or 1 to 6 Sand Devil cups.
3The catalog has no cup of this type for the tubing size and weight chosen.
4The insert chosen is not offered for this cup; some cups come with steel or aluminum inserts, the others with one only.
5The mandrel chosen is not listed for this tubing size and weight.
6Wire cups are quoted on an SJ-20 or SJ-25 swivel joint mandrel, which takes all-rubber cups; wire cups go on the SJ-21 or SJ-26 with sleeves.
7The wire cups on the swivel joint mandrel have 0 sleeves for 3 cups; a sleeve is needed for each wire cup.
8The rope socket chosen is for the other tubing size range; the sockets are listed for 1 1/4 to 1 3/4 inch tubing, or for 2 inch and larger.
9The wireline is 1/2 inch and the rope socket takes 9/16 inch.
10The rope socket is a special order item, not carried in stock; a minimum order of $500 net per line may be charged and the sale is final, so a person should confirm.
11The quote is on Net 30 terms and the customer has no approved credit; without approved credit payment is in advance of shipping.
12Export sales are made only through the Proprietary Sales Department in Arlington, Texas, so a person should handle this order.
13A discount of $534 on a list price of $5,330 is more than the standard 10 percent; changes to the discount schedule need written approval from the Proprietary Sales Department.
14A discount of $534 on a list price of $2,132 is more than the 25 percent limit.
15The quote states a total of $532, but the items, charges and discount give $533.
16The quote states a cup O.D. of 1.90 inches; the catalog lists 195 hundredths for this cup.
17The list price is $31,980, above $25,000, so a person should confirm the order.

  

  

    
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. Swabbing contractor, 3 inch tubing: A swabbing contractor ordering 25 tool strings for 3 inch tubing

    
The agent's request. Please quote 25 swab tool strings for 3 inch tubing (3.500 inch O.D., 9.20 lbs/ft), each with 3 wire cups (part 304-HL, steel insert) on the SJ-25 swivel joint mandrel and the rope socket SS135896 for 9/16 inch wireline. Terms are Net 30. The discount is $1,429. The quote states a cup O.D. of 2.97 inches and a total of $22,396. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Wire cups not on SJ-20 or SJ-25. Wire cups are quoted on an SJ-20 or SJ-25 swivel joint mandrel, which takes all-rubber cups; wire cups go on the SJ-21 or SJ-26 with sleeves.
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  • Rope socket does not fit the tubing size. The rope socket chosen is for the other tubing size range; the sockets are listed for 1 1/4 to 1 3/4 inch tubing, or for 2 inch and larger.
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  • Net 30 needs approved credit. The quote is on Net 30 terms and the customer has no approved credit; without approved credit payment is in advance of shipping.
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  • Stated total differs from the computed total. The quote states a total of $22,396, but the items, charges and discount give $20,721.
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2. Swabbing contractor, 3 inch tubing: The agent resubmits after fixing the errors

    
The agent's request. Please quote 25 swab tool strings for 3 inch tubing (3.500 inch O.D., 9.20 lbs/ft), each with 3 wire cups (part 304-HL, steel insert) on the SJ-26 swivel joint mandrel, 3 sleeves and the rope socket SS173496 for 9/16 inch wireline. Terms are payment in advance. The discount is $1,429. The quote states a cup O.D. of 2.97 inches and a total of $22,396. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List price $23,825, net $22,396 after the discount (illustrative prices, not Oil States prices).
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3. Small-bore tubing, 12 tool strings: Twelve tool strings for 1 3/4 inch tubing

    
The agent's request. Please quote 12 swab tool strings for 1 3/4 inch tubing (2.063 inch O.D., 3.40 lbs/ft), each with 3 M type cups on the 120 tubing swab mandrel and the rope socket RS115896 for 9/16 inch wireline. Terms are Net 30. The quote states a cup O.D. of 1.95 inches and a total of $5,244. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • No such cup for this tubing. The catalog has no cup of this type for the tubing size and weight chosen.
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  • Mandrel does not fit the tubing. The mandrel chosen is not listed for this tubing size and weight.
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  • Special order item. The rope socket is a special order item, not carried in stock; a minimum order of $500 net per line may be charged and the sale is final, so a person should confirm.
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4. Small-bore tubing, 12 tool strings: The agent resubmits after fixing the errors

    
The agent's request. Please quote 12 swab tool strings for 1 3/4 inch tubing (2.063 inch O.D., 3.40 lbs/ft), each with 3 RTL cups (part 216-RTL, steel insert) on the 150 tubing swab mandrel and the rope socket RS115896 for 9/16 inch wireline. Terms are Net 30. The quote states a cup O.D. of 1.66 inches and a total of $5,136. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Special order item. The rope socket is a special order item, not carried in stock; a minimum order of $500 net per line may be charged and the sale is final, so a person should confirm.
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  • Quote summary. List price $5,136, net $5,136 after the discount (illustrative prices, not Oil States prices).
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5. Small-bore tubing, 12 tool strings: The agent resubmits after fixing the errors

    
The agent's request. Please quote 12 swab tool strings for 1 3/4 inch tubing (2.063 inch O.D., 3.40 lbs/ft), each with 3 RTL cups (part 216-RTL, steel insert) on the 150 tubing swab mandrel and the rope socket SS115896 for 9/16 inch wireline. Terms are Net 30. The quote states a cup O.D. of 1.66 inches and a total of $5,052. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List price $5,052, net $5,052 after the discount (illustrative prices, not Oil States prices).
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6. Replacement cups: Replacement cups for 3 inch tubing

    
The agent's request. Please quote 4 replacement RTL cups (part 304-RTL-ST, aluminum insert) for 3 inch tubing (3.500 inch O.D., 9.20 lbs/ft). Terms are Net 30. The quote states a cup O.D. of 2.98 inches and a total of $336. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Insert not offered on this cup. The insert chosen is not offered for this cup; some cups come with steel or aluminum inserts, the others with one only.
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  • Net 30 needs approved credit. The quote is on Net 30 terms and the customer has no approved credit; without approved credit payment is in advance of shipping.
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  • Stated total differs from the computed total. The quote states a total of $336, but the items, charges and discount give $360.
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7. Replacement cups: The agent resubmits after fixing the errors

    
The agent's request. Please quote 4 replacement RTL cups (part 304-RTL-ST, steel insert) for 3 inch tubing (3.500 inch O.D., 9.20 lbs/ft). Terms are payment in advance. The quote states a cup O.D. of 2.98 inches and a total of $336. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List price $336, net $336 after the discount (illustrative prices, not Oil States prices).
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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 quote for Oil States Industries well servicing equipment: tubing swab cups, swab mandrels, sleeves and swivel rope sockets for a swabbing job, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the Oil States catalog and its terms of sale and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote 25 swab tool strings for 3 inch tubing (3.500 inch O.D., 9.20 lbs/ft), each. Terms are Net 30. The rest of the request is on screen. The quote states a cup O.D. of 2.97 inches and a total of $22,396.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings, all in one answer. Wire cups are quoted on an SJ-20 or SJ-25 swivel joint mandrel, which takes all-rubber cups; wire cups go on the SJ-21 or SJ-26 with sleeves. The rope socket chosen is for the other tubing size range; the sockets are listed for 1 1/4 to 1 3/4 inch tubing, or for 2 inch and larger. The quote is on Net 30 terms and the customer has no approved credit; without approved credit payment is in advance of shipping. The other one is on screen.
    6. 
      
  6. The validator returned four 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 and against the stated total.
    7. 
      
  7. What this shows: for rope socket against tubing and wireline, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
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  9. The corrected request. It changes the mandrel to SJ-26 swivel joint mandrel, the sleeves per tool string to 3, the rope socket to SS173496 and the terms to payment in advance.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
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  12. The validator also returns the line-item quote. It starts with Swab cup and Swab mandrel; the other two lines are on screen.
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  13. All four earlier findings are cleared, and the validator's total, $22,396, matches the quote.
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  14. Four problems caught in one call, fixed in one pass, and a clean $22,396 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.